Datasea Inc. (DTSS): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en rápida evolución de ciberseguridad y análisis de datos, DataSea Inc. (DTSS) surge como un jugador fundamental que reforma la innovación tecnológica en el mercado chino. Esta empresa de vanguardia ha creado meticulosamente un modelo de negocio que integra perfectamente soluciones avanzadas de ciberseguridad, inteligencia artificial y gestión de riesgos empresariales en un marco estratégico integral. Al aprovechar las asociaciones estratégicas, las tecnologías propietarias y una comprensión profunda de los desafíos de transformación digital, DataSea Inc. se está posicionando como un facilitador crítico para las agencias gubernamentales, las instituciones financieras y las empresas de tecnología que buscan estrategias de protección digital sólidas e inteligentes.

DataSea Inc. (DTSS) - Modelo de negocio: asociaciones clave

Colaboración estratégica con firmas de ciberseguridad china

A partir de 2024, DataSea Inc. ha establecido asociaciones estratégicas con las siguientes empresas de ciberseguridad:

Empresa asociada	Enfoque de asociación	Año de colaboración
SangFor Technologies	Soluciones de seguridad de red	2022
Grupo Venustech	Infraestructura de ciberseguridad	2023

Asociaciones tecnológicas en análisis de datos e IA

DataSea Inc. ha desarrollado asociaciones tecnológicas con las siguientes organizaciones:

• Tencent Cloud Intelligence
• Centro de investigación de Baidu AI
• Huawei Cloud Computing

Pareja	Colaboración tecnológica	Monto de la inversión
Tencent Cloud Intelligence	Algoritmos de aprendizaje automático	$ 2.5 millones
Centro de investigación de Baidu AI	Plataformas de aprendizaje profundo	$ 1.8 millones

Conexiones del ecosistema de tecnología vinculada al gobierno

DataSea Inc. mantiene asociaciones con iniciativas de tecnología gubernamental:

• Comisión Municipal de Ciencia y Tecnología de Beijing
• Administración de Ciberseguridad de China
• Centro de Investigación de Desarrollo de Informatización Nacional

Asociaciones de investigación con instituciones académicas

Institución académica	Enfoque de investigación	Duración de la asociación
Universidad de Tsinghua	Investigación de inteligencia artificial	2022-2025
Universidad de puestos y telecomunicaciones de Beijing	Estudios de seguridad de red	2023-2026

DataSea Inc. (DTSS) - Modelo de negocio: actividades clave

Desarrollo de soluciones avanzadas de ciberseguridad

DataSea Inc. se centra en crear tecnologías de seguridad cibernética sofisticadas con parámetros específicos:

Métrico	Valor
Inversión anual de I + D	$ 1.2 millones
Solicitudes de patentes de ciberseguridad	7 en 2023
Ciclo de desarrollo de soluciones de ciberseguridad	8-12 meses

Ingeniería de la plataforma de análisis de big data

El desarrollo de la plataforma implica procesos tecnológicos complejos:

• Capacidad de procesamiento de datos: 500 terabytes por día
• Tasa de integración del algoritmo de aprendizaje automático: 3 algoritmos nuevos por trimestre
• Escalabilidad de infraestructura en la nube: implementación de múltiples regiones

Desarrollo de tecnología de inteligencia artificial

Métrica de desarrollo de IA	Datos cuantitativos
Tamaño del equipo de investigación de IA	12 ingenieros especializados
Inversión anual de tecnología de IA	$ 2.5 millones
Iteraciones de entrenamiento de modelos de IA	276 completado en 2023

Creación de software de gestión de riesgos empresariales

Decuestros de desarrollo de software de gestión de riesgos:

• Normas de cumplimiento del software: NIST, ISO 27001
• Tasa de incorporación del cliente empresarial: 4-6 clientes por trimestre
• Capacidades de personalización de software: 85% de adaptabilidad

DataSea Inc. (DTSS) - Modelo de negocio: recursos clave

Tecnologías de software de seguridad cibernética patentada

A partir del cuarto trimestre de 2023, DataSea Inc. informó los siguientes activos de tecnología:

