FINANCE NOTE

Kingsoft Cloud (NASDAQ: KC) — Q2 2026 Post Earnings

Operations

As of August 20, 2026
Q2 Revenue ↑ 30.8% YoY $3.07B
Divisions
Public Cloud Services 76.7%
Enterprise Cloud Services 23.3%

Key Earnings Driver

AI Cloud Services Public cloud services revenue increased 45.1% year over year to RMB2.358 billion. Enterprise cloud services revenue declined 1.3% to RMB714.3 million. Management said the revenue increase was mainly driven by growing demand for AI cloud services

Key Operating Metrics¹

METRIC

STATUS

Public Cloud Services↑ 45.1%

AI cloud services

🟢 Scaling

Enterprise Cloud Services↓ 1.3%

🟡 Watch

Key Financial Metrics

Gross Margin 15.17% +0.75 pp YoY
Backlog / Revenue N/A
CapEx Intensity N/A

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