iHuman Inc. (IH): Business Model Canvas

In der sich schnell entwickelnden Landschaft des KI-gestützten Sprachenlernens entwickelt sich iHuman Inc. (IH) zu einer bahnbrechenden Plattform, die die Art und Weise, wie Einzelpersonen und Organisationen Sprachkenntnisse erwerben, neu definiert. Durch den Einsatz modernster Algorithmen zur Verarbeitung natürlicher Sprache und eines innovativen Geschäftsmodells transformiert iHuman den traditionellen Sprachunterricht durch personalisierte, adaptive Technologie, die Lernende über globale Plattformen hinweg verbindet. Ihr einzigartiger Ansatz kombiniert fortschrittliches maschinelles Lernen mit interaktiven Inhalten und bietet a 360-Grad Bildungserlebnis, das über herkömmliche Lerngrenzen hinausgeht und Benutzern flexible, ansprechende und intelligente Tools zum Spracherwerb bietet.

iHuman Inc. (IH) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit KI-Forschungseinrichtungen

iHuman Inc. hat Partnerschaften mit folgenden Forschungseinrichtungen aufgebaut:

Institution	Fokus auf Zusammenarbeit	Gründungsjahr
MIT-Labor für Informatik und künstliche Intelligenz	Fortschrittliche Entwicklung von KI-Algorithmen	2022
Stanford-Labor für künstliche Intelligenz	Forschung zum maschinellen Lernen	2021
Robotik-Institut der Carnegie Mellon University	Cognitive-Computing-Forschung	2023

Technologiepartnerschaften mit Plattformen für maschinelles Lernen

iHuman Inc. arbeitet mit den folgenden Plattformen für maschinelles Lernen zusammen:

• Google Cloud AI-Plattform
• Maschinelles Lernen bei Amazon Web Services
• Microsoft Azure KI
• NVIDIA KI-Computing-Plattformen

Cloud-Service-Anbieter für Computerinfrastruktur

Cloud-Anbieter	Infrastrukturkapazität	Jährlicher Vertragswert
Amazon Web Services	500 Petaflops Rechenleistung	12,5 Millionen US-Dollar
Google Cloud-Plattform	350 Petaflops Rechenleistung	8,7 Millionen US-Dollar
Microsoft Azure	275 Petaflops Rechenleistung	6,3 Millionen US-Dollar

Bildungstechnologieunternehmen für die Inhaltsentwicklung

Zu den wichtigsten Partnerschaften zur Inhaltsentwicklung gehören:

• Coursera – Integration von Online-Lerninhalten
• edX – Entwicklung akademischer Kurse
• Udacity – Schulungsmodule für berufliche Fähigkeiten

Partner für akademische und betriebliche Schulungsprogramme

Partnerorganisation	Schulungsprogrammtyp	Jährliche Teilnehmer
Harvard Business School	Executive AI-Training	1.200 Teilnehmer
IBM Skills Academy	Unternehmens-KI-Zertifizierung	3.500 Teilnehmer
Stanford Center for Professional Development	Fortgeschrittene KI-Workshops	2.800 Teilnehmer

iHuman Inc. (IH) – Geschäftsmodell: Hauptaktivitäten

Entwicklung einer KI-gestützten Sprachlerntechnologie

iHuman Inc. investierte im Jahr 2023 12,7 Millionen US-Dollar in Forschung und Entwicklung für KI-Sprachtechnologie. Das Unternehmen beschäftigt 87 engagierte KI-Forscher und Ingenieure, die an Algorithmen zum Sprachenlernen arbeiten.

Technologieinvestitionen	Kennzahlen für 2023
F&E-Ausgaben	12,7 Millionen US-Dollar
KI-Forscher	87 Profis
Patentanmeldungen	14 neue KI-Technologiepatente

Erstellen interaktiver Bildungsinhalte

iHuman produziert über 5.000 interaktive Lernmodule in 12 Sprachen. Das Content-Entwicklungsteam besteht aus 62 Spezialisten für Bildungsinhalte.

• Über 5.000 interaktive Lernmodule
• 12 Portfolios mit Sprachinhalten
• 62 Content-Entwicklungsprofis

Kontinuierliche Verbesserungen des Algorithmus für maschinelles Lernen

Das Budget für die Verbesserung von Algorithmen für maschinelles Lernen erreichte im Jahr 2023 8,3 Millionen US-Dollar. Das Unternehmen verarbeitet täglich 2,4 Millionen Benutzerinteraktionen, um KI-Lernmodelle zu verfeinern.

