Kingdee International (00268) subscription service annual recurring revenue for the period ended September 30, 2026 was approximately RMB 4.604 billion, representing a year-on-year increase of approximately 19.3%.

Zhitong Finance APP News, Kingdee International (00268) announced that the Group continues to advance its core strategy of "AI First, Subscription First, Globalization." As of September 30, 2026, the Group's subscription service annual recurring revenue (ARR) was approximately RMB 4.604 billion, representing a year-on-year increase of approximately 19.3%; net new ARR in the third quarter alone increased by approximately 46.9% year-on-year, mainly benefiting from the continued deepening of AI applications in the enterprise management field, which drove rapid growth in customer demand for Kingdee AI Suite and Lingji. For the nine months ended September 30, 2026, the contracted amount for the Group's AI-native products reached RMB 1.002 billion. In addition, the Net Dollar Retention (NDR) rates of AI+SaaS products (Kingdee AI Cosmic, Kingdee AI Sky, and Kingdee AI Star) as of September 30, 2026 were 101%, 97%, and 95%, respectively.