FINANCE NOTE

Tuya (NYSE: TUYA) — Q2 2026 Post Earnings

Operations

As of August 25, 2026
Q2 Revenue ↑ 16% YoY $92.9M
Divisions
PaaS 73.1%
AI application & others 12.4%
Smart home & robot product 14.5%

Key Earnings Driver

Smart Home & Robot Product PaaS revenue increased 16.9% year over year to $67.9 million in Q2. AI application & others revenue increased 3.9% to $11.5 million. Smart home & robot product revenue increased 23.2% to $13.5 million, primarily due to growing customer demand. Tuya noted revenue performance reflected resilient demand across selected home appliance categories and increasing adoption of differentiated, AI-enabled products and solutions.

Key Operating Metrics¹

METRIC

STATUS

PaaS↑ 16.9%

AI application & others↑ 3.9%

Smart home & robot product↑ 23.2%

🟢 Scaling

Key Financial Metrics

Gross Margin 46.30% -2.1 pp YoY
Backlog / Revenue N/A
CapEx Intensity N/A

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from Tuya website and/or SEC filings for Q2, with status based on reported data.