ComputeLabs Research

SenseTime reported its first post-listing International Financial Reporting Standards (IFRS) profit of RMB 620 million; generative-AI revenue reached RMB 2.33 billion.

· ComputeLabs Research · from the August 26, 2026 edition

SenseTime reported an International Financial Reporting Standards net profit of RMB 620 million for the first half of 2026. It was the company’s first IFRS-basis profit since its public listing.

Generative-AI revenue reached RMB 2.33 billion, increasing 28.2% year over year. That business represented 80% of SenseTime’s total revenue, a higher share than in the corresponding prior-year period.

SenseTime’s visual-AI business generated nearly RMB 500 million, approximately 14% more than a year earlier. Overseas revenue increased 127% year over year.

Chairman Xu Li said the company aims to connect technical capability, token production, task delivery and real-world feedback into a continuing cycle. He described the industry as moving from “model intelligence” toward “action intelligence.”

Additional reporting

  • SenseTime

All 21 stories from August 26, 2026