Categoría de tecnología	Número de soluciones patentadas	Estado de patente
Software de ciberseguridad	7 plataformas de software únicas	4 patentes registradas
Algoritmos de seguridad impulsados ​​por IA	3 algoritmos especializados	2 solicitudes de patentes pendientes

Ciencia de datos especializados y talento de ingeniería de IA

Composición de la fuerza laboral a diciembre de 2023:

• Total de empleados: 62
• Científicos de datos: 18
• Ingenieros de IA: 15
• Especialistas de ciberseguridad: 12
• Experiencia técnica promedio: 6.4 años

Cartera de propiedades intelectuales

Tipo de IP	Recuento total	Valor estimado
Patentes registradas	6	$ 1.2 millones
Aplicaciones de patentes pendientes	4	$750,000

Infraestructura de la computación en la nube e infraestructura de datos

Inversión de infraestructura a partir de 2023:

• Presupuesto total de infraestructura de la nube: $ 875,000
• Capacidad de almacenamiento en la nube: 247 terabytes
• Modelo de implementación de la nube híbrida
• Costo de mantenimiento de infraestructura anual: $ 215,000

Capacidades de investigación y desarrollo

I + D Métrica	Valor 2023
Gastos anuales de I + D	$ 1.4 millones
Tamaño del equipo de I + D	22 profesionales
Nuevos ciclos de desarrollo de productos	2-3 por año

DataSea Inc. (DTSS) - Modelo de negocio: propuestas de valor

Soluciones integradas de ciberseguridad y análisis de datos

DataSea Inc. ofrece soluciones integrales de ciberseguridad con las siguientes especificaciones:

Categoría de soluciones	Ofrenda específica	Penetración del mercado
Seguridad empresarial	Detección de amenazas avanzadas	Cuota de mercado del 12,5% en el segmento empresarial chino
Protección de datos	Tecnologías de cifrado	8,3 millones de puntos finales empresariales asegurados

Tecnologías avanzadas de detección de amenazas

Las capacidades de detección de amenazas de DataSea incluyen:

• Identificación de malware en tiempo real
• Detección de anomalías con IA
• Evaluación de riesgos de ciberseguridad predictiva

Plataformas de gestión de riesgos empresariales personalizables

Característica de la plataforma	Nivel de personalización	Costo de implementación
Módulo de evaluación de riesgos	90% configurable	Implementación promedio de $ 45,000
Monitoreo de cumplimiento	85% adaptable	$ 32,500 suscripción anual

Herramientas de transformación digital rentable

Soluciones de transformación digital con las siguientes métricas:

• Tiempo de implementación promedio: 3.2 meses
• Reducción de costos: 27% en comparación con los métodos tradicionales
• ROI dentro de 6-9 meses

Protección de datos mejorada para empresas chinas

Categoría de protección	Cobertura	Nivel de seguridad
Seguridad de la red	Más de 2,500 clientes empresariales	Estándar de cifrado de 256 bits
Prevención de violación de datos	Tasa de intercepción de amenazas del 99.7%	Certificado por la Asociación China de Ciberseguridad

DataSea Inc. (DTSS) - Modelo de negocios: relaciones con los clientes

Compromiso de ventas empresarial directo

A partir del cuarto trimestre de 2023, DataSea Inc. reportó $ 1.2 millones en ingresos de ventas de empresas directas. La compañía se enfoca en enfoques de ventas específicos para soluciones tecnológicas.

Métrico de ventas	Valor
Ingresos de ventas empresariales	$1,200,000
Valor de contrato promedio	$85,000
Recuento de clientes empresariales	14

Soporte técnico y servicios de consulta

DataSea proporciona soporte técnico dedicado con las siguientes características:

• Disponibilidad de soporte técnico 24/7
• Equipo de apoyo dedicado de 6 especialistas técnicos
• Tiempo de respuesta promedio: 2.5 horas

Estrategias de implementación personalizadas

Métrica de implementación	Valor
Proyectos de implementación personalizados	8
Duración promedio del proyecto	3.2 meses
Ingresos de implementación	$450,000

Enfoque de asociación tecnológica a largo plazo

DataSea mantiene Asociaciones tecnológicas a largo plazo con clientes empresariales clave, con una duración promedio de asociación de 2.7 años.

