Tuya Inc. (TUYA) SEC Filings & Earnings Calls
EquiReason read 29 Tuya Inc. SEC filings in the last 12 months. Latest: 6-K on 2026-10-05 — Monthly return filed with HKEX regarding movements in authorized share capital and issued shares; routine administrative filing..
Source: SEC EDGAR filings · read by EquiReason
TUYATuya Inc.Follow TUYA — free
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- Market cap
- 1.0B
- Annual P/E
- —
- Dividend yield
- 6.9%
- 52-week
- —
- Next earnings
- 23 Nov, in 30 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
5 Oct 20266-KMonthly return filed with HKEX regarding movements in authorized share capital and issued shares; routine administrative filing.open
Figures in the filing · each found in the filing text
| Issued Class A ordinary shares · 2026-09-30 | 543,239,431 | +0% y/y |
| Issued Class B ordinary shares · 2026-09-30 | 70,162,633 | 0% y/y |
23 Sep 20266-KTuya Inc. furnishes its 2026 interim report (first six months) as an exhibit to Form 6-K.SEC ↗
4 Sep 20266-KMonthly return for equity issuer on movements in securities for August 2026; no material operational or financial event.SEC ↗
25 Aug 20266-KTotal revenue $173.8M (+12.3% YoY), PaaS revenue $127.0M (+13.5% YoY), gross margin 46.6% (-1.8pp YoY), operating margin 9.7% (+9.9pp YoY), net margin 19.8% (+4.6pp YoY).earningsopen
Figures in the filing · each found in the filing text
| Total revenue · H1-2026 | $174M | +12% y/y |
| PaaS revenue · PaaS · H1-2026 | $127M | +13% y/y |
| AI application & others revenue · AI application & others · H1-2026 | $23M | +10% y/y |
| Smart home & robot product revenue · Smart home & robot product · H1-2026 | $24M | +8% y/y |
| Overall gross margin · H1-2026 | 46.6% | |
| PaaS gross margin · PaaS · H1-2026 | 46.5% | |
| Operating margin · H1-2026 | 9.7% | |
| Non-GAAP operating margin · H1-2026 | 10.2% | |
| Net margin · H1-2026 | 19.8% | |
| Non-GAAP net margin · H1-2026 | 20.3% |
Risks flagged
Gross margin declined 1.8pp YoY due to cost of revenue growing faster than revenue, indicating potential cost pressure or mix shift.
“Cost of revenue increased by 16.4% to US$92.9 million; overall gross margin decreased to 46.6% from 48.4%.”
Operating cash flow declined significantly to $12.6M from $27.5M in the prior year period, despite improved profitability.
“Net cash generated from operating activities was US$12.6 million (for the six months ended June 30, 2025: US$27.5 million).” · word for word
Cash and investments decreased by $41.2M from year-end 2025, though still substantial at $976.1M.
“Total cash, cash equivalents, time deposits and treasury securities were US$976.1 million as of June 30, 2026, compared to US$1,017.3 million as of December 31, 2025.”
