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ArcSoft (688088) investor relations material
ArcSoft H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved revenue of ¥922.97 million in 2025, up 13.22% year-over-year; net profit attributable to shareholders was ¥258.41 million, up 46.25% year-over-year; adjusted net profit (excluding non-recurring items) rose 37.51% year-over-year to ¥214.28 million.
Maintained high R&D investment at ¥429.91 million, representing 46.58% of revenue; R&D staff accounted for 61.71% of total employees.
Mobile intelligent terminal visual solutions revenue grew 5.90% year-over-year to ¥715.07 million; automotive AI visual solutions surged 50.94% to ¥191.98 million.
Cash dividend payout for 2025 (including interim) totaled ¥128.23 million, 49.62% of attributable net profit.
Financial highlights
Operating income: ¥922.97 million (+13.22% YoY); net profit: ¥258.41 million (+46.25% YoY); adjusted net profit: ¥214.28 million (+37.51% YoY).
Basic and diluted EPS: ¥0.64 (+45.45% YoY); adjusted EPS: ¥0.53 (+35.90% YoY).
Gross margin: 89.35%; net margin: 28.00%.
Operating cash flow: ¥207.94 million (+1,809.92% YoY).
Net assets: ¥2.74 billion; total assets: ¥3.03 billion.
Outlook and guidance
2026 strategy focuses on strengthening core capabilities, scaling up, and cultivating new growth drivers in AI vision for mobile, automotive, and commercial imaging.
Plans to deepen market leadership in mobile imaging, expand AI glasses and smart camera applications, and accelerate automotive AI solution deployment, especially in overseas markets.
Continued high R&D investment and optimization of financial management and risk controls.
- Revenue and net profit grew nearly 9% year-over-year, with strong R&D investment and ongoing litigation risk.688088
Q1 202621 Apr 2026 - Net profit nearly doubled on 21.62% revenue growth, with 98% of profit returned to shareholders.688088
H2 202411 Mar 2026 - Net profit rose 22.82% on 11.97% revenue growth, with R&D at 50.93% of revenue.688088
H1 202424 Feb 2026 - Net profit surged 44% on 7.7% revenue growth, with robust AIoT and automotive momentum.688088
H1 202524 Feb 2026
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