Interacción del cliente de la plataforma digital

• Portal de clientes en línea Usuarios activos: 72
• Frecuencia de interacción digital: 4.5 interacciones por mes por cliente
• Calificación de satisfacción del cliente a través de plataformas digitales: 4.2/5

DataSea Inc. (DTSS) - Modelo de negocio: canales

Equipo de ventas de Enterprise Direct

A partir del cuarto trimestre de 2023, DataSea Inc. reportó 7 representantes de ventas empresariales dedicados dirigidos a los mercados de tecnología y ciberseguridad.

Métrica del equipo de ventas	Valor
Representantes de ventas empresariales totales	7
Duración del ciclo de ventas promedio	45-60 días
Industrias objetivo	Tecnología, ciberseguridad, gobierno

Plataforma de tecnología en línea

DataSea mantiene una plataforma digital con tráfico mensual del sitio web de aproximadamente 12.500 visitantes únicos.

• Dominio del sitio web: DataSea.com
• Características de la plataforma: demostraciones de productos, documentación técnica
• Visitantes mensuales del sitio web único: 12,500

Conferencias tecnológicas y eventos de la industria

En 2023, DataSea participó en 6 principales conferencias de tecnología.

Tipo de evento	Número de eventos	Peques estimados generados
Principales conferencias tecnológicas	6	87
Simposios de ciberseguridad	3	42

Marketing digital y presencia en la web

El presupuesto de marketing digital para 2023 fue de $ 215,000, con un enfoque en la publicidad en línea específica.

• Presupuesto anual de marketing digital: $ 215,000
• Canales primarios: LinkedIn, Google Ads, plataformas específicas de la industria
• Tasa de conversión: 2.3%

Referencias de socios de tecnología estratégica

DataSea ha establecido asociaciones con 12 empresas de integración de tecnología.

Categoría de socio	Número de socios	Contribución de ingresos de referencia
Empresas de integración de tecnología	12	18% de los ingresos totales
Consultores de ciberseguridad	5	7% de los ingresos totales

DataSea Inc. (DTSS) - Modelo de negocio: segmentos de clientes

Agencias gubernamentales chinas

A partir de 2024, DataSea Inc. se dirige a los segmentos de infraestructura de ciberseguridad y tecnología del gobierno con enfoque específico en:

Tipo de agencia	Penetración estimada del mercado	Presupuesto de tecnología anual
Administración Nacional de Ciberseguridad	12.5%	$ 47.3 millones
Departamentos de Tecnología Provincial	8.7%	$ 32.6 millones

Departamentos de tecnología empresarial de grandes

DataSeA se dirige a segmentos de tecnología empresarial con soluciones especializadas:

• Empresas estatales: 15 clientes principales
• Valor anual del contrato: $ 2.4 millones por empresa
• Tasa de éxito de integración de tecnología: 76.3%

Instituciones de servicios financieros

Soluciones de ciberseguridad para el sector financiero:

Tipo de institución	Número de clientes	Contrato anual promedio
Grandes bancos	7	$ 1.9 millones
Compañías de seguros	4	$ 1.2 millones

Organizaciones centradas en la ciberseguridad

Segmento de mercado de ciberseguridad especializada:

• Mercado total direccionable: $ 124.5 millones
• Cuota de mercado actual: 3.6%
• Tasa de crecimiento proyectada: 22.7% anual

Empresas de tecnología de escala media a grande

Distribución del cliente del sector tecnológico:

Tamaño de la empresa	Número de clientes	Valor de contrato promedio
Empresas de tecnología de tamaño mediano	22	$870,000
Grandes corporaciones tecnológicas	8	$ 2.1 millones

DataSea Inc. (DTSS) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

Para el año fiscal 2023, DataSea Inc. reportó gastos de I + D de $ 1,243,000, lo que representa el 15.7% de los gastos operativos totales.

Año fiscal	Gastos de I + D	Porcentaje de gastos operativos
2023	$1,243,000	15.7%

Adquisición de talento de ingeniería de software

Los costos anuales de reclutamiento y adquisición de talento para puestos de ingeniería de software totalizaron $ 687,500 en 2023.

