Market Capitalization Summary - TAL Education Group has a market capitalization of 14.104 billion [2] - Vipshop Holdings has a market capitalization of 8.066 billion [2] - 7.705 billion market capitalization for SouFun Holdings [2] - 6.042 billion market capitalization for WuXi AppTec [2] - 2.461 billion market capitalization for Lufax Holding [2] Stock Performance - TAL Education Group's stock increased by 0.75 (+3.77%) [2] - Vipshop Holdings' stock rose by 0.34 (+2.29%) [2] - SouFun Holdings saw a stock increase of 1.75 (+4.05%) [2] - WuXi AppTec's stock increased by 0.70 (+2.75%) [2] - Lufax Holding's stock rose by 0.05 (+1.79%) [2] Additional Company Insights - The stock of iQIYI increased by 0.38 (+4.04%) with a market cap of 2.417 billion [2] - Xunlei's market capitalization is 2.74 billion with a stock increase of 0.09 (+2.09%) [4] - The market cap of Huami is 0.1758 billion with a stock increase of 0.02 (+0.98%) [4]

Core Viewpoint - Cheetah Mobile (CMCM) is experiencing growth in revenue and net profit, indicating a positive financial trajectory as it transitions towards AI-driven industrial internet solutions [1][2]. Financial Performance - As of March 31, 2025, Cheetah Mobile reported total revenue of 259 million RMB, representing a year-on-year increase of 36.11% [1]. - The company's net profit attributable to shareholders was -33.36 million RMB, showing a year-on-year growth of 58.32% [1]. Strategic Direction - Cheetah Mobile is evolving from a mobile internet company to an AI-driven industrial internet company, focusing on enhancing life through technology [2]. - The company has developed a vertically integrated AI capability, which includes self-developed chip computing power, algorithm capabilities, system capabilities, application capabilities, and a commercial brain [2]. - Cheetah Mobile's AI solutions encompass intelligent service robots and AI empowerment solutions, aiming for non-continuous growth and positioning itself as a leading global AI industrial internet company [2].

Exhibit 99.1 Cheetah Mobile Announces First Quarter 2025 Unaudited Consolidated Financial Results BEIJING, June 19, 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 March 31, 2025. Management Commentary Mr. Sheng Fu, Cheetah Mobile's Chairman and Chief Executive Officer, remarked, "We kicked off 2025 with strong momentum - total revenue grew 36.1% year-over-year in the fir ...

Financial Data and Key Metrics Changes - In Q1 2025, total revenue reached $259 million, up 36% year over year and 9% quarter over quarter [14] - Gross profit increased by 67% year over year to $190 million, with a gross margin of 73.2%, up from 59.2% a year ago [14] - Operating loss narrowed to $27 million from $81 million in the year-ago quarter [15] - Net loss attributable to shareholders was $33 million, reduced from $80 million in the year-ago quarter [15] Business Line Data and Key Metrics Changes - The Internet business saw a 46% increase in revenue year over year, with an operating margin nearly doubling to 15.5% [5][16] - Losses from the AI and Other segment narrowed to $46 million compared to $82 million a year ago [16] Market Data and Key Metrics Changes - The company is focusing on scalable, modernizable use cases in AI and robotics, leveraging open-source models to enhance performance [17] - The total headcount was approximately 850, down from 862 a year ago, indicating cost control measures [18] Company Strategy and Development Direction - The company aims to strengthen its position in both traditional and new business areas, with a focus on AI and robotics [4] - AI is central to the company's strategy, with significant investments in R&D and product upgrades [8] - The company plans to enhance its legacy Internet business while pushing forward with AI initiatives [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the ongoing positive momentum in revenue growth and loss reduction [5] - The company is cautious about the robotics industry's commercialization timeline, indicating it may take over five years for humanoid robots to achieve significant market presence [52] Other Important Information - The company has over $200 million in cash, providing strategic flexibility for potential acquisitions [66] - The focus is on transforming traditional software into AI-driven applications, emphasizing user-centered payment models [45][46] Q&A Session Summary Question: Will Cheetah's future development focus more on AI tools or robots? - Management believes both areas are complementary, with a short-term focus on AI tools due to rapid development potential [22][24] Question: What are the company's thoughts on data asset construction in robotics? - Management is cautious about the current state of data conversion in robotics and does not plan to provide external data services at this time [26][30] Question: How does the company balance open-source models and self-developed approaches? - The company prioritizes efficiency and will use open-source models when they provide better results [32][33] Question: What is the company's commercialization path for AI tools? - The company is adopting a subscription model for AI tools, which has shown user acceptance and willingness to pay [42][44] Question: Will the company achieve overall break-even in the second half of 2025? - Achieving profitability is a major goal, but it depends on core business progress and market conditions [71][72]

