Research analysts who have asked questions during Tuya earnings calls.
TZ
Timothy Zhao
Goldman Sachs
7 questions for TUYA
Also covers: BEKE, BZ, EDU +5 more
Yang Liu
Morgan Stanley
6 questions for TUYA
Also covers: BILI, GDS, NTES +3 more
KX
Kai Xiao
China International Capital Corporation
4 questions for TUYA
John Marc Roy
Water Tower Research
3 questions for TUYA
Also covers: CMBM, SES, UMAC
MM
Matt Ma
Jefferies
3 questions for TUYA
ML
Mingran Li
CICC
2 questions for TUYA
KZ
Kai Zao
CICC
1 question for TUYA
TT
Tom Tang
Not Disclosed
1 question for TUYA
Also covers: VNET
Recent press releases and 8-K filings for TUYA.
Tuya Reports Q3 2025 Results with Continued Revenue Growth and Strong AI Adoption
TUYA
Earnings
Product Launch
Revenue Acceleration/Inflection
- Tuya reported Q3 2025 total revenue of approximately $82.5 million, a 1.1% year-over-year increase, marking its ninth consecutive quarter of year-over-year growth. The company achieved a gross margin of 48.3% and a GAAP net margin of 18.2%, which expanded by more than 23.6 percentage points year-over-year.
- AI adoption is accelerating, with 93.99% of smart devices shipped in Q3 equipped with AI capabilities. Tuya's AI Agent service handles 155 million daily interactions, and a new universal AI life assistant is scheduled for official release at CES. The developer ecosystem also grew, with 1.62 million registered developers, a 23% year-over-year increase.
- While Q4 2025 is expected to see continued uncertainty and a "soft end" for the promotion season, Tuya has a very positive outlook for growth in 2026, driven by the increasing adoption of AI features and smart home portfolios.
Nov 25, 2025, 12:30 AM
Tuya Reports Q3 2025 Financial Results and AI Progress
TUYA
Earnings
Product Launch
Guidance Update
- Tuya reported Q3 2025 total revenue of approximately $82.5 million, a 1.1% year-over-year increase, marking its ninth consecutive quarter of year-over-year growth. The company achieved a gross margin of 48.3% and a GAAP net margin of 18.2%, which expanded by 23.6 percentage points year-over-year.
- The company continues to integrate AI, with 93.99% of total device shipments equipped with AI capabilities by the end of Q3. Tuya's AI Agent service now handles 155 million daily interactions for global users.
- Tuya is preparing for the official release of its new AI Agent App at the upcoming CES show. Management anticipates soft demand for Q4 2025 but holds a very positive outlook for growth in 2026, driven by the increasing adoption of AI features in smart home products.
Nov 25, 2025, 12:30 AM
Tuya Reports Q3 2025 Financial Results and Highlights AI Integration
TUYA
Earnings
Product Launch
New Projects/Investments
- Tuya reported total revenue of approximately $82.5 million for Q3 2025, representing a 1.1% year-over-year increase and marking its ninth consecutive quarter of year-over-year growth.
- The company achieved a gross margin of 48.3% and a GAAP net margin of 18.2%, which expanded by more than 23.6 percentage points year-over-year.
- AI capabilities are deeply integrated, with 93.99% of smart devices shipped in Q3 2025 equipped with AI, and Tuya's AI Agent service handling 155 million daily interactions.
- A new AI Agent App, positioned as a universal AI life assistant, is scheduled for official release at the CES show.
- The developer ecosystem expanded, reaching 1.62 million registered developers, a 23% year-over-year increase.
Nov 25, 2025, 12:30 AM
Tuya Inc. Announces Third Quarter 2025 Financial Results
TUYA
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Tuya Inc. reported total revenue of US$82.5 million for the third quarter ended September 30, 2025, representing a 1.1% increase year-over-year.
- The company achieved net profits of US$15.0 million in Q3 2025, a significant improvement compared to a net loss of US$4.4 million in the same period of 2024.
- Gross margin improved to 48.3%, up 2.3 percentage points year-over-year, and net cash generated from operating activities increased by 25.7% to US$30.0 million.
- As of September 30, 2025, Tuya Inc. maintained a strong financial position with US$1,026.5 million in cash and cash equivalents, time deposits, and treasury securities.
Nov 24, 2025, 10:15 PM
Tuya Reports Q3 2025 Unaudited Financial Results
TUYA
Earnings
Revenue Acceleration/Inflection
- Tuya reported total revenue of US$82.5 million for the third quarter ended September 30, 2025, an increase of 1.1% year-over-year.
- The company achieved a net profit of US$15.0 million in Q3 2025, compared to a net loss of US$4.4 million in the same period of 2024.
- Overall gross margin improved to 48.3% in Q3 2025, up 2.3 percentage points from 46.0% in Q3 2024.
- Net cash generated from operating activities was US$30.0 million, representing a 25.7% increase year-over-year, and the company maintained a strong cash position with US$1,026.5 million in total cash and cash equivalents, time deposits, and treasury securities as of September 30, 2025.
Nov 24, 2025, 10:00 PM
Tuya Inc. Announces Q2 2025 Financial Results Amidst Trade Uncertainties
TUYA
Earnings
Dividends
Demand Weakening
- Tuya Inc. reported Q2 2025 revenue of approximately US80.1 million dollars, representing a 9.3% year-over-year increase.
- The company maintained strong profitability, with a blended gross margin of 48.4% and a non-GAAP operating margin of nearly 11% in Q2 2025.
- Key business segments showed growth, with Smart Solutions revenue up 16.7% and SaaS and others revenue up 15.6% year-over-year in Q2 2025.
- Tuya continues to integrate AI, with 93% of its shipped product categories equipped with AI capabilities as of June 13, 2025, and its board approved a cash dividend totaling approximately US33 million dollars.
- Management noted ongoing global trade uncertainties and tariff policies impacting the consumer electronics industry, leading to a conservative outlook for Q3 and the remainder of 2025.
Aug 27, 2025, 2:25 PM
Quarterly earnings call transcripts for Tuya.
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