Marketingforce Management Ltd (Marketingforce) issued a profit alert indicating substantial interim growth for the six months ended 30 June 2026. Based on unaudited management accounts, group revenue is expected to reach RMB1.86 billion–RMB2.05 billion, representing a year-on-year increase of 100%–121% compared with the same period in 2025.
Revenue from the AI application segment is projected at RMB1.07 billion–RMB1.18 billion, up 112%–134% year on year. The Board attributes this surge to: 1) continued rollout of the “full-stack Token factory” strategy, enabling 24/7 AI-driven operations and wider adoption of scenario-based Token billing across products such as GEO, foreign trade and business analysis; 2) the launch of AI Agentforce Intelligent Agent Middle Platform 3.0, KnowForce AI Knowledge Middle Platform and GenAI OS, which boosted both customer numbers and average order value; and 3) a sustained high customer retention rate alongside parallel growth in new customer acquisitions.
Profit attributable to owners of the parent is forecast between RMB182 million and RMB222 million, marking a 386%–494% year-on-year rise. Management cites two primary drivers: 1) a higher revenue mix from the AI application segment, where scenario-based Token pricing—anchored to clients’ business outcomes—has widened margins; and 2) improved operational efficiency, as internally developed AI tools streamline marketing, sales, customer service and training processes, lowering sales and administrative expense ratios while headcount remains stable.
The interim results are still being finalized and have not yet been audited or reviewed by external auditors. The full interim report is scheduled for release by the end of August 2026. Shareholders and prospective investors are advised to exercise caution when dealing in the company’s shares.