Yidian Tianxia's 2025 revenue grows by 50.39%, with dual-wheel drive across all scenarios driving strong overseas expansion growth.

Source: Yingma Keji (Hardcode Tech)

On March 24, Yidian Tianxia (301171.SZ) officially released its 2025 annual report. During the reporting period, the company achieved revenue of RMB 3.83B, a year-on-year increase of 50.39%. Adjusted for foreign exchange gains/losses and share-based payments, the total profit amounted to RMB 281 million, a year-on-year increase of 42.81%; adjusted for foreign exchange gains/losses and share-based payments, net profit attributable to shareholders was RMB 252 million, a year-on-year increase of 18.98%.

Driven by the continuous evolution of its business model, in 2025 Yidian Tianxia for the first time separately disclosed its two major segments—“Integrated Marketing Services” and the “Advertising Platform Business”—showcasing in full its dual core moat of “services + technology” in the overseas marketing space. With its continuously expanding commercial reach, the company has, to date, cumulatively served more than 10,000 global customers, with business coverage reaching more than 230 countries and regions, steadily entering a new growth cycle driven by a dual-engine model.

Business dual-engine synergy drives all-scenario empowerment for Chinese companies going global

Amid trends of global industrial chain reshaping and the resonance of AI development, the long-term certainty of Chinese companies going global is being increasingly validated. According to research from authoritative institutions, the market size for China’s digital marketing services for overseas companies increased from USD 8.4 billion in 2019 to USD 25.4 billion in 2024, with a compound annual growth rate (CAGR) of 24.6%. Meanwhile, it is expected to reach USD 59.0 billion by 2029, with an expected CAGR of 18.4%.

Facing this historical opportunity, Yidian Tianxia accelerates the build-out of a dual-engine coordinated development model centered on AI, combining its “Integrated Marketing Services” and “Advertising Platform Business.”

As shown in the annual report, revenue from Integrated Marketing Services was RMB 1.95B, up 49.35% year over year, while revenue from the Advertising Platform Business was RMB 1.84B, up 48.92% year over year.

Among them, Integrated Marketing Services is dedicated to providing customers with one-stop integrated marketing solutions, helping brands achieve efficient global expansion; the Advertising Platform Business, through building a global mid-to-long-tail traffic aggregation system, further releases the value of mid-to-long-tail media resources. The two business models form effective complementarity, driving a positive feedback loop of “customer scale—data assets—algorithmic capability” and forming a core competitive moat that is unique in the industry and difficult to replicate.

With this unique ecosystem moat, Yidian Tianxia saw e-commerce segment revenue grow 122.80% year over year, while the application, brand agency, and other segments grew 30.53% year over year.

In 2025, the company continued to earn trust from leading customers on e-commerce platforms. At the same time, along the mainline of a new wave of overseas growth, penetration rates in sectors such as smart home, AI products, fintech, and short dramas continued to rise. It successfully helped industry benchmarks expand into overseas markets, and a multi-tier, multi-domain customer matrix has laid a differential foundation for the company’s sustainable growth.

Taking Stone Technology, a globally leading intelligent cleaning brand, as an example, Yidian Tianxia built an ad placement matrix for it featuring “differentiation across multiple markets + full-funnel synergy.” By coordinating parallel multi-channel campaigns, it ran “brand + conversion” ads and opened a clear path to scaling volume. Ultimately, this strategy helped Stone Technology achieve a double increase in marketing efficiency and scale across multiple markets including Australia, Japan, and Turkey. ROI rose 38%, and GMV rose 36%, successfully creating a stable global multi-market growth paradigm.

Meanwhile, in 2025, the company rolled out a new generation of AI-powered digital marketing solutions—AI Drive 2.0—along with product suites such as AdsGo.ai and CyberGrow. Covering nearly 100 end-to-end AI Agent deployment scenarios, including risk control review/approval, ad operations, and intelligent customer service, it drives a closed-loop transition in marketing automation from “executing instructions” to “autonomous decision-making.” Using agentic AI technology, it supports a generational upgrade of the company’s overseas service capabilities.

Building a technology ecosystem moat, enabling dual-end leaps driven by AI

The 2025 annual report shows that Yidian Tianxia’s R&D expenses reached RMB 159 million.

With high-intensity R&D investment, the company accelerates the formation of a high-quality talent team tailored for the AI era. During the reporting period, Yidian Tianxia’s R&D personnel increased by 49.75% year over year. Internally, it successfully cultivated 25 “AI super individuals,” and rolled out supporting equity incentive plans with broader coverage, achieving deep alignment with key technical backbone teams.

While strengthening inwardly its AI foundational technical capabilities and AI professional talent team moat, Yidian Tianxia closely follows the “dual-engine driven” strategy and proactively expands outward the boundaries of a broad commercial ecosystem.

Relying on years of strong cooperation, the company continues to deepen collaboration and progress in step with major cloud and large-model vendors. In addition, the company formally became AppLovin’s first “Greater China Tier-One” agency, and successfully integrated a wide range of global media resources such as The Trade Desk and Uber Ads, further strengthening its global competitive moat across all scenarios and all channels.

As one of the company’s core strategic investment directions, in 2025 Yidian Tianxia further solidified the intelligent algorithm and AI technology foundation of programmatic advertising. By continuously accumulating core data assets and optimizing algorithm models, it keeps improving ad targeting accuracy and the value of traffic.

As disclosed in the annual report, the company’s programmatic platform zMaticoo successfully completed a comprehensive dual-end upgrade of both the SDK and DSP 2.0. After strict testing across multiple dimensions, its core metrics on the SDK side leapt across the board: eCPM increased by 3.90%, fill rate improved by 26.70%, achieving a dual breakthrough in “efficiency + returns.”

At the same time, zMaticoo has also officially passed global authoritative IAB Tech Lab certification and reached a strategic partnership with ad verification heavyweight DoubleVerify, marking that its ad transparency and monitoring standards have fully aligned with the international highest level. Leveraging outstanding traffic aggregation and monetization capabilities, zMaticoo ranked among the top in Pixalate’s Asia-Pacific SSP market share report.

Facing the evolution of the industry ecosystem, in its 2025 annual report, Yidian Tianxia CEO Wu Ying emphasized that the company will treat “continuous evolution” as the goal and direction of its corporate culture. It will achieve its continued growth through the AI transformation of the company’s full product system and the full workflows of all employees, and it will treat “certainty” as the core deliverable for its globalized services.

Looking ahead, Yidian Tianxia will further advance the commercialization and implementation of leading-edge AI technologies, and continue releasing the deep synergistic value between Integrated Marketing Services and the Advertising Platform Business. With a solid technology foundation and long-term strategic resolve, it will provide the next generation of Chinese brands with more accessible, more efficient global growth solutions.

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