• Salario promedio de ingeniero de software: $ 112,000
• Costos de reclutamiento e incorporación por ingeniero: $ 35,500
• Gastos totales relacionados con la contratación: $ 687,500

Mantenimiento de la infraestructura tecnológica

Los gastos de mantenimiento de la infraestructura tecnológica para 2023 fueron de $ 952,000.

Componente de infraestructura	Costo de mantenimiento anual
Servicios en la nube	$412,000
Mantenimiento de hardware	$276,000
Seguridad de la red	$264,000

Gastos de marketing y ventas

Los gastos de marketing y ventas para 2023 ascendieron a $ 1,104,000.

• Marketing digital: $ 456,000
• Compensación del equipo de ventas: $ 392,000
• Campañas publicitarias: $ 256,000

Costos de cumplimiento y adaptación regulatoria

Los gastos relacionados con el cumplimiento para 2023 fueron de $ 423,000.

Categoría de cumplimiento	Costo anual
Consultoría legal	$187,000
Informes regulatorios	$136,000
Software de cumplimiento	$100,000

DataSea Inc. (DTSS) - Modelo de negocio: flujos de ingresos

Licencias de software empresarial

DataSea Inc. informó ingresos por licencia de software empresarial de $ 1,243,000 para el año fiscal 2023.

Categoría de licencias	Ingresos anuales	Costo de licencia promedio
Software de nivel empresarial	$1,243,000	$ 87,500 por licencia

Suscripciones de soluciones de ciberseguridad

Los ingresos por suscripción de ciberseguridad para DataSea Inc. totalizaron $ 2,156,000 en 2023.

Nivel de suscripción	Ingresos anuales	Suscripción mensual promedio
Nivel básico	$456,000	$ 380 por mes
Nivel avanzado	$1,700,000	$ 1,420 por mes

Servicios de consultoría profesional

Los servicios de consultoría generaron $ 3,450,000 en ingresos para el año fiscal 2023.

• Consultoría de ciberseguridad: $ 1,725,000
• Consultoría de estrategia de datos: $ 1,045,000
• Consultoría de implementación de tecnología: $ 680,000

Tarifas de la plataforma de análisis de datos

La plataforma de análisis de datos generó $ 1,876,000 en ingresos recurrentes durante 2023.

Tipo de plataforma	Ingresos anuales	Costo de plataforma promedio
Plataforma de análisis de datos empresariales	$1,876,000	$ 156,333 por plataforma

Soporte de implementación de tecnología

Los servicios de soporte de implementación de tecnología contribuyeron con $ 987,000 a los ingresos totales en 2023.

• Soporte de implementación en el sitio: $ 587,000
• Servicios de implementación remota: $ 400,000

Datasea Inc. (DTSS) - Canvas Business Model: Value Propositions

You're looking at the core things Datasea Inc. (DTSS) offers that customers actually pay for, based on their late 2025 structure. It's a dual-engine approach, mixing high-tech digital services with specialized acoustic hardware and solutions.

High-margin, customized 5G+AI digital transformation solutions

This is clearly the bulk of the business. For the fiscal year ended June 30, 2025, the AI Multimodal Digitalization segment delivered revenue of $70.68 million, which was a $199.49\%$ increase year-over-year. This segment is where you see the push for higher margins through standardized platform offerings and customized solutions, moving away from pure scale. The most recent data, for the first quarter of fiscal year 2026 (ended September 30, 2025), shows this segment still generated $13.32 million in revenue, with new vertical solutions contributing approximately USD $0.92 million (RMB $6.53$ million).

Here's the quick math on the FY2025 segment contribution:

Business Segment	FY 2025 Revenue (USD)	Year-over-Year Growth
AI Multimodal Digitalization	$70.68 million	$199.49\%$
Acoustic High-Tech Solutions	$0.5 million (RMB 3.7 million)	Shift from single hardware sales

What this estimate hides is the success of the margin pivot; the overall gross margin improved to $8.46\%$ in Q1 FY2026 from just $0.93\%$ in the prior year's quarter, driven by these higher-margin tech products.