Core Viewpoint - Cheetah Mobile Inc. reported strong financial results for Q1 2025, with total revenue increasing by 36.1% year-over-year, driven by robust performance in its Internet business and AI segments [2][5]. Financial Performance - Total revenues reached RMB 259.0 million (US$ 35.7 million), reflecting a 36.1% increase year-over-year and a 9.2% increase quarter-over-quarter [5]. - Gross profit rose by 67.2% year-over-year to RMB 189.5 million (US$ 26.1 million) [5]. - Operating loss significantly narrowed to RMB 26.5 million (US$ 3.7 million) from RMB 80.6 million in the same period last year [5]. - Net loss attributable to Cheetah Mobile shareholders was RMB 33.4 million (US$ 4.6 million), down from RMB 80.0 million year-over-year [5]. Segment Performance - Revenue from the Internet business increased by 46.0% year-over-year, while the AI and Others segment grew by 22.9% year-over-year and 29.8% quarter-over-quarter [2][5]. - The operating margin for the Internet business improved to 15.5%, up from 7.9% a year ago [2]. Management Insights - The CEO emphasized the company's commitment to AI and robotics, highlighting the potential of agentic AI as a transformative force [2]. - The CFO noted disciplined execution and cost optimization as key factors in reducing losses while maintaining revenue growth [2]. Liquidity and Investments - As of March 31, 2025, the company had cash and cash equivalents of RMB 1,699.2 million (US$ 234.2 million), indicating strong liquidity [5]. - Long-term investments stood at RMB 813.1 million (US$ 112.1 million) [5].

Group 1 - Cheetah Mobile's stock increased by 3.72% on June 16, reaching $4.18 per share, with a total market capitalization of $128 million [1] - For the fiscal year ending December 31, 2024, Cheetah Mobile reported total revenue of 807 million RMB, representing a year-on-year growth of 20.52%, while the net profit attributable to shareholders was -618 million RMB, a decrease of 2.43% year-on-year [1] Group 2 - Cheetah Mobile is a leading global mobile internet company, focusing on enhancing life through technology in a world of human-machine coexistence [3] - The company is transitioning from mobile internet to AI-driven industrial internet, building a vertically integrated AI capability that includes self-developed chip computing power, algorithm capabilities, system capabilities, and application capabilities [3] - Cheetah Mobile has developed three open systems: Orion Star Voice OS, Orion Star Robot OS, and Orion Star Arm OS, and offers intelligent service robot solutions based on smart voice service robots, smart delivery service robots, and smart labor service robots [3] - The company aims to achieve non-continuous growth and become a leading global AI industrial internet company by leveraging AI to empower industries [3]

Market Capitalization Overview - New Oriental has a market capitalization of 14.264 billion [2] - TAL Education (好未来) has a market capitalization of 8.983 billion [2] - Vipshop (唯品会) has a market capitalization of 7.770 billion [2] - Zai Ding Pharmaceutical (再鼎医药) has a market capitalization of 4.357 billion [2] - RELX has a market capitalization of 3.519 billion [2] Stock Performance - New Oriental's stock increased by 0.39 (+2.21%) [2] - TAL Education's stock increased by 1.00 (+5.02%) [2] - Vipshop's stock increased by 1.47 (+3.15%) [2] - Zai Ding Pharmaceutical's stock increased by 0.40 (+0.96%) [2] - RELX's stock increased by 0.37 (+2.98%) [2] Additional Companies - Huya (虎牙) has a market capitalization of 1.059 billion with a stock increase of 0.04 (+1.03%) [2] - iQIYI (爱奇艺) has a market capitalization of 2.479 billion with a stock increase of 0.14 (+1.52%) [2] - Lexin (乐信) has a market capitalization of 1.529 billion with a stock increase of 0.34 (+4.15%) [2] - Yihua Smart (宜人智科) has a market capitalization of 0.548 billion [2] Smaller Market Players - Sohu has a market capitalization of 0.323 billion with a stock decrease of 0.04 (-2.02%) [3] - Xiaoniu Electric (小牛电动) has a market capitalization of 0.257 billion [3] - Baozun (宝尊电商) has a market capitalization of 0.173 billion [3] - Huami Technology (华米科技) has a market capitalization of 0.164 billion [3]

