UCLOUDLink Group Inc. (UCL): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução das telecomunicações globais, o UCLOUDLink Group Inc. (UCL) surge como uma força transformadora, pioneira a tecnologia inovadora de SIM em nuvem que redefine a conectividade móvel entre as fronteiras. Ao preencher perfeitamente redes internacionais e oferecer soluções flexíveis e econômicas, essa empresa dinâmica está revolucionando como as empresas e os viajantes experimentam comunicação sem fio em um mundo cada vez mais interconectado. Seu modelo de modelo de negócios exclusivo revela uma abordagem sofisticada para resolver desafios complexos de telecomunicações, tornando -os um participante fundamental no ecossistema de conectividade digital.

UCLOUDLink Group Inc. (UCL) - Modelo de negócios: Parcerias -chave

Operadores de rede móvel parcerias

A UCLOUDLINK estabeleceu parcerias com operadores de rede móvel em vários países:

Região	Número de operadores	Tipo de parceria
Ásia -Pacífico	37	Soluções de roaming e conectividade
Europa	22	Serviços globais de dados móveis
América do Norte	15	Serviços de rede baseados em nuvem

Provedores de serviços em nuvem e infraestrutura de telecomunicações

As principais parcerias de infraestrutura incluem:

• Amazon Web Services (AWS)
• Microsoft Azure
• Plataforma do Google Cloud
• Cloud Alibaba

Fabricantes de hardware de tecnologia

Parcerias estratégicas de fabricação de hardware:

Fabricante	Foco em parceria	Valor anual de colaboração
Tecnologias Huawei	Equipamento de rede 5G	US $ 12,5 milhões
ZTE Corporation	Dispositivos de conectividade móvel	US $ 8,3 milhões
Qualcomm	Desenvolvimento de chipset sem fio	US $ 6,7 milhões

Desenvolvedores de soluções de roaming e conectividade

Rede de Parceria de Conectividade Especializada:

• BICS (transportadora internacional da Bélgica)
• Truphone
• Transatel
• Vodafone Global Enterprise

Parceiros de conformidade regulatória de telecomunicações internacionais

Rede de parceria de conformidade que cobre estruturas regulatórias:

Região	Órgãos regulatórios	Cobertura de conformidade
União Europeia	Parceiros de conformidade com GDPR	15 entidades regulatórias
Ásia -Pacífico	Autoridades reguladoras de telecomunicações	22 reguladores nacionais
América do Norte	FCC e reguladores estaduais	47 acordos de nível estadual

UCLOUDLink Group Inc. (UCL) - Modelo de negócios: Atividades -chave

Serviços globais de conectividade de dados móveis

Em 2023, a UCloudLink relatou fornecer serviços de conectividade de dados móveis em mais de 140 países com 3,86 milhões de usuários globais.

Métrica de serviço	2023 dados
Cobertura global total	Mais de 140 países
Usuários ativos totais	3,86 milhões
Tráfego anual de dados	428.5 Petabytes

Desenvolvimento da tecnologia sim sim

A UCloudLink investiu US $ 12,7 milhões em R&D do Cloud SIM durante 2023, resultando em 37 novas patentes de tecnologia.

• Investimento total de P&D: US $ 12,7 milhões
• Novas patentes de tecnologia: 37
• Regiões de implantação do Cloud Sim: 52 países

Soluções de rede sem fio transfronteiriças

A empresa gerou receita de US $ 48,3 milhões a partir de soluções sem fio transfronteiriça em 2023.

Métricas de solução transfronteiriça	2023 desempenho
Receita total	US $ 48,3 milhões
Clientes corporativos	1,247
Velocidade de conectividade de rede	Até 5g

IoT e gerenciamento de conectividade corporativa

A conectividade gerenciada do UCLOUDLINK para 214.000 dispositivos IoT corporativos em 2023.

• Dispositivos IoT da Enterprise Total: 214.000
• Média de conectividade mensal tempo de atividade: 99,94%
• Receita da solução da IoT: US $ 22,6 milhões

Pesquisa e desenvolvimento de tecnologias inovadoras de telecomunicações

A empresa alocou 18,7% da receita total à pesquisa de tecnologia de telecomunicações em 2023.

