Core Insights - Cheetah Mobile reported a strong revenue growth of 57.5% year-over-year for Q2 2025, reaching 295.2 million yuan, with a quarter-over-quarter increase of 14.0% [1] - The company achieved a significant reduction in operating losses, down 85.7% year-over-year to 11.1 million yuan, and a 58.3% decrease quarter-over-quarter [1] - The gross profit for the second quarter was 224.8 million yuan, reflecting an 85.0% year-over-year increase and an 18.6% quarter-over-quarter increase, with a gross margin of 76.1% [1] Financial Performance - Revenue for the internet business was 157.8 million yuan, up 38.8% year-over-year, driven by a successful transition from an advertising model to a subscription model, with subscriptions now accounting for over 60% of internet revenue [1] - AI and other business revenues reached 137.4 million yuan, marking an 86.4% year-over-year growth, focusing on core applications in service robots across various sectors [1] - The company generated a net cash inflow from operating activities of 362 million yuan [1] Management Commentary - The CEO emphasized the company's robust revenue growth and significant improvement in profitability, achieving the best quarterly performance since 2021, and approaching breakeven [2] - The company plans to continue investing in AI tools and robotics, aiming for sustainable growth and long-term value creation for shareholders [2]

Core Insights - Cheetah Mobile reported a total revenue of 295.2 million RMB for Q2 2025, representing a year-on-year growth of 57.5% [1] - The company achieved an operating loss of 11.1 million RMB, a significant reduction of 85.7% compared to the previous year [1] - Gross profit for the quarter reached 224.8 million RMB, up 85.0% year-on-year, with a gross margin of 76.1%, an increase from 64.8% in the same quarter last year [1] Revenue Breakdown - Internet business revenue was 157.8 million RMB, growing by 38.8% year-on-year, driven by a shift from an advertising model to a subscription model, with subscriptions now accounting for over 60% of internet revenue [1] - Revenue from AI and other businesses reached 137.4 million RMB, marking an impressive growth of 86.4% year-on-year [1] Strategic Developments - In July, Cheetah Mobile strategically acquired UFACTORY, a lightweight collaborative robot company focused on overseas markets and already profitable [1] - The company plans to leverage UFACTORY's strengths along with its distribution network and over 100 global partners to expand the global sales scale of its robotics business [1] - Cheetah Mobile's Chairman and CEO, Fu Sheng, expressed confidence in sustainable growth and long-term value creation for shareholders through continued investment in AI tools and robotics [1]

Core Insights - Cheetah Mobile reported a strong Q2 2025 performance with revenue of 295 million yuan, a year-on-year increase of 57.5% and a quarter-on-quarter increase of 14.0% [1] - The company achieved an operating loss of 11.1 million yuan, which is a significant improvement, with a year-on-year decrease of 85.7% and a quarter-on-quarter decrease of 58.3% [1] - Cash flow from operating activities was 362 million yuan, and as of June 30, 2025, the company had cash and cash equivalents of 2.02 billion yuan and long-term investments of 791 million yuan [1] Revenue Breakdown - Internet business revenue reached 158 million yuan, reflecting a year-on-year growth of 38.8%, driven by a successful transition from an advertising model to a subscription model, with subscription services now accounting for over 60% of internet revenue [1] - Revenue from AI and other businesses was 137 million yuan, showing a year-on-year increase of 86.4%, with a focus on service robots in key application areas such as exhibitions, elderly care, healthcare, and education [1] - The company has strengthened its differentiated advantages in voice interaction robots through its self-developed Orion Star AgentOS robot system and refined ecological operations [1] Strategic Moves - In July, Cheetah Mobile completed a strategic acquisition of the lightweight collaborative robot company UFACTORY, which is expected to significantly enhance the growth of its robotics business [1][2] - The CEO highlighted that the recent quarter marked the best single-quarter performance since 2021, indicating robust revenue growth and notable profitability improvements [2]

Core Insights - Cheetah Mobile reported a total revenue of 295.2 million yuan for Q2 2025, marking a year-on-year increase of 57.5% and a quarter-on-quarter increase of 14.0% [2] - The company achieved a significant reduction in operating losses, down to 11.1 million yuan, which is an 85.7% decrease year-on-year and a 58.3% decrease quarter-on-quarter [2] - The gross profit for Q2 2025 reached 224.8 million yuan, reflecting an 85.0% year-on-year increase and an 18.6% quarter-on-quarter increase, with a gross margin of 76.1% [2] Revenue Breakdown - Internet business revenue was 157.8 million yuan, up 38.8% year-on-year, driven by a successful transition from an advertising model to a subscription model, with subscriptions now accounting for over 60% of internet revenue [3] - AI and other business revenues reached 137.4 million yuan, showing an 86.4% year-on-year growth, supported by advancements in service robots across key application areas such as exhibition, elderly care, healthcare, and education [3] - The strategic acquisition of UFACTORY, a lightweight collaborative robot company, is expected to enhance Cheetah Mobile's robot business by leveraging its distribution network and global partnerships [3] Management Commentary - The Chairman and CEO, Fu Sheng, highlighted the robust revenue growth and significant improvement in profitability, achieving the best quarterly performance since 2021, with the internet business benefiting from the successful transition to a subscription model [4] - AI and other business revenues accounted for 46.5% of total revenue, and the acquisition of UFACTORY is seen as a crucial addition to the growth of the robot business [4] - The company is committed to investing in AI tools and robotics, aiming for sustainable growth and long-term value creation for shareholders [4]

