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北京时间6月7日,猎豹移动(代码:CMCM)发布 2024年 Q1 财报。2024年第一季度,猎豹移动实现总收入人民币1.903亿元,同比增长 11.6%,环比增长 13.7%。人工智能及其他收入人民币8,130万元,同比增长62.1%,环比增长36.3%,占总收入的43%。互联网业务收入人民币1.09 亿元,经营利润率7.9%对比去年同期3.1%有所上升。截止到2024年3月31日,猎豹移动持有现金、现金等价物及短期投资共计人民币17.93亿元,长期投资共计人民币9.33亿元,资金储备充裕,将持续在AI赛道上发力。
猎豹移动目前正处于从面向消费者(ToC)到面向企业(ToB)的转型关键期。去年年底,猎豹移动已正式宣布完成了对北京猎户星空科技有限公司(以下简称猎户星空)的战略性收购,这一举措在转型过程中起到了至关重要的作用,包括经验丰富的ToB销售团队、ToB销售网络和软硬一体化全链条的大模型能力。随着AI大模型技术的蓬勃发展,为猎豹移动带来了前所未有的发展机遇。
2024年第一季度,猎豹移动的人工智能及其他收入同环比增幅较大,主要得益于其收购猎户星空的控股权后,服务机器人的交付量增加。猎户星空基于“自研大模型及全链条AI技术”,全方位提升服务机器人体验。体验提升促进的需求增加在海外市场尤其明显,得益于大模型能力的加持,目前猎户星空服务机器人在海外的销售额已超越国内,并呈现持续稳步发展之势。
猎豹移动坚持以“产品思维”提升大模型应用能力,基于企业实际应用场景,聚焦百亿参数大模型进行训练,既能保证数据安全、又能以更低廉的价格帮助企业完成私有化部署。今年年初,猎户星空发布“为企业应用而生”的大模型Orion-14B,在多项评测中展现出卓越性能,并顺利通过国家“生成式人工智能服务备案”和“深度合成服务算法备案”,目前已在包括混沌学园、宁夏希望等国内一线企业落地私有化大模型的应用。
猎豹移动董事长兼CEO傅盛强调,“我们拥有清晰的市场定位,猎豹移动与猎户星空团队高度协同,一同致力于为客户精心打造私有化大模型应用。我坚信我们沿着正确的道路前进,私有化大模型企业级应用将成为猎豹移动重建增长引擎的关键,驱动未来业务的持续增长。”
来源:猎豹移动
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