Sign In
Buy CMCM
Cheetah Mobile Earnings Calls
| Release date | Jun 10, 2026 |
| EPS estimate | $0.662 |
| EPS actual | -$0.0600 |
| EPS Surprise | -109.06% |
| Revenue estimate | 222.615M |
| Revenue actual | 5.542M |
| Revenue Surprise | -97.51% |
| Release date | Mar 24, 2026 |
| EPS estimate | $0.585 |
| EPS actual | -$0.160 |
| EPS Surprise | -127.35% |
| Revenue estimate | 215.716M |
| Revenue actual | 6.388M |
| Revenue Surprise | -97.04% |
| Release date | Nov 26, 2025 |
| EPS estimate | - |
| EPS actual | -$0.0100 |
| Revenue estimate | - |
| Revenue actual | 40.361M |
| Release date | Sep 11, 2025 |
| EPS estimate | - |
| EPS actual | -$0.0700 |
| Revenue estimate | - |
| Revenue actual | 41.168M |
Last 4 Quarters for Cheetah Mobile
Below you can see how CMCM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 11, 2025 |
| Price on release | $8.75 |
| EPS estimate | - |
| EPS actual | -$0.0700 |
| Date | Price |
|---|---|
| Sep 05, 2025 | $6.40 |
| Sep 08, 2025 | $7.31 |
| Sep 09, 2025 | $7.08 |
| Sep 10, 2025 | $7.38 |
| Sep 11, 2025 | $8.75 |
| Sep 12, 2025 | $8.21 |
| Sep 15, 2025 | $7.87 |
| Sep 16, 2025 | $8.60 |
| Sep 17, 2025 | $8.51 |
| 4 days before | 36.72% |
| 4 days after | -2.74% |
| On release day | -6.17% |
| Change in period | 32.97% |
| Release date | Nov 26, 2025 |
| Price on release | $7.38 |
| EPS estimate | - |
| EPS actual | -$0.0100 |
| Date | Price |
|---|---|
| Nov 20, 2025 | $6.46 |
| Nov 21, 2025 | $6.44 |
| Nov 24, 2025 | $7.89 |
| Nov 25, 2025 | $8.51 |
| Nov 26, 2025 | $7.38 |
| Nov 28, 2025 | $7.79 |
| Dec 01, 2025 | $7.51 |
| Dec 02, 2025 | $6.80 |
| Dec 03, 2025 | $6.81 |
| 4 days before | 14.24% |
| 4 days after | -7.72% |
| On release day | 5.56% |
| Change in period | 5.42% |
| Release date | Mar 24, 2026 |
| Price on release | $7.03 |
| EPS estimate | $0.585 |
| EPS actual | -$0.160 |
| EPS surprise | -127.35% |
| Date | Price |
|---|---|
| Mar 18, 2026 | $7.25 |
| Mar 19, 2026 | $6.83 |
| Mar 20, 2026 | $6.77 |
| Mar 23, 2026 | $7.05 |
| Mar 24, 2026 | $7.03 |
| Mar 25, 2026 | $6.66 |
| Mar 26, 2026 | $6.09 |
| Mar 27, 2026 | $5.90 |
| Mar 30, 2026 | $5.56 |
| 4 days before | -3.03% |
| 4 days after | -20.91% |
| On release day | -5.26% |
| Change in period | -23.31% |
| Release date | Jun 10, 2026 |
| Price on release | $3.79 |
| EPS estimate | $0.662 |
| EPS actual | -$0.0600 |
| EPS surprise | -109.06% |
| Date | Price |
|---|---|
| Jun 04, 2026 | $4.12 |
| Jun 05, 2026 | $4.04 |
| Jun 08, 2026 | $4.13 |
| Jun 09, 2026 | $4.18 |
| Jun 10, 2026 | $3.79 |
| Jun 11, 2026 | $3.71 |
| Jun 12, 2026 | $3.71 |
| Jun 15, 2026 | $3.47 |
| Jun 16, 2026 | $3.41 |
| 4 days before | -8.01% |
| 4 days after | -10.03% |
| On release day | -2.11% |
| Change in period | -17.23% |
Cheetah Mobile Earnings Call Transcript Summary of Q1 2026
Cheetah Mobile is positioning 2026 as a transition year from a traditional internet company toward AI-enabled applications, AI agents and robotics, with early-stage commercial validation underway. The company has separated “robotics and others” as an independent segment; that segment grew ~176% YoY to RMB 51.2 million in Q1 and narrowed its adjusted operating loss by ~57%, and management expects continued quarter-over-quarter growth. Cloud and AI infrastructure (part of Global Enterprise Services) also showed strong growth (+68% YoY) driven by token and multi-cloud usage, contributing meaningfully to revenue and showing a >20x increase in daily token usage since January. Advertising agency revenue was pressured by policy changes on certain overseas ad platforms, which weighed on near-term profitability and was the main reason for a wider YoY operating loss. The Internet services business remains profitable and cash-generative (adjusted operating profit ~RMB 15 million in Q1), supporting continued investment in AI and robotics. Management emphasizes improving revenue quality, operating discipline, and preserving financial flexibility while scaling AI and robotics; they reported a strong balance sheet with roughly $186 million cash and substantial long-term investments to fund growth. Management’s product focus is on commercially viable robotics (wheeled robots, robotic arms, smart mobility like intelligent wheelchairs) and enterprise AI solutions (agents, EasyClaw), prioritizing real-world deployment, data accumulation from operations, ROI/cost-effectiveness for customers, and vertical use-case specialization over generalized humanoid robots in the near term.
