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Cheetah Mobile (CMCM) investor relations material
Cheetah Mobile Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary11 Sep, 2025
Executive summary
Achieved 58% year-over-year and 14% quarter-over-quarter revenue growth in Q2 2024/2025, reaching RMB 295.2 million ($41.2 million), with gross profit up 85% to RMB 224.8 million ($31.4 million).
Operating loss narrowed by 86% year-over-year to RMB 11.1 million ($1.5 million), and net loss attributable to shareholders decreased by 82% to RMB 22.6 million ($3.2 million).
Strategic transformation focused on AI and robotics, with AI now core to operations and the planned integration of UFactory to expand robotics capabilities.
Internet business transitioned to a subscription model, now accounting for 60% of internet revenues, improving user engagement and retention.
AI and others segment revenue grew 86% year-over-year, now 46.5% of total revenue, with adjusted operating losses declining over 62%.
Financial highlights
Q2 2024/2025 revenue reached RMB 295.2 million ($41.2 million), up 58% year-over-year and 14% quarter-over-quarter.
Gross profit increased 85% year-over-year to RMB 224.8 million ($31.4 million); gross margin improved to 76.1% from 65% a year ago.
Operating loss narrowed to RMB 11.1 million ($1.5 million), down 86% year-over-year; non-GAAP operating loss at RMB 2.1 million ($0.3 million), down 97%.
Net loss attributable to shareholders decreased by 82% year-over-year to RMB 22.6 million ($3.2 million); non-GAAP net loss at RMB 13.7 million ($1.9 million).
Operating cash flow for the quarter was RMB 362 million ($50.5 million); cash and equivalents at RMB 2,019.6 million ($281.9 million), with RMB 791.2 million ($110.5 million) in long-term investments.
Outlook and guidance
Expects to maintain fast growth in H2 2025, targeting about 100% year-over-year revenue growth in AI and other segments.
Confident in achieving profitability in the near term, supported by strong cash reserves and zero debt.
Management remains committed to investing in AI utility applications and robotics to drive sustainable growth and long-term shareholder value.
Internet business growth expected to remain healthy and sustainable, with profit margins stable or improving.
Robotics business to focus on scalable, high-ROI use cases, with mass deployment not expected in the immediate quarters.
Impact of exiting foundation model development?
What drives sustainable ROI for robotics clients?
What sustains Internet business subscription growth?
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Next Cheetah Mobile earnings date
Q3 202516 Dec, 2025
Next Cheetah Mobile earnings date
Q3 202516 Dec, 2025
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Frequently asked questions
Cheetah Mobile Inc. operates as an Internet company in the People's Republic of China, the United States, and internationally. The company, through its operating subsidiaries, develops and provides mobile internet products and services under the Cheetah brand in China and internationally. It offers utility apps, including: Clean Master (the leading Android optimizer app), CM Security, one of the top security apps; Cheetah Cleaner (an Android optimizer); Cheetah Launcher (an Android app home screen launcher); and four other product lines under the "Cheetah" name for smartphones and tablets. The company also provides online presence services under the Cheetah brand, which provide services to create a special mobile version of a website or convert a PC website into a mobile version; re-skinning service for branded applications to allow users to customize an application skin with their original style and artworks; mobile enterprise solution through which it offers customers more efficient mobility solutions to their businesses through 12 enterprise-level applications; AdSDK that enables customers to offer an innovative advertising solution and monetize additional monetization opportunities; proprietary technology products that cover the categories of visual search engine optimization (SEO) products for e-commerce websites.
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