在人工智能加速融入经济社会运行的背景下，弥合数字鸿沟正成为数字基础设施建设的重要议题。在近 日举行的CES2026上，纳斯达克上市公司优克联集团公司（以下简称"优克联"，证券代码：UCL）携旗 下多款新品亮相，其首创的"宠物AI智能手机"PetPhone成为现场关注焦点，也折射出公司在全球连接领 域和宠物赛道的最新布局。 宠物手机打开新场景 "宠物本身具备情绪和行为表达需求，公司希望通过技术手段识别并理解这些信号，对宠物的声音和行 为特征进行分析，辅助主人判断其情绪状态，实现更主动、更自然的人宠互动。"陈朝晖如是称。 福建华策品牌定位咨询创始人詹君豪在接受《证券日报》记者采访时表示，随着"宠物经济"持续升温， 宠物智能硬件正从基础定位向情感交互升级。PetPhone的出现，打开了"跨物种数字连接"的新想象空 间，也成为优克联在消费级市场中最具辨识度的产品之一。 核心技术体系支撑多元产品线 在TOC的消费级产品之外，TOB的物联网（IoT）相关业务是优克联增速最快的业务。陈朝晖表示，在 物联网设备"出海"过程中，许多在国内运行良好的IoT产品，进入海外市场后，往往需要重新适配当地 网络和通信体系，增加了部署和运 ...

金鸥认为，目前的宠物智能设备市场大多停留在传统的防丢失定位和静态数据监测上，而优克联推出的 PetPhone旨在切入双向通话和情感陪伴这一更深层的需求。他指出，随着现代生活节奏加快，宠物独自 留守的时间变长，"生命连接（Life Connection）"将成为未来的核心趋势。优克联试图通过数字化和AI 化手段，将宠物从传统的"被动监护"带入"主动情感连接"的新生态。 在谈及人宠通信的交互逻辑时，金鸥向凤凰网科技透露了一个颇具创新性的产品定义方向：把"打电 话"的定义权交给宠物。不同于人类通过点击屏幕拨号，优克联正在训练AI识别宠物的特定行为语言。 例如，通过传感器捕捉数据，当狗狗完成"跳三跳"或"转圈圈"等特定动作时，系统会将其翻译为"我想 出去玩"或"我想主人了"的信号，并自动触发对主人的呼叫。金鸥坦言，猫与狗的行为模式差异巨大， 目前团队正在针对不同物种进行大量模拟实验，试图建立一套基于行为和声音的"全新人宠沟通语言"。 "用户不需要知道现在是用AT&T还是Verizon，系统会自动判断哪个信号更强、更适合当下的应用场景 并自动切换。"金鸥表示，这种"自动选网"的能力解决了eSIM在跨国漫游中常常遇到的信 ...

Core Insights - uCloudlink Group Inc. has launched the PetPogo ecosystem at CES 2026, aimed at bridging the "Pet People Divide" by enhancing the connection between pets and their owners through innovative technology [1][6] Product Overview - The PetPogo ecosystem features two main devices: PetPhone, a wearable smartphone for pets enabling two-way communication, and PetCam, a lightweight camera providing immersive views of pets' lives [2][3] - PetPhone allows real-time communication, helping to alleviate pets' separation anxiety with AI Wellness Monitoring and Precision Positioning, transforming passive monitoring into active companionship [2] - PetCam serves as both an Action Cam and a Smart Monitor, capturing first-person and third-person perspectives of pets, allowing owners to witness their pets' daily activities [3] Privacy and Care - PetCam is designed with a focus on care rather than surveillance, integrating with the PetPogo app to share joyful moments while maintaining privacy [4] - The combination of PetPhone and PetCam allows owners to "Listen, Speak, and See," fostering deeper connections and proactive care for pets [5] Technology and Connectivity - The ecosystem is powered by uCloudlink's patented CloudSIM technology, enabling PetPhone to connect to a global network across 200+ countries and 390+ carriers without the need for a SIM card [6]

Core Insights - The Pet Call Challenge, hosted by PetPhone, was a major highlight of Hong Kong's first Human-Pet Fashion Week "PET-SION" [1] - The event attracted large crowds along the Avenue of Stars, showcasing nearly 50 dogs equipped with PetPhones [1] - The competition involved dogs making real-time voice calls to their owners, with rankings based on the number of successful calls made within a time limit [1]