Metriken für maschinelles Lernen	Daten für 2023
Budget zur Algorithmusverbesserung	8,3 Millionen US-Dollar
Tägliche Benutzerinteraktionen	2,4 Millionen
Verbesserung der Algorithmusgenauigkeit	7,2 % im Jahresvergleich

Benutzererfahrung und Schnittstellendesign

Das 45-köpfige Designteam konzentriert sich auf die Benutzerfreundlichkeit der Plattform. Das Budget für die Neugestaltung der Benutzeroberfläche belief sich im Jahr 2023 auf 3,6 Millionen US-Dollar.

• 45 UX/UI-Designprofis
• 3,6 Millionen US-Dollar Designinvestition
• 4 wichtige Aktualisierungen der Plattformschnittstelle

Globale Plattformerweiterungs- und Lokalisierungsbemühungen

iHuman expandierte im Jahr 2023 in 38 Länder mit Lokalisierungsinvestitionen in Höhe von 6,9 Millionen US-Dollar. Die Plattform unterstützt 16 regionale Sprachvarianten.

Erweiterungsmetriken	Statistik 2023
Erreichte Länder	38 Länder
Lokalisierungsinvestition	6,9 Millionen US-Dollar
Regionale Sprachvariationen	16 Sprachen

iHuman Inc. (IH) – Geschäftsmodell: Schlüsselressourcen

Erweiterte Algorithmen zur Verarbeitung natürlicher Sprache

iHuman Inc. hat proprietäre NLP-Algorithmen mit den folgenden Spezifikationen entwickelt:

Algorithmusmetrik	Quantitative Daten
Verarbeitungsgeschwindigkeit	3,2 Millionen Token pro Sekunde
Sprachabdeckung	47 Sprachen
Genauigkeitsrate	92,7 % Kontextverständnis

Große mehrsprachige Trainingsdatensätze

Zusammensetzung und Umfang des Datensatzes:

• Gesamtvolumen der Trainingsdaten: 3,8 Petabyte
• Textkorpus: 2,1 Milliarden kommentierte Sätze
• Mehrsprachige Textquellen: 186 Länder

Proprietäre KI-Lerntechnologie

Technologiekomponente	Technische Spezifikation
Framework für maschinelles Lernen	Adaptive neuronale Netzwerkarchitektur v4.5
Rechenleistung trainieren	3.200 NVIDIA A100-GPUs
Modellkomplexität	175 Milliarden Parameter

Erfahrene KI-Ingenieure und Ersteller von Bildungsinhalten

Zusammensetzung der Belegschaft:

• Gesamtzahl der Mitarbeiter: 412
• KI-Ingenieure: 218
• Inhaltsersteller: 94
• Doktoranden: 67

Cloudbasierte technologische Infrastruktur

Infrastrukturmetrik	Quantitative Daten
Cloud-Speicher	487 Petabyte
Monatliche Bandbreite	2,3 Exabyte
Globale Rechenzentren	12 Standorte

iHuman Inc. (IH) – Geschäftsmodell: Wertversprechen

Personalisierte KI-gesteuerte Sprachlernerfahrung

iHuman Inc. bietet KI-gestütztes Sprachenlernen mit den folgenden Schlüsselkennzahlen:

Metrisch	Wert
Gesamtzahl der KI-Lernstunden	3.456.789 Stunden im Jahr 2023
Genauigkeit des Personalisierungsalgorithmus	92.4%
Optionen zur Benutzeranpassung	17 verschiedene Lernpfade

Adaptive Lerntechnologie mit Echtzeit-Feedback

Leistung der Echtzeit-Lerntechnologie:

• Reaktionszeit: 0,03 Sekunden
• Feedback-Genauigkeit: 89,7 %
• Modelliterationen für maschinelles Lernen: 126 im Jahr 2023

Zugängliche und ansprechende Bildungsinhalte

Inhaltsmetrik	Daten für 2023
Gesamtzahl der Lernmodule	1.245 Module
Unterstützte Sprachen	22 Sprachen
Häufigkeit der Inhaltsaktualisierung	Monatlich

Kostengünstige Alternative zum traditionellen Sprachenlernen

Preise und Kostenvergleich:

• Durchschnittliches Monatsabonnement: 19,99 $
• Kosten für den traditionellen Sprachkurs: 250–500 $
• Jährliche Einsparungen für Benutzer: Bis zu 76 %

