Core Viewpoint - UCLOUDLINK GROUP INC. has decided not to conduct any financing activities under its existing Form F-3 registration statement until its expiration on August 7, 2025, and will not renew the registration statement, committing not to file any new registration statement on Form F-3 until the end of Q1 2026 [1][2] Company Strategy and Performance - The Form F-3 registration statement was initially filed in 2021 to prepare for the impact of the COVID-19 pandemic on the company's international data connectivity business and cash flow [2] - The company has achieved steady growth in net operating cash inflows and improved financial results for three consecutive years (2022–2024) by enhancing cost controls, streamlining operations, optimizing R&D, and accelerating product commercialization [2] - UCLOUDLINK will focus on the growth of core business components, including GlocalMe MBB/FBB, GlocalMe Life, GlocalMe SIM, and GlocalMe IoT, while expanding into high-potential markets [2] Industry Position - UCLOUDLINK is recognized as the world's first and leading mobile data traffic sharing marketplace, pioneering the sharing economy model in the telecommunications industry [3] - The company's innovative cloud SIM technology allows users to access mobile data traffic shared by network operators, providing reliable connectivity, high speeds, and competitive pricing [3]

uCloudlink Group (UCL) Q1 2025 Earnings Call May 21, 2025 08:30 AM ET Company Participants Daniel Gao - Director of Investor RelationChaohui Chen - Founder, CEO & DirectorYimeng Shi - CFO & Compliance OfficerTheodore O'Neill - CEO Conference Call Participants Vivian Zhang - Equity Research Analyst Operator Good day, and welcome to the YouCloud Link Group, Inc. First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an ...

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $18.6 million, representing a 3.4% increase from $18.1 million in Q1 2024 [22] - Adjusted net income was $400,000, down from $1.3 million in Q1 2024 [25] - Overall gross profit was $9.7 million, a decrease of 3.1% from $10 million in Q1 2024, with a gross margin of 51.7% compared to 55.2% in the same period last year [23][24] - Revenue from services was $14.2 million, up 4.9% from $13.5 million in Q1 2024, accounting for 75.7% of total revenue [22][23] Business Line Data and Key Metrics Changes - Average daily active terminals (DAT) were 308,863, a slight decrease of 0.3% from 309,906 in Q1 2024 [21] - The Glaucoma IoT business saw a twelve-fold increase in daily active IoT terminals year-over-year [40] - The Glaucoma Mobile fixed broadband business is projected to grow by approximately 10% [7] Market Data and Key Metrics Changes - Japan contributed 40.4% of total revenue, Mainland China 31.2%, North America 12.9%, and other regions 15.5% [23] - The average daily data usage per terminal was 1.59 gigabytes as of March 2025 [21] Company Strategy and Development Direction - The company is expanding from a single product line to four, with a focus on innovative solutions for IoT and pet connectivity [18][17] - The company plans to begin regular disclosures of key metrics in Q3 2025 to enhance transparency for investors [8] - The introduction of AI technologies aims to improve operational efficiency and user experience [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for future growth, expecting total revenue for Q2 2025 to be between $20 million and $25 million, representing an increase of 2.7% to 11.6% compared to Q2 2024 [18] - The company is actively engaging in commercial discussions with major operators worldwide, anticipating several partnerships to be finalized soon [9] Other Important Information - The company had 183 patent applications, with 159 approved and 14 patents granted as of March 31, 2025 [21] - The company maintained a solid balance sheet with cash and cash equivalents of $30.1 million as of March 31, 2025, up from $30.1 million at the end of 2024 [26] Q&A Session Summary Question: Insights on the pet phone product and target demographics - Management highlighted that early adopters are expected from pet channels in Europe, Asia, and the U.S., with commercial launch planned for May [28][29] Question: Impact of tariffs on business - Management stated that current tariffs have not significantly impacted operations, with alternative sourcing strategies in place to mitigate risks [32][33] Question: Reasons for increased service costs and control measures - The increase in service costs is attributed to a shift in sales mix and higher expenditures on marketing and promotions for new business lines [37][39] Question: Areas of collaboration with partners - Management discussed partnerships with Tier two and Tier three carriers, focusing on enhancing service quality and expanding market reach through new product offerings [41][42]

(Nasdaq: UCL) Q1 2025 Earnings Conference Call Presentation May 2025 Disclaimer (Nasdaq: UCL) By viewing, accessing, or participating in this presentation, you agree to be bound by the following limitations. Any failure to comply with these restrictions may constitute a violation of applicable securities laws. This presentation has been prepared by UCLOUDLINK GROUP INC. (the "Company") solely for information purposes. This presentation does not constitute an offer to sell or issue or an invitation to purcha ...

