Group 1 - UCLOUDLINK GROUP INC. will participate in the 2025 Gateway Conference on September 3-4, 2025, in San Francisco, CA [1] - The Company will be represented by Mr. Yimeng Shi, Chief Financial Officer, and Mr. Shichao Gao, Investor Relations Director, who will engage with investors and analysts during one-on-one meetings [2] - UCLOUDLINK is recognized as the world's first and leading mobile data traffic sharing marketplace, utilizing a sharing economy model in the telecommunications industry [3] Group 2 - The Company's innovative cloud SIM technology allows users to access mobile data traffic shared by network operators, enhancing connectivity, speed, and pricing competitiveness [3]

Core Viewpoint - UCL's stock price increased by 2.58% to $3.734 per share, with a total market capitalization of $141 million as of August 25 [1] Financial Performance - As of June 30, 2025, UCL reported total revenue of $38.125 million, a year-over-year decrease of 5.82% [1] - The net profit attributable to the parent company was $64,000, reflecting a significant year-over-year decline of 97.6% [1] Company Overview - UCL was established in 2014 and developed the first data traffic trading platform based on its proprietary Cloud SIM solution, providing global mobile data connectivity services to millions of users [1] - The company operates two main brands: "GlocalMe" for sales and "Roamingman" for rental services, catering to different business models [1]

Core Viewpoint - UCL's stock price increased by 7.01% on August 22, reaching $3.435 per share, with a total market capitalization of $12.9 million [1] Financial Performance - As of June 30, 2025, UCL reported total revenue of $38.125 million, a year-on-year decrease of 5.82% [1] - The net profit attributable to the parent company was $64,000, reflecting a significant year-on-year decline of 97.6% [1] Company Overview - UCL was established in 2014 and developed the first data traffic trading platform based on its proprietary Cloud SIM solution, providing global mobile data connectivity services to millions of users [1] - The company operates two main brands: "GlocalMe" for sales and "Roamingman" for rental services, catering to different business models [1]

Core Viewpoint - UCL's stock price increased by 2.67% on August 21, reaching $3.326 per share, with a total market capitalization of $125 million [1] Financial Performance - As of June 30, 2025, UCL reported total revenue of $38.125 million, a year-on-year decrease of 5.82% [1] - The net profit attributable to the parent company was $64,000, reflecting a significant year-on-year decline of 97.6% [1] Company Overview - UCL was established in 2014 and developed a proprietary Cloud SIM solution, creating the first data traffic trading platform to provide global mobile data connectivity services [1] - The company operates two main brands: "GlocalMe" for sales and "Roamingman" for rental services, catering to different business models [1]

Core Viewpoint - UCL's stock price increased by 5.25% on August 21, reaching $3.41 per share, with a total market capitalization of $12.8 million [1] Financial Performance - As of June 30, 2025, UCL reported total revenue of $38.125 million, a year-on-year decrease of 5.82% [1] - The net profit attributable to the parent company was $64,000, reflecting a significant year-on-year decline of 97.6% [1] Company Overview - UCL was established in 2014 and developed a proprietary Cloud SIM solution, creating the first data traffic trading platform to provide global mobile data connectivity services [1] - The company operates two main brands: "GlocalMe" for sales and "Roamingman" for rental services, catering to different business models [1]

Core Viewpoint - UCL's financial performance shows a significant decline in revenue and net profit, indicating potential challenges ahead for the company [1] Financial Performance - As of June 30, 2025, UCL reported total revenue of $38.125 million, a year-on-year decrease of 5.82% [1] - The net profit attributable to shareholders was $64,000, reflecting a dramatic year-on-year decline of 97.6% [1] - Basic earnings per share were reported as $0, indicating no profit distribution to shareholders [1] Company Overview - UCL was established in 2014 and has developed a Cloud SIM solution, creating the first data traffic trading platform [1] - The company provides global mobile data connectivity services to millions of users [1] - UCL operates under two main brands: "GlocalMe" for sales and "Roamingman" for rental services [1]

Core Viewpoint - UCL's financial performance shows a significant decline in revenue and net profit, indicating potential challenges ahead for the company [1] Financial Performance - As of June 30, 2025, UCL reported total revenue of $38.125 million, a year-on-year decrease of 5.82% [1] - The net profit attributable to shareholders was $64,000, reflecting a substantial decline of 97.6% compared to the previous year [1] - Basic earnings per share were reported as $0, indicating no profit distribution to shareholders [1] Company Overview - UCL was established in 2014 and has developed a Cloud SIM solution, creating the first data traffic trading platform [1] - The company provides global mobile data connectivity services to millions of users [1] - UCL operates under two main brands: "GlocalMe" for sales and "Roamingman" for rental services [1]

