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wrote a column · Apr 1 16:07

Meitu's 2025 annual performance: AI-driven transformation boosts growth, net profit increases by 64.7% year-over-year to RMB 965 million

On March 27, 2026, Meitu (1357.HK) announced its 2025 annual financial results: total revenue from continuing operations reached RMB 3.86 billion (RMB, hereinafter the same), representing a year-over-year increase of 28.8%. The adjusted net profit attributable to equity holders of the parent company was RMB 965 million, marking a year-over-year increase of 64.7%, achieving positive growth for seven consecutive years.
On March 27, 2026, Meitu (1357.HK) announced its 2025 annual financial results: total revenue from continuing operations reached RMB 3.86 billion (RMB, hereinafter the same), representing a year-over-year increase of 28.8%. The adjusted net profit attributable to equity holders of the parent company was RMB 965 million, marking a year-over-year increase of 64.7%, achieving positive growth for seven consecutive years. The growth in Meitu’s total revenue and net profit is primarily attributed to the integration of AI Agents into its product portfolio, which rapidly gained traction, driving a significant rise in the number of global paying subscribers and leading to rapid revenue growth in its core imaging and design products business. Meitu stated that it is undergoing comprehensive transformation amid the AI wave: in terms of technical architecture, transitioning from single models to model containers; in product form, evolving from tool-based apps to AI Agents; in business models, extending from subscription-based models to token consumption; and in organizational mechanisms, shifting from a mature organization to an AI innovation-focused structure. The number of paid subscribers reached a new high of 16.91 million, with a subscription penetration rate of 6.1%. In 2025, Meitu's imaging and design products maintained strong growth momentum, with revenue increasing by 41.6% year-on-year to RMB 2.95 billion, accounting for 76.6% of total revenue and becoming the largest revenue source for the company. This revenue growth was attributed to a significant increase in the number of global paid subscribers. As of December 31, 2025, the number of Meitu's paid subscribers reached 16.9...

The growth in Meitu’s total revenue and net profit is primarily attributed to the integration of AI Agents into its product portfolio, which rapidly gained traction, driving a significant rise in the number of global paying subscribers and leading to rapid revenue growth in its core imaging and design products business.

Meitu stated that it is undergoing comprehensive transformation amid the AI wave: in terms of technical architecture, transitioning from single models to model containers; in product form, evolving from tool-based apps to AI Agents; in business models, extending from subscription-based models to token consumption; and in organizational mechanisms, shifting from a mature organization to an AI innovation-focused structure.

The number of paid subscribers reached a new high of 16.91 million, with a subscription penetration rate of 6.1%.

In 2025, Meitu's imaging and design products maintained strong growth momentum, with revenue increasing by 41.6% year-on-year to RMB 2.95 billion, accounting for 76.6% of total revenue and becoming the largest revenue source for the company.

This revenue growth was driven by a significant increase in the number of global paid subscribers. As of December 31, 2025, Meitu's number of paid subscribers reached a record high of 16.91 million, up 34.1% year-over-year, with a subscription penetration rate of 6.1%.
On March 27, 2026, Meitu (1357.HK) announced its 2025 annual financial results: total revenue from continuing operations reached RMB 3.86 billion (RMB, hereinafter the same), representing a year-over-year increase of 28.8%. The adjusted net profit attributable to equity holders of the parent company was RMB 965 million, marking a year-over-year increase of 64.7%, achieving positive growth for seven consecutive years. The growth in Meitu’s total revenue and net profit is primarily attributed to the integration of AI Agents into its product portfolio, which rapidly gained traction, driving a significant rise in the number of global paying subscribers and leading to rapid revenue growth in its core imaging and design products business. Meitu stated that it is undergoing comprehensive transformation amid the AI wave: in terms of technical architecture, transitioning from single models to model containers; in product form, evolving from tool-based apps to AI Agents; in business models, extending from subscription-based models to token consumption; and in organizational mechanisms, shifting from a mature organization to an AI innovation-focused structure. The number of paid subscribers reached a new high of 16.91 million, with a subscription penetration rate of 6.1%. In 2025, Meitu's imaging and design products maintained strong growth momentum, with revenue increasing by 41.6% year-on-year to RMB 2.95 billion, accounting for 76.6% of total revenue and becoming the largest revenue source for the company. This revenue growth was attributed to a significant increase in the number of global paid subscribers. As of December 31, 2025, the number of Meitu's paid subscribers reached 16.9...

Among this, the number of paid subscribers for lifestyle application scenarios reached 14.75 million, a year-on-year increase of 30.3%, with a subscription penetration rate of 5.9%. As core products within lifestyle applications, Meitu Show, BeautyPlus Camera, and Wink were all included in a16z’s latest list of the top 50 GenAI mobile applications globally. In 2025, Meitu Show ranked first in China’s internet image beautification category for the tenth consecutive year, BeautyPlus Camera gained over 23 million new global users thanks to its AI costume-changing feature, and Wink surpassed 40 million monthly active users worldwide.