Core Viewpoint - Cheetah Mobile Inc. will report its financial results for the first quarter of 2025 on June 19, 2025, before the U.S. market opens [1] Group 1: Financial Results Announcement - The earnings release will be available on the Company's investor relations website [1] - An earnings conference call is scheduled for 8:00 AM U.S. Eastern Time on June 19, 2025 [2] - Participants can access the call through various international and toll-free numbers, with a specific conference ID provided [3] Group 2: Company Overview - Cheetah Mobile is a China-based IT company focused on AI innovation, attracting hundreds of millions of users through its internet products and services [4] - The company engages in independent research and development of AI technologies, including LLM technologies [4] - Cheetah Mobile provides advertising services, value-added services like premium memberships, multi-cloud management platforms, and service robots to international clients [4] - The company has been listed on the New York Stock Exchange since May 2014 [4]

Group 1 - The core viewpoint of the article highlights Cheetah Mobile's recent stock performance and financial results, indicating a revenue growth but a decline in net profit [1][2] - As of June 12, Cheetah Mobile's stock rose by 3.51%, reaching $4.19 per share, with a total market capitalization of $129 million [1] - Financial data shows that for the year ending December 31, 2024, Cheetah Mobile's total revenue is projected to be 807 million RMB, representing a year-on-year increase of 20.52%, while the net profit attributable to shareholders is expected to be -618 million RMB, a decrease of 2.43% year-on-year [1] Group 2 - Cheetah Mobile is a leading global mobile internet company, focusing on enhancing life through technology in a world of human-machine coexistence [3] - The company is transitioning from mobile internet to AI-driven industrial internet, building a vertically integrated AI capability that includes self-developed chip computing power, algorithm capabilities, system capabilities, application capabilities, and a commercial brain [3] - Cheetah Mobile has developed three open systems: Orion Star Voice OS, Orion Star Robot OS, and Orion Star Arm OS, and offers intelligent service robot solutions based on AI empowerment, aiming for growth in the AI and 5G era [3]

Market Capitalization Overview - New Oriental has a market capitalization of 14.065 billion [2] - TAL Education (好未来) has a market capitalization of 8.413 billion [2] - Miniso (名创优品) has a market capitalization of 5.728 billion [2] - JD.com (京东) has a market capitalization of 66.01 billion [2] - iQIYI (爱奇艺) has a market capitalization of 2.439 billion [3] Stock Performance - New Oriental's stock decreased by 0.15 (-0.77%) [2] - TAL Education's stock decreased by 0.21 (-1.20%) [2] - Miniso's stock increased by 1.24 (+2.61%) [2] - iQIYI's stock decreased by 0.05 (-0.48%) [3] - JD.com's stock increased by 0.39 (+3.92%) [3] Company Comparisons - New Oriental's market cap is significantly higher than that of TAL Education, which is about 60% of New Oriental's value [2] - Miniso's market cap is approximately 67% of TAL Education's market cap [2] - iQIYI's market cap is lower than that of Miniso, indicating a weaker market position [3] Industry Insights - The overall market performance shows a mixed trend with some companies experiencing gains while others face declines [2][3] - The education sector, represented by New Oriental and TAL Education, shows volatility with both companies experiencing stock price fluctuations [2] - E-commerce and entertainment sectors, represented by Miniso and iQIYI, also reflect varying market sentiments [2][3]