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Visual21 Nov 2025
Data center suppliers
uCloudlink Group (UCL) investor relations material
uCloudlink Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Q3 2025 revenue was $21.1 million, down 16% year-over-year, with net income rising to $9.3 million from $3.4 million, reflecting stable profitability amid macroeconomic and trade challenges.
Strong user and MAU growth across new product lines, including PetPhone and GlocalMe Life, with rapid expansion in international data connectivity and diversified global presence.
Focus on bridging digital divides through innovative connectivity and AI-powered solutions, including pet tech, with strategic investments in R&D and marketing.
64.9% of Q3 2025 revenue generated outside Mainland China, highlighting global diversification.
Financial highlights
Gross profit was $11.3 million, with gross margin improving to 53.6% from 48.4% year-over-year.
Net income rose to $9.3 million, driven by an $8–8.7 million gain from fair value changes in investments.
Service revenue was $17 million, down 1.4% year-over-year, now 80.6% of total revenue.
Adjusted EBITDA was $1.4 million, down from $4.4 million year-over-year.
Operating expenses (excluding share-based comp) were $11.8 million, 52% of revenue, up from $9.7 million (39% of revenue) year-over-year.
Outlook and guidance
Q4 2025 revenue expected between $22 million and $26.5 million, representing a year-over-year change of -15.4% to +1.9%.
Full-year 2025 revenue guidance revised to $81.3 million–$85.8 million due to ongoing macroeconomic headwinds.
New products like PetPhone and MeowGo G40 Pro are expected to drive future growth, with plans to raise additional capital for global expansion.
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Next uCloudlink Group earnings date
Q4 202513 Mar, 2026
Next uCloudlink Group earnings date
Q4 202513 Mar, 2026
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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.
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