VOBILE GROUP (03738) has unveiled its financial results for the six-month period ending June 30, 2026, showcasing robust growth across key metrics. The group achieved revenue of HK$1.805 billion during the period, marking a 23.97% year-on-year increase, while profit attributable to company owners climbed 86.65% to HK$191 million. Basic earnings per share stood at HK$0.0741, reflecting the company's strengthened operational performance.
During the reporting period, new contracts were primarily secured from major platform clients, with API-based services emerging as the dominant contributor to incremental revenue. As platform content supply continues to expand, release frequencies accelerate, and AI-generated alongside re-created content grows rapidly, client demand for API calls related to content ingestion, scanning, comparison, monitoring, and processing has risen correspondingly. This usage-based pricing model has enabled the group's services to integrate more deeply into platforms' daily operational workflows, further strengthening the correlation between revenue and client content scale as well as usage frequency.
Notably, AI-related revenue driven by the DreamMaker and MAX platforms was generated for the first time during the period. This includes revenue from platform computing services derived from creators invoking multimodal models, as well as monetization income generated from the rights confirmation and management of such assets through VOBILE GROUP. This milestone marks the group's AI creation platform transitioning from product development and user validation into the early commercialization phase. While this revenue stream remains nascent, the group is committed to continuously enhancing its creator ecosystem, model supply, and monetization conversion capabilities.
Value-added and other services revenue reached HK$1.087 billion during the reporting period, reflecting a 28.5% year-on-year increase and representing approximately 60.2% of total revenue. The growth momentum in value-added services is driven by multiple factors, including increased content supply fueled by AI, monetization opportunities arising from element-level secondary creation, deepened collaborations with leading clients, and the inaugural AI-related revenue from DreamMaker. The group maintains coordinated advancement across its two core markets in China and the United States, leveraging its fundamental digital rights confirmation capabilities, content identification expertise, and global platform operational proficiency to expand service scenarios tailored to regional content industry characteristics. Operations in both regions have extended beyond traditional film and television content to encompass AI-generated content, music, micro-dramas, and platform-level governance, while simultaneously enhancing service efficiency through productization and automated tools.