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ArcSoft
ArcSoft (688088) investor relations material
ArcSoft Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary24 Aug, 2026
Executive summary
Revenue for the first half of 2026 reached RMB 439.84 million, up 7.19% year-over-year, driven by growth in both mobile intelligent terminal and automotive AI visual solutions.
Net profit attributable to shareholders was RMB 77.14 million, down 12.87% year-over-year, with non-recurring items excluded net profit down 21.93%.
R&D investment increased 18.3% year-over-year to RMB 234.92 million, accounting for 53.41% of revenue.
Cash flow from operating activities was negative RMB 10.09 million, mainly due to increased personnel costs.
Financial highlights
Operating income: RMB 439.84 million, up 7.19% year-over-year.
Net profit attributable to shareholders: RMB 77.14 million, down 12.87% year-over-year.
Net profit after non-recurring items: RMB 56.22 million, down 21.93% year-over-year.
Basic and diluted EPS: RMB 0.19, down 13.64% year-over-year.
Gross margin remained high at 89.03%.
R&D expenses: RMB 234.92 million, up 18.3% year-over-year.
Net cash from operating activities: -RMB 10.09 million.
Outlook and guidance
The company expects continued growth in mobile AI and automotive AI segments, with ongoing high R&D investment to support new product launches and technology upgrades.
Management highlights the importance of adapting to rapid industry changes and maintaining technological leadership.
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Next ArcSoft earnings date
Q3 202627 Oct, 2026
ArcSoft
Next ArcSoft earnings date
Q3 202627 Oct, 2026
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