Cheetah Mobile
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www.cmcm.com/en-us/about/
Dieses Jahr wird zwar mit einem schrumpfenden Gewinn von -41% gerechnet, aber nächstes Jahr soll der Gewinn um 635% explodieren. Für die nächsten 5 Jahre wird mit einem durchschnittlichen Gewinnwachstum von 113% gerechnet.
https://finance.yahoo.com/q/ae?s=CMCM+Analyst+Estimates
Investor´s Business Daily vergibt das höchstmögliche Rating von 99 und Cheetah wird als Composite Group Leader geführt, noch vor Cyberark und Palo Alto Neworks.
Der Wert wird erst trotz seiner guten Stellung und ordentlichen Marktkapitalisierung von 4,5 Milliarden Dollar bisher kaum verfolgt.
Ich denke zu unrecht!
http://seekingalpha.com/symbol/CMCM
Charttechnisch ist Cheetah gerade aus einer längeren Konsolidierungsphase ausgebrochen und es scheint nun Schwung in die Geschichte zu kommen.
Strong Buy!
In a report published Monday, JPMorgan analyst Alex Yao maintained an Overweight rating on Cheetah Mobile Inc, while raising the price target from $30 to $40.
Analyst Alex Yao expects Cheetah to be able to increase its overseas mobile revenue run rate by 8-9x over the next three years. This growth is likely to be driven by:
2x MAU growth
2x ads inventory generation capability
2x revenue generation capability per MAU
Comparing the development of Cheetah's mobile monetization drivers to those of Facebook Inc highlight that there is "still ample room to improve mobile monetization capability as Cheetah deepens cooperation with Facebook" over the next 2-3 years. Yao added that Cheetah’s monetization capability could increase by another 2-3x, as the company shifts from selling traffic to monetization engine as a publisher to monetizing its own inventory via in-house monetization engine.
Although the company may face margin pressure in the near term due to an accelerated user acquisition strategy, the longer term EPS estimate has been raised to reflect "a more positive view on the long term monetization capability," Yao said.
The EPS estimate for 2016 has been raised from RMB8.50 to RMB8.90.
Read more: http://www.benzinga.com/analyst-ratings/...-monetizatio#ixzz3bqiLM0p6
Cheetah Mobile Launches Major Global Ad Platform
The Cheetah Ad Platform unites Cheetah Apps and Cheetah MediaLink (formerly MobPartner) to become one of the leading global mobile advertising platforms.
"Our goal is to become one of the leading global mobile advertising platforms," said Xinhua Liu, CMO of Cheetah Mobile.
Cheetah Mobile: An Undervalued Mobile Company With Great Opportunities
- CMCM has performed very well this year, but its valuation is not yet stretched.
- CMCM is early in the monetization process, having a mobile network that's among the largest on earth.
- While it is growing very fast from existing businesses, CMCM has the opportunity to venture out into new businesses as well.
- At 27x next year's earnings, any new revenue and profits should result in large stock gains.
Cheetah Mobile : and Tencent Deepen Existing Strategic Cooperation
BEIJING, June 30, 2015 /PRNewswire/ -- Cheetah Mobile Inc. (NYSE: CMCM) ("Cheetah Mobile" or the "Company"), a leading mobile internet company that provides mission critical applications to help make the internet and mobile experience speedier, simpler, and safer for users worldwide, today announced it has entered into a supplemental agreement with Shenzhen Tencent Computer Systems Company Limited ("Tencent Shenzhen"), a subsidiary of Tencent Holdings Limited ("Tencent"), which increases the annual cap for promotional services fees payable by Tencent and its subsidiaries and associates to Cheetah Mobile for the year ending 31 December 2015.
Under the new supplemental agreement, the annual cap for the year ending 31 December 2015 have been increased from RMB105 million to RMB250 million. Noting increased demand from Tencent for the Company's mobile advertising services, both companies agreed to raise the annual fee cap. Aside from the aforementioned revision, all existing terms and conditions under the original Strategic Cooperation Agreement (as described in "Background Information" below) remain unchanged.
For the first four months of 2015, the historical transaction amount for the promotion services fees payable by Tencent to Cheetah Mobile was RMB64.3 million. The Company has confirmed that, up to the date of this announcement, the transaction amount for the promotion services fees payable by Tencent to Cheetah Mobile has not exceeded the annual cap for the year ending 31 December 2015, i.e., RMB105 million.
