On August 13, 2026, YXT.com Group Holding Limited (NASDAQ: YXT), a provider of enterprise intelligent productivity solutions, announced its unaudited financial results for the six months ended June 30, 2026. The results showed steady revenue growth, continued margin improvement, and stronger operating quality in the first half of the year. At the same time, the accelerated commercialization of AI-related products indicates that YXT’s AI transformation is gradually translating into new business momentum.
In the first half of 2026, YXT recorded total revenues of RMB162 million, representing a year-over-year increase of 6.0%. Gross margin reached 70.1%, up 5 percentage points from the same period last year. Net loss decreased by RMB59.5 million year over year, while adjusted net loss decreased by 80.9%. As of June 30, 2026, the Company had 2,391 subscription customers, and its net revenue retention rate for subscription customers improved to 102.6%.
“The first half of 2026 marked an important milestone in YXT’s transformation into an AI-native enterprise,” said Peter Lu, Founder and Chairman of the Board of YXT. “Our AI transformation is bringing renewed growth momentum to our core corporate learning business, while AI-related products are emerging as a new growth engine. Going forward, we will continue to deepen the application of AI across learning, knowledge operations and sales intelligence, and further advance our Intelligent Productivity strategy.”
Operating Quality Continued to Improve as YXT Moves Toward Higher-Quality Growth
Over the past year, YXT has continued to optimize its business structure by focusing on large enterprise customers and subscription-based solutions, improving business stability and long-term value.
In the first half of 2026, revenues from corporate learning solutions reached RMB158 million, including RMB152 million from subscription-based corporate learning solutions. During the same period, the number of subscription customers increased from 2,358 in the first half of 2025 to 2,391, while the net revenue retention rate improved from 100.3% to 102.6%.
The continued growth of the subscription model reflects sustained enterprise demand for digital talent development, knowledge operations and organizational capability building. It also strengthens the sustainability and predictability of YXT’s revenue base.
Profitability also continued to improve. In the first half of the year, gross margin reached 70.1%, up 5 percentage points year over year. Adjusted net loss narrowed to RMB12.2 million, representing a year-over-year decrease of 80.9%.
The improvement in gross margin was mainly driven by continued customer mix optimization, a higher contribution from high-value subscription solutions, and efficiency gains from the use of AI tools across R&D, delivery and operations.
“In the first half of 2026, the impact of our AI transformation became increasingly visible, driving growth in revenue, gross margin and customer base, while significantly reducing net losses,” said Shen Cao, Chief Financial Officer of YXT. “AI-driven operational efficiencies also helped optimize our organizational structure and workflows, resulting in meaningful reductions in personnel costs. The combined improvement in revenue and cost efficiency has strengthened our financial performance and brought us closer to achieving key financial milestones.”
AI Commercialization Accelerated, Creating a New Growth Curve
The accelerated commercialization of AI has become a new growth driver for YXT.
In recent years, YXT has advanced its enterprise Intelligent Productivity strategy by embedding AI capabilities into core scenarios such as learning, knowledge operations and sales intelligence. This is driving the Company’s evolution from a digital enterprise services platform toward an intelligent productivity platform.
According to the financial results, in the first half of 2026, monthly recurring revenue, or MRR, from AI-related products reached RMB4.4 million, representing nearly nine times the level recorded in the same period last year. SaleSmart, the Company’s AI-powered sales intelligence solution, generated more than RMB5 million in sales during the reporting period.
The growth in AI commercialization reflects changing enterprise customer needs. In the past, many enterprises focused primarily on foundational digital capabilities such as training management and learning operations. As AI becomes increasingly embedded in business scenarios, enterprises are placing greater emphasis on how AI can help capture knowledge, improve role-based efficiency, and make sales, learning and organizational processes more intelligent.
In corporate learning scenarios, YXT helps enterprises transform expert experience, business knowledge and role-based skills into sustainable knowledge assets through capabilities such as AI course creation, AI role-play and AI practical training. In sales scenarios, SaleSmart uses AI to help enterprises improve sales process management, customer insight and business operating efficiency.
As enterprise demand for practical AI applications continues to deepen, AI-related products are expected to become an increasingly important part of YXT’s future growth.
AI-Native R&D Transformation Marks a New Stage as an AI Native Enterprise
In addition to advancing the commercialization of AI products, YXT is also accelerating its own transformation into an AI Native enterprise. In the first half of 2026, the Company completed an AI-native upgrade of its R&D system. Through AI-driven workflows, Spec-Driven Development, or SDD, and the construction of an ontology knowledge base for its core products, AI is now deeply involved across the product R&D process.
For a large-scale enterprise system with 15 years of product development history and more than 40 million lines of code, YXT completed the construction of an ontology knowledge base for its core products. This initiative systematizes tacit knowledge accumulated in code, business rules and R&D practices into digital assets that AI can learn from and call upon. As a result, AI can better understand historical architecture, business logic and product experience, and continue to participate in R&D and product iteration. This means that AI is no longer merely an auxiliary development tool within YXT, but is gradually becoming an important part of the Company’s software production system.
YXT believes that the key to future enterprise competition is not simply access to AI models, but the ability to build continuously evolving intelligent knowledge systems and embed AI agents deeply into roles and business workflows.
Based on this view, YXT continues to advance its Intelligent Productivity strategy by combining AI capabilities with enterprise knowledge systems, helping customers upgrade from knowledge accumulation and capability development to intelligent business processes.
YXT currently serves more than 2,300 enterprise customers across manufacturing, finance, retail, automotive and other industries. As AI capabilities continue to mature, the Company is building a deeper connection between its own AI-native capabilities and enterprises’ growing demand for intelligent transformation.
From improved operating quality and accelerated AI commercialization to the implementation of its AI Native strategy, YXT is transforming from a traditional enterprise services platform into an enterprise intelligent productivity platform.
Looking ahead, as enterprise demand continues to grow for AI-enabled organizational efficiency and business innovation, YXT will further deepen the integration of AI with enterprise scenarios, helping more organizations capture knowledge assets, strengthen organizational capabilities and improve business efficiency.
About YXT.com
YXT.com (NASDAQ: YXT) is a technology company focusing on enterprise productivity solutions. With a mission to “Empower people and organization development through technology,” the Company strives to become the supreme provider in building and boosting enterprise productivity by combining over a decade of experience in tech-enabled talent learning and development and with AI-augmented task copilots and unleashing the power of knowledge and synergy. Since its inception, YXT.com has supported and received recognition from numerous Global and China Fortune 500 companies.