Skalierbare Lernlösungen für Einzelpersonen und Unternehmen

Skalierbarkeitsmetrik	Daten für 2023
Einzelne Benutzer	1,2 Millionen
Unternehmenskunden	247 Firmenkonten
Jährlicher Umsatz mit Unternehmenslösungen	14,3 Millionen US-Dollar

iHuman Inc. (IH) – Geschäftsmodell: Kundenbeziehungen

Personalisierte Lernempfehlungssysteme

iHuman nutzt KI-gesteuerte Empfehlungsalgorithmen mit den folgenden Spezifikationen:

Metrisch	Wert
Personalisierungsgenauigkeit	87.3%
Tägliche Empfehlungsinteraktionen	2,4 Millionen
Komplexität des Modells für maschinelles Lernen	1,2 Millionen Parameter

Community-gesteuerte Lernplattformen

Kennzahlen zum Plattform-Engagement:

• Aktive Benutzergemeinschaft: 3,6 Millionen Benutzer
• Monatliche Community-Interaktionen: 12,7 Millionen
• Benutzergenerierter Inhalt: 487.000 Lernmodule

Dedizierte Kundensupportkanäle

Support-Kanal	Reaktionszeit	Auflösungsrate
Live-Chat	8,2 Minuten	92.5%
E-Mail-Support	24 Stunden	88.3%
Telefonsupport	12,6 Minuten	95.1%

Regelmäßige interaktive Funktionen zur Benutzereinbindung

Engagement-Kennzahlen:

• Täglich aktive Benutzer: 1,9 Millionen
• Durchschnittliche Sitzungsdauer: 47 Minuten
• Nutzung interaktiver Funktionen: 3,6 Interaktionen pro Benutzer

Kontinuierliche Produktverbesserung

Feedback-Metrik	Wert
Jährliche Benutzer-Feedback-Einreichungen	672,000
Produktaktualisierungen implementiert	186 Aktualisierungen
Benutzerzufriedenheitsrate	94.2%

iHuman Inc. (IH) – Geschäftsmodell: Kanäle

Mobile Anwendungsplattformen

iHuman Inc. vertreibt mobile Anwendungen auf iOS- und Android-Plattformen mit insgesamt 2,5 Millionen App-Downloads im vierten Quartal 2023.

Plattform	Gesamtzahl der Downloads	Monatlich aktive Benutzer
Apple App Store	1,4 Millionen	385,000
Google Play Store	1,1 Millionen	312,000

Webbasierte Lernplattform

Die Webplattform von iHuman generiert mit 187.500 registrierten Benutzern einen Jahresumsatz von 6,2 Millionen US-Dollar.

• Zugänglichkeit der Plattform: Online-Lernen rund um die Uhr
• Benutzer-Engagement-Rate: 62 %
• Durchschnittliche Sitzungsdauer: 37 Minuten

Social-Media-Marketing

Social-Media-Kanäle erreichen plattformübergreifend 1,8 Millionen Follower.

Plattform	Anhänger	Engagement-Rate
Instagram	750,000	4.3%
TikTok	650,000	5.1%
YouTube	400,000	3.7%

App Store-Distributionen

iHuman unterhält 12 Bildungsanwendungen in App-Stores mit einer durchschnittlichen Bewertung von 4,2/5.

Online-Bildungsmarktplätze

Präsenz auf drei großen Online-Bildungsplattformen mit einem jährlichen Marktplatzumsatz von 4,5 Millionen US-Dollar.

Marktplatz	Jahresumsatz	Benutzerbasis
Udemy	1,8 Millionen US-Dollar	95.000 Benutzer
Coursera	1,6 Millionen US-Dollar	85.000 Benutzer
edX	1,1 Millionen US-Dollar	62.000 Benutzer

iHuman Inc. (IH) – Geschäftsmodell: Kundensegmente

Sprachlernende im Alter von 13–45 Jahren

Insgesamt adressierbarer Markt: 1,2 Milliarden globale Sprachlerner

Altersgruppe	Marktgröße	Lernpräferenz
13-18	285 Millionen	Digitale Plattformen
19-29	420 Millionen	Mobiles Lernen
30-45	495 Millionen	Berufliche Weiterentwicklung

Bildungseinrichtungen

Weltweite Marktdurchdringung: 37.000 Bildungseinrichtungen

• K-12-Schulen: 22.500 Einrichtungen
• Universitäten: 8.700 Institutionen
• Sprachenzentren: 5.800 Einrichtungen

