Tuya (TUYA) Q2 FY26 earnings call

Tuya Inc. delivered accelerated revenue growth in Q2 FY26, driven by robust performance in its PaaS and Smart Home segments, despite a complex global operating environment. The company is strategically advancing its AI-driven development, focusing on platformization and productization, while navigating gross margin pressures from semiconductor costs and a deliberate shift in its AI application segment towards higher-margin recurring services.