Core Viewpoint - Zepp Health Corporation will report its third quarter 2025 unaudited financial results on November 4, 2025, after market close [1]. Group 1: Financial Reporting - The earnings call is scheduled for 8:30 p.m. ET on November 4, 2025, with access available via multiple international phone numbers [2]. - A telephone replay of the conference call will be available until November 11, 2025, with specific dial-in numbers provided [3]. Group 2: Company Overview - Zepp Health Corporation is a global leader in smart wearables and health technology, focusing on optimizing health, fitness, and wellness through its brands, including Amazfit, Zepp Clarity, and Zepp Aura [3]. - The company has shipped over 200 million units of its products, which are available in more than 90 countries and regions [3]. - Founded in 2013 as Huami Corp., the company rebranded to Zepp Health Corporation in February 2021 to emphasize its health focus [3].

Core Viewpoint - The article highlights the significant turnaround of Huami Technology, transitioning from dependency on Xiaomi to establishing its own brand Amazfit, leading to renewed market interest and projected revenue growth of 30% year-on-year in Q2 2025 after three years of stagnation [1][2]. Group 1: Company Transformation - Huami Technology's journey began in 2014 as a partner in Xiaomi's ecosystem, achieving rapid growth through the Xiaomi Mi Band, but faced challenges due to over-reliance on Xiaomi, with revenue from Xiaomi products exceeding 70% for years [3]. - The company initiated a strategic shift towards developing its own brand, Amazfit, starting in 2015, which now accounts for 100% of its revenue as of Q1 2025, although the absolute revenue from this brand initially struggled to fill the gap left by the exit from Xiaomi [3][4]. Group 2: Product Strategy - Huami has adopted a multi-tiered product strategy, creating a clear product pyramid that includes a "light smart" series under 1000 CNY for the mass market, a "sports series" priced between 1000-2000 CNY for serious athletes, and a premium outdoor product line above 2000 CNY [4]. - This strategy has led to an increase in gross margin from 12.34% in 2015 to 38.46% in 2024, indicating improved profitability as the company scales [4]. Group 3: Market Positioning - Huami differentiates itself in the wearable market by focusing on "professionalism" and "full-scene adaptability," offering advanced health monitoring and dynamic tracking for various sports, which positions its products as essential tools rather than mere gadgets [5][6]. - The company has built a strong technical foundation over the past decade, leveraging vast user data for algorithm development and investing in proprietary chip technology to enhance device functionality [6]. Group 4: Competitive Landscape - Huami's flagship product, the T-Rex3, offers competitive features at a significantly lower price point compared to Garmin's Fenix 8, showcasing Huami's ability to deliver high-quality products at accessible prices [7]. - The company has established a global marketing strategy utilizing social media platforms to enhance brand visibility and credibility, including partnerships with professional athletes [6][8]. Group 5: Industry Outlook - The wearable device market is positioned as a critical component of the broader health ecosystem, facilitating proactive health management and connecting various stakeholders in the healthcare industry [12]. - Despite the potential for growth, the capital market has yet to fully recognize the transformative changes within Huami, as evidenced by its current market valuation of approximately 1.9 billion USD, significantly lower than competitors like Garmin [14][15][17].

Core Points - Zepp Health Corporation will report its second quarter 2025 unaudited financial results on August 3, 2025 [1] - A conference call is scheduled for 9:30 p.m. ET on the same day, with access details provided for participants [1] - The company has shipped over 200 million units of its products and operates in more than 90 countries and regions [2] Company Overview - Zepp Health Corporation is a leader in smart wearables and health technology, focusing on optimizing health, fitness, and wellness journeys [2] - The company operates under consumer brands such as Amazfit, Zepp Clarity, and Zepp Aura, utilizing its proprietary Zepp Digital Management Platform [2] - Founded in 2013 as Huami Corp., the company rebranded to Zepp Health Corporation in February 2021 to emphasize its health focus [2]

Core Viewpoint - Zepp Health's stock price has more than doubled in the past two weeks, with a forecast of 30% revenue growth in Q2, marking the first year-on-year increase in three years [1][6] Group 1: Company Transformation - Zepp Health is transitioning from being a contract manufacturer for Xiaomi to developing its own brand, Amazfit, which is expected to drive growth [3][5] - The company has seen a significant decline in revenue due to its previous reliance on Xiaomi, but is now experiencing a recovery as it focuses on its own brand [5][6] Group 2: Market Dynamics - The cases of Zepp and New Oxygen reflect a shift in investor perception, recognizing that not all Chinese companies should be viewed with the same skepticism [4] - Despite recent stock price increases, Zepp's price-to-sales ratio remains low at 0.46, indicating potential for further upside compared to global competitors [4][5] Group 3: Financial Performance - In Q1, Zepp reported a slight revenue decline of 3.6% to $38.5 million, but anticipates a 30% revenue growth in Q2 [6] - The company is still operating at a loss, with a net loss of $19.7 million in Q1, although it is optimistic about future growth and margin improvements [6][7] Group 4: Product Development - The anticipated revenue growth is attributed to the successful launch of two new products, Amazfit Active 2 and Bip 6, which have received positive market feedback [6] - The company is addressing supply chain bottlenecks and aims to resolve these issues by the end of June [6]