YHEKF Merchant AI Video Transaction Value Rises Over 2x

YHEKF said on its 2026-08-27 interim results earnings call that transaction value tied to AI-generated videos in its merchant solutions business rose by more than 2.0 times in the first half of 2026. The company has not broken out revenue from the product or isolated the effects of platform distribution, merchant mix and other growth drivers [1].

YHEKF represents Yeka Limited, a payment-based technology company that earns revenue by providing retailers with one-stop payment services, merchant solutions and in-store e-commerce services. Fuxi Merchant Growth AI includes commercialized AI agent software, AI-generated videos and AIQ merchant tools. Merchants and influencers use them to create marketing content and support customer acquisition, transaction conversion, user retention and e-commerce operations. The application sits in the company's core business.

Fuxi Merchant Growth AI's public starting point

The application's public history currently has only one data point. The 2026-08-27 call is the earliest public call record in the research window and the only one that describes this application path. Fuxi's agent software was already commercialized when it first appeared, confirming that it had entered a real operating workflow. That first public appearance is not the adoption date, however, and it does not show which deployment stages came before it [1].

What the transaction and GMV figures show

The most direct result comes from AI-generated videos in merchant solutions. The company said related transaction value rose by more than 2.0 times in the first half of 2026, showing that merchants generated measurable transaction activity through the content. It did not disclose the absolute transaction value or comparison base, and the growth rate does not show how much revenue the platform earned from each transaction [1].

AIQ extends the operating result into in-store e-commerce. Management said AIQ improved operating efficiency for merchants and influencers and helped drive the business's GMV up by more than 75% year over year to a record high. That figure covers the entire in-store e-commerce business. The company did not separate the effects of platform distribution, merchant mix, pricing or other features, so the full GMV increase cannot be attributed to AIQ [1].

The financial link remains unquantified

Higher transaction value and GMV could provide a path to revenue growth if more transaction activity converts into platform revenue at a stable fee rate. YHEKF has not disclosed product revenue, fee rates or revenue recognition methods for Fuxi, AI-generated videos or AIQ. Their contribution to revenue or profit therefore cannot be quantified, and the disclosure does not support an inference that staffing needs have changed.

The evidence confirms that YHEKF has placed merchant growth AI in core operating workflows and reported measurable transaction value and GMV outcomes. It does not establish how much of those outcomes AI caused independently or how much ultimately reached the financial statements. Direct product revenue and its share of merchant solutions revenue would be needed to turn the operating metrics into a verifiable revenue contribution.

Application assessment

• Fuxi Merchant Growth AI | Business position: core business | Deployment stage: limited production | Scope: multiple businesses or regions | Value type: revenue growth

Source

[1] Drillr · YHEKF (YHEKF) · 2026-08-27 · earnings call

In the first half of 2026, the transaction value of merchant solutions AI generated videos surged by over two times.