MEITU's stock price surged 14.32% during intraday trading on Wednesday, following the release of its impressive first-quarter 2026 operational results.
The company reported that its core imaging and design product revenue grew 34.3% year-over-year to RMB 852 million, with paying subscribers increasing by 30.2% to over 17.9 million. Particularly noteworthy was the performance of its AI productivity applications, where Annual Recurring Revenue (ARR) reached approximately RMB 580 million, representing a 56.2% year-over-year increase.
Investor enthusiasm was further fueled by data showing a 59% increase in total user consumption of AI computing points from December 2025 to March 2026, indicating accelerating adoption of AI features across MEITU's platform. The company's productivity applications segment showed especially strong growth, with revenue increasing 45.4% year-over-year.