Shares of Marketingforce (02556) extended their gains in the afternoon session, climbing more than 10% before settling at a 7.96% increase to HK$50.25, with trading volume reaching HK$362 million. The surge follows the company's recent earnings report, which showed first-half revenue of HK$1.96 billion, representing a robust 111.2% year-on-year growth.
A key highlight of the results was the AI application segment, which generated HK$1.128 billion in revenue, up 123.7% year-on-year, cementing its position as the primary growth driver for the company. Gross profit for the period reached HK$886 million, reflecting a 96.5% increase, while net profit soared 466.1% to HK$203 million.
Analysts at Changjiang Securities noted in a research report that the company's AI application revenue has now doubled, supported by simultaneous growth in both customer numbers and average spending per client. The brokerage also pointed to declining sales and administrative expense ratios, improved personnel efficiency, and a positive turnaround in operating cash flow, all of which validate the company's commercial execution capabilities.
Looking ahead, the brokerage expects Marketingforce's AI application business to sustain its rapid growth trajectory, highlighting potential long-term opportunities from the deepening commercialization of AI agents, the implementation of token-based economic models, and expansion into overseas markets.