Core Viewpoint - The company achieved its first quarterly U.S. GAAP profit in Q2 2025, marking a significant milestone in its profitability journey, supported by strong cash flow and robust growth in overseas business [1][4][17]. Financial Performance - Total revenue reached 89.9 million RMB, reflecting a significant year-on-year growth of 13% and positioning within the high range of previous performance guidance [2][8]. - Gross profit amounted to 59.6 million RMB, also showing a year-on-year increase of 13%, with a gross margin of 66.4%, indicating strong profitability [11][12]. - Operating cash flow net inflow was 7.94 million RMB, demonstrating high-quality earnings and financial stability [14]. Business Segments - Developer services generated 64.4 million RMB, accounting for 72% of total revenue, with subscription service revenue growing by 12% year-on-year [8][9]. - The financial risk control business saw a robust year-on-year growth of 27%, becoming a key driver for the industry application segment [3][9]. - Industry application revenue reached 25.5 million RMB, with a 10% year-on-year increase, supported by strong performance in the financial sector [9]. Key Products and Innovations - EngageLab achieved a 67% year-on-year revenue increase, with a customer base expansion of 210 new clients in Q2, totaling 1,058 clients [5][6]. - GPTBots.ai continued to gain market recognition, receiving four prestigious certifications and showcasing its innovations at major industry events [7][5]. Customer Retention and Growth Strategy - The developer subscription service revenue retention rate reached 99%, indicating effective customer relationship management and value extraction from existing clients [15][16]. - The company is focused on maintaining a lean operational cost structure, with total operating expenses at 60.8 million RMB, supporting sustained profitability [13].

Core Insights - MoonFox Data, a leading provider of data insights in China, presented at the Neudata Hong Kong Data Summit 2025, focusing on the importance of data-driven insights for global investors in navigating the Chinese market [1][2][3] Market Dynamics - The Chinese market is experiencing structural transformation under mildly easing policies in the first half of 2025, with key sectors such as AI, e-commerce, consumer goods, and automotive showing distinct evolutionary characteristics [5] - Data-driven insights are emphasized as essential tools for navigating market uncertainty, with MoonFox Data committed to helping clients identify incremental opportunities through real-time and in-depth data capabilities [5] Industry Analysis - The presentation by Max Ma included three core insights derived from MoonFox Data's proprietary data product matrix: 1. Quantifying Industry Evolution 2. Brand Competition Analysis 3. Actionable Investment Guidance [6] Product Spotlight - MoonFox Data's AI and alternative data solutions attracted significant attention at the summit, with flagship products like MoonFox iApp and MoonFox iBrand receiving high recognition for their innovation capabilities and real-world applications [8][10]