Métricas de P&D	2023 dados
Despesas de P&D	US $ 37,5 milhões
Porcentagem de receita	18.7%
Pessoal de pesquisa	327 funcionários

UCLOUDLink Group Inc. (UCL) - Modelo de negócios: Recursos -chave

Plataforma de tecnologia Sim em Cloud Sim

A plataforma de tecnologia sim sim sim de nuvem do UCLOUDLINK INCLUI::

• 1cloud Technology Platform desenvolvido internamente
• Cobertura global de rede em mais de 140 países
• Recursos de troca de rede em tempo real

Métrica de tecnologia	Especificação
Aplicações de patentes	68 patentes concedidas
Investimento em tecnologia	US $ 12,3 milhões de despesas de P&D em 2022
Velocidade de conexão do SIM de nuvem	Até 4G LTE Speeds

Infraestrutura de rede de telecomunicações internacionais

A infraestrutura de rede abrange:

• Parcerias de roaming global com mais de 300 operadoras móveis
• Data centers multi-regionais na Ásia e Europa
• Conectividade de rede redundante

Propriedade intelectual e patentes

Categoria de patentes	Contagem total
Portfólio total de patentes	87 patentes
Patentes concedidas	68 patentes
Aplicações de patentes pendentes	19 APLICAÇÕES

Talento de engenharia técnica

Composição da força de trabalho:

• Total de funcionários: 302 (a partir de 2022)
• Equipe de engenharia: 156 profissionais
• Doutores de doutorado em engenharia: 22

Acordos e parcerias de roaming globais

Métrica de Parceria	Quantidade
Parcerias da operadora móvel	300 mais de operadores
Cobertura geográfica	Mais de 140 países
Investimento anual de parceria	US $ 3,7 milhões

UCLOUDLink Group Inc. (UCL) - Modelo de Negócios: Proposições de Valor

Conectividade global de dados móveis sem costura

UCLOUDLink fornece conectividade global de dados móveis em todos os Mais de 200 países com cobertura de rede em tempo real. A tecnologia de link 1 da empresa permite conexão simultânea através de vários operadores de rede.

Cobertura global	Operadores de rede	Velocidade de conexão
Mais de 200 países	Mais de 300 operadores móveis	Até 4G/LTE

Soluções internacionais de roaming econômicas

O UCloudLink oferece preços competitivos de roaming internacional com pacotes de dados transparentes.

Pacote de roaming	Custo médio	Volume de dados
Plano global de curto prazo	US $ 19,99/mês	5 GB de dados internacionais

Serviços de rede sem fio flexíveis e escaláveis

A empresa fornece soluções sem fio adaptáveis ​​para vários segmentos de mercado.

• Soluções de conectividade corporativa
• Networking do dispositivo IoT
• Conectividade da força de trabalho móvel

Tecnologia Avançada em Cloud SIM

Suporta a tecnologia simplica de nuvem da UCLOUDLINK Vários tipos de dispositivos incluindo smartphones, tablets e dispositivos IoT.

Categorias de dispositivos	Dispositivos suportados
Dispositivos móveis	500 mais de modelos de dispositivos

Experiências de telecomunicações transfronteiriças simplificadas

O UCLOUDLink simplifica as telecomunicações internacionais com interfaces amigáveis ​​e soluções de conectividade instantânea.

• Ativação internacional com um clique
• Comutação de rede em tempo real
• Acesso de dados globais instantâneos

UCLOUDLink Group Inc. (UCL) - Modelo de Negócios: Relacionamentos do Cliente

Plataformas digitais de autoatendimento

O UCloudLink fornece plataformas digitais com as seguintes especificações:

Recurso da plataforma	Especificação
Acesso ao portal online	Gerenciamento de conectividade 24/7
Autenticação do usuário	Sistema de autenticação de vários fatores
Rastreamento de uso de dados	Monitoramento em largura de banda em tempo real

Canais técnicos de suporte ao cliente

A infraestrutura de suporte ao cliente inclui:

• Equipe de suporte técnico multilíngue
• Canais de suporte de email
• Assistência ao vivo de bate -papo
• Suporte telefônico: +86 10 6297 3777

Soluções de conectividade corporativa personalizadas

Ofertas de conectividade corporativa:

