Cheetah Mobile(US:CMCM) Zheng Quan Ri Bao Wang·2025-11-26 11:45Core 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% [1] - 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) [1] - AI and other business revenues reached 145 million yuan, showing a significant year-on-year increase of 150.8%, accounting for 50.4% of total revenue [1] Financial Performance - The gross profit for Q3 2025 was 214.4 million yuan (30.11 million USD), reflecting a year-on-year growth of 64.4% [1] - The gross margin for Q3 2025 was 74.6%, up from 67.9% in the same period last year [1] - Cheetah Mobile's cash and cash equivalents stood at 1.5973 billion yuan (approximately 224.4 million USD) as of September 30, 2025 [1] AI Business Growth - Revenue from AI robotics grew approximately 100% year-on-year and about 40% quarter-on-quarter [2] - The domestic voice interaction robots have shown consistent growth, becoming standard in various venues such as exhibition halls and museums [2] - Ufactory's lightweight collaborative robots have also contributed significantly to the growth of AI robotics revenue [3] Strategic Focus - The CEO emphasized that the company has returned to profitability, marking a substantial progress in its strategic transformation [3] - AI voice robot market demand remains strong, laying a solid foundation for achieving breakeven for the year [3] - The company plans to focus on maintaining profitability while investing in AI robots and tools for long-term growth [3]