TUYA INC (NYSE:TUYA) Reports Mixed Q3 2025 Results, Misses Revenue and EPS Estimates

Financial Performance Overview

TUYA INC (NYSE:TUYA reported its third quarter 2025 financial results, delivering a mixed performance relative to analyst expectations. The company posted revenue of $82.49 million against estimates of $83.25 million, representing a slight miss on the top line. Similarly, non-GAAP earnings per share came in at $0.03, marginally below the projected $0.0306. This quarter marks another period of profitability for the AI cloud platform provider, though the narrow misses on both key metrics appear to have influenced market sentiment.

Market Reaction and Price Action

The immediate market response to Tuya's earnings release has been negative, with after-hours trading showing notable downward pressure. This reaction suggests investors may have expected stronger performance given the company's positioning in the growing AI sector. The current price movement contrasts with the stock's recent performance trends:

• After-hours performance: -0.47%
• Weekly performance: +5.94%
• Two-week performance: -1.83%
• Monthly performance: -9.70%

The divergence between the positive weekly performance and the negative after-hours reaction indicates that expectations heading into earnings were likely optimistic, with the actual results failing to meet investor hopes for a stronger beat on estimates.

Forward-Looking Estimates and Outlook

Looking ahead, analyst projections provide context for Tuya's growth trajectory through the remainder of 2025. For the fourth quarter, the consensus estimates anticipate revenue of $86.76 million with earnings per share of $0.0306. The full-year 2025 outlook suggests sales reaching $328.96 million and revenue of $0.1275 per share. These figures will serve as important benchmarks as Tuya continues to execute its strategy in the competitive AI cloud platform space.

Business Context and Strategic Positioning

The earnings release reinforces Tuya's position as a global AI cloud platform service provider leveraging its TuyaOpen development framework and universal AI Agent engines. The company's focus on integrating multimodal AI capabilities to bridge the digital and physical worlds remains central to its value proposition. Through its developer platform, Tuya has cultivated an ecosystem of brands, OEMs, and software vendors working toward comprehensive smart solutions. This quarter's results demonstrate the company's ongoing ability to maintain profitability while navigating the competitive landscape.

For detailed earnings analysis and updated estimates, readers can access comprehensive data through the TUYA earnings and estimates page.

Disclaimer: This article presents factual information about TUYA INC's financial performance and should not be construed as investment advice. Readers should conduct their own research and consult with financial advisors before making investment decisions.