Kingsoft AI Stock Analysis
Kingsoft (KSFTF) AI Stock Analysis
Kingsoft
(Other OTC:KSFTF)
No summary available
Kingsoft (KSFTF) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $4.38B
- Dividend Yield
- 0.54%
- Average Volume (3M)
- 100
- Price to Earnings (P/E)
- 10.3
- Beta (1Y)
- 0.50
- Revenue Growth
- -0.72%
- EPS Growth
- 67.98%
- Country
- US
- Employees
- 9,067
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Software - Application
Kingsoft Business Overview & Revenue Model
Company Description
Kingsoft Corporation Limited engages in the entertainment and office software and services businesses in Mainland China, Hong Kong, and internationally. It operates through two segments: Office Software and Services, and Entertainment Software and Ot...
Kingsoft Earnings Call Summary
The call presented a mixed picture: strong execution and clear momentum in the Office/WPS segment (notably AI adoption, paid users growth, WPS 365 ad growth and international traction), successful new game launches with large early user traction, and a very strong cash balance. Offsetting these positives were a decline in overall group revenue (-6% YoY), a significant contraction in online games revenue (-28% YoY), rising operating costs (R&D, marketing, admin and share-based comp), weaker operating profit before one-offs, and a drop in net cash from operations. There are also volatile one-offs (large deemed disposal gain) and some inconsistencies in reported growth percentages that cloud the narrative. Overall, the positive momentum in Office/AI and liquidity are meaningful strengths, but material headwinds in gaming and cost/margin pressure balance those gains.
Q4-2025 Updates
Positive Updates
Negative Updates
Company Guidance
Management guided that Kingsoft will deepen AI‑agent technology across full‑scenario office, strengthen WPS 365 as an intelligent collaboration platform and accelerate internationalization while the games division will prioritize premium content, global publishing, sustaining classic IPs and new genres; they highlighted key metrics including FY2025 group revenue RMB 9,683 million (‑6% YoY), office software & services RMB 5,929 million (management cited growth of both +16% and +60% YoY in different remarks), online games & others RMB 3,754 million (‑28% YoY), Q4 revenue RMB 2,618 million (‑6% YoY, +8% QoQ) split 67% office / 33% games, Q4 office revenue RMB 1,750 million (+30% YoY, +50% QoQ), WPS individual annual revenue RMB 3,630 million (+10% YoY; Q4 RMB 918 million, +14% YoY), WPS AI MAU >18 million (+307% YoY), overseas PC monthly active devices 42.5 million (+54% YoY), WPS 365 ad revenue RMB 720 million (+65% YoY; Q4 RMB 210 million, ≈+16% YoY), WPS software annual RMB 1,460 million (+15% YoY; Q4 RMB 530 million, +15% YoY), Goose Goose Duck (launched Jan 7, 2026) >5 million new users on launch day and >30 million cumulative new users (ranked #1 iOS free most of the past two months, ~3 million concurrent cited), Starsand Island early access Feb 2026 with official launch targeted H2 2026, two Angry Birds titles planned for China in 2026, FY gross margin 81% (‑2 ppt YoY; Q4 82%, ‑2 ppt YoY, +2 ppt QoQ), operating profit before SBC FY RMB 2,072 million (‑47% YoY; Q4 RMB 606 million, ‑48% YoY, +70% QoQ), profit attributable to owners FY RMB 2,004 million (Q4 RMB 975 million), profit excl. SBC Q4 RMB 1,026 million (net profit margin excl. SBC 39% in Q4), cash resources RMB 27,000 million at Dec 31, 2025, operating cash flow RMB 2,292 million and capex RMB 342 million—with management emphasizing phased product/version rollouts, stability before commercialization (for Goose Goose Duck) and stepped monetization and ecosystem expansion across products.
Kingsoft Peers Comparison
Overall Rating
HK:999980Outperform
HK:240077Outperform
HK:079969Neutral
HK:077762Neutral
HK:962658Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| HK:9999 | 80Outperform | HKD 649.02B | 16.68 | 20.04% | 2.33% | 10.15% | -1.91% |
| HK:2400 | 77Outperform | HKD 21.95B | 13.16 | 38.10% | 0.88% | 5.88% | 13.11% |
| HK:0799 | 69Neutral | HKD 3.42B | 5.82 | 17.09% | 4.99% | -1.22% | 1.26% |
| HK:0777 | 62Neutral | HKD 4.18B | 22.76 | 2.93% | 12.52% | -15.56% | ― |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| HK:9626 | 58Neutral | HKD 47.90B | 25.64 | 9.84% | ― | 10.65% | 621.86% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| KSFTF | Kingsoft Corp | 3.12 | -1.00 | -24.35% | |
| HK:0799 | Igg (OTC) | 2.97 | -0.18 | -5.65% | |
| HK:0777 | NetDragon Websoft Holdings | 7.99 | -2.54 | -24.15% | |
| HK:9626 | Bilibili, Inc. Class Z | 111.20 | -101.60 | -47.74% | |
| HK:9999 | Netease Inc | 196.90 | -21.43 | -9.82% | |
| HK:2400 | XD, Inc. | 47.60 | -21.15 | -30.76% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.