To secure its long-term development, TI CLOUD (02167.HK) has recently introduced a restricted share unit incentive plan. This initiative aims to retain talent through long-term incentives tied to robust performance metrics, leveraging its mature AI technology and a foundation of strong financial growth to fully capture medium to long-term value.

Key Performance Targets

The most critical aspect of the plan is its direct link to the company's core AI growth targets over the next three years. Using 2025 performance as a baseline, the average annual growth rate for AI solution revenue from fiscal years 2026 to 2028 must exceed 70% for the corresponding shares to be fully vested. If the average growth rate falls between 50% and 70%, the proportion of shares vested will be determined on a discretionary basis. Should the average growth rate be below 50%, all corresponding shares will be forfeited.

Share Structure and Future Plans

Regarding the source of shares, the 1.646 million restricted share units granted are all provided from the company's existing treasury stock. This approach avoids the issuance of new shares and does not dilute the interests of existing shareholders. Furthermore, the plan retains over 1.13 million shares in reserve, creating space for the continued recruitment of top talent in the AI field.

Incentive Recipients

In terms of coverage, the plan grants shares to a total of 48 core employees. All recipients are key frontline operational personnel, and the plan excludes company directors, senior executives, major shareholders, and their associates. This ensures the incentive resources are precisely targeted at the execution team deeply involved in implementing AI business strategies.

Recent Financial Performance

Financially, in 2025, revenue from the AI Digital Employee solution surged by 29 times year-over-year, while revenue from AI-Enabled solutions grew by 70.3% year-over-year. The combined revenue growth from these two major AI business lines exceeded 105%, establishing them as the company's second growth engine. Moving into 2026, the company's AI-related revenue in the first quarter once again increased by 105% year-over-year. Furthermore, in March of the same year, token usage on the ZENAVA platform rose by 60% month-over-month, with daily usage surpassing 10 billion.