Core Insights - Cheetah Mobile reported a total revenue of 295 million yuan for Q2 2025, representing a year-on-year increase of 57.5% and a quarter-on-quarter increase of 14% [1] - The company's gross profit for the same quarter was 225 million yuan, up 85% year-on-year and 18.6% quarter-on-quarter, with a gross margin of 76.1% [1] - Operating loss was 11.1 million yuan, a decrease of 85.7% year-on-year and 58.3% quarter-on-quarter, while cash inflow from operating activities reached 362 million yuan [1] Financial Performance - Cheetah Mobile's internet business revenue was 158 million yuan, growing 38.8% year-on-year, driven by a successful transition from an advertising model to a subscription model, with subscriptions accounting for over 60% of internet revenue [2] - AI and other business revenues reached 137 million yuan, an increase of 86.4% year-on-year, focusing on core application scenarios such as exhibition, elderly care, medical, and education [2] - As of June 30, 2025, the company had cash and cash equivalents of 2.02 billion yuan (282 million USD) and long-term investments of 791 million yuan (111 million USD) [1] Strategic Developments - Cheetah Mobile is transitioning to an AI-native organization, employing small teams and agile development to quickly validate and implement AI tools [2] - The strategic acquisition of UFACTORY, a lightweight collaborative robot company, is expected to enhance Cheetah Mobile's robot business and expand its global sales network [2] - The CEO highlighted that AI and other business revenues now account for 46.5% of total revenue, and the acquisition of UFACTORY will significantly contribute to the growth of the robot business [3]

Financial Data and Key Metrics Changes - Revenue for the second quarter reached RMB 295 million, representing a 58% year-over-year increase and a 14% quarter-over-quarter increase, marking a strong acceleration [11] - Gross profit increased by 85% year-over-year and 19% quarter-over-quarter to RMB 212 million, with gross margin improving to 76% from 65% in the year-ago quarter [11] - Operating loss narrowed to RMB 11 million, an 86% year-over-year decrease and a 58% quarter-over-quarter decrease [11] - Non-GAAP operating loss declined to RMB 2 million, down 97% year-over-year and 86% quarter-over-quarter [12] Business Line Data and Key Metrics Changes - The internet business saw a 39% year-over-year increase, while AI and other segments experienced an 86% year-over-year growth [3] - Subscriptions now account for about 60% of internet revenues, reflecting a successful shift from advertising to a subscription model [4] - R&D expenses for AI and other segments accounted for 24% of revenue, down from 39% in the year-ago quarter [12] Market Data and Key Metrics Changes - Voice-enabled robot revenue in China grew by about 100% in Q2, driven by recurring demand from existing channel partners and expansion into new high-quality customers [9] - The service robotics market is still developing, but AI agents are enhancing the usability of robots, indicating a growing market potential [8] Company Strategy and Development Direction - The company is focusing on AI as a core part of its operations, aiming to build two growth engines: AI-powered utility apps and AI robots [10] - The acquisition of UFactory, a profitable robotic arm company, is expected to enhance the company's global scaling capabilities [6][15] - The strategy emphasizes identifying scalable use cases in robotics and maintaining a disciplined approach to investments in AI tools and robotics [10][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining fast growth in the second half of 2025, driven by significant revenue growth in AI segments [3] - The company is optimistic yet patient about the commercial adoption of robotics, focusing on sustainable ROI for customers [8] - The strong cash position and zero debt provide flexibility for continued investment in high-potential AI growth opportunities [16] Other Important Information - The company has been investing in AI since 2016, which has led to advantages that are difficult for competitors to replicate [4] - The transition to a user-subscription-driven model is showing good momentum, supported by loyal user cohorts [14] Q&A Session Summary Question: Inquiry from Thomas Zhang of Jefferies - No specific details provided in the transcript [19] Question: Inquiry from Becky Wei of Citi - No specific details provided in the transcript [21] Question: Inquiry from Nancy Liu of JP Morgan - No specific details provided in the transcript [23] Question: Inquiry from Brenda Zhang of CICC - No specific details provided in the transcript [25] Question: Inquiry from GG Zhang of GF Securities - No specific details provided in the transcript [27] Question: Inquiry from Zhang Group Lee of Guotai Junan Securities - No specific details provided in the transcript [29] Question: Inquiry from Zhang Huang of Everbright Securities - No specific details provided in the transcript [31] Question: Inquiry from Guang Peng Zhang of Sealian Security - No specific details provided in the transcript [33] Question: Inquiry from Yan Peng Zhao of Guotai Haitong Securities - No specific details provided in the transcript [36] Question: Inquiry from Johanna Ma of CMBI - No specific details provided in the transcript [38] Question: Inquiry from Jack Yang of Mizuho - No specific details provided in the transcript [40]