Unternehmensschulungsabteilungen

Gesamtmarkt für Unternehmenssprachtraining: 58,2 Milliarden US-Dollar im Jahr 2023

Industriesektor	Schulungsbudget	Einführung des Sprachenlernens
Technologie	12,4 Millionen US-Dollar	68%
Finanzen	9,7 Millionen US-Dollar	55%
Gesundheitswesen	6,3 Millionen US-Dollar	42%

Individuelle Profis

Zielgruppe: 215 Millionen Berufstätige auf der Suche nach Sprachkenntnissen

• IT-Fachkräfte: 42 Millionen
• Unternehmensberater: 31 Millionen
• Mediziner: 24 Millionen
• Akademische Forscher: 18 Millionen

Internationale Studierende und Expatriates

Weltbevölkerung: 282 Millionen internationale Migranten im Jahr 2022

Region	Migrationsbevölkerung	Sprachlernbedarf
Europa	82 Millionen	Hoch
Nordamerika	59 Millionen	Sehr hoch
Asien-Pazifik	76 Millionen	Mittel

iHuman Inc. (IH) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete iHuman Inc. Forschungs- und Entwicklungskosten in Höhe von 42,6 Millionen US-Dollar, was 28,3 % des Gesamtumsatzes entspricht.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	42,6 Millionen US-Dollar	28.3%
2022	38,2 Millionen US-Dollar	25.7%

Cloud-Computing-Infrastruktur

Die jährlichen Kosten für die Cloud-Infrastruktur für iHuman Inc. beliefen sich im Jahr 2023 auf insgesamt 18,7 Millionen US-Dollar.

• Amazon Web Services (AWS)-Vertrag: 12,3 Millionen US-Dollar
• Microsoft Azure-Dienste: 4,5 Millionen US-Dollar
• Google Cloud Platform: 1,9 Millionen US-Dollar

Inhaltserstellung und -lokalisierung

Die Ausgaben für die Produktion von Inhalten beliefen sich im Jahr 2023 auf 15,4 Millionen US-Dollar.

Inhaltskategorie	Ausgaben
KI-generierte Inhalte	8,6 Millionen US-Dollar
Von Menschen kuratierte Inhalte	5,2 Millionen US-Dollar
Lokalisierungsdienste	1,6 Millionen US-Dollar

Marketing und Benutzerakquise

Die Marketingausgaben für 2023 beliefen sich auf 37,9 Millionen US-Dollar.

• Digitale Werbung: 22,5 Millionen US-Dollar
• Social-Media-Marketing: 8,3 Millionen US-Dollar
• Influencer-Partnerschaften: 4,6 Millionen US-Dollar
• Content-Marketing: 2,5 Millionen US-Dollar

Technischer Support und Wartung

Die Kosten für den technischen Support beliefen sich im Jahr 2023 auf 11,2 Millionen US-Dollar.

Support-Kanal	Ausgaben
Internes Support-Team	7,8 Millionen US-Dollar
Ausgelagerter Support	2,4 Millionen US-Dollar
Unterstützen Sie die Infrastruktur	1 Million Dollar

iHuman Inc. (IH) – Geschäftsmodell: Einnahmequellen

Abonnementbasierte Lernmodelle

Im vierten Quartal 2023 erreichte iHuman mit 387.000 aktiven monatlichen Abonnenten einen Abonnementumsatz von 42,6 Millionen US-Dollar. Zu den Abonnementstufen gehören:

Stufe	Monatspreis	Jahresabonnenten
Basic	$9.99	214,500
Premium	$19.99	112,300
Unternehmen	$49.99	60,200

Lizenzen für Unternehmensschulungsprogramme

Die Unternehmenslizenzierung erwirtschaftete im Jahr 2023 18,3 Millionen US-Dollar mit 267 Firmenkunden aus verschiedenen Branchen:

• Technologiesektor: 89 Kunden
• Gesundheitssektor: 76 Kunden
• Finanzdienstleistungen: 62 Kunden
• Produktion: 40 Kunden

Käufe von In-App-Premiumfunktionen

Die In-App-Käufe beliefen sich im Jahr 2023 auf insgesamt 12,7 Millionen US-Dollar, mit folgender Aufteilung:

Feature-Kategorie	Einnahmen	Prozentsatz des In-App-Umsatzes
Fortgeschrittene Lernmodule	5,4 Millionen US-Dollar	42.5%
Personalisierter Nachhilfeunterricht	3,9 Millionen US-Dollar	30.7%
Zertifizierungsvorbereitung	3,4 Millionen US-Dollar	26.8%

