Cheetah wants to be a global mobile advertising platform

Absrtact: Cheetahs released their earnings for the fourth quarter of 2014 and 2014, and overall, the cheetah has done well on both the mobile side and overseas markets. Earnings showed that Cheetah Q4 total revenue of 588.9 million yuan, an increase of 118.8%;

The cheetah released its earnings for the fourth quarter of 2014 and the year 2014, and overall, the cheetah has done well on both the mobile side and overseas markets. Earnings show that

Cheetah Q4 total revenue of 588.9 million yuan, an increase of 118.8%, of which mobile income of 222.1 million yuan, the year-on-year growth of 610.2%, accounting for the total income of 38%. 2014 total revenue of 284.2 million U.S. dollars, year-on-year growth 135.2%; Q4 mobile revenue of 35.8 million U.S. dollars, an increase of 610.2%, the annual mobile income of 74.9 million U.S. dollars, the year-on-year growth of 741.3%, accounting for the total income of 26%; The first disclosure of the annual overseas income of 35.8 million U.S. dollars, accounting for the total income of 13%, accounting for mobile income proportion of 48%; As of the end of 14, the total installed capacity reached 1.0891 billion. The global mobile month active users reached 395.4 million, an increase of 137.9%.

Cheetah's old enemy Qihoo 360 recently also released a full year earnings, compared to the two data, Qihoo 360 of the 2014 fiscal year revenue for 1.3907 billion U.S. dollars, an increase of 107.2%, mobile security products, the total number of smartphone users reached 744 million. Qihoo 360 now has a market capitalisation of around $6 billion trillion, and the cheetah's market capitalisation is about 2.5 billion dollars.

The growth of mobile terminals and overseas markets gives the cheetah a lot of room for imagination. Also consider the product matrix, in addition to mobile-side security products, there are 360 security browsers, 360 people launch page and other star products. And now the cheetah only clean master,cm security two star software.

Now it seems that the cheetah in the overseas survived the Qihoo 360, but also grow well. But cheetahs also have their own troubles.

The cheetah's main source of income is the advertising business, which has three main channels, one is Facebook audience receptacle, the other is ad receptacle, and third is the channel. A large part of the current cheetah advertising revenue is Facebook, a business in which Cheetahs play the role of distributors and are not directly exposed to advertisers. Virtually set the leopard advertising ceiling. When asked about the proportion of these three channels, the Cheetah's response was

"We still do not disclose the specific proportions." ”

In addition, the cheetah's growth has seen some signs of a "bottleneck". The annual growth rate of application installed has dropped from 44.9% in Q1 to 26.3% in Q4, and the monthly active user growth rate has fallen from 385.3% in the year to 137.9%, while the number of overseas users has risen by only 6% per cent a year.

But Fu was never a quiet man. Make a platform to earn money or do distribution money, the answer is obvious. Just last week, the Cheetah announced a 58 million dollar price of 100% to buy mobile marketing company Mobpartner,mobpartner for advertisers on the mobile side to provide effect marketing technology, and to help distributors with a higher ECPM liquidity flow, business coverage of 200 countries.

During the earnings meeting, Fu said

We now direct customers are not enough, basically rely on free flow, no media to buy, so that we have a lot of consumption in the space can be excavated, so I think our overseas mobile advertising revenue in the future will still have a substantial increase.

Fu also revealed that the cheetah's continued increase in investment will be mainly for product development, has now issued cm Launcher, voice services, the number of users also grow very fast. Cheetah "The entire tool matrix, the proportion of users in each product will grow significantly. ”

In addition to product research and development, the Cheetah's 2015-year focus has been on commercial transformation and commercialization of the system, in the existing model for more users around the world.

In fact, in addition to the transition advertising platform, we can also see the Leopard meter air purifier and cheetah set up in Taiwan's start-up fund. According to 36 Krypton, the cheetah also wants to do more in overseas markets, in addition to mobile security products. Taiwan is a good outpost in the context of markets outside the mainland.

Compared to already completely as "millet cloud service provider" Jinshan software and as "millet download" of the Thunder, the cheetah did not feel himself out of the "chess" identity, but Fu's goal should be more than this, after all, people have talked about

We're not going to be "little 360", we're going to make 360 a cheetah.