)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Kingdee International Software Group Company (268) investor relations material
Kingdee International Software Group Company H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary12 Aug, 2025
Executive summary
Revenue rose 11.2% year-over-year to RMB 3.19 billion, driven by strong cloud subscription growth and AI-related services, with improved operational efficiency and narrowed net loss to RMB 98 million.
Cloud subscription revenue grew 22.1% year-over-year, now over 50% of total revenue, with ARR up 18.5% and contract liabilities up 24.7%.
Gross margin improved by 2.4 percentage points to 65.6% year-over-year.
Team size reduced by 9%, improving per capita income by 90.4%.
Strategic focus on AI, SaaS, and international expansion, with new subsidiaries and contracts abroad.
Financial highlights
Gross profit increased 15.4% year-over-year to RMB 2,095.3 million, with cloud business margin exceeding 95%.
Net loss narrowed significantly to RMB 98 million from RMB 280 million year-over-year, with net loss margin at 3.1%.
Operating cash outflow reduced to RMB 18 million from RMB 166 million year-over-year.
Administrative expenses rose 39% year-over-year due to headcount optimization, while R&D expenses decreased 3.9%.
No interim dividend declared for the period.
Outlook and guidance
Management expects full-year profitability and operating cash flow above RMB 1 billion.
By 2030, targets include AI revenue and ARR each at 30% of total revenue, with operating cash flow over RMB 3 billion.
Subscription and AI revenue together expected to reach 80–90% of total revenue in the coming years.
International revenue targeted at 5–10% of total revenue within 3–5 years.
Focus remains on 'AI First, Subscription First, and Globalization' strategies to drive high-quality transformation and global leadership in enterprise management AI by 2030.
AI product pricing and H2 revenue contribution?
Large enterprise growth limit and market share?
Team optimization impact on implementation quality?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Kingdee International Software Group Company earnings date
H2 202517 Mar, 2026
Next Kingdee International Software Group Company earnings date
H2 202517 Mar, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Kingdee International Software Group Company Limited is a provider of enterprise management software and cloud services. The company offers solutions such as enterprise resource planning (ERP), financial management, supply chain management, and human resources management software. It also provides cloud-based services to support digital transformation for businesses across various industries. The company is headquartered in Shenzhen, China, and its shares are listed on the SEHK.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage