Cheetah Mobile Inc (STU:0C9)

Q1 2026 Cheetah Mobile Inc Earnings Call Transcript

Jun 10, 2026 / 11:00 AM GMT

Release Date Price: €3.6 (-0.55%)

Transcript

Key Points

Positve

Cheetah Mobile Inc (CMCM) reported a significant 176% year-over-year increase in revenue from its robotics and others business, reaching $51 million.
The company's adjusted operating loss from the robotics and others segment narrowed by 57% year-over-year, indicating improved operational efficiency.
Revenue from cloud and AI infrastructure services increased by 68% year-over-year, contributing 18% of total revenue.
Cheetah Mobile Inc (CMCM) maintained a strong balance sheet with approximately $186 million in cash and cash equivalents.
The Internet service business remains profitable, generating approximately RMB15 million in adjusted operating profit, providing a stable financial foundation for AI and robotics investments.

Negative

Revenue from the advertising agency business was negatively impacted by policy changes from overseas advertising platforms, affecting overall financial performance.
The company reported an operating loss of $28.3 million during the quarter, an increase from the previous year, due to lower profitability in the Internet and global enterprise services business.
Internet service revenue declined due to continuous weakness in online advertising, impacting the company's revenue mix.
Despite growth in new segments, the overall operating loss widened year-over-year, reflecting challenges in achieving profitability.
The company's financial results were affected by external factors, such as policy changes, rather than changes in customer demand, indicating vulnerability to external market conditions.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CMCM.N - Cheetah Mobile Inc
Q1 2026 Cheetah Mobile Inc Earnings Call
Jun 10, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Cheetah Mobile First Quarter 2026 Earnings Call, the conference.

All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad. To withdraw your question, please press star then 2. Please note this event is being recorded. I would now like to turn the conference over to Cheetah Mobile Investor Relations. Helen, please go ahead.

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Unidentified_2 [2]
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