Full Year 2025 Weimob Inc Earnings Call Transcript
Key Points
- Weimob Inc (FRA:36W) reported an impressive revenue growth of 80.9% in 2025, reaching RMB1.592 billion.
- The company's gross profit margin increased by 31%, reaching 75.1%, indicating a successful high-quality development strategy.
- AI-related revenue reached RMB160 million, showcasing significant growth and contribution to the company's overall performance.
- The merchant solution revenue grew by 65.1%, reflecting successful strategic adjustments and normalization of revenues.
- Weimob Inc (FRA:36W) achieved a positive adjusted net profit of RMB42 million, marking a turnaround in profitability.
- The subscription revenue saw a slight decrease due to deferrals from 2024, impacting the overall SaaS revenue.
- The retail industry spending on software continued to decline, affecting the SaaS business environment.
- Despite the positive adjusted net profit, the company still faced some losses due to investments in empowerment.
- The company's expenditure or budget by merchants remained tight due to deflation in retail consumption.
- The overall marketing gross revenue did not increase significantly, indicating challenges in achieving high-quality growth in this segment.
(audio in progress) the outlet to redistribute any content of this event. Any unauthorized reproduction or redistribution constitute an infringement, and Weimob Group reserve the rights to pursue legal actions. We don't assume any liabilities for the loss and damages arise from such unauthorized redistribution. Investment decision must be made with caution. Before we begin, we'd like to remind all of you there will be a Q&A session following the presentation. Now let's welcome the company.
Hello, everyone. I'm Sun Taoyong from Weimob. I would like to welcome all of you to join us for the annual result announcement. Joining me here today are also Mr. Yu [Chengfun], the Executive Director and President; and Cao Yi, our CFO. We're going to work you through the overall business first, and then our CFO will work you through the financials.
I believe many of you have already read the overall statistics of our business in 2025. Overall speaking, the company has been pretty satisfied with the
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