MOBVISTA (01860) rose more than 6%, reaching HK$14.86 by the time of writing, with a trading volume of HK$264 million. The company recently announced its financial results for the three months ended September 30, 2025. The report showed revenue of $532 million, up 27.6% year-on-year, and gross profit of $111 million, a 26.4% increase. Adjusted EBITDA surged 37.3% to $47.05 million compared to the same period in 2024.
Mintegral, the core business segment, contributed $508 million in revenue, accounting for approximately 95.5% of the group's total revenue, with a 26.2% year-on-year growth. Analysts from Kaiyuan Securities highlighted the significant growth in adjusted profits and expressed optimism about AI-driven expansion for Mintegral.
The company has deepened AI integration across its advertising services. In content creation, its Playturbo platform introduced AI-powered voiceovers, translations, and rapid image generation in March, followed by "digital human videos" and "image-to-video" AI features in August. For ad placement, the Hybrid ROAS bidding strategy optimization model launched in April helps developers target high-value audiences, while the IAPROAS optimization strategy, rolled out in July, enhances efficiency for IAP app developers expanding overseas.
Analysts remain positive about AI's continued role in boosting the competitiveness of MOBVISTA's advertising business and driving sustained performance growth.
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