Group 1 - UCloudlink Group Inc. reported a quarterly loss of $0.02 per share, better than the Zacks Consensus Estimate of a loss of $0.04, representing an earnings surprise of 50% [1] - The company posted revenues of $18.75 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 3.02% and showing an increase from $18.13 million year-over-year [2] - UCloudlink Group has surpassed consensus EPS estimates for four consecutive quarters [2] Group 2 - The stock has underperformed, losing approximately 37.9% since the beginning of the year, while the S&P 500 has gained 1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.01 on revenues of $22.5 million, and for the current fiscal year, it is -$0.06 on revenues of $95.2 million [7] Group 3 - The Zacks Industry Rank places the Business - Information Services sector in the top 17% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for UCloudlink Group is currently mixed, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]

HONG KONG, May 21, 2025 (GLOBE NEWSWIRE) -- UCLOUDLINK GROUP INC. (“UCLOUDLINK” or the “Company”) (NASDAQ: UCL), the world’s first and leading mobile data traffic sharing marketplace, today announced its unaudited financial results for the three months ended March 31, 2025. First Quarter 2025 Financial Highlights Total revenues were US$18.7 million, representing an increase of 3.4% from US$18.1 million in the first quarter of 2024.Gross profit was US$9.7 million, representing a decrease of 3.1% from US$10.0 ...

VIENNA, May 15, 2025 /PRNewswire/ -- uCloudlink (NASDAQ: UCL), the world's first and leading mobile data traffic-sharing marketplace, made its debut at MVNOs World 2025. On May 14, uCloudlink Brand Ambassador Matthias delivered a keynote speech titled "Innovations for: NEW REVENUE, BEST NETWORK, LOYALTY RETENTION," unveiling groundbreaking solutions designed to empower MVNOs and MNOs. At the event, uCloudlink engaged global partners for collaborations, boosting MVNO/MNO innovation.uCloudlink: Powering Indus ...

Earnings Call Scheduled for 8:30 a.m. U.S. Eastern Time on Wednesday, May 21, 2025HONG KONG, May 14, 2025 (GLOBE NEWSWIRE) -- UCLOUDLINK GROUP INC. (“UCLOUDLINK” or the “Company”) (NASDAQ: UCL), the world’s first and leading mobile data traffic sharing marketplace, today announced that it will report its unaudited financial results for the first quarter ended March 31, 2025, before U.S. markets open on Wednesday, May 21, 2025. Management will hold a conference call to discuss these results at 8:30 a.m. U.S. ...

Core Viewpoint - UCLOUDLINK GROUP INC. is participating as a sponsor in the LD Micro Invitational XV, highlighting its position in the mobile data traffic sharing marketplace [1][2]. Company Overview - UCLOUDLINK is recognized as the world's first and leading mobile data traffic sharing marketplace, pioneering the sharing economy model within the telecommunications sector [3]. - The company offers unique value propositions to various stakeholders, including mobile data users, handset manufacturers, mobile virtual network operators (MVNOs), and mobile network operators (MNOs) [3]. - Utilizing innovative cloud SIM technology, UCLOUDLINK enhances the mobile data connectivity experience by enabling users to access shared mobile data traffic allowances from network operators, ensuring reliable connectivity, high speeds, and competitive pricing [3]. Conference Participation - Mr. Chaohui Chen, the Director and CEO, along with Mr. Yimeng Shi, the CFO, will represent UCLOUDLINK at the LD Micro Invitational XV, facilitating connections with investors, analysts, and industry professionals [2]. - The conference is invitation-only, and interested parties are encouraged to register in advance on the conference website [2].

Core Viewpoint - UCLOUDLINK GROUP INC. has filed its annual report on Form 20-F for the fiscal year ended December 31, 2024, with the SEC, marking a significant milestone for the company as it continues to lead in the mobile data traffic sharing marketplace [1]. Company Overview - UCLOUDLINK is recognized as the world's first and leading mobile data traffic sharing marketplace, pioneering a sharing economy business model within the telecommunications industry [3]. - The company offers unique value propositions to various stakeholders, including mobile data users, handset and smart-hardware companies, mobile virtual network operators (MVNOs), and mobile network operators (MNOs) [3]. - Utilizing innovative cloud SIM technology, UCLOUDLINK enhances the mobile data connectivity experience by enabling users to access shared mobile data traffic from network operators, ensuring reliable connectivity, high speeds, and competitive pricing [3]. Annual Report Access - The annual report can be accessed on UCLOUDLINK's investor relations website, and hard copies containing audited consolidated financial statements are available free of charge to shareholders upon request [2].