Cheetah Mobile (CMCM)
NYSE:CMCM
Earnings Data
Report Date
Jun 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)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 conveyed a positive operational turning point: strong 43% revenue growth, material expansion of the AI & Others segment (85% YoY), significant robotics acceleration (94% YoY in Q4) and the company's first full-year non-GAAP operating profit in six years. Management emphasized disciplined capital allocation, product commercialization milestones (voice robots, smart wheelchair) and an expanding agent-based AI product strategy (EasyClaw). Remaining negatives include a continuing GAAP operating loss (RMB 179 million), an adjusted loss in AI & Others (RMB 274 million), no specific 2026 guidance, and that robotics is still an early-stage contributor (13% of revenue). On balance the strong growth, improved profitability trajectory, cash runway (USD 215M) and clear commercialization progress outweigh the remaining challenges, supporting a positive outlook.Company Guidance
Strong Overall Revenue Growth
Total revenue for FY2025 grew approximately 43% year-over-year to RMB 1,150 million, reflecting broad-based growth across the company's Internet and AI & Others segments.
Return to Non-GAAP Operating Profitability
Company achieved full-year non-GAAP operating profit of RMB 14 million in 2025 versus a non-GAAP operating loss of RMB 232 million in 2024 — the first non-GAAP operating profit in six years.
Robotics Momentum — Rapid Quarterly and Annual Growth
Robotics revenue grew ~31% year-over-year for FY2025. In Q4 robotics revenue reached about RMB 60 million, up 94% year-over-year and 43% quarter-over-quarter. Voice robots achieved 100% year-over-year growth for three consecutive quarters and accounted for high single digits of Q4 total revenue.
AI & Others Segment Expanding Quickly
AI and Others revenue increased 85% year-over-year to RMB 535 million in 2025 and accounted for 46.5% of total revenue (up from 35.9% in 2024), showing the growing contribution of emerging businesses.
Stable, Cash-Generating Internet Business
Internet business revenue rose 19% year-over-year to RMB 615 million in 2025. Internet adjusted operating profit was about RMB 115 million for the year, generating roughly RMB 460,000 in adjusted operating profit per working day and supplying predictable operating cash flow to fund investments.
Improved GAAP Loss and Strong Cash Position
GAAP operating loss narrowed to RMB 179 million for the year from RMB 437 million in 2024. The company ended the year with USD 215 million in cash and cash equivalents, supporting continued investment.
Product and Commercial Milestones in Robotics and AI
Introduced new voice robots with built-in skills (guiding, patrolling, advertising); announced smart wheelchair with initial shipments expected in Q2 2026 via framework agreements with established mobility brands; launched EasyClaw AI coworker platform and reported rapid growth in total token usage and integration into PC products to drive engagement and ARPU.
Quarterly Profitability Improvement
On a non-GAAP basis, the company generated operating profit of RMB 15 million in Q4 2025 compared to an operating loss of RMB 42 million in the same period last year, indicating meaningful quarter-over-quarter improvement.
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 |
|---|---|---|---|
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% |
Mar 26, 2025 | $4.90 | $4.90 | 0.00% |
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 Jun 05, 2026, Before Open (Confirmed).
What is Cheetah Mobile (CMCM) earnings time?
Cheetah Mobile (CMCM) earnings time is at Jun 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is CMCM EPS forecast?
Currently, no data Available