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Cheetah Mobile Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary26 Nov, 2025
Executive summary
Achieved first quarterly operating profit in six years, ahead of expectations for Q3 2025, signaling progress in turnaround efforts.
Q3 revenue rose 50% year-over-year to RMB287.4 million, with AI and others segment up 151% and now comprising over half of total revenue.
AI robot business saw strong demand, especially for voice-enabled wheel robots and robotic arms, with contract backlog for wheel robots in China doubling sequentially.
Internet business remained stable, with user subscription revenue now over 60% of segment revenue.
Focus remains on scaling AI robots and AI tools as new growth engines through continued investment.
Financial highlights
Q3 2025 total revenue: RMB287.4 million (US$40.4 million), up 50% year-over-year.
Gross profit increased 64% year-over-year to RMB214.4 million (US$30.1 million); gross margin improved to 75% from 68% a year ago.
Operating profit: RMB4 million (first positive in six years); non-GAAP operating profit: RMB15.1 million, versus a loss of RMB60 million last year.
Cash and cash equivalents: $224 million (RMB1,597.3 million) as of September 30, 2025; long-term investments: $107 million (RMB761.4 million).
Net loss attributable to shareholders narrowed to RMB11 million; non-GAAP net income was RMB0.2 million.
Outlook and guidance
Expect to approach break-even for full year 2025.
Q4 2025 internet business revenue and profit expected to remain stable sequentially, but with a year-over-year decline due to advertising weakness; user-paid revenue to grow over 10% year-over-year.
AI and other businesses expected to continue strong growth, offsetting traditional business volatility; management remains focused on driving growth through continued investment in AI robots and AI tools.
AI segment revenue drivers breakdown
Internet business profit drivers
Explain 'Other expense, net' impact on net loss
Detail overseas robot expansion strategy
How will AI tools be monetized and scaled?
Path to profitability for AI & Other segment?
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Next Cheetah Mobile earnings date
Q4 202526 Mar, 2026
Next Cheetah Mobile earnings date
Q4 202526 Mar, 2026
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Frequently asked questions
Cheetah Mobile Inc. operates as an Internet company in the People's Republic of China, the United States, and internationally. The company, through its operating subsidiaries, develops and provides mobile internet products and services under the Cheetah brand in China and internationally. It offers utility apps, including: Clean Master (the leading Android optimizer app), CM Security, one of the top security apps; Cheetah Cleaner (an Android optimizer); Cheetah Launcher (an Android app home screen launcher); and four other product lines under the "Cheetah" name for smartphones and tablets. The company also provides online presence services under the Cheetah brand, which provide services to create a special mobile version of a website or convert a PC website into a mobile version; re-skinning service for branded applications to allow users to customize an application skin with their original style and artworks; mobile enterprise solution through which it offers customers more efficient mobility solutions to their businesses through 12 enterprise-level applications; AdSDK that enables customers to offer an innovative advertising solution and monetize additional monetization opportunities; proprietary technology products that cover the categories of visual search engine optimization (SEO) products for e-commerce websites.
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