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Revenue grew, but losses widened: Second-quarter revenue rose 9.9% year over year to RMB266.1 million, while the non-GAAP operating loss expanded to RMB25.6 million due to weaker advertising agency revenue and increased robotics investment.
Cloud and AI infrastructure was the key growth driver: Revenue surged 83.1% year over year to RMB59.1 million, with management targeting more than RMB2 billion in 2026 gross billings and over RMB200 million in related revenue.
Robotics commercialization advanced: Smart mobility products began generating revenue during the quarter, while the robotics segment's adjusted loss widened sequentially as Cheetah Mobile invested in product development and market expansion.