Cheetah Mobile(US:CMCM) Xin Lang Ke Ji·2025-09-12 05:50Core Insights - Cheetah Mobile reported a strong revenue growth of 57.5% year-over-year for Q2 2025, reaching 295.2 million yuan, with a quarter-over-quarter increase of 14.0% [1] - The company achieved a significant reduction in operating losses, down 85.7% year-over-year to 11.1 million yuan, and a 58.3% decrease quarter-over-quarter [1] - The gross profit for the second quarter was 224.8 million yuan, reflecting an 85.0% year-over-year increase and an 18.6% quarter-over-quarter increase, with a gross margin of 76.1% [1] Financial Performance - Revenue for the internet business was 157.8 million yuan, up 38.8% year-over-year, driven by a successful transition from an advertising model to a subscription model, with subscriptions now accounting for over 60% of internet revenue [1] - AI and other business revenues reached 137.4 million yuan, marking an 86.4% year-over-year growth, focusing on core applications in service robots across various sectors [1] - The company generated a net cash inflow from operating activities of 362 million yuan [1] Management Commentary - The CEO emphasized the company's robust revenue growth and significant improvement in profitability, achieving the best quarterly performance since 2021, and approaching breakeven [2] - The company plans to continue investing in AI tools and robotics, aiming for sustainable growth and long-term value creation for shareholders [2]