Tuya Smart Announces a Strategic Partnership with Robopoet to Develop the Cellular Version of "Fuzozo"

Rhea-AI Summary

Tuya Smart (NYSE: TUYA) announced at CES 2026 a strategic partnership with Robopoet to develop a cellular-enabled version of the AI companion Fuzozo. The collaboration aims to move AI emotional companionship from Wi‑Fi bound, indoor use to always‑connected, mobile experiences by integrating cellular connectivity, cloud–edge–device collaboration, and Tuya's global cloud infrastructure. The partnership positions Fuzozo as a mobile, real‑time emotional companion for commutes, travel, and full‑scenario use.

News Market Reaction

-2.63%

1 alert

-2.63% News Effect

On the day this news was published, TUYA declined 2.63%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

AI companion market size: US$18.35 billion Q3 2025 revenue: US$82.5M Q3 2025 net profit: US$15.0M +5 more

8 metrics

AI companion market size US$18.35 billion Global AI companion market in 2025

Q3 2025 revenue US$82.5M Total revenue, Q3 2025, up ~1.1% YoY

Q3 2025 net profit US$15.0M GAAP net profit vs loss a year ago

Q2 2025 revenue US$80.1M Total revenue, Q2 2025, up 9.3% YoY

Q2 2025 net profit US$12.6M Net profits, up 302.4% YoY

Cash and investments US$1,026.5M Total cash and investments as of Sept 30, 2025

Market cap $1,370,731,185 Pre-news market capitalization

52-week range $1.57 – $4.6295 TUYA 52-week low and high before this news

Market Reality Check

Price: $2.18 Vol: Volume 947,244 is above t...

normal vol

$2.18 Last Close

Volume Volume 947,244 is above the 20-day average of 744,642 (rel. 1.27x). normal

Technical Price 2.28 is trading below the 200-day MA of 2.43 and ~50.75% under the 52-week high.

Peers on Argus

TUYA gained about 1.33% with slightly elevated volume, while peers showed mixed ...

1 Up

TUYA gained about 1.33% with slightly elevated volume, while peers showed mixed moves: RZLV up 5.86%, PRGS up 2.66%, FLYW down 1.49%. Only one peer (RZLV) appeared in momentum scans, suggesting a stock-specific response rather than a broad sector rotation.

Historical Context

5 past events · Latest: Nov 24 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Nov 24	Earnings results	Positive	+0.5%	Q3 2025 revenue growth with margins and net profit improving to profitability.
Nov 20	AI sustainability event	Positive	-1.5%	Showcased AIoT energy optimization and UNSH collaboration at COP30 in Brazil.
Nov 10	Earnings date notice	Neutral	+0.9%	Announcement of Q3 2025 results release date and related conference call details.
Oct 08	AI security keynote	Positive	+0.8%	Presented AI and cyber governance insights and security initiatives at London dialogue.
Aug 26	Earnings and dividend	Positive	+3.1%	Strong Q2 2025 revenue growth, higher margins, net profit and cash dividend declaration.

Pattern Detected

Recent news with clearly positive fundamentals has usually seen modestly positive price reactions, with one notable divergence on a sustainability-focused AI announcement.

Recent Company History

Over the last six months, Tuya reported improving fundamentals and growing AI partnerships. Q2 and Q3 2025 results showed rising revenues (around US$80–82.5M) and a shift to profitability with operating and net margins turning positive. AI-focused appearances at events like COP30 and an AI cybersecurity dialogue highlighted the company’s positioning in sustainability and security. Against this backdrop, the new Robopoet partnership extends Tuya’s AI ecosystem into mobile emotional companionship, complementing its prior focus on smart energy and secure AI infrastructure.

Market Pulse Summary

This announcement adds a new dimension to Tuya’s AI strategy by extending its platform into cellular...

Analysis

This announcement adds a new dimension to Tuya’s AI strategy by extending its platform into cellular-connected emotional companions through the Robopoet partnership. It builds on prior ecosystem collaborations and AI showcases while the company maintains improving fundamentals and a solid cash position above US$1B. Investors may watch for concrete usage metrics, revenue contributions from AI companions, and further updates on how cloud–edge–device deployment scales across global markets.

Key Terms

cellular connectivity, ai companion, cloud–edge–device, cloud infrastructure

4 terms

cellular connectivity technical

"develop the world's first AI companion powered by cellular connectivity."

Cellular connectivity is the wireless link that lets phones, tablets, sensors and other devices send and receive voice and data through a network of radio towers and provider infrastructure, similar to how roads let cars travel between places. It matters to investors because the quality, coverage and capacity of that link determine consumer and business demand, recurring service revenue, device sales and the need for network investment, all of which affect company earnings and growth prospects.

ai companion technical

"develop the world's first AI companion powered by cellular connectivity."

