Rapid Acceleration in AI Agent Service Value

This rapid expansion occurred over a period of about three weeks, signaling a swift transition from initial service setup to active operational execution. All five customers continue to receive AI agent and related digital execution services under these arrangements. According to Datasea, this continued increase in service activity over a relatively short period demonstrates that these customer arrangements are progressing from initial service execution toward more sustained commercial usage and business execution.

Deconstructing the "Recharge, Consumption, and Service" Model

Unlike traditional enterprise software deployments that rely on one-time software development or project-delivery models, Datasea's AI execution-agent services operate primarily through a usage-based “recharge, consumption and service” model. This operational framework represents a shift in how enterprise AI is commercialized and integrated into corporate workflows.

Under this model, customers do not purchase static software licenses. Instead, they utilize the Company's AI agent platform and related capabilities based on their ongoing business needs. The services are billed and settled based on actual platform usage, service consumption, and services provided. This model includes several key operational components:

  • AI agent task orchestration, allowing customers to coordinate complex workflows across different digital systems.
  • Large-language-model calls, enabling real-time natural language processing and generation.
  • Content generation and creative-material production, which automate the creation of marketing assets.
  • Intelligent ad placement and marketing optimization, designed to improve the efficiency of digital advertising campaigns.
  • Data analytics, providing insights into customer behavior and campaign performance.
  • SaaS applications and other digital business-execution services that integrate directly into existing corporate infrastructures.

The Company believes that this continuing, usage-based service model enables AI agents to become more deeply embedded in customers' actual operating workflows rather than functioning solely as standalone technology tools. As customer usage expands, the model is designed to support more continuous service demand across digital marketing and other business-execution scenarios.

The Five-Customer Ecosystem and Annualized Potential

The momentum behind this service value increase is driven by five customers, including Beijing Judongjiujiu Technology Co., Ltd. These entities entered into AI agent digital marketing service cooperation agreements and related pre-order arrangements with Datasea's Chinese operating entities, as announced on September 17, 2026.

Datasea has clarified that the current announcement does not provide a new forecast with respect to the previously disclosed potential annualized service volume of up to approximately US$89.4 million. Instead, the update is intended to provide transparency regarding the actual service execution progress of the five customer arrangements to date. The significance of this progress lies in the continued platform usage, service consumption, and business execution occurring across all five customer arrangements. Customers are actively embedding these AI agent capabilities across content generation, creative-material production, intelligent ad placement, data analytics, marketing optimization, SaaS applications, and other business processes.

Financial Realities and Revenue Recognition Parameters

While the increase to approximately US$4.0 million in aggregate service value indicates strong operational traction, Datasea has emphasized the distinction between service value and recognized financial revenue. The aggregate service value reflects services provided or performed under the relevant arrangements and does not represent recognized revenue, cash received, or backlog.

The path to final revenue recognition remains subject to several critical variables:

  • Actual usage by the customers, which dictates the volume of billable transactions.
  • Service confirmation, where customers verify that the delivered services meet agreed-upon standards.
  • Platform billing and settlement processes, which formalize the financial transactions.
  • Payment collection, ensuring that service value translates into actual cash flow.
  • The Company's applicable accounting policies, which govern how and when revenue is officially recorded on the balance sheet.

This distinction is crucial for investors and market analysts tracking Datasea's financial performance, as the transition from service execution to recognized revenue depends on these structured operational and accounting milestones.

Leadership Perspective on Commercialization and Scalability

Zhixin Liu, Chief Executive Officer of Datasea, provided context on the operational milestones and the strategic direction of the Company's AI initiatives. She emphasized that the true measure of success for Datasea's AI platform is customer engagement and workflow integration rather than the mere signing of contracts.

Liu also outlined the broader vision for Datasea's technology stack, noting that the capabilities developed for these five customers are designed to be highly adaptable. “Our AI execution agents are not limited to a single digital-marketing scenario,” she explained. "We are building an execution-agent system designed to support different business processes and industry applications. Digital marketing is one important real-world application within these five customer arrangements. As customer usage continues to deepen, we intend to expand the application of our AI execution agents across additional business processes and industry scenarios while further enhancing the repeatability and scalability of these services."

Future Outlook and Market Expansion

Looking ahead, Datasea plans to leverage the operational insights gained from these five customer arrangements to expand its market presence. The Company intends to explore additional industry, workflow, and application opportunities based on actual customer needs.

The strategic roadmap includes:

  • Continued focus on actual service execution, platform usage, and commercialization under existing customer arrangements.
  • Exploring opportunities for AI execution agents across additional industries that require automated, multimodal digital solutions.
  • Investigating international markets to expand the application scope and market reach of its AI execution services.

By focusing on actual business development and commercial progress, Datasea aims to demonstrate the scalability of its AI execution-agent system beyond its current digital marketing applications, positioning itself as a provider of multimodal digital solutions on a broader scale.