TI Cloud Inc (2167) H2 2025 earnings summary

Executive summary

• Revenue rose 8.6% YoY to RMB549.7 million; profit increased 78.9% to RMB60.8 million, supported by AI-related solutions and operating efficiency.

• AI-related product revenue more than doubled to RMB55.8 million and exceeded 10% of revenue for the first time; the AI-first strategy shifts offerings toward measurable productivity and outcome-based pricing.

Financial highlights

• Revenue reached RMB549.685 million, up 8.6% YoY; gross profit was RMB277.165 million, up 5.6%, while gross margin eased to 50.4% from 51.8%.

• Profit for the year rose to RMB60.822 million from RMB34.000 million; basic and diluted EPS increased to RMB34.99 cents from RMB19.55 cents.

• Cost of sales grew 11.7% to RMB272.520 million; administrative expenses rose 22.8% to RMB47.683 million, while R&D expenses fell 15.6% to RMB69.412 million.

Outlook and guidance

• Strategy prioritizes conversational AI agents, industry-specific scenarios, data accumulation, model optimization and demonstrable customer value as a commercialization flywheel.

• R&D focus includes model fine-tuning, knowledge engineering and natural human-machine integration; sales expansion and account-based marketing target key regional markets.

• ZENAVA's AI digital labor solutions had RMB18.6 million ARR at year-end; daily token usage exceeded 10 billion and deployments reached more than 120 enterprise customers.