iSoftStone

What iSoftStone does

iSoftStone (软通动力, Shenzhen Stock Exchange: 301236.SZ) is a Beijing-headquartered, full-stack digital technology services and computing hardware provider serving 1,100+ enterprise and government customers across 10+ industries in China and 40+ cities globally. The company is organized around three reporting segments: Software and Digital Technology Services (189.61B RMB in 2025, 54.0% of revenue) covering consulting, systems integration, cloud, AI and large-model applications, and digital operations; Computing Products and Intelligent Electronics (158.09B RMB, 45.1% of revenue) covering AI servers, Xinchuang PCs, gaming laptops under Mechanical Revolution, commercial PCs under Hengyue, and the Huafang brand; and Digital Energy and Intelligent Computing Services (3.01B RMB, 0.9%). Hardware is sold both via enterprise procurement (server bids from China Unicom, China Mobile, ICBC, ABC, Postal Savings Bank) and through e-commerce channels for consumer SKUs, while services are delivered through a sales-led enterprise field-sales motion and via partnerships with Huawei (APN&KPN dual diamond), NVIDIA (global core partner via Zhitong International), AMD, Intel, SAP, and Microsoft Azure.

The technology stack spans four proprietary layers: AI Infrastructure (Tianxuan computing scheduling, AI servers, Xinchuang PCs), Computing Intelligence (Tianhe OS on openEuler, Tianhe Database on openGauss, ISSCDC replication), Scenario Intelligence (Tianxuan 2.0 MaaS multimodal platform, AutoAgent, Digital WorkMate, IssMeta digital twin, ASDM AI-native software engineering platform), and Terminal Intelligence (OpenHarmony-based IoT, AI PC, embodied intelligence). In 2025 the company formally adopted a 'Software-Hardware Integrated, Full-Stack AI' strategy, and AI-related revenue reached 52.6% of total. Operating geographies include China as the core market plus targeted international expansion under a Go-Global 2.0 plan (North America, Japan/Korea, APAC, Middle East) anchored by a Strategic AI Offshore Development Centre in Malaysia.

The business model combines project-based professional services, enterprise hardware procurement contracts (often multi-year framework agreements), and recurring AI / managed computing services, with distribution through direct enterprise field sales, technology partner channels, government bidding, and consumer e-commerce. Customer concentration is moderate-to-high at the revenue level despite a 1,100+ logo count, with major state-owned banks, the three telecom operators, and central government ministries representing the largest individual contract values. Revenue grew 12.05% YoY in FY2025 to 350.90B RMB, but net margins are extremely thin (206M RMB net profit, ~0.06%) and EBITDA has compressed sharply since 2021 as the mix has tilted toward lower-margin hardware and AI infrastructure.

Name

iSoftStone

Legal name

软通动力信息技术（集团）股份有限公司

Website

https://isoftstone.com

Company type

Public

Founded year

2005

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

iSoftStone is a Beijing-headquartered full-stack digital technology services and computing hardware provider serving 1,100+ enterprise and government clients across banking, telecom, manufacturing, and government verticals, with proprietary AI platforms, Xinchuang hardware, and operations spanning 40+ cities.

Ownership category

akta.pro rank

Product category

IT Services and Digital Transformation Consulting

NAICS

Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)

SIC

Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise Application Modernization & Upgrades (incl. S/4HANA, cloud migrations) (BPAEAGAG)

akta.pro secondary industries

AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), Cloud Application Modernization & Refactoring (BPAEACAC), End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

Keywords

• Enterprise digital transformation
• Software development services
• IT consulting solutions
• AI platform services
• Computing hardware products

Headquarters

HQ city

Beijing

HQ country

China

HQ region

Asia

Offices17 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Supply Chain, Infrastructure

