Viomi Technology (NasdaqGS:VIOT) Q4 2025 Earnings call March 25, 2026 08:00 AM ET Company ParticipantsClaire Ji - IR DirectorSam Yang - Head of Capital and Investment DepartmentXiaoping Chen - Founder, Chairman of the Board of Directors, and CEOConference Call ParticipantsBrian Lantier - Senior Research AnalystJinyu Zhang - AnalystShi Jingxing - AnalystOperatorHello, ladies and gentlemen, thank you for standing by for Viomi Technology Co., Ltd. earnings conference call for the second half and full year of 2 ...

Viomi Technology (NasdaqGS:VIOT) Q4 2025 Earnings call March 25, 2026 08:00 AM ET Company ParticipantsClaire Ji - IR DirectorSam Yang - Head of Capital and Investment DepartmentXiaoping Chen - Founder, Chairman of the Board of Directors, and CEOConference Call ParticipantsBrian Lantier - Senior Research AnalystJinyu Zhang - AnalystShi Jingxing - AnalystOperatorHello, ladies and gentlemen, thank you for standing by for Viomi Technology Co., Ltd. earnings conference call for the second half and full year of 2 ...

Viomi Technology (NasdaqGS:VIOT) Q4 2025 Earnings call March 25, 2026 08:00 AM ET Speaker3Hello, ladies and gentlemen, thank you for standing by for Viomi Technology Co., Ltd. earnings conference call for the second half and full year of 2025. At this time, all participants are in listen-only mode. Today's conference call is being recorded. I will now turn the call over to your host, Miss Claire Ji, the IR Director of the company. Please go ahead, Claire.Speaker1Hello everyone, and welcome to Viomi Technolo ...

GUANGZHOU, China, March 25, 2026 (GLOBE NEWSWIRE) -- Viomi Technology Co., Ltd (“Viomi” or the “Company”) (NASDAQ: VIOT), a leading technology company for home water solutions in China, today announced its unaudited financial results for the second half and full year ended December 31, 2025, and declared a special cash dividend. Second Half 2025 Financial Overview1 Net revenues were RMB950.6 million (US$135.9 million), representing a decrease of 25.9% from RMB1,282.4 million for the same period of 2024.Net ...

Core Viewpoint - Viomi Technology Co., Ltd is set to report its unaudited financial results for the second half and full year ended December 31, 2025, on March 25, 2026, before U.S. market opening [1] Group 1: Financial Reporting - The earnings conference call will take place at 8:00 A.M. U.S. Eastern Time on March 25, 2026, which corresponds to 8:00 P.M. Beijing/Hong Kong time on the same day [2] - Participants can register online to join the conference call, receiving dial-in numbers and a unique access PIN upon registration [2] - A live and archived webcast of the conference call will be available on the Company's investor relations website, with the archived replay accessible for 12 months [3] Group 2: Company Overview - Viomi's mission is to utilize AI technology to provide better drinking water solutions for households globally [4] - The Company operates under a distinctive "Equipment + Consumables" business model, leveraging AI technology to enhance water quality monitoring and simplify filter replacement [5] - Viomi has established a "Water Purifier Gigafactory" that integrates an efficient industrial chain, enabling economies of scale and promoting the global adoption of residential water filtration [5]

Financial Performance - In Q3 2025, the company achieved revenue of 667 million yuan, a year-on-year increase of 23.51%, and a net profit attributable to shareholders of 116 million yuan, up 16.11% year-on-year [2] - The company expects revenue to exceed 1.4 billion yuan in the first half of 2025, representing a year-on-year growth of over 70% [2] - For the full year of 2024, the company successfully turned a profit with a net profit of 62.3 million yuan, and revenue from the water purification business grew by 39% year-on-year [2] Product Development - On May 16, 2025, the company launched the Yunmi Kunlun 4 mineral water purifier [3] - On June 3, 2025, the company released the AI gas water heater Super2, focusing on the smart home sector [3] - The company continues to invest in AI water purification technology and showcased related innovations at the CES exhibition in January 2025 [3] Strategic Initiatives - On December 11, 2025, the company participated in a seminar on design leadership talent for listed companies in Shunde, showcasing its industrial design achievements in water purifiers [4] - On February 28, 2025, the company reached a strategic cooperation agreement with Malaysian appliance retailer Kano Home [4] - On December 17, 2025, the company signed a strategic cooperation agreement with JD.com for AI air conditioning [4] Stock Performance - On November 10, 2025, the company's stock price experienced a significant increase of 5.01% in a single day [5] - Following a business restructuring, the company is focusing on the water purification sector and divested some IoT assets in 2024 to optimize resources [5]