Financial Highlights - In Q3 2025, total revenues reached US$21.1 million[9], while net income was US$9.3 million[9] - Non-Mainland China revenue contribution was 64.9% in Q3 2025[53] - In Q3 2025, the company sold 40k PetPhones[27] Business Line Performance - Life business (including PetPhone) experienced a year-over-year growth of 408.2% in Average Monthly Active Terminals (MAT) in Q3 2025[29] - Life business (excluding PetPhone) Year-over-Year Growth was 369.3% in Average Monthly Active Terminals (MAT) in Q3 2025[22] - SIM Business Line saw a year-over-year growth of 269.5% in Average Monthly Active Terminals (MAT) in Q3 2025, with over 400,000 units sold from Q1 2025 to Q3 2025[32, 33] - IoT Business Line achieved a year-over-year growth of 583.0% in Average Monthly Active Terminals (MAT) in Q3 2025[38] Operational Efficiency - Operating expenses for Q3 2025 were US$9.7 million[65] - R&D accounted for 61% of operating expenses in Q3 2025[65] - G&A accounted for 13% of operating expenses in Q3 2025[65] - S&M accounted for 26% of operating expenses in Q3 2025[65]

Core Viewpoint - UCLOUDLINK GROUP INC. reported its unaudited financial results for the third quarter of 2025, highlighting a decrease in total revenues but an increase in net income, indicating a mixed performance amid challenging macroeconomic conditions [1][5]. Financial Highlights - Total revenues were US$21.1 million, a decrease of 16.0% from US$25.2 million in the third quarter of 2024 [4][7]. - Gross profit was US$11.3 million, down 7.1% from US$12.2 million in the same period of 2024, with a gross margin of 53.6% compared to 48.4% in the prior year [4][10]. - Net income increased to US$9.3 million from US$3.4 million in the third quarter of 2024 [4][19]. - Adjusted net income (non-GAAP) was US$0.7 million, down from US$3.7 million in the same period of 2024 [4][20]. - Adjusted EBITDA (non-GAAP) was US$1.4 million, compared to US$4.4 million in the third quarter of 2024 [4][21]. Operational Highlights - Total data consumed through the platform was 49,044 terabytes, an increase of 9.0% from 44,994 terabytes in the third quarter of 2024 [4]. - Average daily active terminals (DAT) were 332,674, up 3.8% from 320,452 in the same period of 2024 [4]. - Average monthly active terminals (MAT) were 706,284, representing a 10.9% increase from 636,673 in the third quarter of 2024 [4]. - The GlocalMe IoT business saw a significant increase in average DAT, rising 1,021.1% from 1,258 to 14,104 [4]. Geographic Distribution - Revenue contributions by region included 35.1% from mainland China, 33.2% from Japan, 15.4% from North America, and 16.3% from other regions, compared to 27.8%, 46.6%, 12.8%, and 12.8% respectively in the same period of 2024 [8]. Cost and Expenses - Cost of revenues was US$9.8 million, down 24.4% from US$13.0 million in the same period of 2024 [9]. - Total operating expenses increased to US$11.2 million from US$10.0 million in the third quarter of 2024 [12]. Business Outlook - For the fourth quarter of 2025, the company expects total revenues to be between US$22.0 million and US$26.5 million, indicating a potential decrease of 15.4% to an increase of 1.9% compared to the same period of 2024 [25]. - The company anticipates full-year revenues for 2025 to be in the range of US$81.3 million to US$85.8 million, reflecting adjustments due to ongoing macroeconomic challenges [26].

