uCloudlink Group, Inc. · NASDAQ:UCL
uCloudlink — Investor Presentation (September 2026)
32 slides from uCloudlink's investor presentation, September 2026
Slide 1: Company Presentation
(Nasdaq: UCL) Company Presentation September 2026
Slide 2: Disclaimer
Disclaimer (Nasdaq: UCL) By viewing, accessing, or participating in this presentation, you agree to be bound by the following limitations. Any failure to comply with these restrictions may constitute a violation of applicable securities laws. This presentation has been prepared by UCLOUDLINK GROUP I
Slide 3: Investment Highlights
Investment Highlights (Nasdaq: UCL) 1 World’s First and Leading Mobile Data Traffic Sharing Marketplace Massive Market Potential Backed by Scalable Global User Base and 2 Worldwide Partnerships 3 Fundamentally Profitable Business Model Driving Long-Term Growth Integrating Innovation to Build a PaaS/
Slide 4: Bridging Divides: Powering a Connected Future
Bridging Divides: Powering a Connected Future (Nasdaq: UCL) 01 02 03 Global Connectivity Single-Multi Bridging the "Pet Divide Network Divide People" Divide The rapid scaling of Solve the single-multi Pioneer the Pet-Tech our 2.0 local data network divide by era, using AI to foster connectivity busi
Slide 5: Unlocking Growth Opportunities to Scale MAU by 100x+
Unlocking Growth Opportunities to Scale MAU by 100x+ (Nasdaq: UCL) Full Marketplace User Base Scaling Strategy 100 million+ MAU Reached 557K monthly active users via GlocalMe MeowGo in 26Q2. Jointly contributed by Scaling MAU towards a 10-100m global target across all five GlocalMe SIM, PetPhone/Pet
Slide 6: World's First and Leading Mobile Data Traffic Sharing Marketplace
World’s First and Leading Mobile Data Traffic Sharing Marketplace (Nasdaq: UCL) Data Traffic Sharing back Data Traffic Intelligent Data Traffic Factory International MNOs Travelers MVNOs Repackaging Re- Data Users Local Users Data Suppliers distributing SIM Card Resellers Dynamic Allocation Recyclin
Slide 7: Our Advanced Technology and Solutions Enable Secure and Robust Connectivity
Our Advanced Technology and Solutions Enable Secure and Robust Connectivity (Nasdaq: UCL) Cloud SIM Technology HyperConn Solutions Seed SIM Pool of SIM Cards(2) from 398 MNOs(3) Globally 212 Patents (1) Software-based Ready to Support All Three Generations of our Businesses Notes: 1. As of June 30,
Slide 8: Our Solution Enables Better Connections
Our Solution Enables Better Connections (Nasdaq: UCL) Better Data Connections for MNOs and Users Improves network coverage and alleviates congestion both indoors and outdoors 4G / 5G Wi-Fi Operator Satellite • Cost-effectively leverage multiple networks to resolve operator congestion and coverage is
Slide 9: IoT: Profitable Growth with Expanding Scale
IoT: Profitable Growth with Expanding Scale (Nasdaq: UCL) Installed Base Expanding and Driving Rapid Revenue Growth 3.34 Million +277% IoT Installed Base DAU Growth YoY Units as of Q2 2026, growing rapidly Daily active users reached 57,859 in Q2 quarter over quarter 2026 +210% +392.4% MAU Growth YoY
Slide 10: PetPogo AI Agent: Pet Intelligence
PetPogo AI Agent: Pet Intelligence (Nasdaq: UCL) Core Upgrade: AI Agent Comprehensive AI Perception & Management PetPogo has undergone a comprehensive upgrade to become an The AI agent can precisely perceive pet status and emotions, and AI agent, achieving a major leap in functionality and performan
Slide 11: PetPhone & PetPogo: Strong Traction, Commercial Value Ahead
