Cheetah Mobile(US:CMCM) Zheng Quan Shi Bao Wang·2025-09-11 12:25Core Insights - Cheetah Mobile reported a total revenue of 295 million yuan for Q2 2025, representing a year-on-year increase of 57.5% and a quarter-on-quarter increase of 14% [1] - The company's gross profit for the same quarter was 225 million yuan, up 85% year-on-year and 18.6% quarter-on-quarter, with a gross margin of 76.1% [1] - Operating loss was 11.1 million yuan, a decrease of 85.7% year-on-year and 58.3% quarter-on-quarter, while cash inflow from operating activities reached 362 million yuan [1] Financial Performance - Cheetah Mobile's internet business revenue was 158 million yuan, growing 38.8% year-on-year, driven by a successful transition from an advertising model to a subscription model, with subscriptions accounting for over 60% of internet revenue [2] - AI and other business revenues reached 137 million yuan, an increase of 86.4% year-on-year, focusing on core application scenarios such as exhibition, elderly care, medical, and education [2] - As of June 30, 2025, the company had cash and cash equivalents of 2.02 billion yuan (282 million USD) and long-term investments of 791 million yuan (111 million USD) [1] Strategic Developments - Cheetah Mobile is transitioning to an AI-native organization, employing small teams and agile development to quickly validate and implement AI tools [2] - The strategic acquisition of UFACTORY, a lightweight collaborative robot company, is expected to enhance Cheetah Mobile's robot business and expand its global sales network [2] - The CEO highlighted that AI and other business revenues now account for 46.5% of total revenue, and the acquisition of UFACTORY will significantly contribute to the growth of the robot business [3]