10 Aug 20266-KAnnouncement of board meeting date for Q2 2026 results; no financial results or material event disclosed.SEC ↗
7 Aug 20266-KTuya Inc. filed a revised monthly return on movements in authorized share capital and issued shares for July 2026, including option exercises and share scheme details.open
Figures in the filing · each found in the filing text
| issued shares Class A · 2026-07-31 | 543,206,907 | |
| issued shares Class B · 2026-07-31 | 70,162,633 |
5 Aug 20266-KMonthly return filing with Hong Kong Stock Exchange regarding movements in authorized share capital and issued shares for July 2026; no material financial or operational updates.SEC ↗
10 Jul 20266-KMonthly return form filed with Hong Kong Stock Exchange regarding movements in authorized share capital and issued shares for June 2026. No material changes: authorized shares unchanged, issued shares unchanged. Routine administrative filinopen
Figures in the filing · each found in the filing text
| Issued Class A Shares · 2026-06-30 | 543,206,907 | |
| Issued Class B Shares · 2026-06-30 | 70,162,633 |
18 Jun 20266-KForm 6-K reporting poll results of annual general meeting; routine corporate governance matter with no material financial or operational impact.SEC ↗
4 Jun 20266-KMonthly return filing for Hong Kong Stock Exchange reporting movements in authorized and issued share capital; routine administrative filing.open
Figures in the filing · each found in the filing text
| Issued Class A Ordinary Shares · May 2026 | 543,206,907 | |
| Issued Class B Ordinary Shares · May 2026 | 70,162,633 |
20 May 20266-KNext day disclosure returns for share buybacks and changes in issued share capital on HKEX; no material financial impact.SEC ↗
14 May 20266-KCircular for annual general meeting including proposals for share issuance, repurchase, re-election of directors, and auditor reappointment.SEC ↗
11 May 20266-KQ1 2026 revenue $80.9M (+8.3% YoY), PaaS revenue $59.0M (+9.8%), net profit $15.8M, operating margin 9.2% (improved from -1.9%).earningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q1-2026 | $81M | +8% y/y |
| PaaS revenue · PaaS · Q1-2026 | $59M | +10% y/y |
| AI application & others revenue · AI Application & Others · Q1-2026 | $12M | +17% y/y |
| Smart home & robot product revenue · Smart Home & Robot Product · Q1-2026 | $10M | -7% y/y |
| Gross margin · Q1-2026 | 46.9% | |
| Operating margin · Q1-2026 | 9.2% | |
| Net margin · Q1-2026 | 19.5% | |
| Net profit · Q1-2026 | $16M | +44% y/y |
| Non-GAAP net profit · Q1-2026 | $16M | -15% y/y |
| Cash and investments · Q1-2026 | $1.02B |
Risks flagged
Smart home & robot product revenue declined 6.9% YoY, indicating potential weakness in that segment.
“Smart home & robot product revenue was US$10.2 million, down approximately 6.9% year-over-year.”
Gross margin decreased 1.6 percentage points YoY, possibly due to product mix or cost pressures.
“Overall gross margin was 46.9%, down 1.6 percentage points year-over-year.” · word for word
7 May 20266-KTuya Inc. submitted a monthly return to Hong Kong Stock Exchange regarding movements in authorized share capital and issued shares for April 2026. Routine administrative filing.SEC ↗
6 May 20266-KTuya Inc. submitted an announcement regarding record date for annual general meeting and a next day disclosure return for share buybacks. Routine corporate governance filings.SEC ↗
27 Apr 20266-KTuya Inc. filed a Next Day Disclosure Return detailing share repurchases and cancellations, including a repurchase of 5,400 shares at HKD 16.997 per share on April 24, 2026.SEC ↗
22 Apr 20266-KTuya Inc. filed its 2025 annual report on Form 20-F and released its ESG report; no material financial or operational updates.SEC ↗
22 Apr 202620-FAnnual report (20-F) for FY2025 filed, showing continued revenue growth and improved operating leverage, but with a moderation in the PaaS net expansion rate.earningsopen
Figures in the filing · each found in the filing text
| Dollar-based net expansion rate for PaaS · PaaS · FY2025 | 102.0% | |
| Research and development expenses · FY2025 | $90M | -6% y/y |
| Number of customers · FY2025 | 5,900 | |
| Number of brands empowered by PaaS · PaaS · FY2025 | 3,800 | |
| Number of R&D employees · FY2025 | 1,026 |
Risks flagged
PFIC Status Risk
“We were likely a passive foreign investment company (a “PFIC”) for 2025 and there is a significant risk that we will be a PFIC for 2026 and possibly subsequent taxable years, in which case U.S. investors will generally be subject to adverse U.S. federal income tax consequences.” · word for word
