Cheetah Mobile(US:CMCM) Zheng Quan Shi Bao Wang·2025-11-26 11:43Core Insights - Cheetah Mobile reported a total revenue of 287 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 - For the first three quarters of 2025, Cheetah Mobile's internet business generated a cumulative revenue of 459 million yuan, reflecting a year-on-year increase of 28.7% [1] - 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 [1] - Gross profit for Q3 2025 was 214 million yuan (30.11 million USD), a year-on-year increase of 64.4%, with a gross margin of 74.6%, up from 67.9% in the same period last year [1] Cash and Investments - As of September 30, 2025, Cheetah Mobile held cash and cash equivalents amounting to 1.597 billion yuan (approximately 224 million USD) [1] - The company also reported long-term investments of 761 million yuan (approximately 107 million USD) [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 robot segment has shown consistent growth, achieving around 100% year-on-year increase for two consecutive quarters [2] - The "Hunting Star Leopard Secret" AI guide robot received recognition from the Beijing Municipal Bureau of Culture and Tourism as an excellent case of technological innovation [2] Strategic Focus - Cheetah Mobile's CEO emphasized the company's return to profitability and the substantial progress in its strategic transformation [2] - The company aims to maintain profitability while investing in AI robotics and tools for long-term growth [2]