Tipo de solução	Cobertura
Cobertura global de rede	Mais de 200 países e regiões
Pacotes de largura de banda personalizados	Escalável de 1 Mbps a 1 Gbps

Sistemas de gerenciamento de contas online

Recursos principais de gerenciamento de contas:

• Painel de cobrança em tempo real
• Opções de modificação do plano instantâneo
• Alertas de uso automatizado

Equipes de gerenciamento de parcerias dedicadas

Estrutura de gerenciamento de parceria:

Nível de parceria	Nível de suporte dedicado
Clientes corporativos	Gerente de relacionamento atribuído
Parceiros estratégicos	Reuniões trimestrais de revisão de negócios

UCLOUDLink Group Inc. (UCL) - Modelo de Negócios: Canais

Plataforma de vendas on -line direta

A UCLOUDLink opera sua plataforma de vendas on -line principal por meio de seu site oficial ucloudlink.com. O canal de vendas digital da empresa gerou US $ 12,4 milhões em receita em 2023, representando 22% do total de vendas.

Canal de vendas on -line	Receita anual	Porcentagem de vendas totais
Vendas diretas no site	US $ 12,4 milhões	22%

Redes de revendedores de telecomunicações

O UCloudLink mantém parcerias com 147 revendedores de telecomunicações em 38 países. Essas redes contribuem com US $ 27,6 milhões em receita anual.

• Total Reseller Partners: 147
• Países cobertos: 38
• Receita de rede de revendedores: US $ 27,6 milhões

Equipe de vendas direta corporativa

A equipe de vendas corporativa da empresa consiste em 64 profissionais de vendas dedicados direcionados a clientes corporativos. Em 2023, as vendas corporativas geraram US $ 42,3 milhões em receita.

Tamanho da equipe de vendas	Receita da empresa	Receita média por profissional de vendas
64 profissionais	US $ 42,3 milhões	$661,000

Marketing digital e comunicação baseada na Web

A UCloudLink investiu US $ 3,2 milhões em canais de marketing digital em 2023, com um alcance de publicidade digital de 4,7 milhões de usuários únicos.

• Investimento de marketing digital: US $ 3,2 milhões
• Alcance digital exclusivo: 4,7 milhões de usuários
• Plataformas primárias: LinkedIn, Google Ads, redes digitais específicas do setor

Conferência da Indústria e Engajamento da Feira

A empresa participou de 22 conferências internacionais de telecomunicações e tecnologia em 2023, gerando US $ 8,9 milhões em leads e vendas diretas.

Conferências participaram	Receita gerada pela conferência	Receita média por conferência
22 conferências	US $ 8,9 milhões	$404,545

UCLOUDLink Group Inc. (UCL) - Modelo de negócios: segmentos de clientes

Viajantes internacionais de negócios

O UCLOUDLINK serve viajantes internacionais de negócios com soluções globais de conectividade de dados móveis.

Métricas de segmento de mercado	2024 dados
Total Global Business Travelers	1,3 bilhão anualmente
Potencial mercado -alvo	8,5% dos viajantes globais de negócios
Consumo médio mensal de dados	5,2 GB por viajante

Fabricantes de dispositivos de IoT

O UCLOUDLink fornece soluções de conectividade para fabricantes de dispositivos IoT.

• Tamanho do mercado global de dispositivos IoT: US $ 761,4 bilhões em 2024
• Conexões de IoT projetadas: 29 bilhões de dispositivos em todo o mundo
• Segmentos de IoT direcionados: dispositivos inteligentes, sensores industriais, automotivo

Corporações multinacionais

Enterprise Connectivity Solutions para redes corporativas em larga escala.

Métricas de segmento corporativo	2024 Estatísticas
Empresas multinacionais globais	82.000 empresas ativas
Requisitos médios de dados corporativos	Connectividade mensal de 250 TB
Penetração do mercado -alvo	3,5% das multinacionais globais

Startups de tecnologia

Soluções de conectividade para empresas de tecnologia emergentes.

• Startups de tecnologia global: 1,7 milhão em 2024
• Orçamento de conectividade de inicialização: US $ 15.000 a US $ 50.000 anualmente
• Foco primário: IA, blockchain, startups de computação em nuvem

Operadores de rede móvel

Soluções de conectividade e infraestrutura por atacado para provedores de telecomunicações.

