Meitu's stock price surged 5.72% intraday, driven by the company's release of impressive first-quarter 2026 operational and financial results.

The company reported record global paying subscribers exceeding 17.90 million, representing a year-on-year growth of 30.2%. Revenue from its core photo, video, and design products reached RMB 852 million, up 34.3% from the same period last year. A key highlight was the performance of its AI-driven productivity applications, where Annual Recurring Revenue (ARR) reached approximately RMB 580 million, soaring 56.2% year-over-year.

Further demonstrating strong user engagement, paying subscribers for productivity applications jumped 52.9% year-over-year to 2.34 million. The consumption of AI credits by users increased by 59% from December 2025 to March 2026, with specific applications like Kaipai and RoboNeo seeing consumption jumps of over 300%. These figures underscore the successful integration of AI Agent capabilities across Meitu's product suite and the growing monetization of its AI features.