)
)
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.
uCloudlink Group
uCloudlink Group (UCL) investor relations material
uCloudlink Group Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary18 Aug, 2026
Executive summary
Q2 2026 revenue was $18.2 million, down 5.9% year-over-year, impacted by macroeconomic headwinds, geopolitical tensions, and surging chip costs.
Strong growth in uCloudlink 2.0 local data connectivity, GlocalMe IoT, SIM, Life, and PetPhone/PetPogo businesses offset declines in international/MeowGo business.
PetPhone/PetPogo revenue surged 1,527.3% year-over-year, with significant user and revenue growth validated by industry awards.
Strategic focus on expanding the IoT ecosystem, AI-powered pet platforms, and premium connectivity solutions.
User adoption surged across new business lines, with DAU and MAU up significantly in IoT, SIM, Life, and PetPhone.
Financial highlights
Gross profit was $9.2 million, down from $10.2 million year-over-year; gross margin at 50.2% vs. 52.8% last year.
Net loss was $3.0 million, compared to net income of $0.7 million in Q2 2025.
Adjusted EBITDA was negative $1.8 million, versus positive $1.4 million last year.
Operating cash outflow was $3.0 million, up from $0.9 million last year; capex was $0.04 million, reflecting an asset-light model.
Cash and cash equivalents stood at $25.2 million as of June 30, 2026, down from $28.0 million at March 31, 2026.
Outlook and guidance
Q3 2026 revenue expected between $19 million and $22 million, a range of -10.4% to +3.8% year-over-year.
Full-year 2026 revenue guidance revised to $75–$85 million, down from previous $85–$100 million, due to persistent macroeconomic and trade headwinds.
Continued ramp-up in 2.0 local connectivity and PetPogo/GlocalMe Life expected in Q3/Q4 as user engagement and revenues accelerate.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from uCloudlink Group
- New business lines drove user growth, positioning for a Q2 2026 return to positive revenue trends.UCL
Q1 2026 - 2025 net income up 38.2%, with 2026 growth led by Pet, SIM, and IoT segments.UCLQ4 2025
- Net income surged on a one-time gain despite revenue decline and hardware sales delays.UCLQ3 2025
- Revenue fell 13.3% in Q2 2025, but gross margin rose to 52.8% and IoT user growth accelerated.UCLQ2 2025
- Q3 revenue up 5.6% to $25.2M; new products and global deals support strong Q4 outlook.UCLQ3 2024
- Innovative data marketplace aims for 10M+ users with new SIM tech and global expansion.UCLLD Micro Main Event XVI
- Q2 net income hit $2.2M on $22.4M revenue, with new products and travel recovery fueling growth.UCLQ2 2024
- Revenue up 3.4% to $18.7M; new products and global 5G drive growth, Q2 outlook strong.UCLQ1 2025
- 2024 revenue rose 7.1% to $91.6M, with net income up to $4.6M and strong global innovation.UCLQ4 2024
Next uCloudlink Group earnings date
Q3 202611 Nov, 2026
uCloudlink Group
Next uCloudlink Group earnings date
Q3 202611 Nov, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
uCloudlink Group Inc. is a technology company specializing in mobile data connectivity through its innovative cloud SIM technology. The company provides a mobile data traffic sharing marketplace, allowing users to access mobile data across different networks without the need for a physical SIM card. uCloudlink operates through two main business models: the uCloudlink 1.0 model, which caters to international travelers needing mobile data across multiple countries, and the uCloudlink 2.0 model, which offers local data connectivity services within a single country by integrating various mobile network operators. The company is headquartered in Hong Kong, and its shares are listed on the NASDAQ.