Core Insights - The company has experienced strong growth in its business due to the increasing demand for AI transformation among enterprises, with total revenue reaching RMB 4.402 billion, a year-on-year increase of 36.8% [1] - Gross profit amounted to RMB 1.621 billion, reflecting a year-on-year growth of 20.1%, indicating a significant improvement compared to the previous year's growth rate [1] - The gross margin remained stable at 36.8% during the period, while the company achieved its first quarterly profit [1] - The core product line, the Fourth Paradigm AI platform, saw explosive growth with revenue of RMB 3.692 billion, a year-on-year increase of 70.1%, driving a secondary acceleration in the company's performance [1] - The company has maintained its position as the market leader in China's machine learning platform sector for seven consecutive years, according to IDC [1] Financial Performance - Research and development expenses totaled RMB 1.489 billion, an increase of 8.4% year-on-year, while the R&D expense ratio decreased by 8.9 percentage points to 33.8%, indicating improved efficiency in R&D investment [1] Market Expansion - The company captured numerous new business opportunities across key industries such as energy, manufacturing, finance, and retail, driven by the urgent demand from enterprise clients for actionable AI applications [2] - The number of benchmark users increased to 103, up by 5 from the previous year, with the average revenue contribution per benchmark user reaching RMB 25.49 million, a year-on-year increase of 71.4% [2]
第四范式(06682)前三季度总收入同比增长36.8%至44.02亿元 第四范式先知AI平台业务实现爆发式增长