Cheetah Mobile Announces Second Quarter 2025 Unaudited Consolidated Financial Results
Financial Performance: Cheetah Mobile reported a 57.5% year-over-year increase in total revenue for Q2 2025, reaching RMB295.2 million (US$41.2 million), with significant growth in both its Internet and AI segments.
Profitability Improvements: The company achieved a notable reduction in operating losses, down 85.7% year-over-year, and reported a healthy gross margin of 76.1%, reflecting improved operational efficiency and a shift towards a subscription-based model.
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Earnings Performance: Cheetah Mobile (CMCM) reported a Q3 non-GAAP EPADS of -$0.0098, indicating a loss per share.
Revenue Growth: The company achieved a revenue of $40.37 million, reflecting a year-over-year increase of 49.6%.
Liquidity Position: As of September 30, 2025, Cheetah Mobile had cash and cash equivalents amounting to RMB1,597.3 million (approximately US$224.4 million), demonstrating strong liquidity.
Long-term Investments: The company also held long-term investments valued at RMB761.4 million (around US$107.0 million) as of the same date.

Financial Performance: Cheetah Mobile reported a 49.6% year-over-year revenue growth for Q3 2025, achieving its first quarterly operating profit in six years, driven largely by a 150.8% increase in its AI and others segment, which now constitutes over half of total revenue.
Management Insights: CEO Sheng Fu highlighted the company's turnaround efforts, emphasizing the strong performance of their AI robot business and ongoing investments in AI technologies to foster future growth.
Profitability Metrics: The company recorded an operating profit of RMB 3.9 million, a significant improvement from an operating loss of RMB 72 million in the same quarter last year, while non-GAAP operating profit reached RMB 15.1 million.
Future Outlook: Cheetah Mobile remains focused on expanding its AI capabilities and enhancing existing products with new features, aiming to build new growth engines through continued investment in AI tools and robotics.

Earnings Report Announcement: Cheetah Mobile Inc. will release its financial results for Q3 2025 on November 26, 2025, before the U.S. market opens, with details available on their investor relations website.
Earnings Conference Call: The company will host an earnings conference call at 6:00 AM ET on November 26, 2025, with access numbers provided for participants from various regions.
Replay Availability: A replay of the conference call will be accessible until December 3, 2025, with specific dialing instructions for international and U.S. toll-free numbers.
Company Overview: Cheetah Mobile is a China-based IT company focused on AI innovation, offering a range of internet products and services, and is listed on the New York Stock Exchange since May 2014.

Financial Performance: Cheetah Mobile reported a 57.5% year-over-year increase in total revenue for Q2 2025, reaching RMB295.2 million (US$41.2 million), with significant growth in both its Internet and AI segments.
Profitability Improvements: The company achieved a notable reduction in operating losses, down 85.7% year-over-year, and reported a healthy gross margin of 76.1%, reflecting improved operational efficiency and a shift towards a subscription-based model.

Financial Results Announcement: Cheetah Mobile Inc. will report its financial results for Q2 2025 on September 11, 2025, before the U.S. market opens, with details available on its investor relations website.
Earnings Conference Call: An earnings conference call is scheduled for September 11, 2025, at 7:00 AM ET, with access numbers provided for participants, and a replay will be available until September 18, 2025.

Cheetah Mobile's Acquisition: Cheetah Mobile Inc. announced the acquisition of a 60.8% equity interest in Shenzhen UFACTORY Technology Co., Ltd. for approximately RMB99.5 million, increasing its total ownership to about 75.8%. The deal is expected to close in Q3 2025.
Strategic Growth in Robotics: The acquisition aims to enhance Cheetah Mobile's product portfolio in AI and robotics, leveraging UFACTORY's advanced technology to improve service robots' adaptability across various environments and tasks.





