At its FY2026 first-half earnings briefing, 騰雲科技 announced that revenue was up 49% year on year, net income attributable to owners of the parent was up 108%, and EPS was NT$2.54. The company said its overseas sales ratio exceeded 41% in 2025 and that it aims to raise the ratio to more than 70% by 2031.
At the earnings briefing, the company outlined a policy of fully shifting its business model from “solution sales” to becoming a provider of “AI Runtime Infrastructure.” It explained initiatives to strengthen the use of field data based on an AI infrastructure concept centered on TSpace.
Performance in the first half of FY2026 was strong, with revenue up 49% year on year, operating income up 79%, and net income attributable to owners of the parent up 108%. Gross margin was maintained at 70%, while EPS was NT$2.54, representing year-on-year growth of 107%. Monthly revenue in August was approximately NT$100 million, up 34.14% from the same month a year earlier.
The company identified its existing retail digitalization business as its defensive foundation, Space AI Infrastructure as its main growth driver, and AI Runtime and Risk Runtime as low-base, high-growth catalysts. For overseas expansion, Thailand will be the flagship market, with a target of approximately 50% in 2026 and more than 70% by 2031.
The company plans to shift its subscription model from fixed monthly fees to a performance-linked model, while maintaining a high renewal rate of approximately 95%. Its digital non-life insurance business is scheduled to begin recognizing revenue in 2027, with plans to monetize risk forecasting using its AI platform. The company targets a recurring revenue ratio of at least 80% and an overseas sales ratio of at least 70% in 2031.