TUYA
Software - Infrastructure · Technology
Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Timothy Zhao is recorded as Analyst at Goldman Sachs. Timothy Zhao has spoken on 17 earnings calls across 11 companies, most recently for Tuya Inc. on August 25, 2026. Those appearances were for Tuya Inc. (TUYA), Kingsoft Cloud Holdings Ltd (KC), KINGSOFT CLOUD, GDS-SW, TAL Education Group (TAL) and 6 other companies. The companies whose calls Timothy Zhao spoke on are classified in the Technology, Consumer Defensive, Communication Services and Real Estate sectors.
“My question is on your gross profit margin. I noticed that in the second quarter, the IoT path margin declined on a young year basis, although stabilized sequentially, while your smartphone and robotics products margin actually declined sequentially in a young year.”
“My question is on your gross profit margin. I noticed that in the second quarter, the IoT path margin declined on a young year basis, although stabilized sequentially, while your smartphone and robotics products margin actually declined sequentially in a young year.”
“好的. 周总,李总,晚上好. 感谢接受我的提问. 那我这边有两条问题想要请教一下. 第一个可能还是回到我们的这个星流Math的业务. 那想请教一下我们金山云平台相对于市场上面的其他 其他的一些行政对手,我们的定位或者是场景或者竞争优势,具体有哪些,那关于我们的MAS服务的这个收入确认和利润率的情况,可不可以再更仔细的分享一些,这是第一条问题,那第二条问题是关于我们的这个AI云服务的一些价格的变化,那可不可以去关于分享一下我们过去几个月看到的这个AI云服务的这个价格变化的趋势以及行业的价格情况是怎样的。 We also announced some additional additional additional…”
“The first question is about the price of this year. The price of this year is compared to the 4th year, and the price of this year is a bit higher.”
“My question is regarding the moving pace or the both additional areas you can ask. Just wondering, after the first quarter, can you share your latest outlook for the rest of this year in terms of the moving pace and what are the key moving factors that may affect the use of the integrated run-through path?”
Goldman Sachs
Analyst
Source not stated
TUYA
Software - Infrastructure · Technology
Software - Application · Technology
KINGSOFT CLOUD
Software - Application · Technology
GDS-SW
Information Technology Services · Technology
Education & Training Services · Consumer Defensive
TUYA-W
Software - Infrastructure · Technology
Education & Training Services · Consumer Defensive
BOSS ZHIPIN-W
Internet Content & Information · Communication Services
BZ
Internet Content & Information · Communication Services
GDS
Information Technology Services · Technology
BEKE
Real Estate Services · Real Estate
Tuya Inc. Second Quarter 2026 Earnings Conference Call
TUYA-W
Kingsoft Cloud's First Quarter 2026 Earnings Conference Call
KINGSOFT CLOUD
GDS Holdings Limited Reports First Quarter 2026 Results
GDS-SW
Kingsoft Cloud's Fourth Quarter and Fiscal Year 2025 Earnings Conference Call
KINGSOFT CLOUD
Kanzhun 4Q 2025 Earnings Conference Call
BOSS ZHIPIN-W
GDS Holdings Limited Reports Fourth Quarter and Full Year 2025 Results
GDS-SW