Weimob WAI has recently completed a major overhaul of its technical foundation, shifting from a Workflow-based "process-driven" model to an "intelligence-driven" model based on "Agent+Skill" orchestration. Weimob has deconstructed the industry know-how accumulated from serving thousands of retail brands into standardized, independently callable, and freely combinable Skill modules. These modules cover the entire spectrum of e-commerce operations, including product management, inventory alerts, promotional configuration, member operations, and data diagnostics. The upgraded WAI will function as a "digital employee" capable of task decomposition, Skill capability orchestration, and automated execution. Merchants can now access a comprehensive intelligent business system simply through conversational interaction.
WEIMOB INC (ASX: 02013) Group's Chief Technology Officer, Xiao Feng, stated: "Amidst the era of opportunities brought by AI, the company has gradually moved beyond merely selling software services to exploring models where clients pay for actual business outcomes, transitioning from 'selling tools' to 'selling results.' This upgrade in technical architecture not only signifies an enhanced user experience for merchants with more certain cost reductions and efficiency gains but also provides a more solid technical foundation for Weimob's AI commercialization. The increased willingness to pay and depth of usage from merchants are expected to become the driving force for future AI result-based sales."
This fundamental change in technical architecture coincides with a critical inflection point for the SaaS industry. In early June, Hong Kong-listed SaaS concept stocks surged across the board—with WEIMOB INC (ASX: 02013) shares rising over 10% at one point—highlighting the market's renewed recognition of the value of "AI + software." In this round of value reassessment, Weimob, bolstered by WAI's foundational upgrade and the strong growth in AI commercialization revenue, has become one of the most noteworthy SaaS transformation case studies domestically.
Overhauling the Technical Foundation: Building an AI-Native Intelligent Business System
Specifically, this upgrade delivers dual value for merchants. First, Skill orchestration enhances the operational experience, expanding the boundaries of AI capability from "limited interaction" to "infinite possibilities." Previously, under the Workflow model, AI responses were confined to preset frameworks, requiring "humans to adapt to the system." The upgraded Agent dynamically selects, sequences, and executes multiple Skills based on the merchant's genuine conversational intent. The Agent becomes more flexible and intelligent, capable of automatically decomposing tasks and executing them.
For merchants, this represents a step-change in experience—the operational barrier drops from "needing familiarity with backend navigation" to "simple conversation"; task execution shifts from "passive response" to "proactive execution"; personalized needs are no longer constrained by standardized processes. AI can deconstruct complex business scenarios and drive execution, all of which translate into greater depth of usage and willingness to pay among merchants.
Second, Skill orchestration will lead to more predictable business outcomes, making AI more adept at operations. As the industry moves beyond the initial phase of "burning tokens" and returns to rationality, the output ratio of tokens is also being factored in. By converting experience from merchants' high-frequency core scenarios—such as members, products, marketing, orders, inventory, and data—into Skills, Weimob's Agent can directly invoke best-practice pathways. This enables more precise intent matching and more certain business results with fewer token expenditures.
Beyond the core upgrade of Skill orchestration, this iteration of WAI also introduces and enhances several capabilities, making this intelligent business system more comprehensive. For example: the Hosting Center delegates tedious daily monitoring and repetitive operational tasks to AI, with Agents capable of monitoring and running background operations for product inventory, orders, and after-sales service around the clock. Intelligent Data Analytics allows merchants to retrieve, query, and analyze full-store, multi-dimensional data through free-form conversation, ensuring every business decision is data-backed. Marketing and promotion functions can not only be directly configured via conversation but also compress the time and labor costs of planning down to a single dialogue.
Xiao Feng stated, "Upgrading the underlying framework to 'Agent+Skill' orchestration essentially encapsulates the best practices and industry experience Weimob has accumulated over years of serving major retail clients into schedulable capabilities. The Agent decomposes business objectives, and the Skills interface with the system for execution. This means merchants no longer need to rely on individual experience or engage in high-cost trial-and-error by 'burning tokens' to achieve more certain business outcomes, truly realizing operational democratization."
