Cheetah Mobile(US:CMCM) Xin Lang Ke Ji·2025-11-26 09:47Core Insights - Cheetah Mobile reported a total revenue of 287.4 million yuan (approximately 40.37 million USD) for Q3 2025, marking a year-on-year growth of 49.6% [2] - The company achieved its first operating profit in six years, with a Non-GAAP operating profit of 15.12 million yuan (2.12 million USD) [2] - Revenue from AI and other businesses reached 145 million yuan, a significant year-on-year increase of 150.8%, accounting for 50.4% of total revenue [2] Financial Performance - The total revenue for the first three quarters of 2025 reached 459.4 million yuan, reflecting a year-on-year increase of 28.7% [2] - Adjusted operating profit for the same period was 68.2 million yuan, up 86.2% compared to the previous year, surpassing the total for 2024 [2] - Gross profit for Q3 2025 was 214.4 million yuan (30.11 million USD), with a year-on-year growth of 64.4% [2] Profitability Metrics - The gross margin for Q3 2025 was 74.6%, an increase from 67.9% in the same period last year [2] - Non-GAAP gross margin also stood at 74.6%, reflecting the same year-on-year improvement [2] Cash and Investments - As of September 30, 2025, the company held cash and cash equivalents amounting to 1.5973 billion yuan (approximately 224.4 million USD) [2] - Long-term investments totaled 761.4 million yuan (approximately 107 million USD) [2] Strategic Outlook - The CEO emphasized the company's return to profitability as a significant milestone in its strategic transformation, with a focus on sustainable growth and long-term value creation for shareholders [3]