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Kingsoft Cloud Holdings Earnings Calls
| Release date | May 27, 2026 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.0116 |
| EPS Surprise | 87.12% |
| Revenue estimate | 372.781M |
| Revenue actual | 391.852M |
| Revenue Surprise | 5.12% |
| Release date | Mar 25, 2026 |
| EPS estimate | -$0.0853 |
| EPS actual | -$0.0500 |
| EPS Surprise | 41.40% |
| Revenue estimate | 390.587M |
| Revenue actual | 394.768M |
| Revenue Surprise | 1.07% |
| Release date | Nov 19, 2025 |
| EPS estimate | -$0.100 |
| EPS actual | $0.0200 |
| EPS Surprise | 120.00% |
| Revenue estimate | 395.058M |
| Revenue actual | 346.22M |
| Revenue Surprise | -12.36% |
| Release date | Aug 20, 2025 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.160 |
| Revenue estimate | 345.082M |
| Revenue actual | 327.6M |
| Revenue Surprise | -5.07% |
Last 4 Quarters for Kingsoft Cloud Holdings
Below you can see how KC 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 | Aug 20, 2025 |
| Price on release | $13.80 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.160 |
| Date | Price |
|---|---|
| Aug 14, 2025 | $13.26 |
| Aug 15, 2025 | $13.58 |
| Aug 18, 2025 | $14.31 |
| Aug 19, 2025 | $13.62 |
| Aug 20, 2025 | $13.80 |
| Aug 21, 2025 | $13.57 |
| Aug 22, 2025 | $14.82 |
| Aug 25, 2025 | $14.33 |
| Aug 26, 2025 | $14.46 |
| 4 days before | 4.07% |
| 4 days after | 4.78% |
| On release day | -1.67% |
| Change in period | 9.05% |
| Release date | Nov 19, 2025 |
| Price on release | $12.38 |
| EPS estimate | -$0.100 |
| EPS actual | $0.0200 |
| EPS surprise | 120.00% |
| Date | Price |
|---|---|
| Nov 13, 2025 | $11.15 |
| Nov 14, 2025 | $11.20 |
| Nov 17, 2025 | $12.20 |
| Nov 18, 2025 | $12.45 |
| Nov 19, 2025 | $12.38 |
| Nov 20, 2025 | $12.10 |
| Nov 21, 2025 | $12.07 |
| Nov 24, 2025 | $12.38 |
| Nov 25, 2025 | $12.97 |
| 4 days before | 11.03% |
| 4 days after | 4.77% |
| On release day | -2.26% |
| Change in period | 16.32% |
| Release date | Mar 25, 2026 |
| Price on release | $14.80 |
| EPS estimate | -$0.0853 |
| EPS actual | -$0.0500 |
| EPS surprise | 41.40% |
| Date | Price |
|---|---|
| Mar 19, 2026 | $14.60 |
| Mar 20, 2026 | $13.27 |
| Mar 23, 2026 | $13.70 |
| Mar 24, 2026 | $13.87 |
| Mar 25, 2026 | $14.80 |
| Mar 26, 2026 | $14.40 |
| Mar 27, 2026 | $13.59 |
| Mar 30, 2026 | $13.44 |
| Mar 31, 2026 | $13.36 |
| 4 days before | 1.37% |
| 4 days after | -9.73% |
| On release day | -2.70% |
| Change in period | -8.49% |
| Release date | May 27, 2026 |
| Price on release | $13.12 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.0116 |
| EPS surprise | 87.12% |
| Date | Price |
|---|---|
| May 20, 2026 | $13.96 |
| May 21, 2026 | $13.63 |
| May 22, 2026 | $14.22 |
| May 26, 2026 | $13.03 |
| May 27, 2026 | $13.12 |
| May 28, 2026 | $12.62 |
| May 29, 2026 | $12.28 |
| Jun 01, 2026 | $13.33 |
| Jun 02, 2026 | $13.70 |
| 4 days before | -6.02% |
| 4 days after | 4.42% |
| On release day | -3.81% |
| Change in period | -1.86% |
Kingsoft Cloud Holdings Earnings Call Transcript Summary of Q1 2026
Kingsoft Cloud reported strong Q1 2026 results driven by rapid AI adoption. Total revenue was RMB 2,704 million, up 37% year-over-year, with public cloud revenue of RMB 1,996 million (up 47%). AI cloud became the primary growth engine: AI cloud gross billings were RMB 1.0 billion (up 90% YoY) and for the first time accounted for over 50% of public cloud revenue. Token services showed hypergrowth (April revenue ~53x January). Adjusted gross profit was RMB 351 million (up 7% YoY) and adjusted EBITDA was RMB 748 million (up 135% YoY) with an adjusted EBITDA margin of about 27–28% (an ~11 percentage-point improvement YoY). Gross margin dipped QoQ due to higher server costs, upfront customer onboarding costs and seasonality, but management expects recovery. Enterprise cloud grew 14.7% YoY to RMB 710 million, with wins in public services, digital healthcare and green energy. Management is investing heavily in AI infrastructure: Q1 combined capex and leased assets were ~RMB 3.0 billion, and full-year capex guidance is roughly RMB 15–20 billion to meet strong computing demand, though supply chain capacity remains a limiting factor. Customer mix is diversifying beyond the Xiaomi/Kingsoft ecosystem (ecosystem revenue RMB 838 million, +69% YoY), and Kingsoft Cloud emphasized product upgrades (StarFlow expansion, Agent Engine, KS3 cache, Galaxy Stack) to support training, inference and private deployments. Management sees a cooperative market dynamic among cloud, GPU rental players and other partners to address supply/demand gaps.