Mr. Sheng Fu, Cheetah Mobile's Chief Executive Officer, stated, "We are pleased to deepen our strategic cooperation with Tencent and see the growing demand for our mobile advertising services from Tencent as well as advertisers on GuangDianTong, Tencent's performance-based advertising system. We are confident that our large and growing global user base, with increasing user engagement, will further facilitate our progress towards becoming the leading global mobile advertising platform. Looking ahead, we remain committed to working with our global partners, delivering the best solutions available to meet their mobile advertising needs."
Summit Research Partners analyst Henry Guo, in a research report Wednesday, called the recent decline in Cheetah Mobile shares a buying opportunity. He reiterated a buy rating on Cheetah Mobile stock and a price target of 38.
Guo wrote that he expects a Q2 beat and higher guidance from Cheetah "considering the company's strong business momentum.
"We expect the strength over the quarter comes from international mobile advertising driven by Facebook (NASDAQ:FB) and Admob's strategic relationship, and domestic advertising driven by the Baidu (NASDAQ:BIDU), Alibaba Group (NYSE:BABA) and Tencent (OTCPK:TCEHY) partnership."
Guo said the mobile ad platform launched in mid-June has been well received.
Cheetah Mobile also recently launched its global ad platform, which provides advertisers a high return-on-investment marketing channel, Guo said. It leverages Cheetah Mobile's "massive global reach" and advanced audience targeting technologies, he wrote.
"... We believe the global ad platform should help drive meaningful revenue for the company in the second half of 2015," he said.
http://www.faz.net/aktuell/wirtschaft/unternehmen/...r_FAZ_Wirtschaft
Cheetah Mobile From China Is A Multi-Billion Dollar Force To Be Aware Of
Mobile utility apps play a big role in our mobile centric lives. Chinese mobile app developer, Cheetah Mobile (NYSE: CMCM) is a company you’re unlikely to know about, but is dominating this space worldwide.
With the mission to make our smartphone experience faster and safer, Cheetah Mobile has a raft of apps to do just that. Clean Master helps to improve device performance; CM Security protects your phone with anti-virus software and privacy and Battery Doctor optimizes your phone battery life.
Established in 2010 under the leadership of Fu Sheng, Cheetah Mobile has grown exponentially from a six-person start-up, to a $2.7 billion market cap NYSE company. Kingsoft , is a major shareholder in the company. A good investor to have, since Lei Jun who was a former CEO of Kingsoft, runs China’s leading Android smartphone maker Xiaomi.
Outside of gaming, the company is the number two top publisher worldwide for Google GOOGL -0.40% Play downloads, just behind Facebook and has surpassed Google. According to App Annie, in the U.S., CM Security ranks first and Clean Master ranks 3rd in the Google Play Tools category.
Such dominance has been driven off its massive user base of 500 million monthly active users worldwide. When Cheetah Mobile originally started, the bulk of its users were using its free PC anti-virus software in China. But by Q2 this year, 67% of revenue comes from mobile and 50% from outside China, representing a shift to going more mobile and definitely global.
Besides the U.S., the company is focusing a lot of attention on the Indian market. Understanding the importance of cultural differences, Cheetah Mobile developed the AppLock functionality because many Indian families share a smartphone and want to lock the apps they use from other people on the same device.
A successful strategy behind the company’s growth has been its freemium model. By letting users download and use the apps for free, they have amassed a huge user base. With a channel to a large number of people, Cheetah Mobile has developed an app marketplace to recommend new apps. This, as well as mobile native ads drive most of the revenue. In Q1 this year, revenues jumped 584% year-over-year to $59.3 million. In the future, Cheetah Mobile wants to utilize its big data resource to recommend things like restaurants to users.
By constantly travelling between China and the U.S., CEO Fu Sheng has gained many insights about the trend of Chinese tech innovation. He is witnessing the Chinese start-up market evolve at break-neck speed. The young generation, who are well educated and speak good English, are more entrepreneurially ambitious than the older generations. Combined with the harsh competition, it is the Chinese start-ups who are working harder and faster than their Silicon Valley counterparts. This environment is causing new innovation to spring up all the time.
The rise of O2O or online to offline business models in China is ramping up significantly. In a conversation with Ashton Kutcher, he mentioned a mobile door-to-door laundry delivery service called Edaixi that picks up, cleans and delivers clothes at a very cheap price. Fu Sheng sees their future potential for revenue not in scale, but in off chute services such as recommending new styles of clothing.
Now that smart-watches and wearables booming, Cheetah Mobile is developing utility apps that cater directly to this new segment.
“Utility apps by definition provide extra features that users need, so with any new platform, new problems will need to be solved. For instance, security will become even more important for smart-watches once they become closely tied to our individual identities through features like unlocking your door or logging medical data. New form factors also introduce new user interfaces and experiences, which will give utility app developers more opportunities to innovate, “ said Fu Sheng.
