YXT Earnings Call Transcript — Fiscal Q2 2026
YXT (YXT) is a company. 江苏云学堂网络科技有限公司是企业学习领域的生态服务公司,提供“平台+内容+服务”三位一体的企业学习全面解决方案,帮助企业提升组织和人才价值,助力企业成功。自2011年成立以来,云学堂已服务超过30万家企业客户,包括世界500强及各行业领先企业,覆盖千万个人用户。 云学堂拥有全面完善,科技领先的的平台和工具产品矩阵,可以充分满足企业学习的平台和技术需求。其核心产品-乐才企业学习平台,是基于云技术、移动互联网、大数据和人工智能等技术构建的智能化学习平台,集移动学习、交流互动、课程开发、知识管理、学习管理、内容采购于一体,为企业提供全方位的学习落地支撑。
云学堂汇聚国内外优质学习内容,通过提供基于场景化、行业化O2O解决方案的生态服务,一站式满足企业的内容需求。云学堂目前已拥有60多位行业一流内容设计专家、并与2000多家国内外优秀培训机构、近千位行业专家和名师紧密合作,构建起包括企业战略、领导力、职业素养、供应链、市场销售、运营服务、HR、IT和财务9大内容体系,汇聚了超过20000门线上线下精品课程,超过100个场景化学习解决方案,为客户提供卓越的交付服务。
云学堂企业学习运营服务团队是目前行业内规模最大、专业最强、经验最丰富的团队,能够提供包括企业学习体系建设、方案设计、项目落地、学习运营、数据管理等方面的专业咨询和运营服务,为企业学习的落地保驾护航。云学堂目前在全国12个城市设置了本地专职运营服务人员,可以为客户提供一对一的学习运营和顾问服务,以及在线学习运营的一体化外包服务。
云学堂现有员工600余人,汇集了互联网、企业服务、职场教育等行业的精英人才。研发中心设于苏州,营销中心设于北京,同时在上海、广州、南京、深圳、杭州、武汉、成都、青岛、无锡、济南等主要城市设有分支机构。. Founded in 2011. It has 33 employees. IPO 2024.
Transcript
Operator
Day and thank you for standing by. Welcome to the YXT.COM first six months of 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star one one again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Peter Lu, Founder and Chairman of YXT.COM. Sir, please go ahead.
Peter Lu — Founder and Chairman
Hello, everyone. This is Peter Lu, Founder and Chairman of YXT.COM. Thank you for joining our 2026 first half earning conference call. In the first half of 2026, we saw an important shift in enterprise AI adoption. Customers didn't ask whether a product has AI capabilities. They asked whether AI can improve their business outcomes, shorten capability building cycles, accumulate organizational knowledge more thoroughly, and support actual execution. Having AI in the product suite was no longer an option for us. Not only that, having meaningful AI with productivity level value became the key differentiator. This was exactly the same direction YXT.COM took going into 2026. We achieved a nearly ninefold growth in AI product-related revenue. Our monthly recurring revenue from AI-related products reached CNY 4.4 million as of June 30th, 2026, compared with CNY 500,000 a year
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