Meitu, Inc. (1357) Earnings Call Transcripts

Meitu, Inc.'s Latest Earnings Call - March 27, 2026

In the fiscal year 2025, Meitu, Inc. reported a revenue of RMB 3.86 billion, reflecting a year-over-year growth of 28.8%. The adjusted net profit attributable to owners surged 64.7% to RMB 907 million, significantly exceeding expectations. Management highlighted strong growth in international markets and productivity tools, indicating a shift towards AI-driven solutions. The company maintained its guidance for 2026, signaling continued focus on enhancing productivity tools and AI capabilities, despite some concerns about user growth metrics.

Reported metrics

Guidance from management

Management maintained its revenue guidance for 2026, indicating a stable outlook while focusing on enhancing productivity tools and AI capabilities. They expect continued growth in international markets and productivity segments.

What analysts pressed on

Analysts expressed concerns regarding the slight decline in MAUs and the growth rate of paying subscribers. They questioned the sustainability of user engagement and the impact of AI fragmentation on business performance.

Main topics on the call

• Strong Revenue Growth — Meitu's revenue grew by 28.8% year-over-year to RMB 3.86 billion, driven by a 41.6% increase in core photo, video, and design products. Management stated, "Our core business of photo, video and design products grew by 41...
• Adjusted Net Profit Surge — The adjusted net profit attributable to owners increased by 64.7% to RMB 907 million, driven by operational efficiencies and higher ARPU from productivity tools. Management noted, "The 2025 adjusted net profit attributab...
• International Market Expansion — Revenue from international markets grew by 37.4% year-over-year, now accounting for 38% of total revenue. Management emphasized, "Paying subscribers in international markets doubled, benefiting from the rapid growth of V...
• AI Agent Teams Development — Management discussed the establishment of AI agent teams aimed at enhancing productivity tools and driving sales conversions. They stated, "The AI agent functions... were taken up immediately," indicating strong market r...

Read the full Meitu, Inc. transcript (March 27, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 Meitu, Inc. earnings call transcripts on record, spanning March 26, 2020 to March 27, 2026. Based on this history, Meitu, Inc. reports annually. The most recent call on file is dated March 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

1357

Exchange

SEHK

Country

HK

Sector

Communication Services

Industry

Interactive Media and Services

Calls on record

7

First call

March 26, 2020

Most recent

March 27, 2026

Reporting cadence

annually