Revenue model

1. Software and Digital Technology Services: Covers digital consulting, digital technology services, digital solutions, and general technical services including systems design and development, product engineering, testing, and operational maintenance. Includes cloud intelligence, industrial internet, enterprise management software, system integration services, AI and large model applications, and data services. Generated 189.61 billion RMB in 2025 (54.02% of total revenue), growing 4.64% YoY.
2. Computing Products and Intelligent Electronics: Covers AI servers,信创PC (trustworthy computing PCs), AI workstations, liquid-cooled servers, gaming laptops under the Mechanical Revolution brand, commercial Hengyue brand, and related hardware products. Generated 158.09 billion RMB in 2025 (45.05% of total revenue), growing 22.36% YoY.
3. Digital Energy and Intelligent Computing Services: Covers intelligent computing center operations, computing power scheduling services, digital distribution networks, smart microgrids, virtual power plants, and energy management services. Generated 3.01 billion RMB in 2025 (0.86% of total revenue), growing 16.16% YoY.
4. AI-Related Business Revenue: AI-related business encompassing AI infrastructure, computing intelligence, scenario intelligence, and terminal intelligence segments. Generated 184.66 billion RMB in 2025, representing 52.6% of total revenue. Q1 2026 AI business revenue was 45.14 billion RMB, growing 39% YoY. This represents the company's strategic transformation toward full-stack AI capabilities.

Pricing tiers

Go-to-market motion3 records

Distribution channels6 records

Marketing channels7 records

Core offering

iSoftStone delivers end-to-end enterprise digital transformation through three integrated pillars: software and digital technology services (consulting, custom development, AI/large-model applications, cloud intelligence, and system integration), computing products and intelligent electronics (AI servers, trustworthy PCs, gaming laptops, AI workstations), and digital energy/intelligent computing services (computing center operations and scheduling). It serves 1,100+ enterprise and government clients across banking, insurance, telecom, manufacturing, retail, automotive, and energy sectors with proprietary AI, digital twin, and OpenHarmony-based platforms.

Product overview

iSoftStone (软通动力) is a comprehensive digital technology service provider offering a multi-layered portfolio organized around three core business segments: (1) Software and Digital Technology Services (including consulting, solutions, and digital services), (2) Computing Products and Digital Infrastructure (hardware including AI servers, credit PCs, gaming laptops, and OpenHarmony-based IoT devices), and (3) Digital Energy and Intelligent Computing Services. The product portfolio centers on the Tianxuan 2.0 MaaS platform (multi-modal LLM operations) supported by AI agent platforms (Tianxuan AutoAgent, Digital WorkMate, RuDong Agent Cloud), the IssMeta digital twin platform, and the AI4SE-focused ASDM platform. Core infrastructure products include the Tianhe OS (openEuler-based enterprise Linux), Tianhe Database (openGauss-based), and Tianhe Data Replication Service (ISSCDC). The company operates sub-brands including Huafang (信创 computing hardware), Mechanicus/机械革命 (gaming PCs), Hengyue/恒悦 (commercial PCs), SwanLink/鸿湖万联 (OpenHarmony IoT OS), and isshuafang/软通计算机 (credit computing). Solutions span digital twins, industrial metaverse, smart water management, intelligent manufacturing, multi-cloud management, data governance, digital supply chain, and financial services systems.

Differentiator

Problem solved

Functional benefit

Brands

• 机械革命 (Mechanical Revolution): Gaming laptop brand under 智通国际, ranked among top 3 gaming notebook brands in China for three consecutive years
• 恒悦
• 软通华方
• 软通数智集团
• 天璇
• 天鹤
• 天枢
• 天汇
• 天慧智园
• 软通天璇AI Factory
• AISE
• 睿动AI
• 软通教育
• 鸿湖万联

