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Weimob Group's AI revenue exceeded 100 million in 2025, and SaaS commercialization found a new path | The front line

张子怡Leslie2026-03-19 01:00
From selling traditional SaaS seats to selling Tokens.

Text by | Zhang Ziyi

Edited by | Yuan Silai

In the current era when Open Claw is sweeping the world, all values may be re - evaluated.

First and foremost are traditional SaaS companies.

Analysts at Gartner believe that by 2030, 35% of single - function SaaS tools will be replaced by AI Agents or absorbed into a broader intelligent agent ecosystem by large SaaS providers.

While traditional SaaS companies are being re - evaluated in terms of value, Weimob Group, a domestic SaaS company, has completed the native integration of all its SaaS products with AI technology after several years of AI transformation, and verified the sustainability of AI - driven profitability at the business level.

Recently, Weimob Group released its 2025 annual report. The total revenue was RMB 1.592 billion, a year - on - year increase of 18.9%. Among them, Weimob for the first time disclosed that its AI - related annual revenue reached RMB 116 million, with the second - half revenue being RMB 82 million, a quarter - on - quarter growth rate of 137.5% compared to the first half.

At the annual report conference call of Weimob Group, in the face of doubts about the SaaS industry caused by AI intelligent agents at the beginning of the year, Weimob's management believes that AI will accelerate the value release of vertical SaaS platforms. "General - purpose tool - type SaaS may be replaced, but vertical platforms with in - depth industry know - how and underlying API scheduling capabilities will benefit from the intelligent dividends brought by AI."

Under the "All in AI" strategy for several years, Weimob has built a complete AI product matrix, achieving a full - line evolution from underlying capabilities to top - level applications. Weimob's senior executives also announced at the earnings conference that they will upgrade the underlying technical framework, that is, from the Workflow - based Agent to the Skills - scheduled Agent 2.0. In the future, merchants only need to tell the AI "what I want", and the system will automatically decompose instructions, call capabilities, and complete tasks. From batch - modifying product descriptions to daily scheduled push of business reports, etc.

Weimob Group introduced that this model draws on the concept of AI intelligent agents (Agents) represented by Open Claw. SaaS companies precipitate an "operational knowledge base" through serving merchants, and AI intelligent agents retrieve this "Skills" to automatically fill in parameters. Ultimately, it realizes the human - machine collaboration of "AI automates processes, and humans make key decisions".

Xiao Feng, the vice - president of technology at Weimob Group, pointed out that this new interaction can not only ensure the "certainty" of merchants' operations but also effectively control the Token cost of large - model calls, solving the practical pain point of "high cost of running AI models".

At the specific application level, Weimob WAI has completed the leap from "generating suggestions" to "executing tasks". WAI can not only automatically generate promotion plans for merchants based on historical data but also pre - fill business parameters and directly push them to the execution end.

36Kr learned that Weimob has deeply deployed 15 professional Agents in its AI capabilities. These intelligent agents accurately serve different SaaS scenarios and have become the digital "super employees" of merchants.

Taking the shopping guide Agent as an example, this intelligent agent has demonstrated the ability to "reduce costs + increase revenue" in actual business scenarios. In the cooperation case with the clothing brand "China Septwolves", the "automatic lead operation" ability of the shopping guide Agent can accurately identify high - value users and provide recommendation and follow - up strategies, changing the previous problem of shopping guides relying on manpower and experience for judgment. This not only significantly reduces the cost of manual operation but also directly boosts the conversion rate through high - efficiency personalized recommendations. Data shows that based on the capabilities of the shopping guide Agent, high - value customers contributed up to 70.6% of the GMV to Septwolves' mini - program mall.

Facing the argument of whether AI will replace SaaS companies, Xiao Feng believes it is a false proposition. In his view, the essence of SaaS is a sharing - economy model that allows small and medium - sized merchants to enjoy enterprise - level services at low cost, and AI further magnifies this cost advantage.

Small and medium - sized enterprises often cannot afford the high cost of self - developed AI, while SaaS like Weimob provides a low - cost solution. Weimob's real moat lies not in code but in tens of thousands of hidden business logics that general large models cannot "self - learn" from external data alone, private operational data (know - how) precipitated over more than a decade, and the system stability precipitated from serving hundreds of thousands of customers.

Moreover, Weimob released the "Weimob Star - Launch GEO" solution in January this year, using generative engine optimization technology to help merchants build brand awareness assets in the AI search ecosystem.

In addition to reconstructing its SaaS system in terms of product capabilities to help small and medium - sized merchants better solve business problems in the AI era, Weimob has also found a new solution for AI in its commercialization path.

At the earnings conference, Weimob's management for the first time detailed the commercialization path of AI. As the core product, WAI will be commercialized through SaaS value - added services and Token consumption, and the user usage volume is expected to increase with the improvement of large - model capabilities. This means that SaaS companies will shift from the traditional SaaS seat - selling model to a hybrid revenue model that integrates the effects of AI use.

In terms of overseas business, Weimob strategically invested in the North American AI - native enterprise Genstore.ai and established the "Weimob Overseas" business unit. The two parties are reconstructing the website - building and operation processes of independent websites through AI technology. Currently, the global layout of Haiding Technology under Weimob has covered markets in Southeast Asia, North America, and Oceania.

Thanks to the in - depth R & D of AI technology and the advancement of international layout, Weimob successfully obtained a US$200 million financing from international long - term investment institutions within the year.

According to a report by AlixPartners, in 2026, the hybrid SaaS pricing model will account for 40% of software revenue, replacing the seat - based pricing that dominated the SaaS era.

Weimob, which for the first time announced its AI commercialization path, proves that the company is no longer just a software provider but has also used AI to transform SaaS into a more efficient and more certain business capability.