Insta360's 2025 revenue approaches 10 billion, "Pocket" new product poised to launch.

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On the evening of February 13th, Insta360 released its 2025 annual performance report, showing total revenue of 9.858 billion yuan for the year, a year-on-year increase of 76.85%. However, net profit attributable to shareholders during the same period was 964 million yuan, a year-on-year decrease of 3.08%.

Specifically, although revenue performed well, approaching the 10 billion yuan mark, the pressure on the profit side cannot be ignored.

In response, Insta360 admitted in the announcement that it focused on building its business growth curve, making forward-looking strategic investments, with new products like handheld gimbal cameras as key points. However, fluctuations in raw material prices and intensified market competition pose considerable challenges to the company's profitability. The company will actively respond and continuously enhance its overall competitiveness.

Looking forward to 2026, how to find new growth points amid raw material price fluctuations and intensified market competition has become the core question facing Insta360.

Currently, Insta360's strategic focus is shifting from single panoramic action imaging towards a more mass market, with pocket cameras such as the Pocket series becoming key efforts.

Recently, Insta360 founder Liu Jingkang revealed at the annual meeting that the handheld gimbal camera Luna will be released in the first half of this year.

However, Liu Jingkang emphasized that Luna is definitely "not just another Pocket".

From a design perspective, Luna may become the first handheld gimbal camera on the market equipped with a telephoto feature.

This move is seen as a direct challenge to the industry's leading giants.

Previously, the handheld gimbal camera market had long been dominated by DJI's Pocket series. Insta360's choice to enter with "telephoto" lens technology at this point has, to a certain extent, created a differentiated product advantage.

Against this background, whether Insta360 can successfully further tap into the mass consumer market with new products such as Luna is drawing attention.

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