Kingsoft Cloud to Release Q4 and FY2025 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 10 2026
0mins
Source: PRnewswire
- Earnings Release Schedule: Kingsoft Cloud is set to announce its unaudited financial results for Q4 and FY2025 on March 25, 2025, before the U.S. market opens, which is expected to provide investors with critical performance data to assess the company's future growth potential.
- Conference Call Timing: Management will host an earnings conference call on March 25, 2025, at 8:15 AM U.S. Eastern Time (8:15 PM Beijing/Hong Kong Time), aimed at sharing financial performance and future strategies, thereby enhancing transparency and investor confidence.
- Registration Details: Participants must preregister via a designated link to receive dial-in numbers, event passcodes, and unique access PINs, ensuring a smooth conference experience and improving participant engagement.
- Live Webcast and Archive: The conference will be available via live and archived webcast on the company's investor relations website, allowing investors who cannot attend in real-time to review the meeting content, further enhancing information accessibility and transparency.
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Analyst Views on KC
About KC
Kingsoft Cloud Holdings Ltd is a holding company mainly engaged in independent cloud services. The Company’s modularized cloud products comprise unified IaaS infrastructure, PaaS middleware, SaaS applications, AI capabilities and deployment services, which can be utilized to design different solutions to meet various business needs. The Company’s cloud products primarily consist of cloud computing, storage and delivery. The Company also designs industry-specific solutions covering a wide spectrum of industry verticals, including Internet, public service, healthcare, financial service and enterprise service and others. The Company also offer solutions in a holistic approach, by merging cloud solutions with dedicated customer services. The Company’s end-to-end customer services cover planning, solution development, fulfillment and deployment, as well as ongoing maintenance and upgrade. The Company mainly conducts its businesses in the domestic and overseas market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Improving Profitability: Analyst Yang Liu noted that Kingsoft Cloud's rapidly growing AI revenue and improving profitability are supported by a strong ecosystem from Xiaomi and Kingsoft Group, positioning it favorably among the ten major public cloud players in China.
- Enhanced Pricing Power: Amid a global chip shortage, Kingsoft Cloud has demonstrated strong pricing power, which the analyst believes will continue to drive its stock price higher and solidify its market position.
- Robust Cash Flow: With strong cash flow, Kingsoft Cloud can alleviate balance sheet pressures, keeping its stock price stable, while strategic partnerships with AI giants are expected to bring in more customers and revenue growth.
See More
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- Rating Upgrade: Morgan Stanley has initiated an Overweight rating on Kingsoft Cloud (KC) with a $15 price target, reflecting strong confidence in its growth potential, which led to a 5% increase in share price during Tuesday's trading.
- Revenue Growth Forecast: The firm projects a 35% revenue CAGR for Kingsoft Cloud from 2025 to 2028, with the AI cloud business as the primary growth driver, expecting AI revenue contribution to exceed 40% by 2026.
- Profitability Improvement: Analysts predict that Kingsoft's adjusted operating profit margin will improve to 6.9% by 2028, a significant increase from -1.6% in 2025, indicating favorable unit economics supported by GPU cloud and Model-as-a-Service (MaaS).
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See More
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- Public Cloud Revenue Performance: Public cloud revenue reached RMB 2.0 billion, a year-over-year increase of 47.5%, with AI cloud accounting for over half of public cloud revenue for the first time, demonstrating the company's effective capture of rapid growth and market demand in AI services.
- Significant EBITDA Improvement: Adjusted EBITDA stood at RMB 748 million, up 134.7% year-over-year, with an EBITDA margin improvement to 27.6%, reflecting notable enhancements in cost control and operational efficiency.
- Cost Pressures and Challenges: Despite revenue growth, adjusted operating loss increased to RMB 60 million, primarily due to rising server costs and upfront investments for future revenue-generating activities, highlighting the supply chain constraints and cost pressures faced by the company during rapid expansion.
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