Métricas de operador de rede móvel	2024 dados
Operadores globais de rede móvel	1.024 operadores ativos
Investimento médio anual de infraestrutura	US $ 124 milhões por operador
Mercado de conectividade por atacado potencial	US $ 42,3 bilhões em 2024

UCLOUDLink Group Inc. (UCL) - Modelo de negócios: estrutura de custos

Investimentos de pesquisa e desenvolvimento

Para o ano fiscal de 2022, o UCLOUDLink Group Inc. relatou despesas de pesquisa e desenvolvimento de US $ 15,4 milhões, representando 37,5% do total de despesas operacionais.

Ano fiscal	Despesas de P&D ($)	Porcentagem de despesas operacionais
2022	15,400,000	37.5%

Manutenção de infraestrutura de rede

Os custos de manutenção de infraestrutura de rede para o UCLOUDLINK em 2022 foram de aproximadamente US $ 8,2 milhões.

• Custos de reposição de hardware em nuvem de rede: US $ 3,6 milhões
• Atualizações de infraestrutura de conectividade: US $ 2,5 milhões
• Segurança e monitoramento de rede: US $ 2,1 milhões

Despesas de vendas e marketing

As despesas de vendas e marketing para o UCLOUDLINK em 2022 totalizaram US $ 12,7 milhões.

Canal de marketing	Despesa ($)
Marketing digital	4,500,000
Participação na feira	2,300,000
Compensação da equipe de vendas	5,900,000

Taxas de licenciamento de tecnologia

As despesas de licenciamento de tecnologia para o UCLOUDLINK em 2022 foram de US $ 5,6 milhões.

Organização operacional global

A sobrecarga operacional global para o UCLOUDLINK em 2022 totalizou US $ 22,1 milhões.

• Despesas administrativas: US $ 9,3 milhões
• Manutenção da instalação: US $ 4,8 milhões
• Gerenciamento de operações internacionais: US $ 8,0 milhões

UCLOUDLink Group Inc. (UCL) - Modelo de negócios: fluxos de receita

Assinaturas de conectividade de dados móveis

Para o ano fiscal de 2022, a UCLOUDLink registrou receita de assinatura de conectividade de dados móveis de US $ 27,1 milhões.

Tipo de assinatura	Receita anual	Porcentagem da receita total
Planos de dados móveis de consumo	US $ 15,6 milhões	57.6%
Planos de dados móveis corporativos	US $ 11,5 milhões	42.4%

Licenciamento de tecnologia SIM em nuvem

O UCLOUDLink gerou US $ 8,3 milhões em receita de licenciamento de tecnologia em 2022.

• Número de acordos de licenciamento de tecnologia: 42
• Taxa média de licenciamento por contrato: US $ 197.619

Taxas de serviço de roaming

As taxas de serviço de roaming totalizaram US $ 12,5 milhões em 2022.

Categoria de serviço de roaming	Receita
Roaming internacional	US $ 9,2 milhões
Roaming doméstico	US $ 3,3 milhões

Soluções de conectividade corporativa

A receita da Enterprise Connectivity Solutions atingiu US $ 22,4 milhões em 2022.

• Número de clientes corporativos: 156
• Valor médio de contrato de solução corporativa: US $ 143.590

Vendas de produtos de hardware e tecnologia

As vendas de hardware geraram US $ 6,7 milhões em receita para 2022.

Categoria de produto	Receita	Unidades vendidas
Dispositivos SIM de nuvem	US $ 4,2 milhões	38.500 unidades
Equipamento de rede	US $ 2,5 milhões	22.000 unidades

uCloudlink Group Inc. (UCL) - Canvas Business Model: Value Propositions

You're looking at the core value uCloudlink Group Inc. (UCL) delivers to its various customer segments, grounded in their Q3 2025 operational snapshot. It's all about seamless, cost-effective global access.

Seamless, multi-network global data connectivity for travelers.

uCloudlink Group Inc. (UCL) provides connectivity across a vast network footprint. As of September 30, 2025, the pool of SIM cards was from 392 MNOs globally. The company's technologies enable connectivity across 200+ countries and over 390+ operators. For their core GlocalMe service in Q3 2025, 57.3% of Daily Active Terminals (DAT) were from their uCloudlink 1.0 international data connectivity services.