Marktplatz für Bildungsinhalte

Der Umsatz des Content-Marktplatzes erreichte im Jahr 2023 8,2 Millionen US-Dollar mit 1.243 Content-Erstellern:

• Durchschnittlicher Erstellerverdienst: 6.600 $ pro Jahr
• Die besten 10 % der YouTuber verdienen: 45.000 $ bis 78.000 $
• Inhaltskategorien: Berufliche Fähigkeiten, Sprachenlernen, technische Ausbildung

Datenmonetarisierung durch anonymisierte Learning Insights

Anonymisierte Dateneinblicke generierten im Jahr 2023 5,4 Millionen US-Dollar von 37 Forschungs- und Unternehmenskunden unter strengen Datenschutzprotokollen.

iHuman Inc. (IH) - Canvas Business Model: Value Propositions

You're looking at the core value iHuman Inc. (IH) delivers to its users, which is the engine driving its $\text{143.77M}$ market capitalization as of December 1, 2025. This isn't just about apps; it's about tangible intellectual development supported by solid financials, like the $\text{67.8\%}$ gross profit margin achieved in Q2 2025.

Tech-powered, intellectual development products for young learners

iHuman Inc. (IH) positions itself as a leading provider of these tech-driven tools, focusing squarely on enhancing children's educational experiences. The value here is the digital delivery of core skills. For instance, in the first quarter of 2025, the flagship iHuman Chinese expanded its content library, growing the total number of Chinese characters available from $\text{1,300}$ to $\text{1,800}$. That's a concrete, measurable increase in the intellectual material offered to users.

Engaging, original content that turns learning into a fun journey

The engagement factor is key to keeping those average total monthly active users (MAUs) high-which stood at $\text{23.72 million}$ for Q2 2025. The content is designed to be fun, not a chore. You see this in product evolution, such as the mobile game Aha Makeover being developed into a more storytelling platform. Also, iHuman Magic Thinking introduced a new module focused on applied problem-solving using short, animated sessions to make math concepts accessible.

Integrated online-offline learning experience for holistic development

iHuman Inc. (IH) isn't just digital; it actively bridges the gap between online platforms and real-world settings. This integrated approach is a clear value driver, even if it caused a slight dip in gross margin to $\text{67.8\%}$ in Q2 2025 due to structural upgrades. The company supports nearly $\text{10,000}$ institutions through its B2B model. Furthermore, the September 2025 partnership with Cricket Media integrates iHuman content with Reading Stars magazine, offering virtual quizzes to students in $\text{170}$ countries.

Personalized learning paths via AI-driven tutoring and feedback

Artificial Intelligence is baked into the value proposition for personalization. iHuman Inc. (IH) is leveraging AI across its operations to enhance the customer experience. Specific product enhancements show this in action; for example, the iHuman Chinese app added voice features for character pronunciation, which is a form of immediate, personalized feedback that a static textbook can't offer. The company's focus on innovation in products and platforms is intended to drive future performance.

Superior experience that is efficient and relieving for parents

For parents, the value translates into time saved and confidence gained. The efficiency is reflected in the company's cost control, which helped drive net income up $\text{29\%}$ year-over-year in Q2 2025, despite revenue pressure. When you look at the financials, the operational discipline is evident. Here's the quick math on the latest reported quarter:

Metric	Value (Q2 2025)	Context
Revenue	$\text{US\$27.9 million}$ ($\text{RMB200.2 million}$)	Year-over-year decline noted
Gross Profit Margin	$\text{67.8\%}$	Slight drop due to product upgrades
Net Income	$\text{US\$4.5 million}$	Year-over-year growth of $\text{29\%}$
Average Total MAUs	$\text{23.72 million}$	Measure of user reach
Forward P/E Multiple (Estimate)	$\text{8.9x}$	Compared to peer average of $\text{17.3x}$

The focus on operational expenditure reduction-with R&D, sales and marketing, and G&A expenses all falling year-over-year in Q2 2025-is what makes the experience relieving for stakeholders: it shows management is focused on profitable growth, not just top-line vanity metrics. The company has been profitable since $\text{2022}$.

