Tuya announces Q3 earnings per share of 3 cents, down from 4 cents a year ago.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 24 2025
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Should l Buy TUYA?
Q3 Revenue Performance: Tuya reported Q3 revenue of $82.5 million, a slight increase from $81.6 million last year, with platform-as-a-service revenue at $59.2 million and software-as-a-service revenue at $11.5 million.
Growth and Resilience: The company achieved its ninth consecutive quarter of year-over-year revenue growth, driven by steady demand for its core PaaS and SaaS offerings despite global trade uncertainties.
CEO's Outlook: CEO Jerry Wang emphasized the focus on strengthening customer relationships, enhancing global presence, and advancing product innovation, particularly in AI-driven software and developer services.
Strategic Investments: Tuya aims to enhance value for customers, partners, and shareholders through disciplined operations and sustained investment in key technologies.
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Analyst Views on TUYA
About TUYA
Tuya Inc is a company primarily engaged in the provision of artificial intelligence (AI) cloud platform service. Through its TuyaOpen open-source development framework and universal AI Agent engines, including the AI Agent development platform, the Company integrates multimodal AI capabilities to promote the deep integration of AI with the physical world. The Company offers physical AI solutions for smart devices, commercial applications, and industry developers through its cloud computing and spatial intelligence capabilities. Through its artificial Internet of Things developer platform, the Company has activated a global developer community of brands, original equipment manufacturers (OEMs), AI agents, system integrators and independent software vendors to collectively strive for smart solutions ecosystem.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Tuya Inc. to Report Q1 2026 Financial Results
- Earnings Report Schedule: Tuya Inc. is set to release its unaudited financial results for Q1 2026 after market close on May 11, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: Management will hold a conference call at 8:30 PM Eastern Time on May 11, 2026 (8:30 AM Hong Kong Time on May 12, 2026) to discuss the financial results, aiming to enhance investor understanding and confidence in the company's performance.
- Registration Process: All participants must complete an online registration in advance, receiving dial-in information and a personal access code, demonstrating the company's efforts to improve investor engagement and information accessibility.
- Webcast Availability: A live and archived webcast of the conference call will be available on the company's investor relations website, ensuring that investors who cannot participate in real-time can still access key information, further enhancing transparency.
See More
Tuya Smart Unveils Revamped Hey Tuya at Global Developer Summit 2026
- AI Ecosystem Focus: At the 2026 Global Developer Summit, Tuya Smart showcased its strategic focus on three core AI ecosystems: AI Home, AI Robot, and AI Energy, aiming to enhance market competitiveness by collaborating with global developers to drive real-world AI applications.
- Hey Tuya Upgrade: The revamped Hey Tuya features a comprehensive upgrade to scenario-based intelligent experiences, enhancing basic AI functionalities, and integrating the self-developed PVAD model, which significantly improves voice recognition accuracy in complex environments, thereby enhancing user experience and device reliability.
- Developer Toolkit: Tuya introduced a series of upgrades to its AI infrastructure, including Physical AI Foundation V2.8 and Wukong AI 3.0, creating a comprehensive toolkit for developers that lowers the barriers to AI development and accelerates innovation among global developers.
- Future Collaboration Vision: Leo Chen, Co-Chairman of Tuya Smart, emphasized the commitment to closely collaborate with global developers and ecosystem partners to promote widespread AI application, aiming to integrate AI into every corner of the physical world and usher in a new chapter of AI-driven growth.
See More
Tuya Smart Unveils Enhanced Hey Tuya and Expanded AI Capabilities
- AI Capability Expansion: Tuya Smart unveiled an enhanced version of Hey Tuya at the 2026 Global Developer Summit, strengthening AI applications in three key ecosystems—home, robotics, and energy—aiming to drive hardware innovation and improve user experience.
- Voice Activity Detection Technology: The newly introduced Personal Voice Activity Detection model (PVAD) can automatically identify speakers in complex environments, significantly reducing false activations and thereby enhancing the reliability of AI hardware and user satisfaction.
- Infrastructure Updates: Tuya Smart also announced major updates to its AI infrastructure, including Physical AI Foundation V2.8 and Wukong AI 3.0, providing developers with a comprehensive toolkit to support the development of next-generation AI applications.
- Global Developer Ecosystem: Through new tools like TuyaClaw and DuckyClaw, Tuya Smart lowers the barriers to AI development, enabling global developers to rapidly launch AI-based applications and promoting the widespread adoption of AI technology.
See More
Tuya Smart Unveils New Hey Tuya Version at 2026 Developer Summit
- AI Ecosystem Strategy: At the 2026 Global Developer Summit, Tuya Smart unveiled the new version of Hey Tuya, focusing on three major AI application ecosystems: smart home, robotics, and energy, aiming to leverage developer resources to drive real-world AI applications and enhance market competitiveness.