Non-invasive acoustic health solutions (neuro-regulation, cosmetology)

Datasea Inc. is actively developing applications here, leveraging its ultrasonic, infrasound, and directional sound technology. The strategic shift in the acoustic business is evident in the revenue mix; for FY2025, the company recorded revenue of US\$ $0.5$ million (RMB $3.7$ million) specifically from comprehensive acoustic solutions, signaling a move away from just selling hardware. The focus is on the 'Detection-Analysis-Diagnosis-Intervention' pathway, particularly in 'acoustics + neuro-regulation' for things like brain-computer interfaces and neural signal intervention. This value proposition is supported by a growing physical footprint.

• Deployed acoustic products into 463 beauty and health stores across China as of the FY2025 reporting.
• The company is entering the health intelligent wearables market.

Ultrasonic technology for sterilization and environmental management

While the specific revenue for sterilization products isn't broken out separately from the total Acoustic High-Tech segment revenue of $0.5$ million (US\$) for FY2025, the technology itself is mentioned as a core component used to combat viruses and prevent human infections. The investment in the underlying technology is reflected in the balance sheet; intangible assets, which include patents, grew to $3.50 million in FY2025, a $540.3\%$ increase from the prior year, reflecting the success of their 'asset-light, high-value' transformation.

Enhanced communication and precision marketing via 5G messaging

This falls under the broader AI Multimodal Digitalization segment, which includes 5G SMS, 5G MMCP, and 5G multi-media video messaging services, alongside smart city and security solutions. The value here is in providing these digital communication tools to enterprise and retail customers. The company is focusing on expanding recurring revenue from 'SaaS Subscriptions + Customized Solutions' within this area to ensure stickiness. The overall FY2025 revenue of $71.62 million shows the scale achieved in this digital communications space.

If you're looking at the most recent quarter (Q1 FY2026), the 5G+AI segment revenue was $13.32 million out of total revenue of $13.81 million. Finance: draft 13-week cash view by Friday.

Datasea Inc. (DTSS) - Canvas Business Model: Customer Relationships

Long-term contracts with major clients like Qingdao Ruizhi Yixing

Datasea Inc. secured two new service agreements in May 2025, totaling up to $100 million over a 12-month period, with one being a renewal with Qingdao Ruizhi Yixing Information Technology Co., Ltd.. Each of these agreements is valued at up to $50 million. The relationship with Qingdao Ruizhi Yixing shows significant stickiness, as this client alone contributed over $38.3 million in revenue during the first nine months of fiscal year 2025. This is an evolution from a prior estimated 12-month contract with the same client valued at $30 million signed in August 2024. The total number of core clients for Datasea Inc. increased from eight to 15 large enterprises in fiscal year 2025.

Dedicated technical support for customized AI solutions

The service agreements mandate the delivery of customized 5G-AI digital services, which include AI-powered communication tools and data top-up solutions. This focus on customized delivery supports the strategic shift from single hardware sales to high-margin solution products and services. The AI multimodal digitalization segment, which relies on these customized solutions, generated revenue of $70.68 million in fiscal year 2025.

Planned expansion of recurring SaaS-based subscription services

Datasea Inc. is actively planning to expand its recurring revenue base going into fiscal year 2026. The strategy involves expanding revenue from 'SaaS Subscriptions + Customized Solutions'. New vertical solutions, which are part of this high-margin push, generated revenue of approximately RMB 8.9 million (US$ 1.24 million) in fiscal year 2025. For the first fiscal quarter ended September 30, 2025, these new vertical solutions realized revenue of RMB 6.53 million (around USD 0.92 million).

Direct sales and service for enterprise clients

The AI multimodal digitalization business segment was the core revenue driver, achieving total revenue of $70.68 million in fiscal year 2025, representing a year-over-year increase of 199.49%. The acoustic high-tech segment is also building a robust B2B sales network, deploying its products into 463 beauty and health stores, moving beyond its B2C focus. The company's fiscal year 2025 revenue reached a record $71.62 million, up 198.7% from fiscal year 2024's $23.97 million.

