Morgan Stanley Analysis Highlights Accelerated Monetization of Meitu's Productivity Tools and Superior ARPU from AI Innovations

Deep News15:10

According to a report released by Morgan Stanley on June 24th, multiple product metrics demonstrate that AI is accelerating the monetization of Meitu's productivity-focused applications, with newly launched AI products achieving a higher average revenue per user (ARPU).

Specifically, MVLAND's monthly average revenue per paying user (ARPPU) can reach $50. For Meitu Design Studio, some users have spent up to 16,000 yuan within a 60-day period. Furthermore, Vmake's annual recurring revenue (ARR) for the first quarter of 2026 has already surpassed $4 million.

The report indicates that Meitu is progressively demonstrating that it is a beneficiary of AI technology rather than facing the risk of disruption. Morgan Stanley's analysis suggests that by focusing on a product strategy for vertical scenarios and the rapid monetization of native AI applications, Meitu has avoided direct competition with general-purpose AI platforms.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment