在人工智能加速融入经济社会运行的背景下，弥合数字鸿沟正成为数字基础设施建设的重要议题。在近 日举行的CES2026上，纳斯达克上市公司优克联集团公司（以下简称"优克联"，证券代码：UCL）携旗 下多款新品亮相，其首创的"宠物AI智能手机"PetPhone成为现场关注焦点，也折射出公司在全球连接领 域和宠物赛道的最新布局。 宠物手机打开新场景 "宠物本身具备情绪和行为表达需求，公司希望通过技术手段识别并理解这些信号，对宠物的声音和行 为特征进行分析，辅助主人判断其情绪状态，实现更主动、更自然的人宠互动。"陈朝晖如是称。 福建华策品牌定位咨询创始人詹君豪在接受《证券日报》记者采访时表示，随着"宠物经济"持续升温， 宠物智能硬件正从基础定位向情感交互升级。PetPhone的出现，打开了"跨物种数字连接"的新想象空 间，也成为优克联在消费级市场中最具辨识度的产品之一。 核心技术体系支撑多元产品线 在TOC的消费级产品之外，TOB的物联网（IoT）相关业务是优克联增速最快的业务。陈朝晖表示，在 物联网设备"出海"过程中，许多在国内运行良好的IoT产品，进入海外市场后，往往需要重新适配当地 网络和通信体系，增加了部署和运 ...

Core Insights - uCloudlink Group Inc. is redefining mobile connectivity with its innovative technologies, CloudSIM® and AI HyperConn®, aimed at eliminating digital divides across borders and networks [1][2] Product Innovations - The MeowGo G50 Max is an AI-powered connectivity hub that integrates various networks, allowing users to create mobile WiFi hotspots anywhere terrestrial networks are available, and connects to satellite networks for coverage in remote areas [2][3] - The UniCord Series, including Pro and Plus models, embeds CloudSIM hotspots into everyday items like charging cables and travel adapters, promoting lightweight travel while ensuring secure global connections [5] - The eSIM Trio targets over 4 billion devices with physical SIM slots, enabling users to switch between global carriers without changing SIM cards, thus revitalizing the market for legacy handsets [6] Strategic Partnerships - uCloudlink has partnered with Skylo Technologies to provide seamless satellite connectivity through the MeowGo G50 Max, enhancing communication capabilities in areas lacking cellular coverage [3][7] Company Vision - The company aims to bridge digital divides from remote wilderness to urban environments, focusing on building infrastructure for a connected future with its innovative products [7]

Core Insights - uCloudlink Group Inc. has launched the PetPogo ecosystem at CES 2026, aimed at bridging the "Pet People Divide" by enhancing the connection between pets and their owners through innovative technology [1][6] Product Overview - The PetPogo ecosystem features two main devices: PetPhone, a wearable smartphone for pets enabling two-way communication, and PetCam, a lightweight camera providing immersive views of pets' lives [2][3] - PetPhone allows real-time communication, helping to alleviate pets' separation anxiety with AI Wellness Monitoring and Precision Positioning, transforming passive monitoring into active companionship [2] - PetCam serves as both an Action Cam and a Smart Monitor, capturing first-person and third-person perspectives of pets, allowing owners to witness their pets' daily activities [3] Privacy and Care - PetCam is designed with a focus on care rather than surveillance, integrating with the PetPogo app to share joyful moments while maintaining privacy [4] - The combination of PetPhone and PetCam allows owners to "Listen, Speak, and See," fostering deeper connections and proactive care for pets [5] Technology and Connectivity - The ecosystem is powered by uCloudlink's patented CloudSIM technology, enabling PetPhone to connect to a global network across 200+ countries and 390+ carriers without the need for a SIM card [6]

财务数据显示，截至2025年09月30日，优克联收入总额5927.9万美元，同比减少9.74%；归母净利润 937.0万美元，同比增长54.62%。 资料显示，优克联集团公司成立于2014年,基于自主研发的Cloud SIM解决方案,创建了首个数据流量交易 平台,为亿万用户提供全球移动数据连接服务。 "吉客猫(GlocalMe)"和"漫游超人(Roamingman)"为公司旗 下两大品牌,分别对应销售和租赁两种不同的模式。 本文源自：市场资讯 据交易所数据显示，12月17日，优克联(UCL)盘中上涨20.73%，截至23:13，报2.3美元/股，成交1.99万 美元，总市值8655.51万美元。 作者：行情君 ...

本文源自：市场资讯 作者：行情君 据交易所数据显示，12月17日，优克联(UCL)开盘上涨10.24%，截至22:33，报2.1美元/股，成交1999.0 美元，总市值7902.86万美元。 财务数据显示，截至2025年09月30日，优克联收入总额5927.9万美元，同比减少9.74%；归母净利润 937.0万美元，同比增长54.62%。 资料显示，优克联集团公司成立于2014年,基于自主研发的Cloud SIM解决方案,创建了首个数据流量交易 平台,为亿万用户提供全球移动数据连接服务。 "吉客猫(GlocalMe)"和"漫游超人(Roamingman)"为公司旗 下两大品牌,分别对应销售和租赁两种不同的模式。 ...