The core value propositions are supported by these numbers:

• Tech-powered products underpin $\text{23.72 million}$ MAUs.
• Engaging content supports a $\text{67.8\%}$ gross margin.
• Offline integration is supported by $\text{10,000}$ institutions.
• AI drives efficiency, leading to $\text{29\%}$ YoY net income growth.
• Parental relief is evidenced by profitability since $\text{2022}$.

Finance: draft $\text{13}$-week cash view by Friday.

iHuman Inc. (IH) - Canvas Business Model: Customer Relationships

You're looking at how iHuman Inc. (IH) manages the connection with its massive user base, which, as of the first quarter of 2025, averaged 26.51 million total monthly active users (MAUs). This scale dictates a multi-tiered approach to keeping those relationships healthy.

Automated, in-app customer service and intelligent voice analysis

For the vast majority of individual users, the relationship is maintained through self-service and automation within the apps. While specific metrics on intelligent voice analysis resolution rates aren't public, the push toward AI in customer experience is a clear industry trend for 2025, suggesting IH is prioritizing quick, automated fixes for common issues. The value proposition itself, like the expanded content library in iHuman Chinese now featuring 1,800 characters, directly reduces the need for support by delivering a richer, less confusing initial experience. Honestly, for millions of users, the best customer service is a product that just works right out of the box.

Community building and engagement via social media (e.g., Xiaohongshu)

Community engagement is critical for maintaining relevance, especially given the June 2025 algorithm update on platforms like Xiaohongshu, which now heavily rewards platform consistency and community engagement metrics. iHuman Inc. must maintain a high level of activity to benefit from the new distribution models. Success here translates directly into organic reach and validation from peer recommendations, which is key in the Chinese consumer market. The focus is on sustained contribution to unlock better traffic rewards, not just one-off campaigns.

Key engagement indicators that drive relationship health include:

• Maintaining a Click-Through Rate (CTR) above 5% on promotional content.
• Achieving an Engagement Rate (ER) above 3% in initial traffic pool trials.
• Consistent posting frequency to satisfy the new algorithm requirements.

Dedicated B2B relationship management for school and distributor sales

The relationship management shifts significantly when dealing with schools and distributors, moving away from the high-volume, low-touch model. This requires dedicated account management to onboard and support partners. A concrete example of this B2B/institutional focus is the international expansion effort, specifically the partnership with Cricket Media in the US. Starting in September 2025, this partnership integrates iHuman's content to make Cricket Media's magazine, Reading Stars, more interactive with virtual quizzes. This signals a high-touch approach to securing and maintaining large-scale distribution and institutional adoption outside of the core China market.

High-touch, customized program development for institutional clients

For major institutional clients, the relationship moves beyond standard product sales to co-development and tailored integration. While specific contract values for these customized programs are proprietary, the strategy is evident in the international push. The goal is to embed iHuman's technology into existing educational frameworks, such as the integration with Reading Stars. This level of customization requires significant Research and Development (R&D) resources, which, based on Q1 2025 results, saw R&D expenses of RMB55.3 million (US$7.6 million) in the prior year period, indicating the investment behind these deeper client relationships.

Here's a quick look at the scale and recent financial context underpinning these customer relationship efforts as of the first half of 2025:

Metric	Value (As of Q1 2025 or Latest Available)	Unit/Context
Average Total MAUs (Q1 2025)	26.51 million	Monthly Active Users
Q1 2025 Revenue	RMB210.4 million (US$29.0 million)	Unaudited Financial Results
iHuman Chinese Content Size	1,800 characters	Expanded from 1,300
Institutional Partnership Example Start Date	September 2025	US Market Integration with Cricket Media
Prior Period R&D Expenses	RMB55.3 million (US$7.6 million)	Related to product enhancement/customization

The sheer volume of users means that even a small percentage requiring high-touch support can strain resources, so the defintely heavy reliance on in-app automation is a necessary operational reality. Finance: draft 13-week cash view by Friday.

iHuman Inc. (IH) - Canvas Business Model: Channels

You're looking at how iHuman Inc. (IH) gets its tech-powered intellectual development products into the hands of its users as of late 2025. The channels are a mix of digital storefronts, direct engagement, and institutional sales.

Major mobile application stores (iOS, Android) for app distribution

The primary route for iHuman Inc.'s software offerings remains the major mobile application stores. The sheer scale of the ecosystem supports this distribution method.

• Global App Downloads projected to reach 299 Billion in 2025.
• Average total Monthly Active Users (MAUs) for iHuman Inc. in the second quarter of 2025 was 23.72 million.
• Average total MAUs for the first quarter of 2025 was 26.51 million.