Products and services

• Tianxuan 2.0 MaaS Multi-Modal Large Model Operations Platform (天璇2.0 MaaS多模态大模型运营平台) Enterprise-level multi-modal large model operations platform providing AI assistant capabilities across customer service, recruitment, legal, operations, design, engineering R&D, UML diagram drawing, and data analysis domains.
• Tianhe Operating System (ISSEOS, 天鹤操作系统) Enterprise-grade Linux operating system based on openEuler, supporting Kunpeng, Haiguang, Feiteng processors, SM2/SM3/SM4 national secret algorithms, for databases, big data, cloud computing, and AI workloads.
• Tianhe Database (ISSEDB, 天鹤数据库) Enterprise database built on the openGauss kernel, supporting Intel and Kunpeng processors with high performance, high availability, automated operations, and RPO=0 / RTO<10s for high-availability architecture.
• Tianhe Data Replication Service (ISSCDC, 天鹤数据复制服务) Data replication tool enabling online database migration and real-time synchronization across Oracle, GaussDB, and openGauss with full and incremental data migration.
• IssMeta Digital Twin Platform (天枢iSSMeta数字孪生平台) Industrial metaverse digital twin simulation platform based on Industrial Internet identification system, providing cloud-side 3D scene construction, full-factor data fusion, and low-code tools for industrial digital twin and simulation deduction.
• Tianxuan AutoAgent (天璇AutoAgent) Intelligent agent platform with language-level intelligent orchestration and decoupled distributed scheduling that decomposes complex tasks into minimum executable units for flexible agent deployment.
• Tianxuan Digital WorkMate Digital Employee Platform (天璇Digital WorkMate数字员工平台) Platform enabling enterprises to rapidly construct silicon-based workforce platforms through AI Portal, encapsulating industry knowledge into standardized, reusable digital employee matrices.
• RuDong AI Agent Cloud Platform (睿动AI智能体云平台) AI agent cloud platform with a Token Hub core engine providing enterprise-level token aggregation and governance for intelligent automation across multiple industries.
• ASDM Platform (AI-Native Digital Assembly Line, AI4SE) AI-native digital assembly line platform for AI4SE (AI for Software Engineering) scenarios enabling rapid AI application development and deployment.
• iSS Cloud Multi-Cloud Management Platform (多云管理平台) Centralized cloud service management platform for large and mid-sized enterprises providing multi-cloud resource management, account management, order management, and bill analysis.
• CloudVC Collaboration Solution Enterprise video conferencing and collaboration solution for organizational communication needs.
• AISE Software Engineering AI Product AI product for the enterprise software engineering domain focused on code auto-completion, code assistant, and document knowledge base capabilities.
• Data Governance Solution (数据治理解决方案) End-to-end data governance solution covering consulting through implementation to help enterprises manage data and convert it into usable assets.
• Digital Supply Chain Control Tower (数智供应链控制塔) Solution for procurement, production, warehousing, logistics, inventory distribution, and order delivery information integration, providing supply chain monitoring, analysis, prediction, simulation, and decision support.
• Industrial Metaverse Solution (工业元宇宙解决方案) Industrial metaverse solution based on the IssMeta digital twin platform for production line optimization and factory mechanism model management.
• Treasury Management Solution for Group Enterprises (集团司库解决方案) Treasury management solution for large enterprise groups integrating financial company operations and global treasury functions.
• Digital RMB Smart Contract Application Service Platform (数字人民币智能合约应用服务平台) Platform for digital RMB smart contract application services enabling programmable digital currency transactions.
• Non-Auto Insurance Core Business System Solution (非车保险核心业务系统解决方案) Core business system solution for non-auto insurance supporting policy administration, claims, and underwriting operations.
• Health Insurance Core Business System Solution (健康险核心业务系统解决方案)

Quantifiable outcome

• 92.5% YoY revenue growth to 350.90 billion RMB in 2025
• +4 more outcomes

Named customers11 records

Segments10 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability15 records

Feature11 records

Partnerships

23 partnerships are on record, tiered core, strategic and minor.