He continued, “Wearables have the potential to bring even more contextual data to our mobile lifestyles, so we think utility apps will play an important role in helping to protect and manage all that data. There will also be a lot of potential for utility apps that interact between phones and wearables. I expect the phone to still act as the main hub for our mobile Internet lifestyle for at least the next few years. Cheetah Mobile’s mission is to make the mobile experience speedier, simpler, and safer in all forms, so we’re looking forward to applying everything we’ve learned from smartphones to improve how users interact with these new types of devices.”
Summary
I recently caught up with CMCM management to get a business update.
Profitability appears to be the new focus area rather than user growth as CMCM reaches critical mass.
Shift toward ad tech and data analytics is a positive and could position the company for a sale to a larger internet giant.
The Power Of U.S. Inspired Innovation With Chinese Execution
It’s bizarre to think how so much has changed from the days of clunky desktop computers with floppy disks to our manic obsession with smartphones. The change in China is even more mindboggling. China’s first connection to the Internet only happened in 1994. Some 21 years later, China has the largest mobile Internet population on the planet – 620 million people at the end of 2015.
The original Chinese tech giants, the likes of Baidu and Tencent, spent most of their existence only catering to Mainland Chinese users. With such a massive market to tackle domestically, there was little reason to venture internationally. After all, China is the Middle Kingdom.
But things are changing.
The new generation of Chinese tech companies and startups go international much earlier now. A prime example of this is Cheetah Mobile; a Chinese tech company that successfully went public on the NYSE just four years after it was founded.
The little known company makes mobile utility apps including Clean Master, CM Security, Battery Doctor and Duba Anti-Virus. It’s also the maker behind Piano Tiles 2, a popular mobile game that hit the number one ranking in over 100 countries. It has racked up 560 million monthly active users (MAU) from over 200 countries. Revenue has grown 26 times from 2011 to 2015 to $550 million, with 50% coming from outside China, mostly from mobile advertising.
Cheetah plans to hit 600 million MAU by next year and boost the engagement and retention rate; plus focus on penetrating the core markets of India and Indonesia. It will also expand Cheetah Global Lab in the U.S. to provide companies with advertising and marketing insights.
With its portfolio of apps designed to make smartphones faster and safer, Cheetah has some impressive achievements. According to App Annie’s 2015 Retrospective Report, Cheetah ranks as the third highest publisher after Facebook FB +2.61% and Google GOOGL +1.43% by worldwide combined downloads of iOS and Google Play (outside games) in 2015. The flagship app, Clean Master was the fifth most downloaded app in the world, after Instagram. It was also named one of 20 best apps in 2015 by Amazon.
Cheetah Mobile : Partners With Cubot To Launch CheetahPhone
ONDON, Feb. 23, 2016 /PRNewswire/ -- Cheetah Mobile, maker of Clean Master and other popular mobile utility apps, has teamed up with CUBOT to launch CheetahPhone, its first branded mobile device.
Powered by Clean Master software, the sleek and powerful phone lasts up to 38% longer on a single charge compared to other phones running stock Android (5.1.1).
The CheetahPhone will be unveiled at Cheetah Mobile's Mobile World Congress booth (Hall 8, E9) on Tuesday, February 23rd between 16:00-17:00 (local time). It will be available to purchase on Amazon for EUR199, in all European Union countries in the coming months.
Erwartetes Gewinnwachstum in den nächsten 5 Jahren pro Jahr: 64%
PER: 15
Weil alles nur auf Facebook starrt?
Die ersten vier Plätze belegt Facebook mit seiner Hauptapp, Whatsapp, dem Facebook Messenger und der Fotoplattform Instagram.
Cheetah said its second quarter revenue would grow only 10-13% from a year ago, 23% lower than street estimates. CEO Sheng Fu told analysts at the earnings call:
"Three key factors contributed the weakness in our expected mobile advertising revenues growth, which is a key driver for our overall growth. First, declines in CPMs from some of our third-party advertising platform partners in the international markets; second, slower than expected progress in building our -effective direct sales force; and third, longer than expected time for us to execute our expanded strategy."
On point 1, Fu was referring to Facebook (FB) which made major changes to its Facebook Audience Network algorithm, causing Cheetah Mobile’s ad effective CPM to be much lower than before.
“We are disappointed by management’s operational fault of not being able to communicate with FAN in a timely manner,” complained Credit Suisse‘s Evan Zhou. The bank estimates Facebook Audience Network accounts for 25-30% of Cheetah’s ads revenue. As such, it cut its price target drastically from $18 to only $8.50:
We cut our 2016E/17E by 76%/66% due to meaningfully revising down our growth outlook from a major change to channel mix and increased investment in new products. Our TP is based on 20x 17E P/E and implies 36x 16E P/E, at a discount to average China internet comps due to low visibility on earnings.