- Innovative Technology Launch: The new Hey Tuya version introduces a self-trained Personal Voice Activity Detection (PVAD) model that accurately identifies speakers in complex acoustic environments, significantly reducing false activation rates and thereby enhancing user experience and device reliability.
- Infrastructure Upgrades: Tuya Smart announced significant upgrades to its AI infrastructure, including V2.8 Physical AI Base, Wukong AI 3.0, and OmniMem V2.0, creating a comprehensive toolkit for developers to rapidly build next-generation AI applications and lower development barriers.
- Global Developer Collaboration: Tuya Smart is committed to collaborating with developers and ecosystem partners worldwide to drive innovation and application of AI technology, with Leo Chen emphasizing that AI will reshape the next decade, and Tuya will fully support developers in unlocking the full potential of AI.
See More
Tuya Smart Unveils Upgraded Hey Tuya at Global Developer Summit
- Hey Tuya Upgrade: At the 2026 TUYA Global Developer Summit, Tuya Smart unveiled the upgraded Hey Tuya, which enhances AI capabilities and integrates with third-party services like Google Mail, allowing users to send emails and schedule meetings with a single voice command, significantly improving user experience and work efficiency.
- Hardware Ecosystem Expansion: Hey Tuya now fully supports Matter and mainstream open-source platforms, enhancing hardware compatibility and promoting interoperability among smart home devices, thereby solidifying Tuya's leadership position in the smart home market.
- Enhanced AI Foundation: The AI foundation of Hey Tuya has been comprehensively upgraded to support more natural conversations and complex task planning, enabling users to interact with devices in a natural manner, thus improving user satisfaction and device responsiveness.
- Developer Ecosystem: Tuya's Vibe Coding tool allows developers to rapidly build AI+IoT+Web/mobile solutions, lowering the barrier to AI application development and fostering innovation among global developers, thereby promoting widespread adoption of AI technology.
See More
Tuya Smart Unveils Upgraded Hey Tuya at Global Developer Summit
- AI Ecosystem Strategy: At the 2026 TUYA Global Developer Summit, Tuya Smart emphasized its focus on three core AI application ecosystems—AI Home, AI Robot, and AI Energy—aiming to enhance market competitiveness through collaboration with global developers to drive real-world AI applications.
- Hardware Innovation Enhancement: Tuya Smart introduced its self-developed Personal Voice Activity Detection (PVAD) model, which can automatically identify the intended speaker in complex acoustic environments, significantly reducing false activations and enhancing the reliability and user experience of AI hardware, thereby increasing market acceptance of smart devices.
- Full-Stack AI Technology Launch: The company unveiled major upgrades to its AI infrastructure, including Physical AI Foundation V2.8 and Wukong AI 3.0, creating a comprehensive toolkit for developers to accelerate the development of next-generation AI applications and lower the barriers to AI development.
- Developer Ecosystem Expansion: Tuya Smart showcased new tools like TuyaClaw and DuckyClaw, along with Vibe Coding for building production-grade applications using natural language, significantly enhancing developers' innovation capabilities and accelerating the marketization of AI applications.
See More
Tuya Inc. to Report Q1 2026 Financial Results
- Earnings Report Schedule: Tuya Inc. is set to release its unaudited financial results for Q1 2026 after market close on May 11, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: Management will hold a conference call at 8:30 PM Eastern Time on May 11, 2026 (8:30 AM Hong Kong Time on May 12, 2026) to discuss the financial results, aiming to enhance investor understanding and confidence in the company's performance.
- Registration Process: All participants must complete an online registration in advance, receiving dial-in information and a personal access code, demonstrating the company's efforts to improve investor engagement and information accessibility.
- Webcast Availability: A live and archived webcast of the conference call will be available on the company's investor relations website, ensuring that investors who cannot participate in real-time can still access key information, further enhancing transparency.
See More
Tuya Smart Unveils Revamped Hey Tuya at Global Developer Summit 2026
- AI Ecosystem Focus: At the 2026 Global Developer Summit, Tuya Smart showcased its strategic focus on three core AI ecosystems: AI Home, AI Robot, and AI Energy, aiming to enhance market competitiveness by collaborating with global developers to drive real-world AI applications.
- Hey Tuya Upgrade: The revamped Hey Tuya features a comprehensive upgrade to scenario-based intelligent experiences, enhancing basic AI functionalities, and integrating the self-developed PVAD model, which significantly improves voice recognition accuracy in complex environments, thereby enhancing user experience and device reliability.
- Developer Toolkit: Tuya introduced a series of upgrades to its AI infrastructure, including Physical AI Foundation V2.8 and Wukong AI 3.0, creating a comprehensive toolkit for developers that lowers the barriers to AI development and accelerates innovation among global developers.
