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Tuya Inc. (TUYA) Q4 2025 Earnings Call Transcript

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Tuya reported Q4 2025 earnings with revenue of $84.49 million, a 2.96% year-over-year increase, beating estimates by $4.96 million. EPS matched expectations at $0.03, reflecting steady performance amid market challenges. CEO Jerry Wang emphasized stability in the platform business despite a "complex external environment," highlighting resilience in core operations. Leadership reaffirmed strategic focus on long-term growth over short-term volatility. CFO Alex Yang outlined cost optimization efforts, including streamlined R&D and operational efficiencies. These measures aim to sustain profitability as global supply chain pressures persist. Analysts from Morgan Stanley, Goldman Sachs, and Jefferies probed AIoT expansion plans, particularly in smart home and industrial sectors. Tuya signaled cautious optimism about 2026 demand recovery. The call underscored Tuya’s pivot toward high-margin SaaS solutions, reducing hardware dependency. Investors were directed to ir.tuya.com for detailed financials and replay access.
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Tuya Inc. (TUYA) Q4 2025 Earnings Call Transcript

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SA Transcripts158.77K FollowersFollow5ShareSaveCommentsQ4: 2026-03-02 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.03 beats by $0.00 | Revenue of $84.49M (2.96% Y/Y) beats by $4.96M Tuya Inc. (TUYA) Q4 2025 Earnings Call March 2, 2026 7:30 PM EST Company Participants Xuechen WangXueji Wang - Founder, Co-Chairman & CEOYi Yang - Co-founder, COO, CFO & Executive Director Conference Call Participants Yang Liu - Morgan Stanley, Research DivisionTimothy Zhao - Goldman Sachs Group, Inc., Research DivisionMingran Li - China International Capital Corporation Limited, Research DivisionMatt Ma - Jefferies LLC, Research Division Presentation Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by, and welcome to Tuya Inc.'s Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Please be informed that today's conference is being recorded. I'll now turn the call over to your first speaker today, Ms. Regina Wang, Investor Relations Associate Director of Tuya. Please go ahead.

Xuechen Wang Thank you, operator. Hello, everyone. Welcome to our fourth quarter and fiscal year 2025 earnings call. Joining us today are our Founder and CEO, Mr. Jerry Wang; and our Co-Founder and CFO, Mr. Alex Yang. The fourth quarter and fiscal year 2025 financial results and webcast of the conference call are available at ir.tuya.com. A replay of this call will also be available on our IR website in a few hours. Before we continue, I refer you to our safe harbor statement in our earnings press release, which applies to this call as we will make forward-looking statements. With that, I will now turn the call over to our Founder and CEO, Mr. Jerry Wang. Jerry will deliver his remarks in Chinese, which will be followed by a corresponding English translation. Jerry, please? Xueji WangFounder, Co-Chairman & CEO [Interpreted] Hello, everyone. Thank you for joining Tuya's earnings call for the fourth quarter 2025. In 2025, against the complex and evolving external environment, we maintain stability across our platform business, delivered steady full year

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Source: Seeking Alpha