Core Viewpoint - Full Truck Alliance Co. Ltd. (FTA) reported strong financial results for the second quarter of 2025, demonstrating resilience in a challenging environment and focusing on digitalization to enhance logistics efficiency and reduce costs for shippers [3][6]. Financial and Operational Highlights - Total net revenues for Q2 2025 reached RMB 3.24 billion (approximately US$ 452.2 million), marking a 17.2% increase from RMB 2.76 billion in Q2 2024 [6][15]. - Net income rose by 50.5% to RMB 1.26 billion (US$ 176.6 million) compared to RMB 840.5 million in the same period last year [13][15]. - Non-GAAP adjusted net income increased by 39.3% to RMB 1.35 billion (US$ 188.7 million) from RMB 970.9 million in Q2 2024 [14][15]. - Fulfilled orders on the platform reached 60.8 million, a 23.8% increase from 49.1 million in Q2 2024 [15]. - Average monthly active users (MAUs) for shippers grew by 19.3% to 3.16 million from 2.65 million in the same period last year [15]. Revenue Breakdown - Revenues from freight matching services were RMB 2.75 billion (US$ 383.6 million), an 18.0% increase from RMB 2.33 billion in Q2 2024 [7][15]. - Revenues from value-added services reached RMB 491.2 million (US$ 68.6 million), up 12.8% from RMB 435.6 million in the same period last year [8][15]. - Transaction service revenues amounted to RMB 1.33 billion (US$ 185.3 million), reflecting a 39.4% increase from RMB 951.9 million in Q2 2024 [16][15]. Cost and Expenses - Cost of revenues decreased by 5.6% to RMB 1.24 billion (US$ 172.9 million) from RMB 1.31 billion in Q2 2024, primarily due to lower VAT and tax-related costs [9][15]. - Sales and marketing expenses increased to RMB 433.8 million (US$ 60.6 million) from RMB 372.3 million in the same period last year, driven by higher advertising costs [10][15]. - General and administrative expenses decreased to RMB 170.3 million (US$ 23.8 million) from RMB 219.2 million in Q2 2024, mainly due to lower share-based compensation [11][15]. Business Outlook - The company expects total net revenues for Q3 2025 to be between RMB 3.07 billion and RMB 3.17 billion, indicating a year-over-year growth rate of approximately 1.3% to 4.6% [24]. - A planned increase in service fees for freight brokerage services may lead to a decline in transaction volume and revenue from this segment, while costs are expected to rise [24]. Cash Dividend Declaration - The board of directors approved a semi-annual cash dividend of US$ 0.0048 per ordinary share, totaling approximately US$ 100 million, payable on or around October 27, 2025 [25].

Core Viewpoint - Full Truck Alliance Co. Ltd. is set to release its second quarter 2025 unaudited financial results on August 21, 2025, before U.S. market opening [1] Group 1: Earnings Call Details - The earnings conference call will take place at 8:00 A.M. U.S. Eastern Time on August 21, 2025, or 8:00 P.M. Beijing Time [2] - Participants can register online to join the conference call and will receive dial-in numbers and a unique access PIN upon registration [2] Group 2: Replay Information - A replay of the conference call will be available by phone one hour after the live call, accessible until August 28, 2025, with specific numbers provided for various regions [3] - A live and archived webcast of the conference call will also be available on the Company's investor relations website [3] Group 3: Company Overview - Full Truck Alliance Co. Ltd. is a leading digital freight platform that connects shippers with truckers, offering a variety of freight matching services [4] - The Company aims to enhance logistics competitiveness through technology, improve efficiency across the value chain, and reduce carbon footprint [4]

Core Viewpoint - Full Truck Alliance Co. Ltd. is set to release its first quarter 2025 unaudited financial results on May 21, 2025, before the U.S. market opens [1] Group 1: Earnings Call Details - The earnings conference call will take place at 8:00 A.M. U.S. Eastern Time on May 21, 2025, which corresponds to 8:00 P.M. Beijing Time [2] - Participants can register online to join the conference call and will receive dial-in numbers, passcode, and a unique access PIN upon registration [2] Group 2: Replay Information - A replay of the conference call will be available by phone one hour after the live call, accessible until May 28, 2025, with specific numbers provided for U.S. and international participants [3] - A live and archived webcast of the conference call will also be available on the Company's investor relations website [3] Group 3: Company Overview - Full Truck Alliance Co. Ltd. is a leading digital freight platform that connects shippers with truckers, offering various freight matching services and value-added services [4] - The Company aims to enhance logistics competitiveness through technology, improve efficiency across the value chain, and reduce its carbon footprint [4]