An AI companion is a piece of software that uses artificial intelligence to interact with people in a conversational, personalized way—answering questions, remembering preferences, and assisting with everyday tasks like scheduling, entertainment, learning or health reminders. For investors it matters because these products can create recurring revenue and higher user engagement through subscriptions or in-app services, but they also bring data-privacy and safety risks that can affect costs, reputation and regulation.

cloud–edge–device technical

"next-generation intelligent agents built on cloud–edge–device collaboration."

A cloud–edge–device setup describes how computing work is split among three places: powerful remote servers (the cloud), nearby smaller computers or gateways (the edge), and the phones, sensors or machines people actually use (the devices). For investors, this matters because where work happens affects product performance, costs, security and how a company sells and scales its services — like choosing between a central warehouse, local pickup points and doorstep delivery.

cloud infrastructure technical

"Tuya's globally distributed cloud infrastructure ensures consistent, stable, and high-quality"

Cloud infrastructure is the network of remote servers, storage, networking and basic software that companies rent over the internet instead of owning their own physical data centers — like using a utility grid or renting a fully equipped office rather than buying a building and furniture. Investors care because it changes how a company spends money, scales operations, launches products and manages risk: it can lower upfront costs, speed growth, concentrate vendor or outage risk, and influence recurring revenue and margins.

AI-generated analysis. Not financial advice.

LAS VEGAS, Jan. 8, 2026 /PRNewswire/ -- At CES 2026, Tuya Smart (NYSE: TUYA, HKEX: 2391), a global AI cloud platform service provider, announces a strategic partnership with Robopoet to develop the world's first AI companion powered by cellular connectivity. This milestone marks a fundamental shift in AI emotional companionship from fixed indoor scenarios to fully mobile, always-connected experiences.

The global "emotional economy" is rapidly transitioning from concept to reality, ushering in a new wave of innovation centered on emotional companionship. According to a report by The Business Research Company, the global AI companion market reached approximately US$18.35 billion in 2025, with strong growth momentum expected in the years ahead.

Making AI Companions Truly "Always by Your Side"

Behind the rapid rise of the AI emotional economy lies a long-standing challenge: connectivity. Once users step outside their homes—especially when traveling abroad—AI companions reliant on Wi-Fi often fall into an "emotional offline" state.

Through this collaboration, Tuya and Robopoet directly address this limitation. By integrating cellular network capabilities, Fuzozo breaks free from physical constraints. Whether during daily commutes, outdoor exploration, or cross-continental travel, users can now enjoy real-time, always-on emotional companionship.

This breakthrough completes the transition from "indoor, fixed-point interaction" to "full-scenario mobility," enabling seamless, immersive, two-way emotional engagement—anytime, anywhere.

Why Tuya? A Combination of Depth and Scale

This partnership represents a powerful combination of Robopoet's expertise in emotionally intelligent AI and Tuya's strength in building global AI ecosystems.

Tuya's AI Developer Platform standardizes and modularizes complex global device connectivity, data communication, and operations management, allowing the Robopoet team to focus on advancing core AI capabilities and emotional content—accelerating Fuzozo's evolution from a product into a living, responsive AI companion.

Meanwhile, Tuya's globally distributed cloud infrastructure ensures consistent, stable, and high-quality user experiences worldwide, enabling Robopoet to efficiently deliver premium emotional companionship services to global markets.

Co-Creating a New AI Companion Ecosystem Across Cloud, Edge, and Device

This launch is more than a product upgrade—it marks the beginning of deep ecosystem collaboration. Moving beyond simple hardware–cloud integration, Tuya and Robopoet will jointly explore next-generation intelligent agents built on cloud–edge–device collaboration.

At the Tuya booth at CES 2026, Fuzozo stands as a symbol of the future of AI emotional technology—a warm, responsive AI companion with no offline moments and no boundaries—now becoming reality.

View original content to download multimedia:https://www.prnewswire.com/news-releases/tuya-smart-announces-a-strategic-partnership-with-robopoet-to-develop-the-cellular-version-of-fuzozo-302656451.html

SOURCE Tuya Smart

FAQ

What did Tuya announce about Fuzozo at CES 2026 (TUYA)?

Tuya announced a strategic partnership with Robopoet to build a cellular version of the AI companion Fuzozo for always‑connected mobile use.

How will cellular connectivity change Fuzozo's user experience for TUYA?

Cellular integration aims to eliminate Wi‑Fi 'offline' gaps so Fuzozo can provide real‑time emotional companionship during travel and outdoor use.

What role does Tuya's platform play in the Fuzozo partnership (TUYA)?

Tuya provides an AI developer platform and global cloud infrastructure for device connectivity, data communication, and operations management.

Will the Tuya and Robopoet collaboration support global availability of Fuzozo?

The partnership leverages Tuya's globally distributed cloud to target consistent, high‑quality experiences for global markets.

Does the announcement include a launch date or pricing for the cellular Fuzozo (TUYA)?

No specific launch date or pricing was provided in the announcement.

What technical approach will Tuya and Robopoet explore for Fuzozo's development (TUYA)?

They plan to co‑create cloud–edge–device collaborations and next‑generation intelligent agents to support mobile, two‑way emotional engagement.