Cost-effective data access by eliminating roaming charges.

The value proposition centers on providing data access that bypasses traditional, expensive roaming fees. Revenues from international data connectivity services reached US$11.9 million in the third quarter of 2025. The overall gross margin on services for the same period was 56.6%.

IoT/Pet-Tech connectivity solutions with multi-network support.

uCloudlink Group Inc. (UCL) is expanding its reach into specialized device connectivity. They introduced the PetPhone, described as the world's first smartphone for pets, featuring AI real-time calls and health monitoring. This segment is supported by multi-network capabilities.

New revenue streams and network optimization for MNOs/MVNOs.

The solutions offered to Mobile Virtual Network Operators (MVNOs) and Mobile Network Operators (MNOs) are specifically designed to enhance revenue streams and optimize network performance. Revenue from service contributed 80.6% of the total revenue during the third quarter of 2025. The company served 3,059 business partners in 63 countries and regions as of September 30, 2025.

Instant, plug-and-play global 4G/5G connectivity via CloudSIM Kit.

The CloudSIM Kit is positioned as a simple solution for device integration. It delivers instant, global full-speed 4G and 5G connectivity for IoT and smart devices. This requires no hardware modifications or software upgrades.

Here are key operational metrics supporting the scale of these value propositions for the third quarter of 2025:

Metric	Value (Q3 2025)	Context
Total Data Consumed	49,044 terabytes	Total data consumed through the platform
Average Daily Active Terminals (DAT)	332,674	Total average DAT, an increase of 3.8% from Q3 2024
Average Daily Data Usage per Terminal	1.57 GB	For the month of September 2025
International Data Service Revenue	US$11.9 million	Q3 2025 revenue from uCloudlink 1.0 services
Total Patents	201	Total patents as of September 30, 2025 (168 approved, 33 pending)

The average daily data usage per terminal was 1.57 GB in September 2025.

uCloudlink Group Inc. (UCL) - Canvas Business Model: Customer Relationships

You're looking at how uCloudlink Group Inc. (UCL) manages its connection with its diverse user base, from individual travelers to large telecom operators. The approach is clearly segmented, mixing high-volume automation with dedicated, high-touch support for its enterprise clients.

Automated self-service via the GlocalMe app and online portals

The core of the self-service relationship is the GlocalMe ecosystem, which saw significant user base expansion through the first three quarters of 2025. The company began disclosing Average Daily Active Users (DAU) and Monthly Active Users (MAU) to better reflect engagement. As of the third quarter of 2025, the average MAU across all services was 761,586, which is an increase of 11.9% compared to the third quarter of 2024. Also, the average DAU for that same period reached 352,227, up 6.1% year-over-year. This indicates a high level of recurring interaction with the digital interfaces, like the GlocalMe app, where users manage their connectivity.

Terminal usage metrics further quantify this automated relationship. The average daily active terminals (DAT) in the third quarter of 2025 were 332,674, a 3.8% increase from the prior year's third quarter. The actual data consumed reflects the value derived from this self-service channel; total data consumed through the platform in Q3 2025 was 49,044 terabytes, marking a 9.0% increase over the same period in 2024. In September 2025 specifically, the average daily data usage per terminal settled at 1.57 GB.

Dedicated personal assistance for B2B partners and MNOs/MVNOs

For business customers, the relationship shifts from automated to highly personalized support. uCloudlink Group Inc. maintains a broad network of these crucial relationships. As of September 30, 2025, the Company had served 3,059 business partners across 63 countries and regions. These partners include Mobile Network Operators (MNOs) and Mobile Virtual Network Operators (MVNOs), who rely on dedicated assistance to integrate and manage the cloud SIM technology. The company's pool of SIM cards was sourced from 392 MNOs globally as of the end of the third quarter of 2025.

You can see the scale of partner dependency in the terminal ownership breakdown. Of the average DAT in Q3 2025, 311,190 terminals were owned by business partners, versus only 21,484 owned by uCloudlink Group Inc. itself. This structure necessitates dedicated account management and technical support channels for these partners.

