Core Insights - Helport AI Limited has successfully completed the 2025 AI Entrepreneurship Competition in collaboration with the University of Massachusetts Lowell, aimed at enhancing students' exposure to real-world AI applications and reinforcing the company's commitment to developing future AI talent [3][4]. Company Initiatives - The competition provided students with hands-on experience in designing and deploying enterprise-grade AI solutions, focusing on business modeling, entrepreneurial leadership, and technology commercialization [4][5]. - Students received technical training and product guidance from Helport AI, transforming their business concepts into functional prototypes, which were showcased to a panel of experts [5][6]. Strategic Goals - Helport AI aims to cultivate a next-generation AI ecosystem through university partnerships, enhancing its technical offerings and fostering talent to sustain its innovation pipeline [9][12]. - Future actions include expanding partnerships with academic institutions across U.S. campuses and launching additional AI product competitions at other colleges [10][13].

Core Viewpoint - The opening of Helport AI's Thailand office marks a strategic expansion of its multilingual AI service delivery network, focusing on enhancing Thai-language operations to better serve the Southeast Asian market [2][4][5]. Company Expansion - Helport AI Limited has officially launched its office in Bangkok, Thailand, which will serve as the primary hub for Thai-language AI operations [2][3]. - This expansion aims to strengthen the company's regional presence and enhance its ability to deliver localized AI solutions to diverse markets [2][4]. Service Offerings - The Thailand office will focus on servicing existing customers' Thailand-based debt collection accounts, utilizing Helport AI's AI Assistant software and locally trained knowledge bases [3][4]. - The AI Assistant software is designed to provide real-time call guidance, workflow automation, and compliance tools tailored to the Thai regulatory environment [3][4][6]. Market Potential - Thailand is identified as a rapidly growing financial services market, and the company anticipates that its Thai-language capabilities will support clients in compliant and scalable customer contact operations [5][6]. - The expansion is expected to enhance Helport AI's ability to deliver performance-driven AI solutions across multiple languages, including English, Spanish, Thai, and Chinese [4][5]. Strategic Network - Helport AI's operational footprint now includes AI Delivery and Operations Centers in California, Manila, Mexico City, and Bangkok, facilitating a global multilingual AI service network [7][8]. - The company combines intelligent automation with skilled human agents to help clients scale operations quickly while ensuring compliance [5][6].

Core Insights - Helport AI Limited reported a revenue increase of 17.9% for the fiscal year ended June 30, 2025, reaching $34.9 million, driven by strong enterprise adoption of AI solutions [5][13] - The company experienced a significant growth in average monthly subscribed seats, which rose by 41.49% to 40,935 from 28,932 in the previous fiscal year [5] - Despite revenue growth, net income decreased by 74.8% to $1.9 million due to increased investments in international expansion and R&D [5][26] Financial Performance - Revenue for the fiscal year ended June 30, 2025, was $34.9 million, up from $29.6 million in the previous year, marking a growth of approximately $5.28 million [13] - Gross profit increased to $19.1 million, a 3.0% rise from $18.6 million, but gross profit margin decreased from 62.81% to 54.87% due to higher amortization costs and outsourcing fees [19] - Operating cash flow was $9.1 million, which is intended to support business expansion and strategic initiatives [5] Operational Highlights - The company added 15 new enterprise customers in its U.S. mortgage business, utilizing the AI+BPO model for outbound sales calls [5] - A new partnership with Best Life & Co. aims to enhance mortgage operations through Helport AI's AI-powered sales platform [5] - The launch of "HyperX," a digital agent platform, allows for one-click deployment of AI agents trained on proprietary data [5] Technology and Product Development - Helport AI launched the "HelportGo" mobile application, designed to enhance productivity for professionals by providing AI-driven call assistance [6][12] - The company introduced updated AI-powered software tailored for the consumer financing, mortgage, and insurance industries, showcasing its ability to deliver domain-specific solutions [12] - Investments in R&D increased to $6.32 million, focusing on product development and technology service consulting [22][23] Market Expansion and Partnerships - The company opened new offices in Mexico, Bolivia, Indonesia, and Thailand to meet demand from current customers [10] - Partnerships in North America and Southeast Asia have grown significantly, with notable success in the mortgage sector through automation and AI-enabled support teams [11] - Helport AI's strategy includes further expansion in high-growth markets, particularly in North America and Southeast Asia, to drive revenue growth [12]

