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Cheetah Mobile Inc

cmcm.com

What Do They Do?

Provides software and advertising services to individual users and advertisers, and robotics and enterprise services to businesses.

Who Are Their Customers?

Individual users subscribe to premium and value-added services; advertisers place ads, while partners market and distribute some software. Business customers include Chinese companies seeking overseas growth, global robotics clients and enterprise AI users; robotics products are promoted through distributors, resellers and enterprise partners.

Customers above 10% of revenue, FY2025
of revenue from one customer
FY2023: 29% from one customer

How Are They Changing?

A broader robotics offering The older report described robots placed in malls and restaurants to support merchant promotions. The latest report describes service robots for commercial settings, collaborative arms for research and light industry, and personal mobility products.

Enterprise AI applications The older report described utility products for PC and mobile users alongside multi-cloud management and overseas advertising services. The latest report also describes enterprise AI applications that deploy task-oriented agents to automate workflows.

Who Do They Compete With?

Competes with 360 Security Technology, PUDU Robotics, KEENON Robotics, Yunji Technology, and Dobot robotics

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