Meitu is further advancing changes in its business model. Beyond the paid subscription model, users can also flexibly purchase additional Tokens (units for using AI features) based on usage needs or make one-time purchases for individual features.

Focus on High-Value Industry Scenarios: Monetization Capability of Productivity Tools Continues to Strengthen

In 2025, the product and monetization capabilities of Meitu's productivity tools continued to strengthen, with this segment accounting for 19% of the revenue from imaging and design products.

As of December 31, 2025, the number of monthly active users in Meitu's productivity scenarios reached 24 million, representing a year-on-year increase of 9.1%; the number of paying subscription users in productivity scenarios was 2.16 million, marking a 67.4% year-on-year growth; the subscription penetration rate reached 9%. All these figures hit record highs.
On March 27, 2026, Meitu (1357.HK) announced its 2025 annual financial results: total revenue from continuing operations reached RMB 3.86 billion (RMB, hereinafter the same), representing a year-over-year increase of 28.8%. The adjusted net profit attributable to equity holders of the parent company was RMB 965 million, marking a year-over-year increase of 64.7%, achieving positive growth for seven consecutive years. The growth in Meitu’s total revenue and net profit is primarily attributed to the integration of AI Agents into its product portfolio, which rapidly gained traction, driving a significant rise in the number of global paying subscribers and leading to rapid revenue growth in its core imaging and design products business. Meitu stated that it is undergoing comprehensive transformation amid the AI wave: in terms of technical architecture, transitioning from single models to model containers; in product form, evolving from tool-based apps to AI Agents; in business models, extending from subscription-based models to token consumption; and in organizational mechanisms, shifting from a mature organization to an AI innovation-focused structure. The number of paid subscribers reached a new high of 16.91 million, with a subscription penetration rate of 6.1%. In 2025, Meitu's imaging and design products maintained strong growth momentum, with revenue increasing by 41.6% year-on-year to RMB 2.95 billion, accounting for 76.6% of total revenue and becoming the largest revenue source for the company. This revenue growth was attributed to a significant increase in the number of global paid subscribers. As of December 31, 2025, the number of Meitu's paid subscribers reached 16.9...

Meitu's productivity tools focus on high-value industries such as e-commerce, talk-show videos, and offline stores, empowering both general users and professional designers to efficiently create high-quality, professional-grade outputs.

Meitu Design Studio specializes in AI workflows for e-commerce design, helping e-commerce merchants and content creators efficiently produce product image sets or individual visual materials. Users can process requests through professional agents, achieve precise control via manual editing tools, or save reusable templates to enhance efficiency and consistency. In 2025, Meitu Design Studio established strategic partnerships with leading global e-commerce platforms such as Alibaba, JD.com, and Amazon.

Kai Pai and Vmake focus on AI workflows for video production. Kai Pai has a strong presence in sectors such as healthcare, education and training, beauty, insurance, and real estate, enabling industry users to produce professional-grade talk-show videos. In 2025, the number of monthly active users of Kai Pai nearly doubled, while the number of paying subscription users tripled. Vmake focuses on the fitness and healthcare market, with rapid growth in monthly active users in the United States, achieving an ARR (Annual Recurring Revenue) of approximately 3 million US dollars.

Multiple AI Functions Go Viral Globally; Monthly Active Users Outside Mainland China Surpass 100 Million

In 2025, one of Meitu’s core strategies, 'Globalization,' achieved a milestone breakthrough.

As of December 31, 2025, Meitu’s global monthly active user base reached 276 million, representing a year-on-year increase of 3.8%. Among them, the number of monthly active users outside mainland China surpassed 100 million, marking a 6.3% year-on-year growth.

With a deep understanding of global user preferences and agile execution, Meitu continuously launched cross-market hit features in 2025, including 3D figurines, AI group photos, and AI snow scenes. Meitu ShowShow topped the overall charts in 52 countries and regions on the App Store and ranked first in specific categories in 119 countries and regions; BeautyPlus won the top spot in the overall charts in 28 countries and regions and ranked first in specific categories in 62 countries and regions on the App Store; Wink ranked first in the overall charts in two countries and regions and topped specific category charts in 25 countries and regions on the App Store.
On March 27, 2026, Meitu (1357.HK) announced its 2025 annual financial results: total revenue from continuing operations reached RMB 3.86 billion (RMB, hereinafter the same), representing a year-over-year increase of 28.8%. The adjusted net profit attributable to equity holders of the parent company was RMB 965 million, marking a year-over-year increase of 64.7%, achieving positive growth for seven consecutive years. The growth in Meitu’s total revenue and net profit is primarily attributed to the integration of AI Agents into its product portfolio, which rapidly gained traction, driving a significant rise in the number of global paying subscribers and leading to rapid revenue growth in its core imaging and design products business. Meitu stated that it is undergoing comprehensive transformation amid the AI wave: in terms of technical architecture, transitioning from single models to model containers; in product form, evolving from tool-based apps to AI Agents; in business models, extending from subscription-based models to token consumption; and in organizational mechanisms, shifting from a mature organization to an AI innovation-focused structure. The number of paid subscribers reached a new high of 16.91 million, with a subscription penetration rate of 6.1%. In 2025, Meitu's imaging and design products maintained strong growth momentum, with revenue increasing by 41.6% year-on-year to RMB 2.95 billion, accounting for 76.6% of total revenue and becoming the largest revenue source for the company. This revenue growth was attributed to a significant increase in the number of global paid subscribers. As of December 31, 2025, the number of Meitu's paid subscribers reached 16.9...