Community building and user engagement for the GlocalMe ecosystem

The growth in specific business lines points directly to successful community and user engagement efforts, especially around newer product lines. The GlocalMe IoT business saw an exceptional surge in user adoption, with average MAU increasing by 593.3% year-over-year to reach 36,622 in Q3 2025. Similarly, the GlocalMe SIM business MAU grew by 188.2% to 77,992 in the same period. This rapid scaling suggests successful product-market fit validation, partly driven by user feedback from pilot programs, such as the one for the eSIM TRIO solution.

The company is actively using operational metrics to track this engagement, which is a key indicator of a healthy user community:

• Average MAU (All Services) Q3 2025: 761,586
• Average DAU (All Services) Q3 2025: 352,227
• Average DAT Growth YoY (Q3 2025): 3.8% increase
• GlocalMe IoT DAT Growth YoY (Q3 2025): 1,021.1% increase

Post-purchase support for terminal and service users

Post-purchase support is intrinsically linked to the high data usage and the continued activity of the terminal base. The fact that the average daily data usage per terminal remained robust at 1.57 GB in September 2025, even as the overall user base expanded rapidly, suggests that service quality and support for troubleshooting are effective enough to retain heavy users. The company's 1.0 international data connectivity services now boast full-speed 5G network coverage across 91 countries and regions, which is a significant operational assurance that reduces post-purchase connectivity complaints.

Strategic collaboration with partners for mutual success

Strategic collaboration is the backbone of uCloudlink Group Inc.'s market penetration, especially as they push new growth engines. The company is moving beyond traditional mobile connectivity into specific verticals, which requires deep, tailored partnerships. For instance, they successfully entered a partnership with a leading online pet retail platform in North America, with initial product shipments already underway. Furthermore, they have secured orders for in-car infotainment systems and have fully deployed, and are now expanding, initiatives in the security camera sector.

These collaborations are supported by a strong technology framework, as evidenced by the company holding 201 patent applications as of September 30, 2025 (with 168 approved). The relationship with MVNOs is also evolving, with the eSIM TRIO solution enhancing both domestic and international coverage, validating the carrier partnership model.

Here is a snapshot of the key partnership and scale metrics as of late 2025:

Metric	Value (As of Q3 2025 / Latest Reported)	Context
Total Business Partners Served	3,059	Across 63 countries and regions
Global MNOs in SIM Pool	392	As of September 30, 2025
Average Daily Active Terminals (DAT)	332,674	Up 3.8% YoY
Partner-Owned DAT Proportion	42.7%	From uCloudlink 2.0 local data connectivity services
5G Coverage for 1.0 Services	91 countries and regions	Reinforcing global roaming leadership

Finance: draft 13-week cash view by Friday.

uCloudlink Group Inc. (UCL) - Canvas Business Model: Channels

You're looking at how uCloudlink Group Inc. (UCL) gets its connectivity and hardware products to the end-user as of late 2025. It's a mix of direct digital sales, B2B enterprise deals, and physical retail presence in key Asian markets.

Direct-to-Consumer (D2C) e-commerce via GlocalMe website and app drives significant user engagement across the ecosystem.

• Average Monthly Active Users (MAUs) rose to 761,586 (+11.9% YoY) in Q3 2025.
• GlocalMe LINE MAU growth reached +382.3% YoY in Q3 2025.
• Average daily data usage per terminal in September 2025 was 1.7 gigabytes.
• uCloudlink 1.0 international data connectivity services have full-speed 5G network coverage across 91 countries and regions.

Business-to-Business (B2B) sales teams focus on PaaS/SaaS solutions, which form the core of the service revenue stream.

Metric	Q3 2025 Value	Q2 2025 Value
Revenue from Service (Total)	US$17 million	US$14.6 million
Service Revenue as % of Total Revenue	80.6%	75.5%
PaaS and SaaS Revenue	Not explicitly stated for Q3	US$2.6 million
Gross Margin on Services	56.6%	56.6%

Retail distribution channels remain critical, especially in Asia, where the company derives a substantial portion of its total revenue.

