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Mobvista (1860) investor relations material

Mobvista Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary29 Aug, 2025

Executive summary

  • Revenue for the six months ended 30 June 2025 rose 47.0% YoY to US$938.1 million, driven by strong growth in the Ad-tech segment, particularly the Mintegral programmatic platform.

  • Net profit surged 340.0% YoY to US$32.3 million, with adjusted EBITDA up 41.0% YoY to US$88.7 million.

  • Programmatic advertising accounted for 96.5% of Ad-tech revenue, with Mintegral's smart bidding ecosystem now the core driver of growth.

  • The company continues to invest in AI-driven smart bidding and SaaS Mar-tech tools, supporting global expansion and developer growth.

  • Mar-tech revenue grew modestly by 1.1% YoY, remaining a small portion of total revenue.

Financial highlights

  • Gross profit increased 53.3% YoY to US$201.1 million, with gross margin improving to 21.4% from 20.6%.

  • Operating profit rose 254.3% YoY to US$46.9 million; adjusted net profit up 219.7% YoY to US$37.9 million.

  • Net cash flow from operating activities was US$83.9 million, down 29.3% YoY due to normalized working capital management.

  • R&D expenditures increased 39.0% YoY to US$87.3 million, reflecting investment in AI-driven smart bidding.

  • Gearing ratio improved to 68.7% from 72.7% at year-end 2024.

Outlook and guidance

  • The company aims to further strengthen Mintegral’s competitive edge in Ad-tech and expand Mar-tech SaaS offerings globally.

  • Focus remains on AI and machine learning to drive automation, efficiency, and cross-vertical expansion.

  • Strategic priorities include strengthening AI integration, privacy protection, and global market penetration.

  • The company is committed to being a growth hub for small and medium-sized developers worldwide.

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Frequently asked questions

Mobvista Inc. is a technology company specializing in mobile advertising and marketing solutions. It provides programmatic advertising, user acquisition, and monetization services for mobile applications and game developers. The company offers cloud-based marketing technology, data analytics, and artificial intelligence-driven solutions to optimize ad placements and audience targeting. Mobvista Inc. is headquartered in Guangzhou, China, and its shares are listed on the HKEX.

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