)
Visual24 Oct 2025
The rise of Alphabet
QuantaSing Group (QSG) investor relations material
QuantaSing Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Sep, 2025
Executive summary
Announced and executed a strategic restructuring to divest non-property businesses and focus on the high-growth pop toy segment, fully integrating Letsvan (rebranded as Qímèng Dǎo) and consolidating its financials as of Q4 FY2025.
Q4 FY2025 revenue was RMB 617.8 million, with the pop toy business contributing RMB 65.8 million (10.6% of total), reflecting the first-time consolidation of this segment.
Adjusted net income for Q4 FY2025 was RMB 111.2 million, up sequentially but down year-over-year; net income was RMB 108 million.
Strategic partnerships and collaborations, including with Juehua Entertainment, China Open, Universal Studios, and others, are expanding the IP portfolio and market reach.
Cash and equivalents stood at RMB 1,040.9 million as of June 30, 2025, supporting further expansion.
Financial highlights
Q4 FY2025 revenue: RMB 617.8 million, down 38.2% year-over-year but up 8.3% sequentially; gross profit: RMB 467.6 million.
Adjusted net income: RMB 111.2 million, net margin: 17.5% (GAAP), 18% (adjusted); basic and diluted EPS: RMB 0.67 and RMB 0.65.
Gross margin for Q4 FY2025 was 75.7% overall, with pop toy business gross margin at 34.7%.
Operating expenses decreased 44.7% year-over-year to RMB 344.2 million; sales and marketing expenses dropped 49.3%.
Cash and equivalents plus short-term investments totaled RMB 1,040.9 million as of June 30, 2025.
Outlook and guidance
Pop toy business revenue guidance: RMB 100–110 million for Q1 FY2026 and RMB 750–800 million for FY2026.
Management expects continued rapid growth driven by new IP launches, channel expansion, and international market penetration.
Guidance may be updated in future quarters based on ongoing business developments.
What is the expected timeline for non-Pop Toy divestment?
Quantify Pop Toy confirmed order backlog
Are Letsvan vesting tranches tied to performance?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next QuantaSing Group earnings date
Q1 202626 Nov, 2025
Next QuantaSing Group earnings date
Q1 202626 Nov, 2025
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
)
)
Frequently asked questions
QuantaSing Group Limited is an online learning service provider based in the People's Republic of China. The company specializes in offering a diverse range of online courses that range from everything from to financial literacy to digital keyboard playing. Beyond individual learning, QuantaSing extends its services to include marketing and enterprise talent management solutions for business customers. The company is headquartered in Beijing, China, and its shares are listed on the Nasdaq.
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