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Kingsoft Cloud Holdings (KC) investor relations material
Kingsoft Cloud Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary20 Aug, 2025
Executive summary
Revenue grew 24.2% year over year, driven by strong AI business momentum and ecosystem partnerships, with significant upgrades to IaaS and PaaS capabilities for generative AI.
AI gross billings surged over 120% year over year, now representing about 45% of public cloud revenue.
Revenue from Xiaomi-Kingsoft ecosystem customers rose 70% year over year, contributing 27% of total revenue.
Management reaffirmed commitment to AI investment and sustainable business development.
Financial highlights
Q2 total revenue reached RMB2.65 billion, up 24.2% year over year.
Public cloud revenue was RMB1.63 billion, up 31.7% year over year; enterprise cloud revenue was RMB724 million, up 10% year over year.
Adjusted gross profit was RMB350.6 million, up 8.4% year over year; adjusted gross margin was 14.9%, down from 17% a year ago.
Adjusted EBITDA reached RMB406 million, a 570% year over year increase; adjusted EBITDA margin improved to 17.3%.
Cash and cash equivalents stood at RMB5.46 billion as of June 30, 2025, mainly from equity offering and prepayments.
Outlook and guidance
Second half revenue growth expected to be stronger than the first half, with continued robust demand from AI and ecosystem clients.
Enterprise cloud delivery expected to peak in the second half, with higher growth rates forecasted.
Management expressed confidence in continued AI-related investment and high-quality, sustainable growth.
Gross margin expected to stabilize at current levels as the company balances procurement models and capital structure.
Explain the higher server costs impact on gross margin.
Assess the impact of credit loss on net loss.
Elaborate on the strategic structure adjustment impact on R&D.
Gross margin stabilization with new procurement models?
Long-term AI chip supply strategy and outlook?
Enterprise cloud AI application strategy and focus areas?
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Next Kingsoft Cloud Holdings earnings date
Q3 202518 Nov, 2025
Next Kingsoft Cloud Holdings earnings date
Q3 202518 Nov, 2025
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Frequently asked questions
Kingsoft Cloud Holdings Limited, established in 2012, provides comprehensive cloud services, primarily targeting businesses and organizations in China. The company offers a wide range of cloud products including Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS). These products cover various domains such as cloud computing, network, database, big data, security, storage, and delivery solutions. Kingsoft Cloud also delivers specialized services to various industries like video, e-commerce, intelligent mobility, artificial intelligence, and mobile internet, as well as enterprise solutions for financial services, public service, and healthcare sectors. The company is headquartered in Beijing, China, and its shares are listed on the NASDAQ and the Hong Kong Stock Exchange.
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