NEWBORNTOWN (09911) announced that as of December 31, 2025, the cumulative downloads for the Group's social business reached approximately 970 million, an increase of about 5.9% compared to September 30, 2025.
In the fourth quarter of 2025, the average monthly active users for the Group's social business reached approximately 35.285 million, representing a quarter-on-quarter growth of about 3.5%.
For the year ended December 31, 2025, the total revenue of the Group's social business is expected to be approximately RMB 6.03 billion to RMB 6.23 billion, an increase of approximately 30.4% to 34.8% compared to the same period in 2024.
The significant year-on-year revenue growth of the Group's social business in 2025 is primarily attributed to the steady growth of its diversified social product portfolio driven by AI technology.
For the year ended December 31, 2025, the total revenue of the Group's innovative business is expected to be approximately RMB 730 million to RMB 770 million, an increase of approximately 55.7% to 64.2% compared to the same period in 2024.
The substantial growth in the Group's innovative business revenue is mainly due to the robust development of its traffic monetization and social e-commerce operations, coupled with revenue contributions from the short-form drama business in which the Company has actively invested.
Furthermore, the premium games developed by the Group also contributed to the revenue.
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