MOBVISTA (01860) rose more than 6%, reaching HK$15.2 by the time of writing, with a trading volume of HK$176 million. The company reported Q3 revenue of $532 million, up 27.6% year-on-year, while gross profit grew 26.4% to $111 million. Adjusted EBITDA surged 37.3% to $47.05 million compared to the same period in 2024.

Mintegral, its core segment, generated $508 million in revenue, a 26.2% increase. Earlier, Open Source Securities highlighted the gradual emergence of scale effects, leading to significant profitability improvements. The firm maintains a "Buy" rating, citing AI-driven quarterly performance growth.

MOBVISTA has deepened AI integration across its ad services. Its Playturbo platform introduced AI-powered voiceovers, translations, and rapid image generation in March, followed by "digital human videos" and "image-to-video" features in August. In ad placement, Hybrid ROAS and IAPROAS optimization models were launched in April and July, respectively, enhancing targeting efficiency for global app developers. Analysts expect AI to further strengthen its ad business competitiveness and sustain growth.