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What KE Holdings promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

2 of 2 judged targets kept · 6 open · verdicts reflect calls analysed to Mar 2026.

TargetOriginal wordingSaidLatest callVerdict
AI investmentincreaseDec 2024Mar 2026:On AI, we're maintaining a disciplined investment approach. We continue to fill up investment in core business [ narrows ] and a foundational AI capabilities.
Call transcript, Mar 2026 · no direct link		Pending
Store and agent number (outside Beijing and Shanghai)stableJun 2025Dec 2025:The overall scale of agents and stores on the platform remained stable with more than 58,000 connected stores and over 445,000 agents at year-end.
Call transcript, Dec 2025 · no direct link		Achieved

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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