91APP (Stock code: 6741), the first native SaaS company listed in Taiwan, announced consolidated revenue for July 2025 of NT$135 million, setting a new historical high for the month and representing a 9.17% year-over-year increase. Cumulative consolidated revenue for January–July totaled NT$970 million, up 10.11% year-over-year.
Despite headwinds in the overall market during the first half of the year, 91APP noted that momentum in D2C physical eCommerce remained strong. According to the latest data from Taiwan's Ministry of Economic Affairs, the growth rate of brick-and-mortar e-Commerce (6.8%) continues to outperform that of general eCommerce (1.4%)[1]. With sustained growth in D2C brick-and-mortar e-Commerce driving operational performance, 91APP sees strong competitive potential in the second half of the year and will continue to help clients solidify effective D2C operations and growth in a rapidly changing market, contributing steadily to the company's revenue.
In the AI era, OMO (Offline-Merge-Online) has entered its second phase, where enhancing seamless integration across people, products, and places has become critical to brand success. 91APP is actively helping brands implement second-phase OMO strategies, such as driving seamless customer flows through integrated brand apps and LINE operations, enabling efficient product allocation via the AI-powered 91APP Inventory Management System (IMS), and delivering frictionless in-store experiences through STAFF BOARD, a store staff-driven social commerce tool jointly launched with Japan's Adastria Co., Ltd. These strategies are empowering brands to scale their D2C brick-and-mortar e-Commerce growth.
AI is also accelerating OMO operations. 91APP is expanding its "Agents Inside" strategy to help retail clients address frontline operational challenges, improve omnichannel efficiency, and boost business performance. With AI now making advertising a standard necessity, capabilities such as AI-driven product discovery, audience targeting, and media selection are becoming essential for brand growth. 91APP enables clients to identify high-potential products, generate traffic from product insights, accurately target high-conversion audiences, and drive transactions through personalized marketing, creating a regenerative traffic loop that fuels continued D2C growth.
With the retail e-Commerce peak season approaching in the second half of the year, 91APP is fully prepared to help brands capture opportunities from key shopping festivals, boost D2C sales, and inject new growth momentum into operations. Despite ongoing market uncertainties, 91APP remains focused on steady operations, business expansion, and helping brands upgrade their D2C capabilities and strengthen operational resilience to meet the challenges of a fast-changing market.
[1] Source: Ministry of Economic Affairs, R.O.C. (Taiwan). Data for July 2025 exclude the "Other Retail" category, which covers four sub-industries: building materials retail, fuel retail, motor vehicle retail, and other specialized retail.