Cheetah Mobile(US:CMCM) Zhong Zheng Wang·2025-11-26 12:22Core Insights - Cheetah Mobile reported a revenue of 287 million yuan for Q3, marking a year-on-year growth of 49.6% [1] - The company achieved a net profit of 15.12 million yuan under non-GAAP standards, with a gross profit of 214 million yuan, reflecting a 64.4% increase year-on-year and a gross margin of 74.6%, up from 67.9% in the same period last year [1] - As of September 30, 2025, Cheetah Mobile held cash and cash equivalents of 1.597 billion yuan and long-term investments of 761 million yuan [1] Revenue Breakdown - Revenue from AI and other businesses reached 145 million yuan, showing a year-on-year increase of 150.8%, accounting for 50.4% of total revenue [1] - The AI robotics segment experienced approximately 100% year-on-year growth and around 40% quarter-on-quarter growth [1] - The domestic voice interaction robot segment has achieved a consistent year-on-year growth of about 100% for two consecutive quarters, with the "Hunting Star Leopard Secret" series becoming a standard in smart upgrades for exhibition halls and museums [1] Strategic Developments - Cheetah Mobile's Chairman and CEO, Fu Sheng, stated that the company has returned to profitability after six years, indicating substantial progress in its strategic transformation [1] - The demand for AI voice robots remains strong, laying a solid foundation for achieving breakeven for the entire year [1] - The AI guided robot received the "Outstanding Case of Technological Innovation" award from the Beijing Municipal Bureau of Culture and Tourism [1]