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Earnings Data
Report Date
Sep 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
>-0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong, high‑growth momentum in strategic areas (Robotics & Others and Cloud/AI Infrastructure) with material YoY percentage increases, early commercial product shipments, narrowing losses in the robotics segment, and a healthy cash position. These positives are partially offset by short‑term headwinds from overseas advertising policy changes and continued weakness in online advertising that widened the overall operating loss. Management emphasized a transition to AI/robotics commercialization and expects the fast‑growing businesses to drive an increasing share of revenue through 2026.Company Guidance
Robotics & Others: Rapid Revenue Growth and Improving Losses
Revenue from the newly reported Robotics and Others segment increased ~176% year‑over‑year to RMB 51.2 million (≈19.8% of total revenue). Adjusted operating loss for the segment narrowed by ~57% year‑over‑year, reflecting improved operating efficiency and early commercial traction.
Cloud & AI Infrastructure: Strong Demand and Token Usage Surge
Revenue from cloud and AI infrastructure services grew 68.3% year‑over‑year and contributed ~18% of total revenue. Management reported daily token usage increased more than 20x since January 2026 and exceeded RMB 400 million in May (company‑reported), indicating strong adoption and consumption.
Shift of Revenue Mix Toward High‑Growth Businesses
Two fast‑growing businesses — Robotics & Others and Cloud/AI Infrastructure — accounted for ~38% of Q1 revenue and management expects their combined contribution to exceed 50% of total revenue in the second half of 2026.
Product Commercialization and Early Market Traction
Company moved from capability building to early commercial validation: mass production of a smart wheelchair began in May with encouraging early sales momentum in Europe; initial product shipments to a top global mobility product designer/manufacturer and a leading elderly mobility scooter maker in China commenced in Q2.
Stable Overall Revenue and Improving Revenue Quality
Total revenue for Q1 2026 was RMB 259 million and was reported as relatively stable year‑over‑year. Internet value‑added services grew 8.2% YoY and represented 72.8% of Internet Services segment revenue, indicating more predictable and higher‑quality revenue mix.
Profitability Support and Strong Balance Sheet
Core Internet Services generated approximately RMB 15.2 million in adjusted operating profit in Q1, Global Enterprise Services produced ~RMB 13.8 million adjusted operating profit, and the company held approximately $186 million in cash and cash equivalents plus over $100 million in long‑term investments as of March 31, 2026, supporting continued investment in AI and robotics.
CMCM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CMCM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 10, 2026 | $4.18 | $3.79 | -9.33% |
Mar 24, 2026 | $7.03 | $6.66 | -5.26% |
Nov 26, 2025 | $8.51 | $7.38 | -13.28% |
Sep 11, 2025 | $7.38 | $8.75 | +18.56% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cheetah Mobile (CMCM) report earnings?
Cheetah Mobile (CMCM) is schdueled to report earning on Sep 11, 2026, Before Open (Confirmed).
What is Cheetah Mobile (CMCM) earnings time?
Cheetah Mobile (CMCM) earnings time is at Sep 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CMCM EPS forecast?
Currently, no data Available