Core Viewpoint - UCLOUDLINK GROUP INC. reported its unaudited financial results for the third quarter of 2025, highlighting a decrease in total revenues but an increase in net income, indicating a mixed performance amid challenging macroeconomic conditions [1][6]. Financial Highlights - Total revenues were US$21.1 million, a decrease of 16.0% from US$25.2 million in Q3 2024 [4][9]. - Gross profit was US$11.3 million, down 7.1% from US$12.2 million in Q3 2024, with a gross margin of 53.6% compared to 48.4% in the same period last year [4][12]. - Income from operations was US$9.2 million, significantly up from US$3.3 million in Q3 2024 [4][17]. - Net income reached US$9.3 million, compared to US$3.4 million in Q3 2024 [4][19]. - Adjusted net income (non-GAAP) was US$0.7 million, down from US$3.7 million in Q3 2024 [4][20]. - Adjusted EBITDA (non-GAAP) was US$1.4 million, compared to US$4.4 million in Q3 2024 [4][21]. Operational Highlights - Total data consumed through the platform was 49,044 terabytes, an increase of 9.0% from 44,994 terabytes in Q3 2024 [4]. - Average daily active terminals (DAT) were 332,674, up 3.8% from 320,452 in Q3 2024 [4]. - Average monthly active terminals (MAT) were 706,284, representing a 10.9% increase from 636,673 in Q3 2024 [4]. - The GlocalMe IoT business saw a remarkable increase in average DAT of 1,021.1% from 1,258 in Q3 2024 [4][7]. Geographic Distribution - Revenue contributions by region included 35.1% from mainland China, 33.2% from Japan, 15.4% from North America, and 16.3% from other regions, compared to 27.8%, 46.6%, 12.8%, and 12.8% respectively in Q3 2024 [10]. Cost Structure - Cost of revenues was US$9.8 million, down 24.4% from US$13.0 million in Q3 2024, primarily due to a decrease in the cost of products sold [11]. - Total operating expenses were US$11.2 million, compared to US$10.0 million in Q3 2024 [16]. Business Outlook - For Q4 2025, UCLOUDLINK expects total revenues to be between US$22.0 million and US$26.5 million, indicating a potential decrease of 15.4% to an increase of 1.9% compared to Q4 2024 [26]. - The company anticipates full-year revenues for 2025 to be in the range of US$81.3 million to US$85.8 million, reflecting adjustments due to ongoing macroeconomic challenges [27].

Core Insights - UCLOUDLINK GROUP INC. has received a significant order of 30,000 units for its innovative product, PetPhone, from Aham Al-Tafasil Trading Co., marking a notable expansion in the pet care technology market [1] - The partnership with Aham Al-Tafasil Trading Co. enhances PetPhone's global presence, following its launch in Hong Kong, and reflects the increasing demand for UCLOUDLINK's solutions [2] - Aham Al-Tafasil Trading Co. will leverage its extensive distribution network to improve PetPhone's market entry and brand visibility in Saudi Arabia and the Gulf region [3] - The CEO of UCLOUDLINK emphasized the importance of this collaboration in the company's global expansion strategy and its commitment to bridging the digital divide [4] Company Overview - UCLOUDLINK is recognized as the world's first and leading mobile data traffic sharing marketplace, utilizing a pioneering business model in the telecommunications sector [5] - The company offers unique value propositions to various stakeholders, including mobile data users and network operators, through its innovative cloud SIM technology [5]

Core Insights - UCLOUDLINK GROUP INC. announced that its GlocalMe solutions received a total of nine awards at IFA 2025 in Berlin, highlighting the company's innovation and market presence [1][5]. Product Recognition - The PetPhone, the world's first smartphone for pets, received four awards as an Honoree in the Communications and Connectivity category at the IFA Innovation Awards, along with "Best of IFA 2025" distinctions from multiple design platforms, showcasing its design quality and consumer impact [2][4]. - Other GlocalMe products, including eSIM Trio and UniCord, were recognized as "Best of IFA 2025" by various reviewers, emphasizing the company's consumer-centric approach and practical innovation [4]. Strategic Vision - The CEO of UCLOUDLINK emphasized the importance of translating innovation into user experiences that bridge the digital divide, particularly in enhancing emotional connections between pets and their owners [5]. - The company aims to diversify its revenue streams through value-added services and mobile data solutions, aligning with its strategy to create a broader ecosystem that promotes thoughtful design and usability [5][6].

Core Insights - UCLOUDLINK GROUP INC. has launched PetPhone, the world's first smartphone for pets, in partnership with HKT's CSL brand, marking a significant milestone in its global expansion strategy [1][2][3] - The PetPhone integrates features such as real-time communication, advanced tracking, and health monitoring, aimed at enhancing pet care and connectivity between pets and their owners [1][3] - The partnership with HKT will leverage its robust network and retail presence in Hong Kong to provide reliable connectivity for pet owners [2][3] Company Overview - UCLOUDLINK is recognized as the world's first and leading mobile data traffic sharing marketplace, pioneering a sharing economy model in the telecommunications sector [4] - The company offers unique value propositions to various stakeholders, including mobile data users and network operators, through its innovative cloud SIM technology [4] - UCLOUDLINK aims to build a comprehensive global mobile data traffic sharing marketplace, diversifying its revenue streams through value-added services and mobile data solutions [3][4]