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SenseTime Group (20) investor relations material
SenseTime Group H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Revenue grew 36% year-over-year to RMB 2,358 million in 2025 H1, driven by a 72.7% surge in Generative AI, which now accounts for 77% of total revenue.
Gross profit was RMB 908 million, with gross margin at 39%, though some sources note a decline to 38.5% due to higher hardware and AIDC costs.
Adjusted net loss narrowed by 50% year-over-year to RMB 1,162 million, while net loss narrowed by 39.9% to RMB 1,489.3 million.
Maintained leadership in multimodal large models and computer vision, with a strategic focus on the "1+X" framework and continued investment in foundational models.
Enhanced operational efficiency, improved receivables collection, and reduced operating expenses for the third consecutive half-year of narrowing losses.
Financial highlights
Group revenue reached RMB 2,358 million, up 36% year-over-year for 2025 H1.
Gross profit was RMB 908 million, with gross margin at 39% (some sources report 38.5%).
Adjusted net loss narrowed by 50% year-over-year to RMB 1,162 million.
Adjusted EBITDA loss reduced by 72.5% year-over-year to RMB 520.6 million.
Trade receivables collection improved by 95.5% year-over-year.
Outlook and guidance
Plans to maintain a leading position in generative AI and multimodal large models, with deep integration into business scenarios and a strategic emphasis on sustainable, responsible AI.
Aims to solidify top industry position in computer vision and optimize profit margins and cash flow.
Intends to drive "X" businesses to leadership in verticals and accelerate commercial closed-loops in key fields.
Strategic focus on the “1+X” model and leveraging policy tailwinds from China’s “AI+” initiative.
No interim dividend declared for H1 2025.
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