The earnings call highlights a strong financial performance with significant revenue growth, profitability, and expansion in the AI developer platform. However, it is tempered by challenges due to global trade uncertainties and regional market pressures.

Company Guidance

During Tuya Inc.'s Second Quarter 2025 Earnings Conference Call, the company reported a revenue of approximately USD 80.1 million, reflecting a year-over-year growth of 9.3%. Despite global trade uncertainties and U.S. tariff impacts, the company maintained a robust blended gross margin of around 48% for both the second quarter and the first half of the year. The non-GAAP operating margin reached 10%, with a substantial year-over-year growth of 127% in non-GAAP operating profit. The company also achieved a 25% net margin for the quarter. Tuya's PaaS segment saw a 7% growth, while Smart Solutions and SaaS and others grew by 16.7% and 15.6%, respectively. Regionally, Europe experienced double-digit growth in niche categories, and Tuya's AI developer platform supported 150 million interactions daily. The company aims to continue its focus on AI innovations and developer engagement to drive long-term growth and maintain shareholder value, announcing a cash dividend of about USD 33 million as part of its strategy to return value to shareholders.

Revenue Growth

Tuya generated Q2 2025 revenues of approximately USD 80.1 million, an increase of 9.3% year-over-year, with a first half revenue of USD 155 million, representing about 15% year-over-year growth.

Profitability and Margins

Non-GAAP operating profit grew by approximately 127% year-over-year, achieving a 10% non-GAAP operating margin and 25% net margin. The blended gross margin remained around 48%, with PaaS gross margin reaching a historical height of 48.7%.

AI Developer Platform Expansion

At the end of Q2, the number of global developers on Tuya's platform reached over 1.51 million, with 93% of Tuya's shipped product categories equipped with AI capabilities.

Cash Flow and Dividend

Strong operating cash flow of over USD 18 million in Q2, with a net cash balance above USD 1 billion. A cash dividend totaling about USD 33 million was approved by the Board.

Tuya (TUYA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TUYA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 24, 2025	2025 (Q3)	0.03 / -	0.04	―	―	―
Aug 26, 2025	2025 (Q2)	0.03 / 0.03	0.04	-25.00% (-0.01)	―
May 20, 2025	2025 (Q1)	0.02 / 0.03	0.02	50.00% (<+0.01)
Feb 26, 2025	2024 (Q4)	0.03 / 0.04	0.02	100.00% (+0.02)	―
Nov 18, 2024	2024 (Q3)	0.03 / 0.04	0.02	100.00% (+0.02)	―
Aug 26, 2024	2024 (Q2)	0.02 / 0.04	0	―	―
May 20, 2024	2024 (Q1)	0.01 / 0.02	-0.01	300.00% (+0.03)	―
Feb 27, 2024	2023 (Q4)	<0.01 / 0.02	-0.01	300.00% (+0.03)
Nov 28, 2023	2023 (Q3)	0.00 / 0.02	-0.03	166.67% (+0.05)
Aug 23, 2023	2023 (Q2)	-0.03 / 0.00	-0.03	―

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

TUYA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	$2.56	$2.64	+3.13%
May 20, 2025	$2.58	$2.49	-3.49%
Feb 26, 2025	$3.48	$3.52	+1.15%
Nov 18, 2024	$1.70	$1.56	-8.24%

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 Tuya (TUYA) report earnings?

Tuya (TUYA) is schdueled to report earning on Nov 24, 2025, After Close (Confirmed).

What is Tuya (TUYA) earnings time?

Tuya (TUYA) earnings time is at Nov 24, 2025, After Close (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 TUYA EPS forecast?

TUYA EPS forecast for the fiscal quarter 2025 (Q3) is 0.03.

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