Core Insights - Fourth Paradigm (06682.HK) reported a total revenue of RMB 1.077 billion for Q1 FY2025, marking a year-on-year growth of 30.1% [2] - The gross profit reached RMB 444 million, also reflecting a 30.1% increase, with a gross margin of 41.2% [2] - The core business, the Prophet AI platform, generated revenue of RMB 805 million, showing a significant year-on-year growth of 60.5% [2] Business Expansion - The Prophet platform underwent a major upgrade, introducing an AI Agent full-process development platform, allowing enterprise clients to integrate over 150 mainstream large models [3] - The platform includes a comprehensive suite of AI applications covering various enterprise scenarios such as AIGC, intelligent office, digital employees, and more [3] - The AI Agent has been implemented in over 14 industries, including finance, aviation, automotive, healthcare, and retail [3] Revenue Breakdown - The SHIFT intelligent solutions business generated RMB 212 million, accounting for 19.7% of total revenue, despite a year-on-year decline of 14.9% [4] - The AIGS service revenue was RMB 60 million, representing 5.6% of total revenue, with enhancements in programming Agent capabilities [4] Strategic Focus - The company is focusing on enhancing the core capabilities of the Prophet AI platform and the deployment of enterprise-level Agents, leading to a strategic resource reallocation [4] - The company has established a dual-core business structure, maintaining its enterprise services while launching a consumer electronics segment, Phancy, which focuses on integrated AI Agent solutions [6] - Phancy has released several user-level Agent solutions aimed at improving daily work efficiency for enterprise users [6]
第四范式2025一季报：先知AI平台营收增60.5%，Agent战略显成效