• Huawei (华为)coreStrategic or Co-development PartnerHuawei is iSoftStone's core strategic partner and major client. iSoftStone is a Kunpeng and Shengteng (APN&KPN dual diamond) certified partner, Huawei Cloud core partner across all tracks, and #2 Huawei Cloud distributor. The company partners across Huawei's cloud, pipe, and endpoint segments, including ICT infrastructure, intelligent automotive, cloud computing, and enterprise business management systems. Awarded '计算部件卓越贡献奖 (APN&KPN双钻石)', '昇腾APN最佳产品奖', and '鲲鹏KPN最佳产品奖'. Also Huawei's multi-product diamond distributor and core ecosystem partner for intelligent manufacturing and large enterprise divisions.
• NVIDIAcoreTechnology or IntegrationiSoftStone subsidiary Zhitong International is a NVIDIA Global Core Partner, enabling access to NVIDIA GPU technology for AI computing products including AI servers, workstations, and gaming laptops under the Mechanical Revolution brand.
• AMDcoreTechnology or IntegrationAMD Greater China Region #2 OEM and 2025 Best Strategy Partner. iSoftStone integrates AMD processors into its PC and computing hardware product lines.
• IntelcoreTechnology or IntegrationIntel 2025 Titanium Level Partner. iSoftStone integrates Intel processors across its enterprise computing hardware product lines.
• SAPstrategicStrategic or Co-development PartnerSAP Gold Partner. iSoftStone provides SAP implementation and digital transformation services to European market clients, helping local customers with digital transformation using SAP platforms.
• Microsoft AzurestrategicGTM or Marketing PartnerMicrosoft Azure Digital and Application Innovation Solutions Partner. iSoftStone provides Azure-based digital solutions and cloud services to global enterprise clients.
• Amazon Web Services (AWS)strategicTechnology or IntegrationAWS technology partner. iSoftStone collaborated with AWS on cloud solutions and participated in AWS Summit 2019, offering cloud migration and managed services.
• Tencent (腾讯)strategicTechnology or IntegrationTechnology integration partner. Tencent Maps integrated into iSoftStone's AI intelligent water management solutions for smart water utilities, enabling precise meter positioning.
• Jinpan Technology (金盘科技)strategicStrategic or Co-development PartnerStrategic partnership to jointly release the '软通天璇AI Factory' intelligent manufacturing transformation solution. Combines iSoftStone's AI capabilities with Jinpan's 30 years of energy equipment expertise to accelerate AI platform and application deployment in manufacturing.
• Xiangdixian (象帝先计算技术（重庆）有限公司)strategicStrategic or Co-development PartnerStrategic cooperation signed February 2026 to jointly promote deep integration of graphics computing chips and industry platforms, focusing on digital twin, industrial simulation, and graphics computing solutions. Products already mutually certified between Xiangdixian GPU and iSoftStone's Tianxuan digital twin and embodied AI platforms.
• Differentiated Home (居然之家/居然智家新零售集团)strategicStrategic or Co-development PartnerStrategic Cooperation 2.0 signed January 2026, upgrading to full strategic partnership. Cooperation covers digital platform construction, SaaS software outsourcing, digital space, digital operations, AI applications, hardware upgrades, and joint global market development. Focus on design,洞窝, smart home, intelligent home decoration, home services, and big consumption sectors.
• Shenyang Water Group (沈阳水务集团有限公司)strategicStrategic or Co-development PartnerStrategic cooperation signed January 2026 for smart water management using HongMeng OS + AI. iSoftStone deploys 5 AI systems: intelligent assessment, intelligent mapping, intelligent leak control, intelligent meter reading, and intelligent work orders. HongMeng ecosystem to comprehensively empower regional water management business scenarios.
• Wens Foodstuff Group (温氏股份)strategicStrategic or Co-development PartnerWon '智料通' intelligent feed prediction and scheduling upgrade project. AI technology赋能饲料全供应链 (entire feed supply chain). Project covers feed demand forecasting, intelligent production scheduling, and logistics vehicle dispatch, transforming traditional passive feed factory response into integrated intelligent proactive supply model.
• Chongqing Qine Electrical Aluminum (旗能电铝)minorStrategic or Co-development PartnerDigital twin factory implementation using IssMeta platform. Enabled real-time monitoring of factory environment, equipment status, and safety early warning systems. Resulted in 90 days continuous safe production and 10% increase in raw aluminum output.
• Malaysia Digital Economy Corporation (MDEC)strategicGTM or Marketing PartneriSoftStone awarded Malaysia Digital Status by MDEC, formalizing its planned investment to establish a Strategic AI Offshore Development Centre as its regional hub for Southeast Asia under the national Digital First strategy.
• Global Digital Economy City Alliance (DEC40)strategicGTM or Marketing PartneriSoftStone International (软通国际) became a founding member of DEC40 (Global Digital Economy City Alliance) as part of the UN 'International Digital Economy Governance and Leading Talent Capacity Building Project'. Contributed case studies on digital industrial parks and youth growth programs.
• Wuxi City Government (无锡市政府)minorStrategic or Co-development PartneriSoftStone subsidiary 鸿湖万联 implemented OpenHarmony-based smart vehicle terminals in Wuxi, commercializing HarmonyOS applications in transportation safety monitoring, ADAS, and driver monitoring systems.
• NETLINKZ Global LimitedminorStrategic or Co-development PartnerStrategic partnership since April 2019. Jointly promoted Cloud Area Network (VIN) software through China Telecom. Established IoT joint laboratory for China market expansion. NETLINKZ provides SD-WAN solutions and IoT security while iSoftStone provides engineering resources and market access.
• Zhangjiakou Digital Group (张家口数字集团)strategicStrategic or Co-development PartnerJoint venture established for Beijing-Tianjin-Hebei computing cluster operations and services, supporting national integrated computing network construction.
• China Customer Relations Centre (CCRC)strategicGTM or Marketing PartnerBoth CCRC and iSoftStone were awarded Malaysia Digital Status by MDEC together. CCRC establishes multilingual AI-powered customer experience hubs in Malaysia while iSoftStone establishes its Strategic AI Offshore Development Centre.
• China Mobile, China Unicom, China TelecomstrategicStrategic or Co-development PartnerMajor telecom operator customers for server procurement, cloud migration, and AI computing infrastructure projects. Won major procurement bids from all three major Chinese telecom operators.
• Matrix Origins (矩阵起源)minorStrategic or Co-development PartnerCollaboration on AI Factory solutions, contributing to iSoftStone's AI ecosystem expansion.
• Shandong Iron and Steel Group (山东钢铁)minorStrategic or Co-development PartnerCustomized digital transformation solution provided for a leading overseas steel enterprise, showcasing iSoftStone's international market capabilities.

