Core Viewpoint - Tuya Smart has achieved a turnaround in its financial performance, moving from loss to profit, while continuously expanding its AI+IoT platform business [1]. Financial Performance - In the third quarter financial report released in November 2025, Tuya Smart reported total revenue of $82.5 million, representing a year-on-year growth of approximately 1.1%. The gross margin increased to 48.3%, and net profit turned positive at $14.972 million. The net cash flow from operating activities grew by 25.7% year-on-year, indicating improved profitability and cash flow status [2]. Business Development - As of January 2026, Tuya Smart's AI+IoT platform has expanded its services to over 93,000 customers globally, connecting more than 100 million smart devices and processing nearly 50 billion device requests daily. The Omni AI Foundation platform utilizes no-code tools to lower development barriers, facilitating the intelligent upgrade of the manufacturing industry, with business coverage in nearly 200 countries and regions [3]. Recent Events - In December 2025, Tuya Smart was awarded the "Annual Design Partner" by Amazon Web Services at the re:Invent 2025 conference, recognizing its innovations in the AI cloud platform, particularly the Omni AI Foundation infrastructure built on Amazon Bedrock, which enhances the intelligence and response efficiency of AI hardware [4].
涂鸦智能三季度扭亏为盈，AI+IoT平台全球业务持续扩展