獵豹移動2024年Q1財報：ToB業務推動總收入同環比增長
北京時間6月7日，獵豹移動(代碼：CMCM)發佈 2024年 Q1 財報。2024年第一季度，獵豹移動實現總收入人民幣1.903億元，同比增長 11.6%，環比增長 13.7%。人工智能及其他收入人民幣8,130萬元，同比增長62.1%，環比增長36.3%，佔總收入的43%。互聯網業務收入人民幣1.09 億元，經營利潤率7.9%對比去年同期3.1%有所上升。截止到2024年3月31日，獵豹移動持有現金、現金等價物及短期投資共計人民幣17.93億元，長期投資共計人民幣9.33億元，資金儲備充裕，將持續在AI賽道上發力。
獵豹移動目前正處於從面向消費者(ToC)到面向企業(ToB)的轉型關鍵期。去年年底，獵豹移動已正式宣佈完成了對北京獵户星空科技有限公司(以下簡稱獵户星空)的戰略性收購，這一舉措在轉型過程中起到了至關重要的作用，包括經驗豐富的ToB銷售團隊、ToB銷售網絡和軟硬一體化全鏈條的大模型能力。隨着AI大模型技術的蓬勃發展，為獵豹移動帶來了前所未有的發展機遇。
2024年第一季度，獵豹移動的人工智能及其他收入同環比增幅較大，主要得益於其收購獵户星空的控股權後，服務機器人的交付量增加。獵户星空基於"自研大模型及全鏈條AI技術"，全方位提升服務機器人體驗。體驗提升促進的需求增加在海外市場尤其明顯，得益於大模型能力的加持，目前獵户星空服務機器人在海外的銷售額已超越國內，並呈現持續穩步發展之勢。
獵豹移動堅持以"產品思維"提升大模型應用能力，基於企業實際應用場景，聚焦百億參數大模型進行訓練，既能保證數據安全、又能以更低廉的價格幫助企業完成私有化部署。今年年初，獵户星空發佈"為企業應用而生"的大模型Orion-14B，在多項評測中展現出卓越性能，並順利通過國家"生成式人工智能服務備案"和"深度合成服務算法備案"，目前已在包括混沌學園、寧夏希望等國內一線企業落地私有化大模型的應用。
獵豹移動董事長兼CEO傅盛強調，"我們擁有清晰的市場定位，獵豹移動與獵户星空團隊高度協同，一同致力於為客户精心打造私有化大模型應用。我堅信我們沿着正確的道路前進，私有化大模型企業級應用將成為獵豹移動重建增長引擎的關鍵，驅動未來業務的持續增長。"
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