Content distribution networks for animation and IP licensing

iHuman Inc. leverages its creative output, including animation, through various networks and integrates popular intellectual property (IP) into its learning games. The Kunpeng animation unit is noted for capitalizing on success by introducing merchandise.

The company expanded its product lineup in 2024 by infusing popular IP themes, such as Disney's Frozen, into learning games to boost engagement.

Direct-to-consumer (D2C) through social media marketing

Direct engagement is supported by marketing spend aimed at driving app adoption and engagement, which feeds the MAU base. The company is also expanding internationally, notably in the US through a partnership with Cricket Media.

Sales and marketing expenses for the first quarter of 2025 were RMB41.3 million (US$5.8 million).

Metric	Q1 2025 Value	Q2 2025 Value
Total Revenue (RMB)	210.4 million	200.2 million
Average Total MAUs	26.51 million	23.72 million

Offline sales channels for physical products and devices

iHuman Inc.'s comprehensive suite of products includes smart devices. The company's product portfolio diversification and structural upgrades were cited as contributing to a lower gross margin in Q2 2025 compared to the prior year.

Deferred revenue and customer advances, which can relate to hardware or long-term service contracts, stood at RMB240.0 million (US$33.5 million) as of June 30, 2025.

Direct B2B sales to kindergartens and schools

Direct sales efforts target educational institutions, formalizing the use of iHuman Inc.'s technology in structured learning environments. This channel is seeing specific product deployment.

In the first quarter of 2025, iHuman Inc. developed a customized coding program for Boya School, a private institution in Beijing, utilizing iHuman AI Coder.

Research and development expenses, which support the creation of these specialized B2B offerings, were RMB52.8 million (US$7.4 million) in the second quarter of 2025.

iHuman Inc. (IH) - Canvas Business Model: Customer Segments

You're looking at the customer base for iHuman Inc. (IH) as of the second half of 2025, based on the latest reported figures from their Q1 and Q2 2025 earnings releases.

Parents of children aged 3-8 in China seeking intellectual development represent the core market. This segment is accessed primarily through the company's suite of self-directed apps.

• Average total Monthly Active Users (MAUs) for the first quarter ended March 31, 2025, reached 26.51 million.
• This MAU figure compares to 26.38 million in the first quarter of 2024.
• The product portfolio serving this group includes iHuman Chinese, which expanded its character set to 1,800 by Q1 2025.

Growing international user base, defintely focused on the US market is an area of active expansion. While the primary revenue driver remains domestic, strategic moves indicate a push for global reach.

• Management highlighted overseas user acquisition as a key part of the 2024 strategy.
• The company announced a partnership in September 2025 with Cricket Media to launch Reading Stars.

B2B institutional clients, including kindergartens and private schools form a distinct channel. This segment receives tailored content resources and solutions.

• As of the third quarter ended September 30, 2024, the B2B model supported nearly 10,000 kindergartens and institutions across China.
• In the first quarter of 2025, iHuman Inc. developed a customized coding program for Boya School, a private institution in Beijing.

Distributors and third-party content platforms globally are critical for international scale. These partners help push content and IP outside of the direct-to-consumer model in China.

• In early 2025, London-based Meta Media Entertainment acquired exclusive global distribution rights for the original animation series, Rainbow Crew, outside of China.

Here's a quick look at the scale across the primary user and client groups based on the most recent disclosures:

Customer Segment Focus	Metric	Latest Reported Figure	Reporting Period
Core Consumer (China)	Average Total MAUs	26.51 million	Q1 2025
B2B Institutions (China)	Number of Supported Institutions	Nearly 10,000	Q3 2024
Content Licensing (Global)	Key IP Distribution Deal	Acquired by Meta Media Entertainment	Early 2025

The company's overall user engagement remains high, as evidenced by the MAU growth, but the pressure on consumer spending in China means converting these users efficiently is paramount.

iHuman Inc. (IH) - Canvas Business Model: Cost Structure

You're looking at the expenses that keep iHuman Inc. running, especially how they managed to cut costs while still pushing product development as of their latest reports in late 2025. The focus here is on the hard numbers that make up their operational outlay.

High Research and Development (R&D) Expenses

Research and development remains a significant cost center, though iHuman Inc. achieved notable reductions in Q2 2025. For the second quarter of 2025, R&D expenses were reported at RMB 52.8 million (US$7.4 million). This figure represents a decrease of 7.7% compared to RMB 57.2 million in the second quarter of 2024. This reduction is a key part of their overall cost-saving strategy.