Geographic Channel Contribution (Q3 2025 % of Total Revenue)	Percentage
Mainland China	35.1%
Japan	33.2%
North America	15.4%
Other Countries and Regions	16.3%

Online travel agencies (OTAs) and affiliate marketing are integral to the GlocalMe ecosystem's scale, supported by a large underlying network infrastructure.

• The pool of available SIM cards was sourced from 392 MNOs globally as of September 30, 2025.
• As of June 30, 2025, the Company had served 2,956 business partners, growing to 3,059 business partners in 63 countries and regions by September 30, 2025.
• Average Daily Active Terminals (DAT) in Q3 2025 was 332,674.

New distribution partners are being secured for hardware like PetPhone, marking a push into the pet-tech vertical under the GlocalMe Life business line.

The initial commercial launch of PetPhone began during Q3 2025 in Hong Kong and across the Middle East.

• The pet-tech device secured early commercial traction with approximately 40,000 orders in Q3 2025.
• This order volume included approximately 30,000 units destined for a Middle East retailer covering the Gulf Cooperation Council countries.
• Average DAT in Q3 2025 from the GlocalMe Life business was 1,540, with 107 contributed by the PetPhone business.

uCloudlink Group Inc. (UCL) - Canvas Business Model: Customer Segments

You're looking at the core groups uCloudlink Group Inc. (UCL) serves as of late 2025, based on their Q3 2025 operational data. This block defines who gets value from their cloud SIM technology and data sharing marketplace.

The customer base is clearly segmented across direct-to-consumer (D2C) travel services and various business-to-business (B2B) applications, with significant revenue concentration in specific Asian markets.

The geographic concentration of revenue in Q3 2025 shows where the current customer base is most active:

Geographic Market	Percentage of Q3 2025 Total Revenue
Mainland China	35.1%
Japan	33.2%
North America	15.4%
Other Countries and Regions	16.3%

The total revenue for the third quarter of 2025 was US$21.1 million, with service revenue making up 80.58% of that total, at US$17.0 million.

The primary customer groups uCloudlink Group Inc. (UCL) targets include:

• International travelers and business roamers utilizing the D2C GlocalMe SIM and eSIM TRIO offerings.
• IoT device manufacturers and Pet-Tech companies using GlocalMe IoT solutions, such as those integrating with battery monitoring, security cameras, and car infotainment systems.
• Mobile Network Operators (MNOs) and MVNOs, evidenced by the pool of 392 MNOs globally as of September 30, 2025, who likely use UCL's technology for network optimization or traffic sharing.
• Enterprises requiring local and international data connectivity, served through the uCloudlink 2.0 local data connectivity service, which accounted for 42.7% of Daily Active Terminals (DAT) in Q3 2025.

Operational metrics further detail the usage patterns within these segments. The average DAT was 332,674 in Q3 2025. The international data connectivity service (uCloudlink 1.0) served 57.3% of these DAT, while the local service served the remaining 42.7%. The average daily data usage per terminal in September 2025 was 1.7 gigabytes.

The B2B segment is seeing strong adoption growth, with reported strong Monthly Active User (MAT) growth across new products like GlocalMe IoT at 791%, GlocalMe SIM at 120.1%, and GlocalMe Life at 105.2% in a prior quarter, indicating these enterprise and product-focused segments are a key area of focus for scaling.

uCloudlink Group Inc. (UCL) - Canvas Business Model: Cost Structure

You're looking at the core expenditures that fuel uCloudlink Group Inc.'s operations as of late 2025. The cost structure is heavily weighted toward securing the data that powers the service, which is a key variable cost.

Cost of revenues, which primarily reflects data procurement costs, stood at US$9.83 million for the third quarter of 2025. This figure is significant because it showed a marked reduction, decreasing by 24.4% compared to the same period in the prior year, largely due to a decrease in the cost of products sold. This suggests better negotiation or a shift in the revenue mix toward higher-margin services.

The investment in future capability, Research and Development (R&D) expenses, was reported at US$1.5 million in Q3 2025. This level of spend supports the ongoing innovation in cloud SIM technology and new product lines like the PetPhone.

To drive adoption for these new offerings, Sales and marketing expenses were a notable outlay, hitting US$5.5 million in the second quarter of 2025. This spend was part of a broader increase in total operating expenses for that quarter, which reached US$10.4 million.

