Below are Dolphin Research's compiled notes from the FY2025 earnings call for $MEITU(01357.HK).
For our earnings analysis, please see 'Meitu: In the AI agent era, is there a future for small, niche Sa...............
Beijing time on Mar 27, after the HK close and before the US open, $MEITU(01357.HK) released its FY25 results. The 2H25 read-through was weak, with revenue below expectations and a sizable GP miss.
Exp......
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Meitu 2H25 First Take: Overall results came in below expectations, and an accidental early leak of the report may trigger a sharp market reaction. Revenue missed, GP missed materially, but disciplined...
In the prior piece, Dolphin Research reviewed Meitu's history, product suite, and competitive landscape in depth. This follow-up focuses on Meitu's growth potential.
1) Will large models eat Meitu's lu...
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Meitu’s evolution is the tale of a niche internet player constantly reinventing itself. It began with beauty filters, then ventured into smartphones, dabbled in crypto, and chased short video. After t...
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Didi 3Q25 Quick Interpretation: In early November, Didi updated the market with guidance on its 3Q performance, mainly mentioning two issues:
1. The investment in the food delivery business in Brazil ...
$KUAISHOU-W(01024.HK) This should be released by Goldman Sachs. Keling's monthly revenue declined, and the AI concept $MEITU(01357.HK) also retreated.