In the second half of 2025, the growth of paid subscribers from markets outside mainland China accelerated, with most new paid subscribers coming from high-ARPU (average revenue per user) regions with mature subscription habits, including Europe, the Americas, and East Asia.

The AI photo feature drove the monthly active users of Meitu’s app to reach a new historical high, attracting over 3 million new active users from the European market. The AI snow scene feature significantly boosted new user growth, helping Meitu's app top the US category charts for the first time in its history.

RoboNeo, an AI Agent product from Meitu, has cumulatively topped app store charts across 26 countries and regions globally, demonstrating the global potential of Meitu’s Agent technology.

AI Agents Integrated into Productivity Workflows; First Batch of Meitu AI Skills Connected to OpenClaw Ecosystem

Based on large-scale R&D investment and technological achievements, Meitu continues to drive innovation, exploring opportunities in new products and vertical fields. In 2025, Meitu invested 945 million yuan in R&D, representing a year-on-year increase of 3.8%.

Currently, Meitu has integrated AI Agents into most of its products, continuously implementing AI capabilities into scalable productivity workflows. These AI Agents first analyze user needs and break them down into specific tasks, then use a combination of generative AI, intelligent workflows, and refined traditional editing tools to accurately and effectively meet user requirements. This has also increased product revenue, as Agent functions have become the main driver of revenue growth for Meitu Design Studio.

Additionally, Meitu's new CLI tool was officially released recently, with the first batch of Meitu AI Skills now integrated into the OpenClaw ecosystem. Users can install Meitu AI Skills via ClawHub and easily access Meitu's AI imaging capabilities through the Meitu CLI.
On March 27, 2026, Meitu (1357.HK) announced its 2025 annual financial results: total revenue from continuing operations reached RMB 3.86 billion (RMB, hereinafter the same), representing a year-over-year increase of 28.8%. The adjusted net profit attributable to equity holders of the parent company was RMB 965 million, marking a year-over-year increase of 64.7%, achieving positive growth for seven consecutive years. The growth in Meitu’s total revenue and net profit is primarily attributed to the integration of AI Agents into its product portfolio, which rapidly gained traction, driving a significant rise in the number of global paying subscribers and leading to rapid revenue growth in its core imaging and design products business. Meitu stated that it is undergoing comprehensive transformation amid the AI wave: in terms of technical architecture, transitioning from single models to model containers; in product form, evolving from tool-based apps to AI Agents; in business models, extending from subscription-based models to token consumption; and in organizational mechanisms, shifting from a mature organization to an AI innovation-focused structure. The number of paid subscribers reached a new high of 16.91 million, with a subscription penetration rate of 6.1%. In 2025, Meitu's imaging and design products maintained strong growth momentum, with revenue increasing by 41.6% year-on-year to RMB 2.95 billion, accounting for 76.6% of total revenue and becoming the largest revenue source for the company. This revenue growth was attributed to a significant increase in the number of global paid subscribers. As of December 31, 2025, the number of Meitu's paid subscribers reached 16.9...

Currently, Meitu AI Skills has opened up eight core capability modules, covering mainstream visual creation scenarios such as video motion transfer, image editing, image generation/design, image super-resolution, AI costume changes, image-to-video, smart resizing, and smart object removal, comprehensively meeting diverse user creation needs.

In the future, Meitu will meet the AI imaging development needs of various scenarios, continuously expanding its range of imaging Skills to provide global users with a professional-grade AI imaging creation experience.

Meitu's Chief Financial Officer and Company Secretary, Yan Jinliang, stated, 'In 2025, driven by the strong momentum of AI, our productivity and globalization strategy have achieved significant breakthroughs. Thanks to the continuous improvement in subscription penetration, our imaging and design product business has maintained robust growth, driving net profits to new highs and further validating the resilience of our business model. Looking ahead, the increase in ARPU will gradually become an important growth engine for us. We aim to consolidate our leading position in the AI imaging sector through comprehensive innovation in technology, products, and organization, while creating long-term value for shareholders.'
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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