Scale indicators18 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Cognizant: Global IT services and consulting firm serving financial services, healthcare, manufacturing, and communications clients with comparable digital transformation, cloud migration, and AI services. Similar enterprise field-sales GTM and offshore delivery model.
• Tata Consultancy Services (TCS): Largest Indian IT services firm offering enterprise consulting, digital transformation, cloud and AI services to global Fortune 500 clients. Comparable in customer segments (banking, insurance, manufacturing, telecom), service breadth, and reliance on enterprise long-term contracts.
• HCL Technologies: Global IT services firm providing infrastructure, digital, engineering and cloud services to enterprise clients. Strong overlap in financial services, manufacturing, and telecom verticals — directly comparable service portfolio and customer profile to iSoftStone.
• Accenture: Global professional services leader with comparable enterprise digital transformation, cloud, AI, and industry consulting offerings. Direct overlap in banking, insurance, manufacturing and public sector digital transformation engagements.
• Capgemini: European-headquartered IT services and consulting firm with comparable digital transformation, cloud, AI, and engineering services practice. Particularly relevant peer for iSoftStone's European SAP implementation and enterprise consulting business.
• Infosys: Global IT services incumbent providing enterprise digital transformation, cloud, AI, and consulting to large enterprises. Comparable business model (services-led, enterprise field sales, AI platform investments) and similar global delivery scale, though operating primarily in India and serving Western enterprise clients.
• Wipro: Global IT services and consulting firm serving banking, consumer, energy, and manufacturing clients with comparable digital transformation, cloud, and AI capabilities. Similar enterprise services-led business model.

Direct peers

• Inspur Electronic Information Industry: Major Chinese AI server and enterprise IT infrastructure provider with strong overlap in AI servers, Xinchuang computing, and government/enterprise procurement — directly comparable to iSoftStone's Computing Products segment and AI infrastructure business.
• ChinaSoft International: Closest direct peer in China's enterprise IT services and digital transformation market. Provides custom software development, cloud and AI services, and serves large Chinese enterprises and government clients across banking, telecom, government and manufacturing — almost identical customer base and service mix to iSoftStone.
• Digital China Group: Chinese IT services and distribution company with comparable breadth across enterprise software, cloud, AI, and hardware distribution. Overlap with iSoftStone in Huawei ecosystem partnerships, Xinchuang/IT localization, and enterprise digital transformation projects.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/iSoftStone
• Facebookfacebook.com/isoftstone
• LinkedInlinkedin.com/company/isoftstone

Compliance12 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries8 records

Funding overview

Funding rounds5 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about iSoftStone