- Future Collaboration Vision: Leo Chen, Co-Chairman of Tuya Smart, emphasized the commitment to closely collaborate with global developers and ecosystem partners to promote widespread AI application, aiming to integrate AI into every corner of the physical world and usher in a new chapter of AI-driven growth.
See More
Tuya Smart Unveils Enhanced Hey Tuya and Expanded AI Capabilities
- AI Capability Expansion: Tuya Smart unveiled an enhanced version of Hey Tuya at the 2026 Global Developer Summit, strengthening AI applications in three key ecosystems—home, robotics, and energy—aiming to drive hardware innovation and improve user experience.
- Voice Activity Detection Technology: The newly introduced Personal Voice Activity Detection model (PVAD) can automatically identify speakers in complex environments, significantly reducing false activations and thereby enhancing the reliability of AI hardware and user satisfaction.
- Infrastructure Updates: Tuya Smart also announced major updates to its AI infrastructure, including Physical AI Foundation V2.8 and Wukong AI 3.0, providing developers with a comprehensive toolkit to support the development of next-generation AI applications.
- Global Developer Ecosystem: Through new tools like TuyaClaw and DuckyClaw, Tuya Smart lowers the barriers to AI development, enabling global developers to rapidly launch AI-based applications and promoting the widespread adoption of AI technology.
See More
Tuya Smart Unveils New Hey Tuya Version at 2026 Developer Summit
- AI Ecosystem Strategy: At the 2026 Global Developer Summit, Tuya Smart unveiled the new version of Hey Tuya, focusing on three major AI application ecosystems: smart home, robotics, and energy, aiming to leverage developer resources to drive real-world AI applications and enhance market competitiveness.
- Innovative Technology Launch: The new Hey Tuya version introduces a self-trained Personal Voice Activity Detection (PVAD) model that accurately identifies speakers in complex acoustic environments, significantly reducing false activation rates and thereby enhancing user experience and device reliability.
- Infrastructure Upgrades: Tuya Smart announced significant upgrades to its AI infrastructure, including V2.8 Physical AI Base, Wukong AI 3.0, and OmniMem V2.0, creating a comprehensive toolkit for developers to rapidly build next-generation AI applications and lower development barriers.
- Global Developer Collaboration: Tuya Smart is committed to collaborating with developers and ecosystem partners worldwide to drive innovation and application of AI technology, with Leo Chen emphasizing that AI will reshape the next decade, and Tuya will fully support developers in unlocking the full potential of AI.
See More
Tuya Smart Unveils Upgraded Hey Tuya at Global Developer Summit
- Hey Tuya Upgrade: At the 2026 TUYA Global Developer Summit, Tuya Smart unveiled the upgraded Hey Tuya, which enhances AI capabilities and integrates with third-party services like Google Mail, allowing users to send emails and schedule meetings with a single voice command, significantly improving user experience and work efficiency.
- Hardware Ecosystem Expansion: Hey Tuya now fully supports Matter and mainstream open-source platforms, enhancing hardware compatibility and promoting interoperability among smart home devices, thereby solidifying Tuya's leadership position in the smart home market.
- Enhanced AI Foundation: The AI foundation of Hey Tuya has been comprehensively upgraded to support more natural conversations and complex task planning, enabling users to interact with devices in a natural manner, thus improving user satisfaction and device responsiveness.
- Developer Ecosystem: Tuya's Vibe Coding tool allows developers to rapidly build AI+IoT+Web/mobile solutions, lowering the barrier to AI application development and fostering innovation among global developers, thereby promoting widespread adoption of AI technology.
See More
Tuya Smart Unveils Upgraded Hey Tuya at Global Developer Summit
- AI Ecosystem Strategy: At the 2026 TUYA Global Developer Summit, Tuya Smart emphasized its focus on three core AI application ecosystems—AI Home, AI Robot, and AI Energy—aiming to enhance market competitiveness through collaboration with global developers to drive real-world AI applications.
- Hardware Innovation Enhancement: Tuya Smart introduced its self-developed Personal Voice Activity Detection (PVAD) model, which can automatically identify the intended speaker in complex acoustic environments, significantly reducing false activations and enhancing the reliability and user experience of AI hardware, thereby increasing market acceptance of smart devices.
- Full-Stack AI Technology Launch: The company unveiled major upgrades to its AI infrastructure, including Physical AI Foundation V2.8 and Wukong AI 3.0, creating a comprehensive toolkit for developers to accelerate the development of next-generation AI applications and lower the barriers to AI development.
- Developer Ecosystem Expansion: Tuya Smart showcased new tools like TuyaClaw and DuckyClaw, along with Vibe Coding for building production-grade applications using natural language, significantly enhancing developers' innovation capabilities and accelerating the marketization of AI applications.
See More