Revenue and Customer Base - The company generated substantial revenue from customers located in the PRC, accounting for nearly all revenue for the fiscal years ended June 30, 2025 and 2024[30]. - For the fiscal year ended June 30, 2025, three significant customers accounted for 27.5%, 25.8%, and 16.2% of total sales, indicating a reliance on a few major clients[55]. - Revenue from AI services under AI Assist contributed 99.4% of total revenue for the fiscal year ended June 30, 2025, compared to 100% in the previous year[135]. - The AI Assist product generated 100% of the company's revenue for the fiscal years ended June 30, 2024, and June 30, 2025, with AI services contributing 99.70% of revenue in the fiscal year ended June 30, 2023[177]. - The top three customers for the fiscal year ended June 30, 2025, contributed approximately 69.5% of total revenue, with Baojiang at 27.5%, Pengbosheng at 25.8%, and Blue Legend at 16.2%[191]. - The company had 28 customers in the fiscal year ended June 30, 2025, compared to nine in 2024 and five in 2023[191]. Regulatory and Legal Environment - Recent regulatory changes in China, including the Cybersecurity Review Measures, may impact the company's operations and require compliance with new data security laws[29]. - The company has not received any notices requiring cybersecurity reviews as of the report date, but future regulations may impose operational challenges[30]. - The legal environment in the PRC presents uncertainties that could limit the company's legal protections and operational stability[34]. - The evolving regulatory landscape for data privacy and security may increase compliance costs and affect business practices[69]. - Cybersecurity threats, including potential data breaches, could lead to significant financial, legal, or reputational losses for the company[75]. - Failure to comply with privacy policies or regulations could result in governmental investigations, fines, and damage to the company's reputation[71]. Financial Performance - For the fiscal year ended June 30, 2025, Helport AI reported revenue of $34.9 million, a 18.3% increase from $29.5 million in the previous fiscal year[135]. - Net income for the fiscal year ended June 30, 2025, was $1.9 million, a decrease from $7.37 million in the fiscal year ended June 30, 2024[135]. - The company relies on dividends from its Singapore subsidiary for cash requirements, which may impact its financial flexibility[97]. - Economic conditions, including inflation and potential recession, may adversely affect the company's revenue and profitability, particularly impacting demand for its AI Assist product[91][92]. - The company has been moderately impacted by the COVID-19 pandemic, with a reduction in billable contact center seats affecting revenue[93]. Operational Challenges and Growth - The company faces challenges in recruiting, training, and retaining skilled personnel, which is critical for its growth and operational efficiency[78]. - The company must effectively manage its growth and execute strategies to avoid adverse impacts on its business and financial results[79]. - Future acquisitions may pose risks related to integration and resource diversion, potentially affecting the company's financial performance[89][90]. - The company has experienced substantial growth and expects continued expansion in operations, particularly in the PRC, U.S., and Southeast Asia[77]. Research and Development - The company has two pending patent applications in Singapore and is investing significantly in research and development to keep pace with technological advances in AI products[42]. - R&D costs for the fiscal years 2023, 2024, and 2025 were US$375,410, US$4,303,490, and US$6,316,962, accounting for 18.3%, 48.6%, and 38.6% of total operating costs respectively[209]. - The company’s R&D efforts in fiscal year 2025 focused on enhancing the fine-tuning capabilities of large AI models for diverse applications[183]. - The R&D team consists of 58 members, with 36 focused on AI operations and 22 on product development, resulting in two patents currently under application review in Singapore[206]. Technology and Product Development - The company has designed effective systems to integrate AI Assist software into contact centers, enhancing its competitive position[42]. - The AI Assist software features four primary functions, including real-time speech guidance and compliance monitoring, aimed at enhancing customer engagement efficiency[131]. - The company has developed over 100 sets of dialog libraries and training tools tailored to various industry scenarios, enhancing its competitive advantage[139]. - The flagship software, AI Assist, serves enterprise clients across industries such as banking and insurance, enhancing operational efficiency[222]. Partnerships and Supplier Relationships - The company relies on third-party agents for payment processing, which introduces credit risks and potential disruptions in cash flow[39]. - The company’s reliance on Youfei Shuke as a key developer partner exposes it to risks if the partner fails to cooperate or experiences operational disruptions[43]. - The company has maintained a long-term partnership with Youfei Shuke, which has been the sole supplier for AI operation services since fiscal year 2024[186]. - The company is actively seeking to diversify its supplier base to mitigate risks associated with reliance on Youfei Shuke[59]. Market Expansion and Strategy - The company plans to expand its presence in the North American and Southeast Asian markets, focusing on sectors such as insurance sales, real estate brokerage, and mortgage lending[149][150]. - The Southeast Asia office, opened in January 2025, has driven growth primarily in the consumer financing sector, establishing a "Global Center of Excellence for AI Training and Operations"[150]. - The company aims to partner with BPO contact centers globally to enhance sales revenue and operational efficiency, targeting BPO operators with significant outbound telesales operations[152][153]. - The company has initiated online promotional campaigns for its AI software and AI+BPO solutions in 2025, utilizing search engine optimization and strategic advertising to increase product exposure[155]. Internal Controls and Governance - Helport AI has not identified any material weaknesses in its internal control over financial reporting for the fiscal year ended June 30, 2025[100]. - Helport AI's reporting obligations may place a significant strain on its management and operational resources[101]. - Helport AI's board of directors has discretion over future dividend declarations, which depend on various factors including financial condition and cash requirements[104]. - Helport AI's independent registered public accounting firm must attest to the effectiveness of its internal controls once it ceases to be an "emerging growth company"[101].

