Kingsoft Cloud (KC) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, June 2, 2026 astatine 11:38 AM CDT 22 min read

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DATE

March 25, 2026 astatine 8:15 a.m. ET

CALL PARTICIPANTS

• Chairman and Chief Executive Officer — Tao Zou

• Chief Financial Officer — Yi Li

• Senior Vice President — Tao Liu

• Vice President, Investor Relations — Nicole Shan

Full Conference Call Transcript

Mr. Zou volition reappraisal our concern strategies, operations and different institution highlights, followed by Ms. Li, who volition sermon the fiscal performance. We volition beryllium disposable to reply your questions during the Q&A league that follows. We volition beryllium conducting an interpretation. Our mentation are for your convenience and notation intent only. In lawsuit of immoderate discrepancy, absorption connection successful our archetypal connection volition prevail. Before we begin, I'd similar to punctual you that this league telephone contains forward-looking statements wrong the meaning of Section 21E of the Securities Exchange Act of 1934 arsenic amended and arsenic defined successful the U.S. Private Securities Litigation Reform Act of 1995.

These forward-looking statements are based upon management's existent expectations and existent marketplace and operating conditions and subordinate to events that impact known oregon chartless risks, uncertainties and different factors, each of which are hard to foretell and galore of which are beyond the company's control, which whitethorn origin the company's existent results, show oregon achievements to disagree materially from those successful the forward-looking statements. Further accusation regarding these and different risks, uncertainties oregon factors are included successful the company's filings with the U.S. SEC. The institution does not undertake immoderate work to update immoderate forward-looking statements arsenic a effect of caller information, aboriginal events oregon otherwise, but arsenic required nether applicable law.

Finally, delight enactment that unless different stated, each fiscal figures mentioned during this league telephone are denominated successful RMB. It's present my pleasance to present our Chairman and CEO, Mr. Zou. Please spell ahead.

Tao Zou: [Interpreted] Hello, everyone, and convey you, and invited to Kingsoft Cloud's Fourth Quarter and Fiscal Year 2025 Earnings Call. I americium Zou Tao, CEO of Kingsoft Cloud. Since the opening of 2025, the planetary AI manufacture has reached a bid of milestones from the democratization sparked by the DeepSeek infinitesimal to the progressive contention among multimodal bundle models from the leap of embodied AI into the carnal satellite to OpenCloud's closed-loop capableness of knowing and execution. AI is evolving with unstoppable momentum linking crossed models, agents, computing powerfulness done concern applications, reshaping each sector. As a tightly integrated constituent of the AI 5-layer take, unreality computing is present gathering an unprecedented surge successful request for intelligent computing.