According to the Zhitong Finance App, Meitu (01357) announced that the net number of paid subscribers increased by about 1.39 million this quarter, reaching a new high of the past four quarters. As of September 2026, the number of paid subscribers reached 1.83 million. Among them, the number of paid subscribers from productivity apps increased 18.3% year over year to 2.39 million, and the number of paid subscription users from lifestyle apps increased 24.1% year over year to 17.44 million. Meanwhile, the growth rate of paid subscribers from the international market continues to be faster than the mainland China market.
As of September 2026, ARR for AI productivity applications was RMB 655 million, an increase of 40.1% over the previous year. Among them, ARR at the start of production and Vmake Labs both increased year-on-year to more than double that of the same period last year. In 2026 Q3, revenue (unaudited) from the Group's main business “Imaging and Design Products” increased 28.2% year over year to RMB 1 billion, of which:
Productivity application revenue increased 42.3% year over year, accounting for about 20% of imaging and design product revenue. Since the Group withdrew from the publishing rights library business before the end of 2025, the above year-on-year growth rate was calculated on a comparable scale, excluding the revenue contribution of the original business in the third quarter of 2025 (RMB 13.7 million), which more accurately reflects the growth trend of productivity applications.
Life scene application revenue increased 27.9% year-on-year, accounting for 80% of video and design product revenue, reflecting the continued user demand and monetization momentum of lifestyle applications.