涂鸦智能2026年第二季度业绩电话会核心纪要

发布时间：2026-08-25 一、AI总结内容 一、核心要点 1. 2026年第二季度营收约9290万美元，同比增长16%，增速较首季提升，增长引擎为平台业务（营收6790万美元，同比增16.9%）。 2. 平台业务活跃用户连续12个月达31.8万，贡献平台营收89.5%，核心用户基础稳定。3. AI及其他业务营收1150万美元，同比增3.9%，主力为视频云存储等云服务；平台业务毛利46.8%，AI及其他业务毛利72%，智能硬件毛利21.9%。4. 研发投入维持在3370万美元，同比降10.4%，系营销费用下降影响；录得非美国通用会计准则运营利润930万美元，非美国通用会计准则净利润同比增11.7%。5. 智能门锁、智慧家居、AI伴侣产品表现较好，AI伴侣产品在电商平台排名亮眼，获消费者认可。6. AI开发者平台Tuya Builder上线，支持自然语言开发硬件产品，开发周期大幅缩短，已覆盖30类产品，平均面板生成耗时190秒。二、区域需求与业务表现 1. 欧洲能源相关需求强劲，含AI智慧家居能源管理方案；东南亚、拉美依托电信渠道发展AI物联网业务；北美因区域局势复苏较慢，预计四季度有望好转；中国家电、AI伴侣产品需求增长，本土品牌加速设备AI化迁移。 三、风险与关注点 1. 毛利波动受半导体原材料成本、业务结构变化影响，平台、智能硬件毛利同比下降。2. AI应用段增速放缓，系调整业务结构，减少低毛利率项目制服务，提升高附加值云服务占比。3. AI开发者平台仍处推广阶段，需持续吸引各类开发者参与。 四、未来规划 1. 聚焦AI原生应用、智慧能源、AI机器人等高潜力场景，扩大设备AI应用规模。2. 研发AI开发工具，缩短产品从构思到落地的周期。3. 优化AI应用结构，目标将AI应用段毛利率提升至75%-80%，提高云服务占比。 二、音频原文（转写） Good morning and good evening ladies and gentlemen thank you for standing by and welcome to twoya ink's second quarter twenty twenty six earnings conference call.At this time all participantsare in listen only mode after the speaker's presentation there will be question and answer session please be informed that to day's conference is being recordednow turn the call over to your first speaker today ms regina wang investor relations associate director of tuya please go aheadt hank you all crater hello everyone welcome to our second quarter twenty twenty six earnings conference call joining us today is our founder andc e o mr jerrywang and our co founder and cfo mralex young our results and webcast of the conference call are available as i r dot to a dot coma replay of this call will also see available onour our website in a few hours before we continue.I'd like to refer you to our safe harbor statements in our earning press release which applies to this call as we will make forward looking statements with that i will now turn the calloverto our founder and c e o mr jerry wang jerry please.During the quarter despite the continued complexity of the global operating environment.Over the year increase of sixteen percent.We firstquarter within this revenue from our school passbusiness increased sixteen point nine years this results reflected ongoing writing smart product penetration including city demand across homedifferentiated solutions such as product categories and also underscore the resilience of our platform business across different regions and product categoriesin terms of strategic execution wecontinue to advance our a i driven developmentstrategy extending our a i capabilities beyond foundation models and sendalon features towards planformation for their foundation and scenario based deployment你的这个。 Volumes of a i companion product solutions continue to expand and consumer acceptance of new forms of a i began to be validatedmeanwhile we launch the prize my code into a i development enabling developments to cover the code process from physical device using natural language further ai development this development further reinforcea i evolution? Into a technology and operate in real physical environment and participate in sending and standi ng and execution we will focus on the three keyareaswe will continue to advance a i native application and product innovation.Entering on highpotential scenarios such as a i home a i energyand a i rover we will drive the large scale adoption of a i across a broader range of physical deviceswe will continue to a i development toolssuch as coding agent orchestration and cloud agedevice collaboration further shortening the cycle from ideation and development to department on physical devices for a i we will advance the global expansion ofopportunity in the a i application market now let me send the call over to ourco found more details about our financial performance.Hello everyone this is adx i will not provide a brief overview of our second quarter result please note that unless otherwise data all figures on us orders and all compressions are on euro basisin the second quarter of twenty six regenerated to the revenue of approximately.Ninetytwo point nine million us up sixteen percent early year.And accelerating from the eight point three percent growth recorded in the first quarter.Our past business maintained on growth where revenue from the smart home and robot product segment is also increased by double digitsof our social revenue the past business generated the revenue of about.Sixty seven point nine million us ayear a year increased of sixteen point nine percent serving as the important growth drivers forthe portat the end of the second quarterthe number of past creaming customers for the trainingtwelve months reached three hundred eighteen contributing approximately eighty nine point five percent of the past revenue with a core customerbase remain stable.The ai application and othersegments generate revenue of about eleven pointfive million us dollars a year over year increased of three point nine percent primarily drivenby growth in cloudbased service revenue.Such asvideo ca