The earnings call highlighted strong growth in new product lines and maintained financial health, but was overshadowed by a significant decline in revenue and net income, operating cash flow challenges, and a downward revision in annual revenue guidance due to macroeconomic and trade challenges.

Company Guidance

During the uCloudlink Second Quarter 2025 earnings call, the company provided guidance indicating a projected total revenue for the third quarter of 2025 to be between USD 22.0 million and USD 26 million, which represents a decrease of 12.7% to 3.2% compared to the same period in 2024. For the full year 2025, the revenue is expected to range from USD 85 million to USD 95 million, revised from a previous estimate of USD 95 million to USD 130 million, due to macroeconomic challenges and global trade headwinds. The company highlighted strong growth in their new product lines: GlocalMe Life, GlocalMe SIM, and GlocalMe IoT, with year-over-year average monthly active terminal (MAT) growth of 105.2%, 120.1%, and 791.0%, respectively. Despite these advancements, the company experienced a decrease in total revenue by 13.3% to USD 19.4 million for the second quarter of 2025 compared to USD 22.4 million in the same period of 2024, largely due to delayed orders from Japan and underperformance in the U.S. market.

Growth in New Product Lines

The GlocalMe IoT, GlocalMe SIM, and GlocalMe Life product lines demonstrated remarkable growth in average monthly active terminals, with increases of 791.0%, 120.1%, and 105.2% year-over-year, respectively.

Stable Financial Health

uCloudlink maintained a positive net income of USD 0.7 million and stable gross margins at 52.8% for the second quarter of 2025.

Strategic Product Launches

The company is preparing for the commercial launch of several new products, including the eSIM TRIO and new GlocalMe Life products, with positive feedback from trials and significant industry attention.

Increased Service Revenue Contribution

Service revenue increased by 3.3% compared to the same period in 2024 and accounted for 75.5% of total revenue in the second quarter of 2025.

uCloudlink Group (UCL) 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 >

UCL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 02, 2025	2025 (Q3)	0.00 / -	0.01	―	―	―
Aug 13, 2025	2025 (Q2)	0.00 / <0.01	0.007	-85.71% (>-0.01)
May 21, 2025	2025 (Q1)	0.00 / <0.01	0.003	-66.67% (>-0.01)
Mar 13, 2025	2024 (Q4)	0.02 / >-0.01	0.003	-366.67% (-0.01)
Nov 26, 2024	2024 (Q3)	0.00 / 0.01	0.011	-9.09% (>-0.01)
Aug 14, 2024	2024 (Q2)	0.00 / <0.01	0.005	40.00% (<+0.01)
May 15, 2024	2024 (Q1)	0.00 / <0.01	0.005	-40.00% (>-0.01)
Mar 14, 2024	2023 (Q4)	0.04 / <0.01	0.004	-25.00% (>-0.01)
Nov 15, 2023	2023 (Q3)	0.02 / 0.01	-0.02	155.00% (+0.03)
Aug 16, 2023	2023 (Q2)	0.01 / <0.01	-0.005	200.00% (+0.01)	―	―

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

UCL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 13, 2025	$3.98	$3.69	-7.29%
May 21, 2025	$1.30	$1.32	+1.54%
Mar 13, 2025	$1.29	$1.23	-4.65%
Nov 26, 2024	$1.37	$1.17	-14.60%

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 uCloudlink Group, Inc. (UCL) report earnings?

uCloudlink Group, Inc. (UCL) is schdueled to report earning on Dec 02, 2025, Before Open (Confirmed).

What is uCloudlink Group, Inc. (UCL) earnings time?

uCloudlink Group, Inc. (UCL) earnings time is at Dec 02, 2025, 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 UCL EPS forecast?

UCL EPS forecast for the fiscal quarter 2025 (Q3) is 0.

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