Core Insights - The recent focus on Yunmi Technology revolves around financial performance, product launches, and strategic partnerships Financial Performance - In Q3 2025, the company achieved revenue of 667 million yuan, representing a year-on-year growth of 23.51% - The net profit attributable to shareholders was 116 million yuan, with a year-on-year increase of 16.11% - For the full year of 2024, the company reported revenue of 2.119 billion yuan, a year-on-year growth of 29.3%, and successfully turned a profit with a net profit of 62.3 million yuan [2] Business Developments - On May 16, 2025, the company launched the Kunlun 4 mineral water purifier - In January 2025, its AI water purification technology was showcased at the International Consumer Electronics Show (CES) - In June 2025, the company released the AI gas water heater Super2, highlighting its smart connectivity features [3] Strategic Initiatives - On February 28, 2025, the company entered into a partnership with Malaysian appliance retailer Kanoah Home - On December 17, 2025, it signed a strategic agreement with JD.com for AI air conditioning - In July 2024, the company divested part of its IoT business for 65 million yuan to focus on the water purification sector [4] Stock Performance - On November 10, 2025, the stock price surged by 5.01% in a single day - In the first half of 2025, the company’s revenue is expected to exceed 1.4 billion yuan, reflecting a year-on-year growth of over 70% [5]

Core Viewpoint - Viomi Technology Co., Ltd has appointed Mr. Qian Sun as a new director, replacing Mr. De Liu, effective February 10, 2026, which reflects the company's commitment to enhancing its board with experienced professionals in finance and corporate governance [1][2][3]. Group 1: Board Appointment - Mr. Qian Sun brings extensive experience in finance, capital markets, and corporate governance to Viomi's Board, currently serving as General Manager of the Strategic Investment Department of Xiaomi Group and President of Airstar Digital Technology [2]. - Mr. Sun has held various positions within Xiaomi since July 2017, including Vice President of the Finance Department, where he was responsible for overall financial operations from March 2021 to November 2025 [2]. - The company expresses gratitude to Mr. De Liu for his contributions during his tenure on the Board [3]. Group 2: Company Overview - Viomi's mission is to utilize AI technology to provide better drinking water solutions for households globally [4]. - The company operates under a unique "Equipment + Consumables" business model, leveraging AI technology to enhance water quality monitoring and simplify filter replacement, which increases the filter replacement rate [5]. - Viomi has established a "Water Purifier Gigafactory" that integrates the industrial chain for optimal efficiency, enabling economies of scale and supporting the global adoption of residential water filtration [5].

Core Viewpoint - The CEO of Yunmi Technology, Chen Xiaoping, announced a significant employee reward in the form of a Xiaomi YU7 car, reflecting the company's commitment to recognizing employee contributions and enhancing team morale [1][6]. Group 1: Employee Recognition - The company rewarded an employee responsible for major clients with a Xiaomi YU7 car for their diligent efforts and significant project advancements [1]. - Chen Xiaoping expressed a vision to reward more cars by 2026, indicating a long-term commitment to employee recognition [1]. Group 2: Product Details - The rewarded vehicle is a Xiaomi YU7 in "Cambrian Gray," a special color option that typically incurs an additional cost of approximately 7,000 yuan [3]. - The Xiaomi YU7 is set to be officially launched in June 2025, with three versions available: standard, Pro, and Max [3]. Group 3: Market Context - Yunmi Technology focuses on smart home solutions, particularly in the water purification sector, and is navigating a highly competitive market [6]. - The decision to offer high-value physical rewards, such as electric vehicles, is seen as a strategy to boost team morale and reinforce a performance-driven culture following key business breakthroughs [6]. - The rising appeal of smart electric vehicles as valuable rewards reflects their increasing status as "hard currency" prizes within technology companies [6].

Core Viewpoint - Chinese concept stocks experienced significant declines, with several companies facing steep drops in their stock prices, indicating potential volatility in the market [1] Group 1: Stock Performance - Next Technology (NXTT) saw a decline of 22.54%, closing at 7.150, with a drop of 2.080 and a trading volume of 1.5556 million [1] - FIEE INC (FIEE) fell by 17.78%, ending at 3.190, down by 0.690, with a trading volume of 256,000 [1] - Huizhou Finance (INTJ) decreased by 15.01%, closing at 0.5000, down by 0.0883, with a trading volume of 122,700 [1] - Roma Green Finance (ROMA) dropped by 11.56%, closing at 1.300, down by 0.170, with a trading volume of 34,100 [1] - Viomi Technology (VIOT) declined by 11.17%, ending at 1.590, down by 0.200, with a trading volume of 2.0474 million [1]