iSoftStone's First Three Quarters Revenue Reaches 29.367 Billion Yuan, Continues to Deepen AI Factory Strategy

On the evening of October 27, iSoftStone (301236) released its 2026 third-quarter report. In the first three quarters, the company achieved operating revenue of 29.367 billion yuan, a year-on-year increase of 15.7%, maintaining steady overall business development. In the third quarter alone, the company achieved operating revenue of 10.760 billion yuan, up 2.6% quarter-on-quarter; net profit attributable to shareholders of the parent company rose 75.7% quarter-on-quarter, and net cash flow from operating activities rose 105.9% quarter-on-quarter. Multiple operating indicators improved quarter-on-quarter, demonstrating the resilience of the company's business development and positive changes in operating quality and efficiency.

During the reporting period, iSoftStone continued to deepen its AI Factory strategy, advancing Token Factory construction and computing power deployment, focusing on four core capabilities—AI infrastructure, computing intelligence, scenario intelligence, and terminal intelligence—actively promoting physical AI innovation, and accelerating the implementation of artificial intelligence technology in business scenarios.

In the third quarter of 2026, iSoftStone was named to the 2026 Fortune China Tech 50 and IDC China AI 50, leading the industry with its "AI Factory + FDE" model; it ranked 379th in the "2026 China Top 500 Private Enterprises"; and it maintained a leading IT market share in China's banking and insurance industries according to IDC, demonstrating the company's comprehensive strength in artificial intelligence and digital technology services.

iSoftStone's subsidiary iSoftStone Intelligent Computing accelerated the nationwide layout of No. 1 Token Factories, successively establishing No. 1 Token Factories in Guizhou and Hainan. Relying on the standardized "Token Three-Piece Set" solution to achieve rapid project replication and upgrading, it promoted Token Factories from single-point validation to multi-city collaborative layout, exploring new models for the token economy and digital service expansion overseas. The company continued to deepen industrial ecosystem co-construction and joined the National Computing Interconnection Regional (Hebei) Node Computing Ecosystem Alliance. In digital energy, with computing-power-electricity synergy as the engine, it joined forces with Token Factories to advance power coordination and green electricity trading, improving the collaborative layout of intelligent computing infrastructure and green energy.

Computing Intelligence: Liquid-cooled Complete Machines Roll Off the Line, Smart Manufacturing Factory Put into Production

iSoftStone's subsidiary iSoftStone HuaFang continued to advance intelligent computing product innovation and intelligent manufacturing capability building. On August 30, the Tongzhou Intelligent Shared Factory was officially put into production, and the first liquid-cooled server simultaneously rolled off the line, further improving the manufacturing and delivery capabilities of intelligent computing products. iSoftStone HuaFang released multiple intelligent computing and general-purpose server products, enriching its computing power product matrix; on the market side, it won large projects such as China Mobile's server centralized procurement and Guizhou Power Grid's framework procurement, landed the first order for a ministry-level AI workstation, and continued to expand top-tier customers.

Scenario Intelligence: AI Factory Empowerment, Promoting FDE Scenario Implementation

iSoftStone's subsidiary iSoftStone Digital Intelligence Group advanced business innovation around AI Factory, agents, and the FDE delivery model, launching the privately deployed iSoftStone Tianxuan AI Factory full-stack solution and receiving the first batch of partner authorization for Alibaba Cloud's large model FDE. The company jointly built the Wens AI4S scientific innovation platform, won projects such as Wens' "Zhiliaotong" and Harbin Electric Corporation Finance Company's Xinchuang upgrade; it established an AI Joint Smart Innovation Center with industry partners, released the AgentOS 1.2 commercial version, and launched industry solutions such as financial AI Coding, industrial quality inspection, and smart parks, accelerating the large-scale implementation of AI.

Terminal Intelligence: Accelerating Terminal Computing with AIPC

iSoftStone's subsidiary MECHREVO continued to push AIPC products. Multiple laptops passed the national terminal intelligence L3 level certification. Together with Intel and Tencent, it launched the Yaoshi 16 Ultra AIPC, integrating hardware and on-device AI applications; the brand continued to appear at domestic and international industry exhibitions and expand overseas markets. Its subsidiary iSoftStone Ruilian's 5G cloud PAD and AI short drama device have entered mass production, equipped with on-device agents, and were shortlisted in China Mobile's Tier-1 Marketing Library.

iSoftStone advanced innovation in physical AI and embodied intelligence. Its subsidiary iSoftStone TianShu released the "1+1+4" physical AI system and launched the "Tianqing F1" ground-air integrated robot dog; together with Huawei Cloud, it co-built an embodied intelligence data foundation and established a provincial-level railway embodied intelligence pilot testing base. Related platforms and projects were selected for physical AI innovation lists and outstanding cases of new industrialization, achieving breakthroughs in high-barrier tracks such as new energy and manufacturing.

In the domestic market, the company reached multiple rounds of strategic cooperation with local governments and industry partners to fill in capabilities such as computing power, intelligent manufacturing, and large model security; in the international market, it appeared at Singapore Tech Week, showcasing integrated software and hardware AI capabilities and expanding overseas customers. Looking ahead, iSoftStone will continue to deepen its AI Factory strategy, expand digital AI and physical AI scenarios, accelerate the commercialization of AI technology, and enhance long-term core competitiveness.