SenseTime Reports Generative AI Driven Revenue Growth

SenseTime said on March 25 that 2025 revenue rose 32.9% year-on-year to RMB 5.0 billion (USD 724.1 million), driven by a 51% increase in generative AI revenue to RMB 3.6 billion, which accounted for 72.4% of group revenue. EBITDA turned positive in H2 at RMB 376.4 million but full-year EBITDA and adjusted EBITDA remained negative, and operating cash flow stayed negative; a Neo-based foundation model is expected in Q2.
Scoring Rationale
Solid company earnings detail and product roadmap, but improvements partly funded by disposals and financing, limiting operational strength.
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