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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Mobvoi
Mobvoi (2438) investor relations material
Mobvoi H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary18 Sep, 2026
Executive summary
H1 2026 revenue was RMB78.7m; loss for the period was RMB49.6m and adjusted net loss was RMB44.7m, versus RMB178.9m revenue and RMB2.9m loss in H1 2025.
Strategy shifted resources away from legacy AIGC software and end-of-life hardware toward TicNote AI devices and CodeBanana, an AI-native enterprise collaboration platform.
Financial highlights
Revenue fell to RMB78.654m from RMB178.914m; gross profit declined to RMB36.639m from RMB106.296m in H1 2025.
Operating loss was RMB49.173m versus RMB1.837m; loss before tax was RMB49.599m versus RMB2.898m, and net loss was RMB49.605m versus RMB2.898m.
Adjusted net loss, a non-IFRS measure excluding share-based compensation, was RMB44.727m versus RMB1.408m; share-based compensation was RMB4.878m versus RMB1.490m.
Operating cash used was RMB38.398m versus RMB56.160m; investing activities generated RMB97.570m and financing activities used RMB32.177m.
Outlook and guidance
H2 priorities are TicNote product R&D, iteration and brand-building; broader ecosystem partnerships; and greater CodeBanana investment, commercialization and external rollout.
Revenue was under pressure during commercialization of new products and as some enterprise customers took longer to make procurement decisions; management framed the business-mix shift as a long-term strategic choice.
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Latest events from Mobvoi
- AIGC surged, but reported losses deepened and operating cash flow turned negative.2438
H2 2024 - AIGC growth lifted comparable revenue 32.2%, while IPO conversion reset the balance sheet.2438H1 2024
- Hardware growth and sharp cost cuts narrowed annual losses by 90.5%.2438H2 2025
- Hardware growth lifted revenue as adjusted loss neared breakeven.2438H1 2025
Next Mobvoi earnings date
H2 202627 Apr, 2027
Mobvoi
Next Mobvoi earnings date
H2 202627 Apr, 2027
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