PetPhone & PetPogo: Strong Traction, Commercial Value Ahead (Nasdaq: UCL) PetPogo: AI-Powered Pet Ecosystem Strategic Repositioning Market Recognition User Momentum Evolved from PetPhone to PetPogo — an Multiple industry awards. Strong validation DAU +606.5% YoY to 1,519 | MAU +464.2% “AI-powered +
Slide 12: GlocalMe Life & SIM: DAU Growth Comparison
GlocalMe Life & SIM: DAU Growth Comparison (Nasdaq: UCL) Key Growth Insights • GlocalMe Life Business: Q2 2025 DAU: 1,605; Q2 2026 DAU: 14,471; YoY Growth: +801.6% • GlocalMe SIM Business: Q2 2025 DAU: 7,552; Q2 2026 DAU: 17,519; YoY Growth: +132.0% Our eSIM business is gaining strong momentum, lead
Slide 13: GlocalMe MeowGo G50 Max: Sky-to-Ground Connectivity
GlocalMe MeowGo G50 Max: Sky-to-Ground Connectivity (Nasdaq: UCL) (Nasdaq: UCL) 5G coverage in nearly 100 countries Premium connectivity across the most countries, including in-flight World’s leading Integrated Sky-to-Ground Mobile Wi-Fi Hub Seamlessly integrating space, air, and ground networks Pio
Slide 14: Scaling User Base with Diverse Solutions to Build a Full Marketplace
Scaling User Base with Diverse Solutions to Build a Full Marketplace (Nasdaq: UCL) Full Marketplace GlocalMe SIM GlocalMe IoT Global potential GlocalMe Life GlocalMe MeowGo Global potential market of ~100 Global potential Global potential market of ~100 million of market of tens market of millions m
Slide 15: Addressing Data Connectivity Pain Points for Businesses and Consumers
Addressing Data Connectivity Pain Points for Businesses and Consumers (Nasdaq: UCL) “Enabling people to use mobile data traffic freely, anytime and anywhere” Consumers All Stakeholders Businesses International travel Everyday life All scenarios MNOs/MVNOs ➢ Cost of data roaming ➢ Keeping touch of ➢
Slide 16: Massive Market Opportunity and Scalable User Base
Massive Market Opportunity and Scalable User Base (Nasdaq: UCL) 9.8bn 8.6bn 5.8bn 5.5bn 4.7bn 3.5bn 2030E SIM connections (excluding licensed cellular IoT) 2023 SIM connections (excluding licensed cellular IoT) Global mobile Revenues E2030: 2030E Licensed cellular IoT connections US$1.2 trillion 203
Slide 17: Evolution of our Business
Evolution of our Business (Nasdaq: UCL) 2014 2018 2024 – - present - present Vision present MNO A MNO B MNO C uCloudlink 1.0 uCloudlink 2.0 uCloudlink 3.0 uCloudlink 3.0 Between Carriers GlocalMe Ecosystem Sharing Marketplace Between Countries (Trial Phase) (Next Phase) for cross-border travelers fo
Slide 18: Profitable Monetization Model: Recurring Revenues with Scalable User Base
Profitable Monetization Model: Recurring Revenues with Scalable User Base (Nasdaq: UCL) Sales of Products Data Connectivity Services PaaS / SaaS Services … Retail Wholesale Usage-based Revenue-sharing and subscription-based ➢ Providing our business partners with ➢ The ongoing growth of cloud SIM pla
Slide 19: Experienced and Visionary Senior Management Team
Experienced and Visionary Senior Management Team (Nasdaq: UCL) Zhiping Peng Chaohui Chen Co-founder, Co-founder, Director and Chairman of the Board Chief Executive Officer Yimeng Shi Zhihui Gong Chief Financial Officer Chief Technology Officer Note: More details can be found at https://ir.ucloudlink
Slide 20: uCloudlink Operational and Financial Highlights
uCloudlink Operational and Financial Highlights
Slide 21: Operating Cash Flow and Solid Performance
Operating Cash Flow and Solid Performance (Nasdaq: UCL) Quarterly Revenues (US$MM) Overall Gross Margin 53% 54% 52% 52% $19.4 $18.2 49% 50% 2025 Q2 2026 Q2 Q1'2025 Q2'2025 Q3'2025 Q4'2025 Q1'2026 Q2'2026 2025 Q2 2026 Q2 Gross Profit Margin Average monthly active users (2): 744,966 (1) 2023 2024 2025