Cheetah closed at $11.43 on Thursday. Kingsoft owns 54% of Cheetah, Tencent Holdings (700.Hong Kong) holds 18%. Credit Suisse’s new price target implies another 26% downside.
Summary
MAUs of 651 Million in Q1. Critical app downloads all good in April and May. Without the change of Facebook algorithm, Cheetah Mobile's revenue would be growing like usual.
Cheetah Mobile now is working more closely with Google AdMod, the biggest rival of Facebook Audience Network. This will minimize the impact of Facebook's algorithm change.
Revenue up 391% and Net Income grew 185% since IPO; CMCM is currently trading at only $10, IPO price was $14.
http://www.4-traders.com/...l-Celebrities-Join-the-Streaming-22445056/
Live.me, the dominant live streaming app making waves with content creators and their fans, today
... (automatisch gekürzt) ...
http://www.4-traders.com/...-Celebrities-Join-the-Streaming-22445056/
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Ping An has completed the acquisition of a 47.4 percent stake in Autohome Inc for $1.6bn from Telstra Corporation, and the new management team has replaced the previous CEO and CFO.
Since Ping An already has effective control of Autohome and there are uncertainties in the domestic capital market, so the former may “take a pause,” before any further share acquisition, Zhou believes. He added, “That said, investors should keep in mind that Ping An may still take the company private or introduce other strategic investors at certain time (but more likely at a lower price, in our view).”
Barron’s: Despite the growth in mobile gaming and cloud, Cheetah Mobile still constitutes a large chunk of your total valuation. In the second-quarter, Cheetah grew its revenue by 18% from a year ago, beating its guidance of 10-13%. However, Cheetah is no longer growing like it used to and it is vulnerable to policy changes at key partners such as Facebook (FB). What can Cheetah do to improve its valuation?
Kingsoft: As of the second quarter, Cheetah Mobile had 623 million of mobile monthly active users. There are only a few companies in the world that have this kind of MAU. But Cheetah’s valuation per MAU is minuscule next to these Internet giants. One issue investors have with Cheetah is engagement time. What’s the point of amassing so many users if they do not stay and spend time at Cheetah?
So Cheetah has been trying to boost user stickiness. Cheetah recently bought News Republic, a global mobile news service operator ranked as one of the top 3 news & magazine apps in the U.S. on Google Play. Cheetah’s Live.me, a live streaming app, was ranked as a top 5 social app in the U.S. on Google Play. Cheetah is also using its data analytical skills to do good marketing and push apps to users.
We believe Cheetah’s share price will play out in a few quarters if investors are patient enough to watch them execute their content strategy.
"Optimistic 3Q guidance is supported by diversified ad revenue stream, but cost structure is higher. We're encouraged by the revenue recovery trajectory but cautious about near-term profitability," analyst David Sun wrote in a note.
Cheetah Mobile's Transformation, The New Chapter Or The Last?
Summary
Cheetah Mobile aggressively invested in deep learning to improve its mobile ad monetization. Monetization fix would be faster than expected in Q3.
The company has the lowest ever quarterly operating expense growth of -2% in Q2. The new cost control method works.
App rank boost is the core capability of Cheetah Mobile. By 24th Aug, Live.me and Rolling Sky are among the top 10 social/game apps in Google Play and App Store in the U.S.
Cheetah Mobile: Launch of WhatsCall Signals the End for Telephone Call Charges
Call any mobile or landline for free in any country in the world, and make someone happy with WhatsCall, a revolutionary new app that says goodbye to telephone call charges forever.
Traditional messaging apps, and other tools that enable us to talk via the internet, rely on data connections from both parties and smartphone notifications being switched on. WhatsCall doesn’t require a recipient to have a data connection, the same app, or live notifications.
Callers earn free call credits if they log-in everyday, watch advertising, invite friends or take part in daily tasks.
The recipient receives a call through their phone network just like a regular voice call, so there’s no need for them to download the app or to have a data connection.
Cheetah Mobile Wins Two Red Dot Awards for Communication Design
Mobile game, Piano Tiles 2, was awarded a Red Dot in the Game Design category, for high design quality, expressing aesthetics, innovation and precision in an exemplary manner.
CM Launcher 3D’s online commercial was awarded a Red Dot in the Film & Animation category, also for high design quality, expressing aesthetics, innovation and precision in an exemplary manner.