The following table summarizes key customer-related financial metrics for Datasea Inc. for the latest reported periods:

Metric	Value (USD)	Period/Context	Source of Relationship
Total Contract Value Secured	$100 million	May 2025, 12-month agreements	Qingdao Ruizhi Yixing & Qingdao Dong'an
Revenue from Qingdao Ruizhi Yixing	Over $38.3 million	First nine months of FY2025	Long-term contract renewal
AI Multimodal Segment Revenue	$70.68 million	Fiscal Year Ended June 30, 2025	Enterprise client service delivery
New Vertical Solutions Revenue	$0.92 million	Q1 Fiscal 2026 (ended Sept 30, 2025)	Expansion of customized solutions
Total Core Clients	15	As of FY2025 end	Enterprise client base growth
Acoustic Products Deployed in B2B Network	463	As of FY2025 end	Direct sales and service network

The gross profit for the first quarter of fiscal 2026 (ended September 30, 2025) was $1.17 million, a 5.9x increase from the $0.02 million reported in Q1 fiscal 2025.

• AI-enabled interaction platforms provided under new contracts.
• Precision marketing systems for enterprise needs.
• Real-time data Top-up operations services.
• SME digitalization and digital rural services.

The company's gross margin improved to 8.46% in Q1 fiscal 2026, up from 0.93% in Q1 fiscal 2025.

Datasea Inc. (DTSS) - Canvas Business Model: Channels

The Channels block for Datasea Inc. (DTSS) in late 2025 is defined by a dual-engine approach, primarily serving the Chinese market through direct enterprise relationships for digital services and a growing B2B network for acoustic products.

Direct sales force for large-scale enterprise contracts

The primary channel for the AI Multimodal Digitalization segment relies on direct engagement for securing substantial, long-term enterprise contracts. This direct sales effort targets major clients within China's digital infrastructure space.

• Core clients for AI Multimodal Digitalization grew from eight to 15 large enterprises in fiscal year 2025.
• Several of these key enterprise clients each contributed over $10 million in annual revenue during fiscal year 2025.
• The total revenue from the AI Multimodal services segment for fiscal year 2025 reached $70.68 million.

B2B sales network for acoustic products (e.g., beauty/health stores)

The acoustic high-tech business utilizes a B2B network for product placement, moving beyond direct-to-consumer sales. This channel focuses on integrating acoustic products into established retail environments.

Acoustic Product Channel Metric	Value (FY2025)
Total FY2025 Acoustic High-Tech Revenue	$0.94 million
Acoustic Products Deployed in B2B Network	463 beauty and health stores
Comprehensive Acoustic Solutions Revenue (FY2025)	US$ 0.5 million (RMB 3.7 million)

The strategic shift here is from selling single hardware units to delivering high-margin solution products and services through this network.

Cloud platform for 5G multimodal digital services

The delivery mechanism for the dominant digital segment is the proprietary cloud platform, which supports both large contracts and newer, scalable offerings. This platform is the core infrastructure for service delivery.

• The platform expands recurring revenue through a model combining 'SaaS Subscriptions + Customized Solutions'.
• Newly commercialized vertical solutions, including SME services, digital rural platforms, and new media marketing systems, generated revenue of approximately US$ 1.24 million (RMB 8.9 million) in fiscal year 2025.
• The AI Multimodal Digitalization segment accounted for 98.69% of the total $71.62 million revenue for the full fiscal year 2025.

U.S. subsidiary for North American market entry

Datasea Acoustics LLC, the wholly owned U.S. subsidiary established in July 2023, serves as the dedicated channel for North American market penetration and patent deployment. This channel is focused on future international expansion rather than current significant revenue contribution.

U.S. Subsidiary Focus Area	Status/Plan (Late 2025)
Entity Name	Datasea Acoustics LLC
Market Entry Strategy	Promoting distribution of acoustic products and patent deployment
Channel Development	Working with US partners to expand local channels

The international strategy involves advancing patent collaboration and technology acquisitions with North American partners to build global market barriers.

Datasea Inc. (DTSS) - Canvas Business Model: Customer Segments

You're looking at the customer base for Datasea Inc. (DTSS) as of late 2025, which is clearly split between its two core engines: AI Multimodal Digitalization and Acoustic High-Tech.