据交易所数据显示，12月16日，优克联(UCL)盘中上涨2.1%，截至22:39，报1.85美元/股，成交2201.0美 元，总市值6962.04万美元。 财务数据显示，截至2025年09月30日，优克联收入总额5927.9万美元，同比减少9.74%；归母净利润 937.0万美元，同比增长54.62%。 资料显示，优克联集团公司成立于2014年,基于自主研发的Cloud SIM解决方案,创建了首个数据流量交易 平台,为亿万用户提供全球移动数据连接服务。 "吉客猫(GlocalMe)"和"漫游超人(Roamingman)"为公司旗 下两大品牌,分别对应销售和租赁两种不同的模式。 本文源自：市场资讯 作者：行情君 ...

作者：行情君 据交易所数据显示，12月15日，优克联(UCL)开盘上涨3.97%，截至22:30，报1.965美元/股，成交1.15万 美元，总市值7394.81万美元。 财务数据显示，截至2025年09月30日，优克联收入总额5927.9万美元，同比减少9.74%；归母净利润 937.0万美元，同比增长54.62%。 资料显示，优克联集团公司成立于2014年,基于自主研发的Cloud SIM解决方案,创建了首个数据流量交易 平台,为亿万用户提供全球移动数据连接服务。 "吉客猫(GlocalMe)"和"漫游超人(Roamingman)"为公司旗 下两大品牌,分别对应销售和租赁两种不同的模式。 本文源自：市场资讯 ...

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Core Insights - The Pet Call Challenge, hosted by PetPhone, was a major highlight of Hong Kong's first Human-Pet Fashion Week "PET-SION" [1] - The event attracted large crowds along the Avenue of Stars, showcasing nearly 50 dogs equipped with PetPhones [1] - The competition involved dogs making real-time voice calls to their owners, with rankings based on the number of successful calls made within a time limit [1]

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $21.1 million, a decrease of 16% from $25.2 million in Q3 2024 [18] - Net income for Q3 2025 was $9.3 million, compared to $3.4 million in the same period of 2024 [21] - Gross profit was $11.3 million in Q3 2025, down from $12.2 million in Q3 2024, but gross margins improved to 53.6% from 48.4% [20][21] - Revenue from services was $17 million, a slight decrease of 1.4% from $17.3 million in Q3 2024, contributing 80.6% of total revenue [19] Business Line Data and Key Metrics Changes - GlocalMe LINE business line saw average monthly active terminals reach 3,903, an increase of 408.2% year-over-year [7] - GlocalMe IoT recorded a year-over-year increase of 583.0% in average monthly active terminals [9] - GlocalMe SYNC surpassed 400,000 cumulative cars sold, with a 269.5% year-over-year increase in average monthly active terminals [10] - Average monthly active users (MAUs) for GlocalMe IoT, GlocalMe SYNC, and GlocalMe Life increased by 593.3%, 188.2%, and 382.3%, respectively [18] Market Data and Key Metrics Changes - Geographically, revenue contributions in Q3 2025 were 33.2% from Japan, 35.1% from Mainland China, 15.4% from North America, and 16.3% from other regions [19] - The company reported a significant increase in revenue from Mainland China, driven by the recovery of Chinese outbound travel post-pandemic [32][34] Company Strategy and Development Direction - The company is focused on overcoming digital divides through innovative connectivity solutions, including investments in R&D and marketing [6] - New product lines such as GlocalMe LINE, GlocalMe SYNC, and GlocalMe IoT are expected to drive future growth [6][14] - The company plans to establish a new operational structure and raise additional capital to accelerate the global expansion of its pet tech business [8][9] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the complex macroeconomic environment but emphasized operational profitability and stable margins [5] - For Q1 2025, the company expects total revenues to be between $22 million and $26.5 million, indicating a potential decrease of 15.4% to an increase of 1.9% compared to Q1 2024 [14] - The company is revising its full-year 2025 revenue guidance to a range of $81.3 million to $85.8 million due to ongoing macroeconomic challenges [15] Other Important Information - The company maintained a solid balance sheet with cash and cash equivalents of $28.5 million as of September 30, 2025 [22] - The average daily active terminals (DATs) were 332,674, reflecting a 3.8% increase from Q3 2024 [17] Q&A Session Summary Question: Sources of $9 million in other income - Management clarified that the $9 million gain was from the fair values of other investments, indicating a change in fair values [23] Question: Reasons for decline in product sales - Management explained that product sales decreased by $4 million, primarily due to a drop in low-margin product sales and delayed orders from a Japanese customer [24][25] Question: Drivers behind increased revenue from Mainland China - Management attributed the growth to the recovery of Chinese outbound travel and the popularity of 5G services [32][34] Question: Impact of trade tensions on the market - Management expressed optimism about the US market, anticipating growth due to new product launches and partnerships with major retailers [38] Question: Details on PetPhone orders - Management confirmed that 30,000 units of PetPhone were ordered for the Middle East market, with the remaining units allocated for the US market [48][49]