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Tuya (TUYA) earnings
Tuya earnings: last reported Tue, 25 Aug 2026, for the quarter ended Jun 2026.
Tuya earnings callsTuya earnings calls (TUYA)
Latest concall · Q2 2026 · call held call held 25 Aug 2026
Tuya Inc. Q2 FY26 — Revenue Growth Accelerates with Strong PaaS and Smart Home Performance
What went well
- Total revenue increased 16% year-over-year to $92.9 million, accelerating from 8.3% growth in Q1.
- PaaS business revenue grew 16.9% year-over-year to $67.9 million, serving as a primary growth driver.
- Smart Home and robot product revenue increased 23.2% year-over-year to $13.5 million, driven by demand for smart security and energy products.
What to watch
- Gross margin fluctuations were mainly driven by volatilities in upstream semiconductor costs and changes in business mix, impacting overall profitability.
- AI application and other segments revenue growth decelerated to 3.9% year-over-year, primarily due to a strategic shift away from lower-margin B2B project-based services.
Performance −31.7% 1Y
1Y: $2.49 on 29 Sept 2025 → $1.7. High $2.69 (9 Oct 2025), low $1.62 (23 Jul 2026).
Balance sheet
| Year ending | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Reserves | -$192.47M | -$367.90M | -$514.07M | -$574.85M | -$569.85M | -$511.96M |
| Total liabilities | $98.32M | $134.49M | $93.97M | $95.83M | $96.33M | $109.91M |
| Fixed assets | $4.37M | $6.80M | $3.83M | $2.59M | $6.62M | $15.65M |
| Investments | $20.98M | $102.13M | $821.13M | $291.02M | $194.54M | $61.77M |
| Total assets | $267.32M | $1.25B | $1.06B | $1.07B | $1.10B | $1.13B |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
8 filings between Apr 24, 2026 and Jul 6, 2026.
Open market
decisions to buy or sellNobody bought or sold TUYA on the open market in this window. The filings below are 1 option exercise, 1 tax withheld and 6 other filings.
Compensation
not trading decisions- 1
- Option exercise — converted options into shares
- 1
- Tax withheld — shares kept back by the company to cover tax
Latest filings (8)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 6, 2026 | HUANG SIDNEY XUANDE Director | Tax withheld | 40,000 | $71.7K |
| May 14, 2026 | Zhang Yan (Claire) Director | Option exercise | 15,000 | — |
| Apr 24, 2026 | wang xueji CEO | Other | 308 | $0 |
| Apr 24, 2026 | wang xueji CEO | Other | 75 | $0 |
| Apr 24, 2026 | wang xueji CEO | Other | 308 | $0 |
| Apr 24, 2026 | wang xueji CEO | Other | 75 | $0 |
| Apr 24, 2026 | Chen Liaohan President | Other | 237 | $0 |
| Apr 24, 2026 | Chen Liaohan President | Other | 237 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.