# Newborn Town Announces 1H2026 Operating Data: Global Expansion and AI Drive Revenue Growth of over 34%

- Link: https://www.thailand-business-news.com/pr-news/newborn-town-announces-1h2026-operating-data-global-expansion-and-ai-drive-revenue-growth-of-over-34
- Published: 2026-07-22T18:00:00+07:00
- Author: PR Newswire

HONG KONG, July 22, 2026 /PRNewswire/ — Newborn Town, a leading global social entertainment
company, released its unaudited operating data for the first half of 2026.

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For the six months ended 30 June 2026, the company’s total revenue is estimated 
to reach US$595 million to US$615 million, representing a year‑on‑year increase 
of approximately 34.3% to 38.8%, continuing a strong growth momentum. Revenue from
social networking business amounted to approximately US$530 million to US$545 million,
representing a year-on-year increase of approximately 34.2% to 38.0%. Revenue from
innovative business recorded approximately US$65 million to US$70 million, representing
a year-on-year increase of approximately 35.4% to 45.8%. This is the first time 
the company has presented its operating data in United States dollar.

**Rapid Growth in Social Networking Business as Flagship Products Expand Globally**

According to the announcement, revenue from social networking business continued
to grow, mainly driven by the company’s ongoing global expansion and full‑chain 
AI applications, supporting the steady growth of its flagship products.

Since the beginning of the year, the company has continued to expand its global 
footprint around its core social networking business, maintaining its leading position
in various markets such as MENA and Southeast Asia, while accelerating expansion
into high-growth and high-value markets including Latin America, Japan, South Korea,
Europe and the United States, further reinforcing its position as a leading player
in the global social entertainment industry.

The company’s flagship products have made positive progress in new market expansion.
TopTop continues to leverage its UGC ecosystem advantage, becoming a household-name
app in GCC markets such as Saudi Arabia, and ranking among the top in its category
globally. With continually improved product quality and deeper local operations,
TopTop made significant progress in high‑value markets such as Japan and Europe.
It also entered the iOS Top 10 free casual games in Japan for multiple times during
the first half of the year, according to DianDian Data.

The company’s diverse-audience social networking business also maintained steady
growth. HeeSay, its global community platform, continued to strengthen its presence
in Southeast Asia, consistently ranking among the Top 10 in social app in countries
including Vietnam and the Philippines.

A recent research report noted that Newborn Town’s core competitive moat lies in
its highly localized and operation‑intensive barriers, its monetization model centered
on social spending, and its ability to diversify risk through a "bush-like" portfolio
of social apps. Together, these strengths form a differentiated advantage that is
difficult for competitors to replicate in the short term.

**AI Advancements Fuel Strong Momentum Across Innovation Business**

The company’s innovative business delivered strong growth momentum in the first 
half of the year, primarily driven by the rapid expansion of its short drama business,
supported by AI-powered content production and operations.

In the first half of the year, the company steadily advanced its short drama business
across multiple global markets, including Europe and the United States, while accelerating
the integration of AI technology into short drama production. Playlet, its short-
form drama app, continued to broaden its presence in high‑value markets such as 
the United States, Japan and South Korea, achieving significant growth in its user
base. Earlier this year, Playlet became one of the first partner platforms to integrate
Seedance 2.0.

According to TikTok’s short drama Q1 revenue report, one of the company’s hit titles
ranked second on the platform by first-month revenue. With AI significantly improving
short drama production efficiency, Newborn Town is well positioned to capitalize
on its strengths in localized operations and user acquisition, while further enriching
its social entertainment content ecosystem.

The company’s other innovative businesses also maintained steady progress. Its quality
games maintained solid momentum, with flagship titles sustaining long-term operations
and generating stable profit contributions, while the commercialization of new titles
progressed smoothly. The social e-commerce business continued to deepen its presence
in specialized verticals and enhance its product and service capabilities, providing
further support for the growth of the innovative business.

In recent years, the company has continued to deepen the application of AI technologies
across the entire business chain, spanning R&D and operations, while steadily improving
its AI capabilities.

Its self-developed multimodal algorithm model, Boomiix, continues to upgrade, improving
the accuracy of social matching and the intelligence of operations.  The company’s
Siyu AI, an internal data intelligence platform, significantly shortened turnaround
times for data queries, anomaly analysis, and report generation. Its proprietary
AI-powered design platform KIVI has also greatly enhanced both the efficiency and
diversity of content production, including virtual gifts and marketing creatives.

Alongside strengthening its underlying AI capabilities, the company continued to
expand the commercial application of AI. Aippy, an AI-powered gaming community incubated
by the company, secured tens of millions of US dollars in independent financing 
at a post-money valuation of US$250 million. The platform has recorded nearly four
million downloads worldwide, with daily active users increasing approximately sixfold
since the beginning of the year and user retention ranking among the industry’s 
strongest.

Meanwhile, NUSD Pay, the company’s AI agent payment initiative, commenced commercial
operations, further broadening the range of AI-powered use cases. The company also
continued to expand its strategic investment portfolio across the AI sector, investing
in projects spanning world models and AI-native game engines, as well as AI interactive
gaming and AI-powered advertising and marketing, further strengthening its AI application
ecosystem.

During the first half of the year, the company continued its share repurchase and
cancellation. In March, Newborn Town announced to allocate approximately HK$ 300
million over the next two years for share repurchases. During the reporting period,
the company completed two rounds of share cancellations, involving an aggregate 
of approximately 10.206 million repurchased shares with total consideration of approximately
HK$ 85.126 million. In addition, on July 9, the company announced that it had repurchased
shares from the market under the NBT Restricted Share Unit Scheme to support its
long-term employee incentive program, for a total consideration of approximately
HK$39.838 million.

In March, Newborn Town was officially included in the list of eligible securities
under the Stock Connect, further broadening access for mainland investors. Since
its inclusion, the company has seen significantly stronger market attention and 
trading activity, with average trading value increased about twofold compared with
the three months prior to inclusion. The company’s shareholder base has continued
to diversify, providing a solid foundation for its stable long-term growth.

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