The Enterprises and SMEs seeking AI multimodal digitalization represent the overwhelming majority of the business volume. For the fiscal year ended June 30, 2025, this segment generated revenue of $70.68 million, which was a growth of 199.49% year-over-year. This indicates that enterprises, likely in China given the reporting context, are rapidly adopting their proprietary AI platform for standardized and customized solutions integrating text, voice, image, and video analysis. Even in the most recent reported quarter, Q1 Fiscal 2026 (ended September 30, 2025), the 5G+AI multimodal digital segment brought in $13.32 million of the total $13.81 million revenue. Also, new vertical solutions within this segment contributed approximately $0.92 million (RMB 6.53 million) in that quarter alone. That's where the real scale is right now.

The Public sector for smart city and smart security solutions is a key user group for the AI digitalization side, though specific revenue is bundled. Datasea Inc. provides smart city solutions for residential communities, schools, and commercial enterprises, and smart security solutions primarily to schools, tourist or scenic attractions, and public communities. This aligns with the AI platform's capabilities for real-time analysis across various data types in public infrastructure.

For the Healthcare and cosmetology industries (acoustic applications), the revenue contribution is smaller but strategically important as they shift toward high-margin solutions. In fiscal year 2025, the comprehensive acoustic solutions segment recorded revenue of RMB 3.7 million, which converts to about $0.5 million USD. This reflects a strategic pivot from just selling hardware to offering higher-margin solutions. The company is actively pushing its acoustic intelligence, which includes ultrasonic sterilization and neuro-regulation, into these areas. They have successfully deployed acoustic products into 463 beauty and health stores by the end of FY2025, building out a B2B network beyond direct consumer sales.

Finally, the segment for Individual users for advanced acoustic products is intertwined with the B2B acoustic deployment, but the company is also focused on creating new growth opportunities in non-pharmacological health management using technologies like low-intensity focused ultrasound and brain-computer interface integration. They secured a landmark agreement for their first acoustic wearable technology contract in September 2025, signaling a direct push toward the consumer or individual-use market, which is part of a market potentially valued at $1 trillion. Here's the quick math: FY2025 total revenue was $71.62 million, but the acoustic portion was only about $0.5 million.

You can see the revenue split clearly in the table below, using the most recent full fiscal year data:

Customer Segment Focus	Primary Business Segment	FY 2025 Revenue (USD)	FY 2025 YoY Growth
Enterprises/SMEs (AI Digitalization)	AI Multimodal Digitalization	$70.68 million	199.49%
Public Sector (Smart City/Security)	AI Multimodal Digitalization	(Included in above)	N/A
Healthcare/Cosmetology (Acoustic Solutions)	Acoustic High-Tech	Approx. $0.5 million	N/A (Strategic Shift)
Individual Users (Advanced Acoustics)	Acoustic High-Tech	(Implied/Future Focus)	N/A

The company's strategic direction is heavily weighted toward the enterprise AI side, but the acoustic segment is targeting specific high-value applications. The acoustic segment is prioritizing applications in:

• Healthcare
• Beauty
• Intelligent wearable devices
• Environmental management
• Industrial and agricultural sectors

If onboarding for the acoustic solutions into new B2B channels like those 463 stores takes longer than expected, the revenue contribution will lag behind the AI segment's growth rate. Finance: draft 13-week cash view by Friday.

Datasea Inc. (DTSS) - Canvas Business Model: Cost Structure

You're looking at the cost side of Datasea Inc. (DTSS) as they push hard into AI and acoustic tech. The numbers from the fiscal year ended June 30, 2025, show where the money was going before their stated pivot to higher margins really took hold.

Significant R&D costs for AI and acoustic technology development are a core part of the structure, fueling the dual-engine approach of AI multimodal digitalization and acoustic high-tech products. For the full fiscal year 2025, Datasea Inc. reported Research and development expenses totaling $914,996. This investment supports their work in areas like brain-computer interfaces and comprehensive acoustic solutions.

