Enterprise Advanced and Box AI BOX revenue increased 11% year over year to $305.9M. Management said continued customer adoption of Enterprise Advanced and Box AI solutions is driving accelerating revenue growth.
Transaction Services Online Marketing Services and Others revenue increased 2.5% year over year to RMB49.9B, but declined 16.8% sequentially. Transaction Services revenue increased 20% to RMB56.3B
AI Application & Others AI application & others revenue increased 16.9% year over year to $11.6 million in Q1, primarily driven by higher cloud based services revenue. The company stated that it remained committed to offering recurring value-added services with AI application functions during the quarter. PaaS revenue increased 9.8% to $59.0M. Smart Home & Robot Products revenue declined 6.9% to $10.2 million as management proactively phased out relatively low-value hardware products.
Enterprise Technology Enterprise Technology revenue increased 22.6% year over year to $717.9M, compared with $585.7M in the same period a year earlier. The company attributed the increase in Enterprise Technology revenue to growth from its Enterprise Technology platform across all regions. Service Provider Technology revenue declined 10.3% to $70.3M.
Public Cloud and AI-related Products China E-commerce Group revenue increased 6% to RMB122.2 billion. International Digital Commerce Group revenue increased 6% to RMB35.4 billion. Cloud Intelligence Group revenue increased 38% year over year to RMB41.6 billion. Within Cloud Intelligence Group, external cloud revenue grew 40%. The company attributed external cloud growth primarily to public cloud revenue growth and increasing adoption of AI-related products.
Online Games Games and related value-added services revenue increased 6.9% year over year to RMB25.7B in Q1, with Online Games accounting for approximately 97.5% of segment revenue. Management highlighted strong engagement and revenue performance across established titles, including the Fantasy Westward Journey franchise, Identity V, Eggy Party, Sword of Justice and Where Winds Meet, supported by high-cadence content updates and gameplay innovation. Youdao revenue increased 3.8%, NetEase Cloud Music revenue increased 6.6%, and Innovative businesses and others revenue declined 4.6%.
Data Center Communications revenue increased 79% year over year to $554.7 million in Q2, with Data Center accounting for more than 75% of Communications revenue and growing more than 90%. Management said Data Center growth was driven by both its optical and power portfolios. Industrial revenue increased 56% to $1.8 billion, Automotive revenue increased 2% to $871.6 million, and Consumer revenue increased 11% to $397.4M.
AI Business Public Cloud Services revenue increased 47.5% year over year to RMB1.9963B, with AI Business gross billing increasing 90% and accounting for more than half of Public Cloud Services revenue for the first time. Enterprise Cloud Services revenue increased 14.7% to RMB707.4M, but declined 17.6% sequentially, mainly due to the Chinese New Year impact and differentiated delivery schedules for various projects.
Commercial Communications Communications Solutions Group revenue increased 35% year over year to $1.23B. Within Communications Solutions Group, Commercial Communications revenue increased 40% to $858M, and Aerospace, Defense and Government revenue increased 24%. Electronic Industrial Solutions Group revenue increased 24% to $486M.