VOBILE GROUP (03738) saw its shares rise more than 7% during the trading session. As of the time of writing, the gains have moderated, with the stock up 2.13% at HKD 2.88, with a turnover of HKD 73.0435 million.

On May 19, VOBILE GROUP disclosed its operational data for the first quarter of 2026. Total revenue for the period increased by approximately 21% year-on-year and surged 44% quarter-on-quarter. Revenue from its mainland China business grew about 22% year-on-year. Monthly Recurring Revenue (MRR) improved by 29% year-on-year. Active assets reached 5.24 million, a 32% year-on-year increase, with AI-related assets now accounting for nearly 17% of the total.

The company's AI creation platform, DreamMaker, generated revenue close to HKD 30 million in the first quarter, nearly matching the full-year 2025 level. This platform is now open for use by professional creators. The company is actively pursuing overseas computing power partnerships and expects these collaborations to begin contributing to scaled revenue starting in the second half of the year. Domestically, its AI content factory has reached a monthly production capacity of tens of thousands of minutes, driving overall demand for computing power and monetization services.