Financial Data and Key Metrics Changes - In Q2 2025, Cheetah Mobile reported total revenue of RMB 295 million, representing a 58% year-over-year increase and a 14% quarter-over-quarter increase, marking a strong acceleration [10] - Gross profit increased by 85% year-over-year and 19% quarter-over-quarter to RMB 212 million, with gross margin improving to 76%, up from 65% in the year-ago quarter [10] - Operating loss narrowed to RMB 11 million, an 86% year-over-year decrease and a 58% quarter-over-quarter decrease [10] - Non-GAAP operating loss declined to RMB 2 million, down 97% year-over-year and 86% quarter-over-quarter [11] Business Line Data and Key Metrics Changes - The internet business revenue grew by 39% year-over-year, while AI and other segments saw an 86% year-over-year increase [3] - Subscriptions now account for about 60% of internet revenues, reflecting a successful shift from advertising to a subscription model [4] - R&D expenses accounted for 24% of AI and other segments' revenue, down from 39% in the year-ago quarter [12] Market Data and Key Metrics Changes - Voice-enabled robot revenue in China grew by about 100% in Q2, driven by recurring demand from existing channel partners and expansion into new high-quality customers [8] - The service robotics market is still developing, but AI agents are making robots smarter and easier to use [7] Company Strategy and Development Direction - Cheetah Mobile is focusing on AI-powered utility applications and service robotics as two growth engines, combining software and hardware to create a stronger market position [9] - The acquisition of UFactory, a profitable robotic arm company, is expected to enhance Cheetah's distribution network and global scaling capabilities [6][13] - The company aims to identify scalable use cases for robotics and maintain a disciplined ROI-focused strategy [7][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining fast growth in the second half of 2025, driven by AI and stable internet business [3] - The company is optimistic yet patient about the commercial adoption of robotics, emphasizing the importance of delivering sustainable ROI for customers [7] - Cheetah Mobile's strong cash position and zero debt provide flexibility for growth while maintaining financial strength [9][14] Other Important Information - The company has been investing in AI since 2016 and has developed tools like DeepFlow, which has shown encouraging early user adoption [4][14] - Cheetah Mobile generated RMB 362 million in operating cash flow during the quarter, indicating strong financial health [14] Q&A Session Summary - Questions focused on AI strategies, market competition, and the impact of recent acquisitions on growth [16][30] - Management addressed inquiries regarding the scalability of AI applications and the expected timeline for profitability in the robotics segment [15][30]

Core Insights - Cheetah Mobile reported a total revenue of 295.2 million RMB for Q2 2025, representing a year-on-year growth of 57.5% [1] - The net loss attributable to shareholders decreased by 81.7% year-on-year, amounting to 22.6 million RMB [1] - Non-GAAP net loss attributable to shareholders also saw a significant reduction of 87.4% year-on-year, totaling 13.7 million RMB [1] - The company generated a net cash inflow from operating activities of 362 million RMB [1] - As of June 30, 2025, Cheetah Mobile had cash and cash equivalents of 2.0196 billion RMB and long-term investments of 791.2 million RMB [1]

Core Insights - Cheetah Mobile reported a total revenue of 295.2 million RMB for Q2 2025, representing a year-on-year increase of 57.5% [1] - The net loss attributable to shareholders decreased by 81.7% year-on-year, amounting to 22.6 million RMB [1] - Non-GAAP net loss attributable to shareholders decreased by 87.4% year-on-year, totaling 13.7 million RMB [1] - The company generated a net cash inflow from operating activities of 362 million RMB [1] - As of June 30, 2025, Cheetah Mobile had cash and cash equivalents of 2.0196 billion RMB and long-term investments of 791.2 million RMB [1]

Exhibit 99.1 Cheetah Mobile Announces Second Quarter 2025 Unaudited Consolidated Financial Results BEIJING, September 11, 2025 - Cheetah Mobile Inc. (NYSE: CMCM) ("Cheetah Mobile" or the "Company"), a China-based IT company, today announced its unaudited consolidated financial results for the quarter ended June 30, 2025. Management Commentary Mr. Sheng Fu, Cheetah Mobile's Chairman and Chief Executive Officer, remarked, "We delivered another quarter of solid topline growth and meaningful improvement in prof ...