IT Consulting and Other Services

VASTDATA

Unity

Conference Minutes

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Below is a summary of the FY25Q3 earnings call for $Unity Software(U.US), compiled by Dolphin. For a detailed analysis of the financial results, please refer to ‘Unity: Patience Pays Off as Transformation Gains Momentum’. I. Key Financial Data Review 1. Third-quarter performance overview: Grow business revenue reached $318 million, up 11% quarter-on-quarter and 6% year-on-year. Create business revenue reached $152 million, up 3% year-on-year; excluding non-strategic revenue impacts, this represents 13% year-on-year growth. Adjusted EBITDA stood at $109 million, with a margin of 23%...

Unity Software

Alphabet - C

Alphabet

Samsung Electronics 

Koda

U.S. Global Investors

TENCENT

Tencent Holdings Limited

Tencent

TENCENT-R

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Ameriprise Financial

Urban Edge Properties

Tencent HK SDR 10to1

Unity (Minutes): Its unique runtime data possesses monetisation growth value.

VASTDATA released FY2025 earnings on April 16 After-Market (BJT), actual revenue CNY 512.04 M (forecast CNY 530 M), actual EPS CNY -0.17 (forecast CNY 0.02)

VASTDATA released FY2026 Q1 earnings on April 16 After-Market (BJT), actual revenue CNY 99.26 M, actual EPS CNY -0.14

VASTDATA released FY2025 Q4 earnings on April 16 After-Market (BJT), actual revenue CNY 197.97 M, actual EPS CNY 0.1239

VASTDATA to Release FY2026 Q1 Earnings on April 17 After-Market (BJT)

VASTDATA to release FY2025 earnings on April 17 After-Market BJT, forecast revenue CNY 530 M, EPS CNY 0.02

VASTDATA released FY2025 9 Months Earnings on October 21 Pre-Market (BJT), actual revenue CNY 314.07 M, actual EPS CNY -0.2559

VASTDATA released FY2025 Q3 earnings on October 21 Pre-Market (BJT), actual revenue CNY 81.63 M, actual EPS CNY -0.1039

VASTDATA to Release FY2025 Q3 Earnings on October 22 Pre-Market BJT

VASTDATA released FY2025 Q2 earnings on August 20 After-Market (BJT), actual revenue CNY 151.1 M, actual EPS CNY -0.092

VASTDATA released FY2025 Semi-Annual Earnings on August 20 After-Market (BJT), actual revenue CNY 232.44 M, actual EPS CNY -0.152

VASTDATA to Release FY2025 Semi-Annual Earnings on August 21, 2025 (BJT)

Haiyuan Data Expected to Report a Net Loss of 44.6 Million Yuan in the First Half of 2025

Hualei Data Receives BB ESG Rating from Huazheng Index

VASTDATA released FY2025 Q1 earnings on April 17 After-Market BJT, actual revenue CNY 81.33 M, actual EPS CNY -0.06

VASTDATA released FY2024 earnings on April 17 After-Market (BJT), actual revenue CNY 372.47 M (forecast CNY 449 M), actual EPS CNY -0.22 (forecast CNY -0.14)

VASTDATA released FY2024 Q4 earnings on April 17 After-Market (BJT), actual revenue CNY 105.6 M, actual EPS CNY -0.0653

VASTDATA FY2025 Q1 Earnings Release Scheduled for April 18 After-Market BJT

VASTDATA to Release FY2024 Annual Earnings on April 18 After-Market BJT, Forecasted Revenue CNY 449 M, EPS CNY -0.14

Company Launches Vastcube G3000 Integrated Machine Product Based on Domestic Hardware

VASTDATA released FY2024 Q3 earnings on October 21 After-Market (BJT), actual revenue CNY 62.94 M, actual EPS CNY -0.0675

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36Kr learned that the three major A-share indices opened higher collectively, with the Shanghai Composite Index opening up 0.12%, the Shenzhen Component Index up 0.12%, and the ChiNext Index up 0.3%; the AI computing power concept surged, with MEILI CLOUD and VASTDATA hitting the daily limit, UCloud rising over 15%, and Envicool rising over 5%; the fiberglass concept strengthened, with SDF approaching the daily limit and China National Materials Technology rising over 5%; media and aerospace stocks weakened, with Huayi Brothers and Hengdian Film falling to the daily limit

36Kr

UCloud

Envicool

MEILI CLOUD

Shenzhen Index

SSE Index

ChiNext

The three major A-share indices opened higher collectively, with the AI computing power concept surging

