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Venustech first-half 2026 net profit rises 133% on AI security strength

Published: Updated: By 24TopNews Editorial Desk

Venustech released its 2026 first-half results on August 21. Attributable net profit rose 132.98% year on year, second-quarter revenue increased 15.34%, and operating cash flow turned positive, up 142.95%. AI security products led growth: Agentic SOC revenue rose 31.99%, large-model application firewall revenue jumped 238.15%, and the new Data Oasis product line grew 125.49%. Combined selling, administrative and financial expenses fell 28.38%. The company is integrating security capabilities into China Mobile's communications, computing and intelligent services.

On the evening of August 21, Venustech released its first-half 2026 earnings report. Revenue growth accelerated in the period, with second-quarter revenue up 15.34% year on year. First-half net profit attributable to shareholders rose 132.98% year on year, while attributable net profit excluding non-recurring items increased 136.77%. Operating cash flow turned positive, up 142.95% year on year.

On the business front, the company's position in its priority industries remained solid, with continued depth in government and party affairs, financial services, telecom operators and energy. The xinchuang security business, covering domestically developed IT infrastructure, maintained steady growth, while revenue from Agentic SOC, its AI-powered security operations system, rose 31.99% year on year. Revenue from its large-model application firewall increased 238.15%, and the new "Data Oasis" product line grew 125.49%, reflecting early results from market expansion of new products and services.

Combined selling, administrative and financial expenses fell 28.38% in the first half, reflecting effective cost controls. In the second quarter, gross margin came under pressure from intensifying industry competition and higher prices for storage-related raw materials, but the acceleration in revenue offset the cost impact, and gross profit still increased year on year.

The company is embedding its security capabilities into China Mobile's three core businesses: communication services, computing services and intelligent services. In communication services, it launched the "Tianguan Zero Trust+" solution and established a carbon-silicon converged trust system. In computing services, it deepened cooperation with Mobile Cloud to advance the native evolution of cloud security capabilities. In intelligent services, it built a closed-loop system spanning the full chain of intelligent service delivery and positioned itself in AI business security.

24TOPNEWS IMPACT INTELLIGENCE

Why this event matters

The event has a measured impact on 2 industrys. The strongest current signal is positive for Artificial Intelligence, with intensity 40/100 and 70% confidence over a short term horizon.

Technology · 10.4

Artificial Intelligence

Direction
positive
Intensity
40
Confidence
70%
Horizon
Short term
Effective impact +21
Technology · 10.7

Enterprise Software

Direction
positive
Intensity
35
Confidence
65%
Horizon
Short term
Effective impact +17

Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.