Investment Company Act Risk
“If we were deemed to be an “investment company” under the Investment Company Act of 1940, as amended (the “Investment Company Act”), applicable restrictions could make it impractical for us to continue our business as contemplated and could have a material adverse effect on our business, results of operations and financial condition.” · word for word
8 Apr 20266-KMonthly return and next day disclosure return filed with HKEX regarding share capital movements and share buybacks; no material financial impact.SEC ↗
27 Mar 20266-KGrant of 100,000 RSUs to four employees under 2024 Share Scheme; routine equity compensation.SEC ↗
5 Mar 20266-KTuya Inc. submits monthly return to Hong Kong Stock Exchange regarding movements in authorized share capital and issued shares for February 2026. Routine administrative filing.SEC ↗
2 Mar 20266-KTuya Inc. reports FY2025 revenue of $321.8M (+7.8% YoY), net profit of $57.9M vs $5.0M prior year, and declares cash dividend. PaaS revenue up 6.5%, SaaS up 13.4%. Gross margin improved to 48.2%.earningsopen
Figures in the filing · each found in the filing text
| Total revenue · FY2025 | $322M | +8% y/y |
| PaaS revenue · PaaS · FY2025 | $231M | +7% y/y |
| SaaS and others revenue · SaaS · FY2025 | $45M | +13% y/y |
| Smart solution revenue · Smart solutions · FY2025 | $46M | +9% y/y |
| Gross margin · FY2025 | 48.2% | |
| Net profit · FY2025 | $58M | |
| Non-GAAP net profit · FY2025 | $80M | +6% y/y |
| Net cash from operating activities · FY2025 | $81M | +1% y/y |
| PaaS customers · PaaS · FY2025 | 3,700 | 0% y/y |
| Premium PaaS customers · PaaS · FY2025 | 291 | -2% y/y |
Risks flagged
DBNER decline from 122% to 102% indicates slower expansion from existing customers
“Dollar-based net expansion rate (“DBNER”) of PaaS for the trailing 12 months ended December 31, 2025 was 102% (the trailing 12 months ended December 31, 2024: 122%).”
11 Feb 20266-KTuya Inc. announces board meeting to consider unaudited quarterly results and proposed declaration of cash dividend. No dividend amount yet; routine announcement.SEC ↗
5 Feb 20266-KTuya Inc. submits monthly return and next day disclosure return regarding share capital movements and share buybacks. Routine administrative filing.SEC ↗
7 Jan 20266-KTuya Inc. submits monthly return and next day disclosure returns regarding share capital movements and share buybacks in December 2025.open
Figures in the filing · each found in the filing text
| New shares issued from option exercises · December 2025 | 56,250 | |
| Options exercised · December 2025 | 59,097 |
3 Dec 20256-KMonthly return on movements in authorized share capital and issued shares for November 2025 submitted to Hong Kong Stock Exchange; no material financial impact.SEC ↗
24 Nov 20256-KTuya reports Q3 2025 revenue of $82.5M (up 1.1% YoY), net profit of $15.0M vs loss of $4.4M in prior year, gross margin improved to 48.3%.earningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q3-2025 | $83M | +1% y/y |
| PaaS revenue · PaaS · Q3-2025 | $59M | +2% y/y |
| SaaS and others revenue · SaaS and others · Q3-2025 | $12M | +15% y/y |
| Smart solution revenue · Smart solutions · Q3-2025 | $12M | -15% y/y |
| Gross margin · Q3-2025 | 48.3% | |
| PaaS gross margin · PaaS · Q3-2025 | 48.8% | |
| Net profit · Q3-2025 | $15M | |
| Non-GAAP net profit · Q3-2025 | $20M | 0% y/y |
| Operating cash flow · Q3-2025 | $30M | +26% y/y |
| Total cash and investments · Q3-2025 | $1.03B |
Risks flagged
Smart solution revenue declining 14.6% YoY indicates potential weakness in hardware/IoT segment.
“Smart solution revenue was US$11.8 million, down approximately 14.6% year-over-year” · word for word
DBNER declining from 124% to 109% suggests slowing expansion within existing PaaS customers.
“Dollar-based net expansion rate (“DBNER”) of PaaS for the trailing 12 months ended September 30, 2025 was 109% (3Q2024: 124%)”
10 Nov 20256-KTuya Inc. announces date of board meeting to approve Q3 2025 unaudited results; no financial data provided.SEC ↗
4 Nov 20256-KMonthly return on share capital movements and share buybacks for October 2025; routine administrative filing.SEC ↗
Tuya Inc. — questions
- What did Tuya Inc. file recently?
- 29 SEC filings in the last 12 months. Latest: 6-K on 2026-10-05 — Monthly return filed with HKEX regarding movements in authorized share capital and issued shares; routine administrative filing.
Every figure on this page comes from Tuya Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.