Slide 22: Service-Centric Revenue Mix Drives Gross Margin Improvement
Service-Centric Revenue Mix Drives Gross Margin Improvement (Nasdaq: UCL) Revenues (US$MM) Revenue Segmentation Gross Margin 13.6% $300.0 70% 60.8% 56.0% 58.5% 58.0% 11.4% 60% $250.0 52.4% 43.0% 45.5% 49.0% 48.4% 50% 72.9% 47.9% 42.8% Service-related $200.0 revenues 40% 31.6% 27.1% 2026 Q2 29.6% $15
Slide 23: uCloudlink 1.0: The Market Leader in International Data Connectivity Services
uCloudlink 1.0: The Market Leader in International Data Connectivity Services (Nasdaq: UCL) uCloudlink 1.0 Highlights uCloudlink 1.0 Revenues, US$MM $10.0 1 Established track record and global leading $8.2 position in the international data connectivity services market Driving the transition to 5G r
Slide 24: uCloudlink 2.0: Business Model Built on Strong MNO/Manufacturer Partnerships
uCloudlink 2.0: Business Model Built on Strong MNO/Manufacturer Partnerships (Nasdaq: UCL) uCloudlink 2.0：Local Data Connectivity Services uCloudlink 2.0 Business Highlights uCloudlink 2.0 Revenues, US$MM Seamless integration with various chipsets 2.0 1.5 Scaling up user base through alliances with
Slide 25: uCloudlink PaaS/SaaS Monetization Model
uCloudlink PaaS/SaaS Monetization Model (Nasdaq: UCL) Revenue from PaaS and SaaS services Key Revenue Models (US$MM) Primary Revenue Models 2.6 2.5 Revenue/ SIM Profit Sharing Hosting Fee Ancillary Revenue Models 2025 Q2 2026 Q2 31 2025 Q2 2026 Q2 44 SIM Installation Fee Software Upgrade Fee Number
Slide 26: Globally Diversified Business and Revenue Streams
Globally Diversified Business and Revenue Streams (Nasdaq: UCL) Geographic Distribution 160+ 390+ 69.7% 3,000+ Countries and Regions MNOs we Aggregate Mobile Non-Mainland China Global Partners (2) Covered (1) Data Traffic Allowances from (1) Revenue Contribution (1) 54 59 61 62 64 63 64 13% 16% 15%
Slide 27: Investment Highlights
Investment Highlights (Nasdaq: UCL) 1 World’s First and Leading Mobile Data Traffic Sharing Marketplace Massive Market Potential Backed by Scalable Global User Base and 2 Worldwide Partnerships 3 Fundamentally Profitable Business Model Driving Long-Term Growth Integrating Innovation to Build a PaaS/
Slide 28: Ww uClou -
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Slide 29: Appendix: Proprietary Technologies and Unique Solutions
Appendix: Proprietary Technologies and Unique Solutions
Slide 30: Unique Business Model with High Barriers to Entry
Unique Business Model with High Barriers to Entry (Nasdaq: UCL) Telecom Class Service Quality Operational Strategic Global Proprietary Technology Team & Talent Complex Value Chain Track-record Partnerships (2) Business 212 177 R&D Staff 175 business development, Across 64 Countries and Knowhow Sales
Slide 31: Ecosystem Powered by Our PaaS and SaaS Platform
Ecosystem Powered by Our PaaS and SaaS Platform (Nasdaq: UCL) 31 PaaS Platform Industrial SaaS Platform Wi-Fi Router Terminals / Devices Full Business Software Solutions Hosting Partners’ SIM cards Hyperconn Customer Management and Billing Intelligent Selection of Best- performing Network Internet o
Slide 32: Clear Growth Strategies Across Business Models
Clear Growth Strategies Across Business Models (Nasdaq: UCL) Between Countries Between Carriers Full Marketplace 3.0 1.0 2.0 Capture Local Data Connectivity Data Traffic with Massive User Base Market Opportunity Strengthen Leadership Position Trial phase for GlocalMe Ecosystem Single Operator Entry
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