Sensetime Technology: Revenue to exceed 5 billion yuan by 2025, EBITDA turns positive in half year.
SenseTime Technology has released its annual performance announcement. In 2025, the group's total revenue increased by 33%, exceeding 5 billion yuan, reaching a historical high for the group, with the fastest growth rate in nearly three years; the net loss for the whole year narrowed by 58.6%, and the adjusted net loss has achieved consecutive accelerated reduction compared to the same period in the past four and a half years, with a pre-tax depreciation and amortization profit of 3.8 billion yuan in the second half of the year, turning positive for the first time since going public, exceeding market expectations. During the reporting period, SenseTime Group's capital efficiency continued to improve, with stable cash flow, and trade receivables reached 4.87 billion yuan; in the second half of the year, the group's operating cash flow achieved a positive net inflow for the first time since going public. SenseTime announced that it will launch a new model based on the second generation NEO architecture in the second quarter of 2026. It is expected that this model will achieve a substantial increase in efficiency and cost-effectiveness, empowering a wide range of intelligent AI applications.
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