Huawei said it will continue to invest in areas including connectivity, computing, cloud, and AI, while building ecosystems around its Ascend and Kunpeng chips and HarmonyOS platform
In sum – what to know:
Stable growth – Revenue rose 2.2% to CNY880.9 billion, with net profit reaching CNY68 billion despite ongoing market and geopolitical pressures.
AI drive momentum – Computing linked to AI and intelligent automotive solutions (up 72.1%) are emerging as key growth engines.
Heavy R&D – Huawei invested 21.8% of its 2025 revenue in R&D, reinforcing long-term focus on core technologies and ecosystem control.
Chinese vendor Huawei has reported steady financial performance for 2025, with revenue reaching CNY880.9 billion ($126 billion), up 2.2% year-on-year, and net profit rising to CNY68 billion from CNY62.6 billion in 2024, as growth in AI-related computing and automotive solutions helped offset mixed results across other business lines.
The results reflect a company navigating shifting demand dynamics while maintaining a high level of investment in core technologies. Huawei said its performance was “in line with forecast,” with rotating chairwoman Meng Wanzhou emphasizing continuity in strategy despite external uncertainty.
“Our connectivity business weathered the impact of industry investment cycles, while our computing business continued to seize opportunities in AI. Our consumer business worked to overcome formidable challenges, driving the HarmonyOS ecosystem to cross a new threshold in user experience,” Meng said.
Across business segments, Huawei’s ICT infrastructure unit generated CNY375 billion in revenue last year, up 2.6% year-on-year, while its consumer division rose 1.6% year-on-year to CNY344.5 billion.
The Chinese vendor said that 5G-Advanced (5G-A) networks have now entered large-scale commercial use, adding that user experience monetization has been deepening to stimulate business growth. . By the end of 2025, Huawei had helped carriers deploy over 180 5G networks worldwide, serving more than 1.5 billion 5G users.
“Our connectivity business weathered the impact of industry investment cycles, while our computing business continued to seize opportunities in AI. Our consumer business worked to overcome formidable challenges, driving the HarmonyOS ecosystem to cross a new threshold in user experience,” Meng said.
The vendor posted a strong growth in its intelligent automotive solutions unit, where revenue increased 72.1% to CNY45 billion, highlighting expanding activity in vehicle technology and software platforms.
Meanwhile, cloud computing revenue declined 3.5% year-on-year to CNY32.2 billion in 2025, indicating more competitive conditions in that segment even as enterprise demand for AI infrastructure continues to grow.
Huawei’s computing business, which includes AI-related infrastructure, is increasingly central to its strategy. Meng noted that the unit is beginning to capture opportunities linked to artificial intelligence, as enterprises shift from experimentation toward deployment.
On the consumer side, Huawei pointed to progress in its HarmonyOS ecosystem, which it said has reached a new stage of development. By the end of 2025, more than 36 million devices were running HarmonyOS 5 and 6, supported by over 10 million developers, according to the vendor.
The company spent CNY192.3 billion on research and development activities in 2025, equivalent to 21.8% of revenue, with a total of approximately CNY1.4 trillion invested over the past decade. The vendor had 114,000 employees working in the R&D division by the end of 2025. Huawei also reported 165,000 active patents and more than 260 licensing agreements as of the end of last year.
Looking ahead, Huawei said it will continue to invest in areas including connectivity, computing, cloud, and AI, while building ecosystems around its Ascend and Kunpeng chips and HarmonyOS platform.
At MWC 2026 in Barcelona, Huawei’s president of carrier business, Eric Yang, argued that artificial intelligence will fundamentally reshape telecom networks, services, and operations — and that carriers are uniquely positioned to capture that value.
“AI will become reliable, more and more reliable. And the ability will increase by 10 times. And there will be 900 billion agents, AI agents,” Yang said during his presentation.
Yang said operators must focus on three priorities: upgrading consumer and home services with AI to strengthen the core business; delivering consistent cross-device experiences to increase customer stickiness; and optimizing internal operations to improve efficiency before extending AI capabilities to other industries.
The Huawei executive described home broadband as a core opportunity. Using AI agents, customers could manage network performance via voice commands. For example, when home network quality degrades, an AI agent could prioritize latency-sensitive applications such as gaming, test the network automatically, and either resolve the issue or generate a maintenance ticket and schedule a service visit.
He pointed to Chinese operators already exploring such models, citing China Telecom as an example of upgrading VIP services with fiber-to-room packages combined with home AI agents.
