Detailed narrative
AI-Native Transformation Driving Results
YXT.COM emphasized a significant shift in enterprise AI adoption, moving from basic AI capabilities to a focus on business outcomes and productivity. This strategic pivot led to a nearly ninefold growth in AI product-related revenue in the first half of 2026, with monthly recurring revenue from AI-related products reaching RMB 4.4 million as of June 30, 2026, up from RMB 0.5 million a year prior.
The company's approach involves integrating AI into existing corporate learning solutions and innovating new AI-native businesses like SaleSmart.
Financial Performance Overview
The first half of 2026 marked a period where YXT.COM's strategic transformation began to yield clear financial improvements. Total revenues increased by 6% year-over-year to RMB 162.1 million. The company achieved significant profitability gains, with gross margin expanding by 5 percentage points to 70.1%.
Net loss narrowed substantially to RMB 14.4 million from RMB 73.9 million, and adjusted net loss narrowed by 80.9% to RMB 12.2 million, reflecting improved operating leverage.
Product Line Performance
The company provided updates on its four key product lines. TalentNova, the main corporate learning platform, signed over 120 new clients, a 48% increase year-over-year, driven by AI integration. NeoLearning secured RMB 32.7 million in contract value, up 26.8% year-over-year, primarily from AI-related offerings.
SaleSmart, an AI-powered sales enablement solution, achieved over RMB 5 million in sales and acquired more than 20 new clients. AI BOX was integrated into TalentNova and NeoLearning, shifting from a standalone product to an embedded AI infrastructure service.
Operational Efficiency and Cost Optimization
YXT.COM's internal AI adoption and transformation efforts contributed to enhanced operational efficiency. Cost of revenues decreased by 9.1% year-over-year to RMB 48.5 million, and sales and marketing expenses decreased by 3% due to improved productivity in customer acquisition and retention.
While research and development expenses increased by 9.8% to support AI product capabilities, these investments were balanced by overall cost discipline, leading to the observed gross margin expansion and narrowed losses.
Strategic Priorities
Looking ahead, YXT.COM outlined three core priorities. First, to deepen its focus on large enterprise customers to improve customer lifetime value. Second, to scale AI-related products, including SaleSmart and other knowledge and productivity solutions. Third, to maintain a balance between investing in AI innovation and disciplined cost control, aiming for continued operational efficiency and sustainable high-quality growth.