Core Insights - Helport AI has established a new office in Mexico City, marking a significant step in its international expansion and multilingual AI service delivery [1][2] - The Mexico City office will serve as the regional headquarters for Latin America, focusing on Spanish-language operations and connecting teams across Southeast Asia and the Americas [2][4] - The company’s hybrid AI + BPO business model has shown promising performance, with over 200 billable AI-assisted agents currently supporting enterprise programs [4][5] Group 1: Strategic Expansion - The Mexico City office is a central hub for Helport AI's Spanish-language operations, enhancing its global multilingual AI delivery network [2][6] - This new hub aims to establish a multilingual AI delivery and labeling network, allowing efficient deployment of AI productivity tools across various languages and cultures [6][8] - The office will support the development of AI use cases and industry-specific applications tailored for Spanish-speaking markets [8] Group 2: Business Model and Performance - Helport AI employs a performance-based collaboration model, where clients pay based on achieved business outcomes, aligning incentives with client success [5] - The company has experienced multi-sector growth since launching its Manila-based 'Global Center of Excellence' for AI operations in January 2025 [4][6] - The Mexico City office is expected to build on the success of the Manila operations, extending AI-powered delivery capabilities across the Americas [4][6] Group 3: Leadership and Vision - CEO Guanghai Li emphasized that the opening of the Mexico City office is a key milestone in Helport AI's global strategy, enhancing its operational footprint [7] - The company aims to empower enterprises to work more effectively by integrating advanced AI technologies into their operations [10]

Core Insights - Helport AI has established a new office in Mexico City, marking a significant step in its international expansion and multilingual AI service delivery [1][2] Group 1: Strategic Expansion - The Mexico City office will serve as the regional headquarters for Latin America, focusing on Spanish-language operations and connecting teams across Southeast Asia and the Americas [2][4] - This new hub is expected to enhance Helport AI's global multilingual AI delivery network, supporting various languages including Spanish, English, Bahasa, and Thai [2][6] Group 2: Business Model and Performance - Helport AI employs a hybrid AI + BPO business model, which has shown promising results since the launch of its Manila-based 'Global Center of Excellence' in January 2025, achieving multi-sector growth [4][5] - The company utilizes a performance-based collaboration model, where clients pay based on achieved business outcomes, aligning incentives with client success [5] Group 3: Operational Focus - Key functions of the Mexico City hub will include developing AI use cases for Spanish-speaking markets, localizing AI knowledge bases, and establishing operational teams for business expansion in Latin America and North America [7][8] - The global structure aims to deliver intelligent AI + BPO solutions across diverse languages and cultures, enhancing efficiency for enterprises [6][8] Group 4: Leadership Perspective - The CEO of Helport AI emphasized that the opening of the Mexico City office is a crucial milestone in the company's global strategy, aiming to bridge advanced AI technologies with real-world business outcomes [9]

