HK Stock Movement | VOBILE GROUP (03738) Rises Over 6% as Q3 Revenue Grows 27% YoY, Benefiting from AI-Generated Content Copyright Demand

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VOBILE GROUP (03738) surged over 6%, reaching a 4.36% increase at the time of writing, trading at HK$4.79 with a turnover of HK$83.42 million. The company recently announced that for the three months ended September 30, 2025, its total revenue increased by approximately 27% year-over-year compared to 2024. Revenue from its mainland China operations grew by about 22%, while monthly recurring revenue (MRR) rose by around 28% YoY.

Huatai Securities previously noted that as a leader in copyright protection, VOBILE GROUP could directly benefit from the viral success of Sora2. Products like Sora are expected to significantly lower the barriers to video creation, enabling individual users to participate in collaborative content production with revenue-sharing mechanisms, potentially driving demand for AI-generated content copyright solutions. VOBILE has established a comprehensive "digital watermarking-verification-transaction" ecosystem through years of technological and client expertise, giving it a unique position in the global market.

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