For Weimob WAI, this is not merely an iteration of product features but a dimensional elevation of Weimob's AI strategy. From upgrading the underlying Skill architecture, to covering capabilities across the entire "people-goods-scene" chain, to deep penetration into high-frequency scenarios like hosting, data analytics, marketing, and product management, Weimob is evolving from a "tool-based SaaS" into an "AI-native business operating system."
Commercialization Accelerates: AI Revenue Exceeds 100 Million, SaaS Undergoes Value Reassessment
The winds in the capital markets are undergoing a fundamental shift. Previously, the narrative of "AI devouring software" was rampant, but the actual performance of SaaS software has proven that "AI is an amplifier of SaaS value," not a "replacement." In the current narrative of "AI empowering SaaS," Weimob, due to its significant progress in AI deployment and commercialization, has become the most compelling case study for SaaS transformation amid this "narrative reversal."
As noted by some securities firms, AI is transitioning from being a "substitute" for SaaS to an "enabler," and vertical SaaS platforms with deep industry know-how and underlying API orchestration capabilities will become the core vehicles for AI commercialization. In 2025, Weimob disclosed for the first time that its annual AI-related revenue reached 116 million yuan, with a sequential growth of 137.5% in the second half of the year. The average monthly active merchant count for WAI grew 66.7% year-over-year, and core feature usage frequency increased 77.8% year-over-year. More crucially, AI-related revenue accounted for 13% of SaaS subscription solution revenue—a figure indicating AI has grown from a "nice-to-have" tool into a core engine driving SaaS business growth.
At the Weimob Day 2026 City Summit, You Fengchun, Executive Director and Group President of WEIMOB INC (ASX: 02013), stated that under the "AI First Strategy," Weimob is comprehensively embedding AI into its business foundation—covering core directions such as AI+SaaS, AI+Marketing, AI+Global Expansion, and AI To C. Currently, AI is not only reshaping Weimob's business form but is also poised to drive a transformation in its revenue structure.
Previously, during the 2025 financial results conference call, Weimob executives indicated the company is gradually exploring a shift from the traditional "seat subscription" model towards a hybrid revenue model based on "pay-for-performance." The current "Skill upgrade" of the technical foundation lays a solid groundwork for this future business model transformation. This means that every future Skill invocation and every complex AI task will become quantifiable value delivery.
Weimob's 2025 annual report data shows that during new customer onboarding, the number of merchants using the store setup Agent increased by 146.6% year-over-year, and the GMV driven by the shopping guide Agent for merchants grew by 30% year-over-year. During the 2025 Double Eleven promotion period, leading apparel brand Qipai utilized Weimob WAI's shopping guide Agent capability to help sales staff accurately identify high-value customers and facilitate transactions—high-value customers contributed up to 70.6% of the GMV for Qipai's mini-program store.
This demonstrates that when AI can genuinely "get work done," user stickiness and willingness to pay naturally increase. As "executable" AI becomes more prevalent in educating the market, and as merchant acceptance and usage of Agent capabilities rise, each invocation will translate into billable revenue, driving explosive growth for Weimob's SaaS business.
Professional institutions in the capital markets have acknowledged Weimob's AI commercialization progress. Several brokerages have recently issued research reports, stating that "Weimob's AI commercialization has a high realization rate, and AI will become the core engine driving the company's long-term value reassessment."
A new market consensus is forming: it's not that AI is devouring SaaS, but that vertical SaaS platforms are leveraging AI to reshape their own value anchors, becoming core vehicles for AI commercialization. With its deep industry know-how, comprehensive data assets across the entire chain, and continuously evolving "Agent+Skills" technical system, Weimob is presenting the capital markets with a vertical SaaS answer sheet for the AI era.
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