Core Insights - Helport AI has successfully expanded its partnership with Atome, a leading Buy Now, Pay Later platform in Southeast Asia, achieving top performance in Atome's regional performance charts [1][2] - The partnership, initiated on May 19, 2025, has led to the onboarding of 78 trained AI-enabled agents, resulting in significant improvements in performance metrics [2][3] - Ongoing discussions between Helport AI and Atome aim to explore further program expansions in response to the growing adoption of BNPL services in Southeast Asia [3] Company Overview - Helport AI is a global technology company specializing in intelligent customer communication software and services, with its flagship product, AI Assist, designed to enhance the capabilities of customer contact teams [4] - The company focuses on leveraging AI technology to train and scale high-performing, compliant voice-based BPO teams tailored to the needs of fintech clients [3] Industry Context - Atome is recognized as one of Southeast Asia's leading BNPL platforms, providing consumers with flexible, interest-free payment options and aiming to improve financial access [5] - The partnership between Helport AI and Atome exemplifies the integration of AI technology in the BPO sector, enhancing operational efficiency and customer engagement [2][3]

Core Insights - Helport AI has formed a strategic partnership with Best Life & Co. to enhance mortgage operations through AI technology [1][2] - The collaboration aims to improve loan officer productivity by integrating AI-powered sales platforms and remote agents [2][3] Company Overview - Helport AI Limited (NASDAQ: HPAI) specializes in intelligent customer communication software and services for enterprise clients [1][4] - The company's flagship product, AI Assist, provides real-time guidance and tools to enhance sales and customer engagement [4] Partnership Details - The partnership with Best Life & Co. is designed to transform the mortgage value chain by leveraging automation and intelligence [2] - Since the rollout began in July, pre-approved loan applications have doubled, leading to an increase in high-quality leads for Best Life's loan officers [2] Operational Improvements - The integration of AI-assisted remote agents is expected to address challenges such as ramp time, inconsistent lead follow-up, and agent turnover [3] - The partnership anticipates efficiencies from automated lead qualification and real-time coaching for sales representatives, aimed at boosting customer engagement and close rates [3] Market Position - Best Life & Co. is recognized as Michigan's top-selling eXp Realty team, focusing on high-conversion real estate and mortgage transactions [5] - The broker/owner of Best Life emphasizes that AI is a competitive necessity for modernizing the mortgage customer journey [4]

Core Insights - Helport AI has launched HelportGo, a mobile application aimed at enhancing productivity for professionals by providing enterprise-grade AI call assistance [1][2] - The application is designed to convert conversations into structured, actionable business intelligence, marking a strategic expansion for Helport AI beyond enterprise clients [2][5] Product Features - HelportGo offers a suite of AI-driven client service and CRM features, eliminating the need for manual note-taking and reducing follow-up work for mobile professionals [3][4] - The app includes industry-specific templates for sectors like real estate, insurance, and financial services, along with a customizable workflow engine for users in other industries [4] Availability and Future Plans - HelportGo is currently available on iOS, with an Android version set to be released soon, representing a significant step in Helport AI's mission to provide enterprise-grade intelligence to individual professionals [6]

Core Insights - Helport AI Limited has appointed Hiu-Yu "Vanessa" Chan as Chief Commercial Officer to lead commercial expansion and strategic partnerships in North America [1][2][3] - Ms. Chan brings over 23 years of experience in enterprise leadership across AI and SaaS, having held senior roles at major companies like Google Cloud and SAP [2][3] - The appointment is expected to enhance Helport AI's go-to-market strategy and customer success initiatives, supporting the company's global growth [2][3] Company Overview - Helport AI is an AI technology company focused on intelligent customer communication software and services for enterprise clients [1][4] - The company's flagship product, AI Assist, serves as a real-time co-pilot for customer contact teams, aimed at improving sales and customer engagement while reducing costs [4] - Helport AI's mission is to empower users to work as experts by leveraging AI to enhance human capabilities [4]