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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ArcSoft
ArcSoft (688088) investor relations material
ArcSoft Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary26 Oct, 2026
Executive summary
Q3 revenue was RMB 211.6m, down 2.56% YoY; net income attributable to shareholders fell 65.93% to RMB 18.1m. 9M revenue rose 3.81%, while attributable net income declined 32.78%.
Higher employee and social security costs amid investment in mobile intelligent terminals, automotive AI and emerging areas weighed on earnings; 9M R&D expense rose 16.83% YoY.
Financial highlights
9M revenue was RMB 651.5m; total profit was RMB 104.3m, down 29.99% YoY, and net income attributable to shareholders was RMB 95.3m, down 32.78%.
9M adjusted net income, excluding non-recurring items, was RMB 64.4m, down 42.79%; Q3 adjusted net income was RMB 8.2m, down 79.80%.
9M operating profit was RMB 104.5m versus RMB 149.0m in the prior-year period; net profit was RMB 95.2m versus RMB 141.7m.
9M operating cash flow was RMB 92.6m, down 38.46% YoY; cash and cash equivalents were RMB 720.8m at Sept. 30, versus RMB 961.5m at year-end 2025.
Segment performance
9M mobile intelligent terminal vision solutions revenue was RMB 512.5m, up 0.14% YoY.
9M automotive AI vision solutions revenue was RMB 123.8m, up 18.23% YoY.
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Latest events from ArcSoft
- Revenue up 7.19% YoY, net profit down 12.87%, R&D intensity at 53.41%.688088
H1 2026 - Net profit rose 46.25% on 13.22% revenue growth, with strong automotive AI and high R&D.688088H2 2025
- Revenue and net profit grew nearly 9% year-over-year, with strong R&D investment and ongoing litigation risk.688088Q1 2026
- Net profit nearly doubled on 21.62% revenue growth, with 98% of profit returned to shareholders.688088H2 2024
- Net profit rose 22.82% on 11.97% revenue growth, with R&D at 50.93% of revenue.688088H1 2024
- Net profit surged 44% on 7.7% revenue growth, with robust AIoT and automotive momentum.688088H1 2025
Next ArcSoft earnings date
H2 202615 Apr, 2027
ArcSoft
Next ArcSoft earnings date
H2 202615 Apr, 2027
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