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Computing power concept stocks performed strongly, Dawei Technology had 4 consecutive trading limits, SDGI had 3 consecutive trading limits, VASTDATA had 2 consecutive trading limits, MEILI CLOUD hit a trading limit, and UCloud rose over 15%

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VASTDATA announced at the Q3 2025 earnings briefing that its revenue for the first three quarters of 2025 was 314 million yuan, a year-on-year increase of 18.10%. The core business "database autonomous products and services" generated revenue of 143 million yuan, a year-on-year increase of 50.89%, contributing a gross profit of 78%. However, due to ongoing R&D and market investments, the company reported a net loss of 75.4281 million yuan. As of September 30, the company had approximately 571 million yuan in cash assets available, accounting for 55.57% of total assets

Zhitong

VASTDATA: Revenue of 314 million yuan and a net loss of 75.4281 million yuan in the first three quarters of 2025

According to the VASTDATA disclosure, the third-quarter report for 2025 shows that the company achieved revenue of 314 million yuan in the first three quarters, a year-on-year increase of 17.68%; the net loss attributable to shareholders of the listed company was 75.43 million yuan; the net profit excluding non-recurring gains and losses was a loss of 81.82 million yuan; basic earnings per share were -0.256 yuan

VASTDATA released its performance for the first three quarters, with a net loss attributable to the parent company of 75.43 million yuan

VASTDATA announced that the company will repurchase and cancel 152,000 restricted shares at a price of 9.05 yuan per share, due to 17 incentive targets being assessed as "D/average" and 1 as "E/fail." The total amount of repurchase funds is 1.3756 million yuan, all paid with self-owned funds. After the repurchase, the company's share capital will decrease from 293,872,710 shares to 293,720,710 shares, with no substantial impact on performance

VASTDATA plans to repurchase and cancel 152,000 restricted shares

According to the latest research by TrendForce, the massive amount of data generated by AI is impacting global data center storage facilities. The traditional Nearline HDD, which has been the cornerstone of massive data storage, is experiencing supply shortages, prompting high-performance, high-cost SSDs to gradually become the market focus, especially with the potential explosive growth in shipments of high-capacity QLC SSDs expected in 2026

TrendForce: AI inference demand has led to a severe shortage of Nearline HDDs, and QLC SSD shipments are expected to surge in 2026

According to a survey by TrendForce, AI inference applications have driven the demand for real-time access and high-speed processing of vast amounts of data, prompting HDD and SSD suppliers to expand the supply of large-capacity storage products. Due to a supply gap in the HDD market, NAND Flash manufacturers are accelerating their transformation, investing in the production of ultra-large capacity Nearline SSDs of 122TB and 245TB. The HDD industry is undergoing a technological upgrade, with rising costs weakening its core competitiveness, while NAND Flash is enhancing capacity through 3D stacking technology, which is expected to reduce Nearline SSD costs by 2026

TrendForce: AI storage demand stimulates HDD substitution effect, NAND Flash suppliers accelerate transition to high-capacity Nearline SSDs

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On October 9th, a total of 11 listed companies had their restricted shares unlocked, with a total market value of approximately 24.303 billion yuan. The specific situation of the restricted share unlocks today is as follows: 

| Stock Abbreviation | Stock Code | Restricted Share Type | Number of Unlocks |
| -------------------- | ------------ | ----------------------- | -------------------- |
| CHINA REFORM HEALTH | 000503 | Equity Incentive Restricted Circulation | 1.6798 million |
| Kangyuan Pharmaceutical | 600557 | Equity Incentive Restricted Circulation | 315,500 |
| Sentech Co., Ltd. | 603098 | Equity Incentive Restricted Circulation | 270,000 |
| SRX | 605168 | Equity Incentive Restricted Circulation | 165,300 |
| VASTDATA | 603138 | Equity Incentive Restricted Circulation | 5.6629 million |
| Tianyi Medical | 301097 | Extended Restricted Lock-up Period Circulation | 40.6 million |
| Minglida | 301268 | Extended Restricted Lock-up Period Circulation | 190 million |
| HENGYU DATACOM | 300965 | Extended Restricted Lock-up Period Circulation | 35.1045 million |
| RIGOL | 688337 | 1.18 billion |
| Zhongfu Shenying | 688295 | 2.98 billion |
| Changguang Huaxin | 688048 | 700 million |

CHINA REFORM HEALTH

RIGOL

HENGYU DATACOM

Zhitong A-share lock-up release overview | October 9

VASTDATA(603138.SH)