Cost of revenue, strategically reduced for low-margin services is a clear theme, especially when looking at the transition period. For fiscal year 2025, the Cost of revenues was $69,172,872 against total revenues of $71,616,820, resulting in a gross profit of $2,443,948. This reflects the cost base before the deliberate pruning of low-margin operations mentioned in their subsequent quarterly reports. To see the effect of this strategy, note that in the first quarter of fiscal 2026, the gross margin improved sharply to 8.46% from 0.93% in the prior year period, driven by this reduction in low-margin services.

Sales and marketing expenses for global and B2B expansion are tracked under operating expenses. For fiscal year 2025, Selling expenses were reported as $1,980,224. This spend supports both the existing AI multimodal digital segment and the push for global expansion, such as the entry into U.S. markets via Datasea Acoustics LLC.

The overall financial outcome for the period reflects the investment phase. The Operating loss for FY2025 was $5,154,715. This loss from operations came after total operating expenses reached $7,598,663 for the year.

Here's a breakdown of the key cost components for Datasea Inc. for the fiscal year ended June 30, 2025:

Cost/Expense Category	Amount (USD)
Total Revenue	$71,616,820
Cost of Revenues	$69,172,872
Gross Profit	$2,443,948
Research and Development Expenses	$914,996
Selling Expenses (Sales & Marketing)	$1,980,224
General and Administrative Expenses	$4,703,443
Total Operating Expenses	$7,598,663
Loss from Operations (Operating Loss)	($5,154,715)

The cost structure is heavily weighted toward the cost of generating the record revenue, but the operating expenses show the investment in the future:

• Research and Development: $914,996
• Selling: $1,980,224
• General and Administrative: $4,703,443

The company achieved adjusted net income breakeven in the fourth quarter of fiscal 2025, signaling a change in cost management focus moving into the next fiscal year.

Datasea Inc. (DTSS) - Canvas Business Model: Revenue Streams

You're looking at the revenue side of Datasea Inc. (DTSS) for the fiscal year ending June 30, 2025. It's clear the business model is heavily weighted toward one engine right now, but the other is showing strategic growth.

The total revenue for fiscal year 2025 hit $71.62 million, which was a massive jump of 198.7% compared to the $23.97 million reported in fiscal year 2024. That growth is what really matters when assessing the model's near-term viability.

Here is the breakdown of where that top-line number came from, showing the concentration in the AI segment.

Revenue Stream Segment	FY2025 Revenue (USD)	Year-over-Year Growth
AI Multimodal Digitalization	$70.68 million	199.49%
Acoustic Comprehensive Solutions	$0.5 million	N/A (Strategic Shift)
Total Company Revenue	$71.62 million	198.7%

The AI multimodal digital services revenue is the dominant stream, clocking in at $70.68 million for FY2025. This segment is powered by their proprietary AI platform, delivering both standardized platform offerings and customized solutions across various industries. This revenue stream is what drove the overall performance.

For the Customized 5G+AI solutions and long-term service contracts, you see this reflected in the AI segment's growth and the expansion of their client base. The company noted that its number of core clients grew from eight to 15 large enterprises during the year. Furthermore, new high-margin customized solutions, like SME services and digital rural platforms, emerged as a new growth driver, contributing approximately RMB 8.9 million (US$ 1.24 million) in revenue.

The Sales of acoustic high-tech products and comprehensive solutions stream is smaller but represents a strategic move toward higher-margin offerings. Revenue from comprehensive acoustic solutions was recorded at RMB 3.7 million (US$ 0.5 million). This signals a deliberate shift away from just selling hardware toward providing solutions.

You should also note the progress in market penetration for the acoustic side:

• Deployed acoustic products into 463 beauty and health stores.
• This expansion moves Datasea Inc. beyond its initial B2C focus into a more robust B2B sales network.
• The company is advancing R&D in areas like brain-computer interfaces and cardiac signal intervention.

Finally, the profitability metric tied to these revenue streams is the Gross profit for FY2025, which reached $2.44 million. This is a 415.5% increase from the $0.47 million in gross profit from the prior fiscal year. That margin improvement suggests the revenue mix is successfully tilting toward those higher-value, technology-driven services you're tracking.

Finance: draft 13-week cash view by Friday.