1. What Happened? Everybot’s H1 2025 Performance Review

Everybot reported KRW 8.5 billion in revenue for H1 2025, surpassing expectations. However, the company posted an operating loss of KRW 0 and a net loss of KRW 3 billion, falling short of market forecasts. Compared to the same period last year, revenue decreased by 19.7%, and both operating and net losses widened.

2. Why the Underperformance? Unpacking the Results

Declining sales of flagship products ‘Threespin EVO’ and ‘Threespin’ are identified as the primary culprits. Increased competition in the robotic vacuum market, coupled with rising financial costs and investments in new ventures, contributed to the deteriorating profitability.

3. What’s Next? Everybot’s Future Outlook

Short-term concerns include the financial burden and weak performance. However, strategic partnerships like the AI collaboration with SK Intellix and the establishment of ‘Everybot Mobility’ hold promise for long-term growth. The expanding robotics market also presents opportunities for Everybot.

4. What Should Investors Do? An Investment Strategy

  • Cautious Observation: Given the short-term uncertainties, a conservative approach is recommended.
  • Monitor New Ventures: Closely track the performance of new businesses, such as the mobility division.
  • Assess Financial Health: Continuous monitoring of key financial indicators is crucial.
  • Consider Macroeconomic Factors: Incorporate external factors like exchange rate and interest rate fluctuations into investment decisions.