A：Cheetah Mobile's CEO, Mr. C, reported that the company's turnaround efforts are paying off with a quarterly break even ahead of expectations in Q3 and an operating profit. The company is now well positioned to approach breakeven for the full year 2025. Q3 revenue rose 50% year over year, driven by both internet and AI and other businesses, with the AI and other segment accounting for 6% quarter over quarter and now presenting 50% of total revenues. Additionally, the company experienced strong growth in AI robots and AI tools.

A：The growth of the AI and other segment is significant as it contributed to 50% of total revenues, having grown up 151% year over year and 6% quarter over quarter. This growth supports the company's overall revenue increase and signifies the strength of its AI-focused business.

A：As of Q3, Cheetah Mobile took important steps in its two AI-focused areas: AI robots and AI tools. Revenue from AI robots grew 100% year over year and 40% quarter over quarter, contributing about 15% of total revenue. The contract backlog for AI robots in China was up 32% from the previous quarter and has since doubled, reflecting sustained demand. These trends indicate a strong outlook for continued growth in the revenue from AI robots in the fourth quarter.

A：The growth in Cheetah Mobile's AI robotic business is being driven by two main factors: strong demand for voice-enabled robots in China, robust revenue growth from these robots, and an improved product experience. More customers are open to using robots, and wheel robots are seen as the most reliable and cost-effective option for large-scale deployment. The AI agent's enhanced ability to understand and respond naturally to people has led to better product experience, higher shipment volume, and the opportunity to charge a premium price.

A：The AI agent is contributing to the growth of Cheetah Mobile's voice enabled robots by enhancing user experience and strengthening the company's leadership in this segment. The integration of the AI agent results in a smarter system that allows the robots to understand and respond more naturally to people, which in turn enables the company to charge a premium price. The continuous upgrading of AI agent capability and its application to products is expected to further improve performance overseas by combining third-party generative AI and multimodal models with the company's strengths in voice, AI, and autonomous mobility.

A：Key industry trends supporting the growth of Cheetah Mobile's robotic business include the increasing popularity of collaborative robotic farms in manufacturing due to their compact size, ease of installation, affordability, and safety. These robots address unmet needs in factories for tasks requiring flexible movement, precise work, and real-time feedback, which are currently done by human workers. Additionally, in commercial spaces like coffee shops and smart retail, the design and features of robots facilitate new use cases, thanks to their compactness, easy programming, and built-in vision for feedback.

A：Robotic arms are a core part of embodied AI and are expected to play a key role in bringing AI into the real world as global demand for physical AI grows. The acquisition mentioned in the speech is a demonstration of the company's strategy to combine organic growth with the expansion of its product line and to strengthen its presence in global markets.

A：The company is using AI agents to quickly build a variety of new tools for both desktop and mobile, and is upgrading some of its existing products with AI features, such as Google Antivirus which now allows users to complete tasks through natural language interaction instead of manual steps.

A：Subscriptions already make up more than 60% of the company's internet revenue, which is significant because it indicates a strong foundation for monetizing future products through similar models.

A：The company's focus for the future is on building long-term value by scaling its AI and robotics business and capturing the upside of AI-native tools. This entails continued investment in AI robots and AI tools, prioritizing operating profit growth over revenue growth, and managing costs and expenses efficiently.

A：The company prioritizes operating profit growth over revenue growth in its AI and other business segments. It aims to manage costs and expenses through a focused and efficient approach to build sustainable and profitable business models.

A：The company is continuing to invest in AI robots and AI tools, prioritizing every decision with a state and ROI focus. This investment is seen as key to driving long-term revenue growth.

A：The company is encouraging its employees to use AI tools such as chatbots to build their own AI. This not only improves productivity but also enhances decision-making, allowing the company to develop products faster with fewer people.