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YB

Yuanbao·NASDAQ
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YB fundamentals

Yuanbao (YB) released its earnings on Dec 3, 2025: revenue was 162.65M (YoY +31.68%), beat estimates; EPS was 0.192443 (YoY +117.82%), missed estimates.
Revenue / YoY
162.65M
+31.68%
EPS / YoY
0.192443
+117.82%
Report date
Dec 3, 2025
YB Earnings Call Summary for Q3,2025
  • Record Growth: Q3 2025 revenue up 33.6% YoY to RMB 1.16 billion, net income +51.3% to RMB 317 million. 13th consecutive quarter of profitability.
  • AI-Driven Efficiency: AI generates 50% of new code, reduces claims processing time by 60%, and powers personalized insurance recommendations.
  • Profitability Expansion: Net margin 32% (vs 28.2% YoY), non-GAAP margin 33.7% (vs 29.7% YoY). Operating cash flow RMB 326.1 million.
  • Sustainable Growth: 30%+ revenue growth outlook for 2026 driven by:
    • Inclusive health insurance expansion
    • Cross-sell opportunities (80% of users have <2 policies)
    • AI/ML model efficiency improvements
  • Competitive Edge: 30-40% lower CAC than peers through private domain engine. AI capabilities could unlock new revenue streams via insurer partnerships.
EPS
Revenue

Revenue & Expenses

YB has released its 2025 Q3 earnings report, with revenue of 162.65M, reflecting a YoY change of 31.68%, and net profit of 52.02M, showing a YoY change of 49.11%. The Sankey diagram below clearly presents YB's revenue sources and cost distribution.

Key Indicators

Yuanbao (YB) key financial stats and ratios, covering profitability, financial health, and leverage.
Yuanbao (YB)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Yuanbao (YB)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Yuanbao (YB)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Yuanbao (YB) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Yuanbao (YB) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield