Core 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 Non-GAAP gross profit also stood at 214.4 million yuan (30.11 million USD), with a similar growth rate of 64.3% [1] - The gross margin for Q3 2025 was 74.6%, an increase from 67.9% in the same period last year [1] 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) [1] - Long-term investments were reported at 761.4 million yuan (approximately 107 million USD) [1] AI Business Growth - The AI robot business saw a revenue increase of approximately 100% year-on-year and about 40% quarter-on-quarter [2] - The domestic voice interaction robots have achieved a consistent year-on-year growth of around 100% for two consecutive quarters [2] - The "Hunting Star Leopard Secret" AI guide robot received an award from the Beijing Municipal Bureau of Culture and Tourism for technological innovation, indicating strong market recognition [2] Strategic Focus - Cheetah Mobile's CEO stated that the company has returned to profitability, marking a significant milestone in its strategic transformation [3] - The AI and other business revenues now represent over 50% of total revenue, establishing a solid foundation for achieving breakeven for the year [3] - The company aims to maintain profitability while continuing to invest in AI robots and tools for long-term growth [3]

本报讯 （记者袁传玺）11月26日，北京猎豹移动科技有限公司（以下简称"猎豹移动"）发布截至2025年9月30日的第三季 度财报，财报显示，猎豹移动2025年第三季度总营收2.874亿元（约合4037万美元），同比增长49.6%。Non-GAAP营业利润为 1512万元（212万美元），实现六年来首次经营盈利。 2025年第三季度毛利润为2.144亿元（3011万美元），同比增长64.4%。2025年第三季度毛利率为74.6%，高于去年同期的 67.9%。 截至2025年9月30日，公司持有现金及现金等价物为15.973亿元（约合2.244亿美元），长期投资为7.614亿元（约合1.070亿 美元）。 财报数据显示，AI机器人业务收入同比增长约100%，环比增长约40%。其中，国内语音交互机器人连续两个季度实现同比 增长约100%，猎户星空豹小秘系列语音交互机器人已经成为展厅和展馆数智化升级的标配，尤其在企业展厅、博物馆、科技 馆、剧院等场景，体现市场对AI语音机器人需求旺盛。 另外，Ufactory的轻量型协作机器人持续受益于行业强劲需求成为AI机器人收入增长的重要补充。 猎豹移动董事长兼首席执行官傅盛表示 ...

针对上述财报，猎豹移动董事长兼首席执行官傅盛对外表示，历经六年，公司终于重返盈利轨道，第三 季度实现季度经营盈利，标志着公司战略转型取得实质性进展。AI及其他业务收入首次占总营收50%以 上，其中AI语音机器人市场需求持续旺盛，为全年实现盈亏平衡奠定了坚实基础。未来，猎豹移动将 继续聚焦长期价值构建，全力以赴实现可持续增长，为股东创造长期回报。 11月26日，猎豹移动发布2025年第三季度财报，截至9月30日，该公司第三季度总营业收入为2.87亿元 （约合4037万美元），同比增长49.6%；Non-GAAP营业利润为1512万元（212万美元），实现六年来首 次经营盈利。 据悉，猎豹移动将继续专注于两大战略目标，即在保持盈利能力的同时，坚定对AI机器人和AI工具的 投入来实现长期增长。 财报显示，2025年第三季度，猎豹移动AI及其他业务营收1.45亿元，同比增长150.8%，占总营收的 50.4%，保持增长韧性，持续攀升。前三季度，猎豹移动互联网业务实现收入和利润双增长，累计收入 达4.59亿元，同比提升28.7%，经调整经营利润为6820万元，同比提升86.2%，超2024年全年水平。 猎豹移动财报数据 ...

Core 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]