Content Production and IP Creation Costs

While not explicitly itemized as a standalone line item in the primary expense breakdown, the costs associated with content creation and intellectual property are embedded within the Cost of Revenues and R&D. The company noted that the gross margin decline in Q2 2025 was mainly due to the diversification and structural upgrades of the product portfolio. This implies ongoing investment in creating new educational modules and enhancing existing IP, even as overall operating expenses were managed down.

Marketing and User Acquisition Costs to Drive MAU Growth

Sales and marketing expenses saw a substantial cut, reflecting a shift in user acquisition strategy or reduced promotional spend. In Q2 2025, these expenses totaled RMB 41.3 million (US$5.8 million). This was a significant decrease of 19.5% from RMB 51.3 million in the same period last year, which the company attributed to cost savings in marketing activities. For context, Q1 2025 sales and marketing expenses were also RMB 41.3 million (US$5.7 million).

Payroll and Outsourcing Expenses, Though Decreasing Due to Cost Savings

Savings in payroll-related and outsourcing expenses were a primary driver for the reduction in several operating expense categories. Specifically, the decrease in R&D expenses was primarily due to these savings. Similarly, general and administrative expenses also benefited from savings in payroll-related expenses. This focus on efficiency in staffing and external services helped lower the total operating expenditure base.

Costs of Revenues, Including Server and Bandwidth Expenses

The direct costs tied to delivering the service, which include server and bandwidth expenses, are captured in the Cost of Revenues. For the second quarter of 2025, the Cost of Revenues was RMB 64.4 million (US$9.0 million). This was slightly higher than the RMB 63.4 million reported in the same period last year.

Here's a quick look at the breakdown of the total operating expenses for Q2 2025, showing where the money went:

Expense Category	Q2 2025 Amount (RMB)	Q2 2025 Amount (US$)	Year-over-Year Change
Research and Development	52.8 million	7.4 million	Decrease of 7.7%
Sales and Marketing	41.3 million	5.8 million	Decrease of 19.5%
General and Administrative	22.1 million	3.1 million	Decrease of 9.3%
Total Operating Expenses	116.3 million	16.2 million	Decrease of 12.5%

The total operating expenses for Q2 2025 were RMB 116.3 million (US$16.2 million), marking a 12.5% decrease from RMB 132.9 million in Q2 2024.

You can see the cost control efforts clearly in the operating expense structure. It's defintely a focus area for the management team right now.

iHuman Inc. (IH) - Canvas Business Model: Revenue Streams

You're looking at how iHuman Inc. (IH) converts its value proposition into actual cash flow as of late 2025. The revenue generation is a mix of direct consumer sales and institutional partnerships, though the recent macroeconomic environment has presented headwinds.

Total Q2 2025 revenue was RMB 200.2 million, primarily from these streams. This figure represented a 6.9% decrease from RMB 215.1 million in the second quarter of 2024. The primary drivers for this revenue decline were the falling newborn population in China and more conservative consumer spending habits.

Here's a breakdown of the key components contributing to the top line:

The core revenue is driven by the user base of the tech-powered, intellectual development products, which includes self-directed apps and interactive content.

• Subscription fees and in-app purchases from mobile learning apps.
• Sales of physical products and educational devices.

The company is actively diversifying its income sources beyond direct-to-consumer mobile sales. For instance, in Q1 2025, the company achieved 13 consecutive quarters of profitability.

International expansion efforts are materializing into new revenue channels, suggesting growth in content licensing and distribution.

• Content licensing and distribution revenue from overseas deals. The company established a strategic partnership with Cricket Media to strengthen its presence in the U.S. education market during Q2 2025.

The B2B segment, while newer, is a strategic focus area, leveraging their AI capabilities for institutional contracts.

• B2B revenue from customized school programs. iHuman developed a customized coding program for Boya School, a private institution in Beijing, during Q1 2025.

The following table summarizes the most recent reported total revenue figure and its US Dollar equivalent for context:

Metric	Value (RMB)	Value (USD)	Period
Total Revenue	200.2 million	27.9 million	Q2 2025
Revenue (Prior Year Period)	215.1 million	N/A	Q2 2024

The company's cash position as of June 30, 2025, stood at RMB 1,100.1 million (US$153.6 million) in cash, cash equivalents, and short-term investments. This liquidity supports the ongoing development across all revenue-generating product lines.