Capital expenditures (CAPEX) remained relatively low, coming in at just US$0.5 million for Q3 2025, a significant drop from US$1.1 million in Q3 2024. That low CAPEX suggests the current infrastructure is largely in place, and spending is focused on maintenance or minor upgrades rather than major asset build-out.

The fixed cost base includes the necessary overhead to keep the platform running and the team compensated. Here's a quick look at how some of the operating expense components stack up across the recent quarters:

Expense Category	Q3 2025 Amount (USD)	Q2 2025 Amount (USD)	Year-over-Year Change Context
Cost of Revenues	9.83 million	Not specified	Decreased 24.4% in Q3 2025 vs Q3 2024
Research & Development (R&D)	1.5 million	Not specified (Implied higher than Q2)	Increased 2.9% in Q3 2025 vs Q3 2024
Sales & Marketing	Not specified	5.5 million	Increased 28.2% in Q2 2025 vs Q2 2024
Capital Expenditures (CAPEX)	0.5 million	0.2 million (from another source)	Decreased significantly from 1.1 million in Q3 2024

Fixed costs are the baseline expenses you must cover regardless of immediate revenue fluctuations. These are the costs that determine your operational break-even point. For uCloudlink Group Inc., these include:

• Salaries for core engineering, management, and administrative staff.
• Rent and facility costs for offices and data centers.
• Platform maintenance and licensing fees for essential software infrastructure.
• General and administrative expenses, which were US$3.0 million in Q3 2025.

To be fair, total operating expenses, which bundle R&D, Sales & Marketing, and G&A, were US$11.2 million in Q3 2025. Finance: draft 13-week cash view by Friday.

uCloudlink Group Inc. (UCL) - Canvas Business Model: Revenue Streams

uCloudlink Group Inc. generates revenue through several distinct streams tied to its global data sharing marketplace and product ecosystem.

The primary component is data connectivity services revenue, which was reported at US$11.9 million for international data connectivity services in Q3 2025. Total revenue from service for the third quarter of 2025 reached US$17 million, representing 80.6% of the total revenue for that period. The international portion was driven by the robust expansion of China's outbound travel market. Local data connectivity services contributed US$1.7 million to the service revenue in Q3 2025.

The sales of products stream includes GlocalMe terminals and data-related products. For the third quarter of 2025, revenue from sales of products was US$4.1 million. This figure reflected a decrease of 48.0% compared to the same period in 2024, stemming from a decrease of US$2.6 million in sales of data related products and a decrease of US$1.1 million in sales of terminals.

Platform-as-a-Service (PaaS) and Software-as-a-Service (SaaS) fees from Mobile Network Operators (MNOs) and Mobile Virtual Network Operators (MVNOs) for platform usage contribute to the overall service revenue, alongside direct consumer data monetization. The company had a pool of SMCR (Shared Mobile Cloud Resources) from 392 MNOs globally as of September 30, 2025.

uCloudlink Group Inc. has issued forward-looking guidance for the full fiscal year 2025, expecting total revenues to be in the range of US$81.3 million to US$85.8 million.

Here is a breakdown of the Q3 2025 revenue components:

Revenue Stream Component	Q3 2025 Amount (US$)	Year-over-Year Change Context
Total Revenue	US$21.1 million	Decrease of 16.0% from Q3 2024
Data Connectivity Services Revenue (Total)	US$17 million	Decrease of 1.4% from Q3 2024
International Data Connectivity Services Revenue	US$11.9 million	Increase from US$11.5 million in Q3 2024
Local Data Connectivity Services Revenue	US$1.7 million	Decrease from US$2.5 million in Q3 2024
Sales of Products Revenue	US$4.1 million	Decrease of 48.0% from Q3 2024

The company's revenue mix shows a strong reliance on service-based monetization, as evidenced by the service revenue percentage:

• Revenue from service as a percentage of Total Revenue (Q3 2025): 80.6%
• Gross Margin on Services (Q3 2025): 76.6%
• Gross Margin on Sales of Products (Q3 2025): 41.0%

The full-year 2025 revenue guidance is:

• Full-Year 2025 Revenue Guidance Range: US$81.3 million to US$85.8 million