Core Viewpoint - UCL's stock price increased by 5.69% on August 14, reaching $3.9 per share, with a total market capitalization of $14.7 million [1] Financial Performance - For the fiscal year ending June 30, 2025, UCL reported total revenue of $38.125 million, a year-over-year decrease of 5.82% [1] - The net profit attributable to shareholders was $64,000, reflecting a significant decline of 97.6% compared to the previous year [1] - Basic earnings per share were reported as $0 [1] Company Overview - UCL was established in 2014 and has developed a proprietary Cloud SIM solution, creating the first data traffic trading platform to provide global mobile data connectivity services [1] - The company operates under two main brands: "GlocalMe" for sales and "Roamingman" for rental services, catering to different business models [1]

Financial Data and Key Metrics Changes - Total revenue for Q2 2025 was $19.4 million, a decrease of 13.3% from $22.4 million in Q2 2024 [23] - Net income in Q2 2025 was $0.7 million compared to $2.2 million in Q2 2024 [24] - Overall gross margin increased to 52.8% from 49.2% in the same period of 2024 [24] - Average daily active terminals (DAT) increased by 3.8% to 317,957 from 306,289 in 2024 [21] Business Line Data and Key Metrics Changes - Average monthly active terminals (MAT) for GlobalMe IoT business increased by 791% to 42,095 from 4,725 in 2024 [22] - MAT for GlobalMe's SIM business rose by 120.1% to 42,271 from 19,208 in 2024 [22] - MAT for Glucomi Life business increased by 105.2% to 2,633 from 1,283 in 2024 [22] - MAT for Glucomi mobile fixed broadband business decreased by 4.4% to 576,198 from 602,909 in 2024 [22] Market Data and Key Metrics Changes - Revenue from services was $14.6 million in Q2 2025, an increase of 3.3% from $14.2 million in Q2 2024 [23] - Geographically, Japan contributed 33.6%, Mainland China 33.2%, and North America 15.3% to total revenue in Q2 2025 [23] Company Strategy and Development Direction - The company is focusing on three transformative growth plans: Glucomine Life, Glucomine SIM, and Glucomine IoT, with significant investments in R&D and marketing [6][7] - The company aims to strengthen its legacy mobile broadband business while expanding its market share in the IoT sector [6] - The launch of several groundbreaking products is anticipated, with a robust pipeline and positive market feedback [7][8] Management's Comments on Operating Environment and Future Outlook - Management acknowledged macroeconomic challenges and global trade headwinds impacting revenue guidance for 2025, revising expectations to a range of $22 million to $26 million [18] - Despite challenges, the company remains committed to executing its strategic investments for sustainable growth [17] Other Important Information - The company had 183 patents as of June 30, 2025, with 167 approved and 16 pending [22] - Operating cash outflow was recorded at $0.2 million compared to an inflow of $4.7 million in the same period of 2024 [25] Q&A Session Summary Question: Growth expectations for the GlocalMe ecosystem - Management expects strong growth in the IoT, SIM, and LIVE businesses, with significant increases in average monthly active terminals [27][28] Question: Reasons for below-expectation product sales - The delay of orders from Japan and macroeconomic trade headwinds were cited as primary reasons for lower-than-expected sales [37][38] Question: Impact of industrial headwinds on upcoming products - Management expressed confidence in the new products, citing positive feedback from trials and a strong marketing strategy [41][42]

Financial Performance - The company reported total revenue of approximately $19.4 million for Q2, a decrease of about 13.3% compared to $22.4 million in Q2 2024, and $3.6 million below market expectations [1] - Gross profit for Q2 was approximately $10.2 million, down 7.0% from $11.0 million in Q2 2024 [1] - Operating profit for Q2 was approximately $0.8 million, compared to $2.3 million in Q2 2024 [1] - Net profit for Q2 was approximately $0.7 million, down from $2.2 million in Q2 2024 [1] - Under Non-GAAP standards, adjusted net profit for Q2 was about $0.5 million, compared to $2.6 million in Q2 2024 [1] Operational Metrics - Total data consumption through the company's platform in Q2 was 45,441 TB, an increase of 7.9% from 42,133 TB in Q2 2024 [2] - Average daily active terminals (DAT) for Q2 was 317,957, up 3.8% from 306,289 in Q2 2024 [2] - Average DAT from GlocalMe IoT business increased by 1,078.9% to 8,610 from 730 in Q2 2024 [2] - Average DAT from GlocalMe SIM business grew by 164.0% to 5,979 from 2,265 in Q2 2024 [2] - Average monthly active terminals (MAT) for Q2 was 663,197, a 5.6% increase from 628,125 in Q2 2024 [3] Future Outlook - For Q3 2025, the company expects total revenue to be between $22 million and $26 million, below the market expectation of $26.5 million, indicating a potential decline of 12.7% to an increase of 3.2% compared to the same period in 2024 [3] - The company anticipates total revenue for 2025 to be between $85 million and $95 million, lower than the market expectation of $96.25 million, and revised from a previous range of $95 million to $130 million [3] - The company is adjusting its performance guidance due to ongoing macroeconomic challenges and global trade headwinds that may continue to impact various industries [3]