Kingsoft Cloud shares tumble as revenue misses estimates

Published 28/05/2025, 16:54
Kingsoft Cloud shares tumble as revenue misses estimates

Investing.com -- Kingsoft Cloud Holdings Limited (NASDAQ:KC) reported first quarter earnings that beat expectations, but revenue fell short of analyst estimates, sending shares down 9.4% in early trading.

The Chinese cloud service provider posted adjusted earnings per share of -RMB0.08 ($0.01), surpassing the analyst consensus of -RMB0.62. However, revenue came in at RMB1.97 billion ($271.5 million), missing the RMB2.03 billion estimate. Revenue grew 10.9% YoY but declined 11.7% sequentially.

Kingsoft Cloud’s public cloud services revenue rose 14% YoY to RMB1.35 billion, driven by growing artificial intelligence demand. Enterprise cloud revenue increased 4.8% YoY to RMB616.5 million but fell 25% quarter-over-quarter due to seasonal factors.

"Despite uncertainties in global supply chain, we believe the importance for cloud services as infrastructure in the AI-era is gaining greater traction," said CEO Tao Zou. He noted AI-related gross billings surged 228% YoY to RMB525 million, accounting for 39% of public cloud services.

The company’s adjusted gross profit grew 9.6% YoY to RMB327.7 million, while adjusted gross margin dipped slightly to 16.6% from 16.8% a year ago. Kingsoft Cloud narrowed its adjusted operating loss to RMB55.8 million from RMB127.0 million in Q1 2024.

CFO Henry He highlighted the company’s adjusted EBITDA profit of RMB318.5 million, representing a 16.2% margin. However, investors appeared focused on the revenue miss, as reflected in the stock’s sharp decline following the earnings release.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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