content cooperation with cheetah mobile
TRANSCRIPT
Content Cooperation Proposal
2 © Cheetah Mobile 2015. All rights reserved.
2 © Cheetah Mobile 2015. All rights reserved.
• Introduction to Cheetah Mobile
• Massive Traffic & Successful Monetization
• Cooperation Scenarios
Summary
3 © Cheetah Mobile 2015. All rights reserved.
3 © Cheetah Mobile 2015. All rights reserved.
Introduction to Cheetah Mobile
4 © Cheetah Mobile 2015. All rights reserved.
4 © Cheetah Mobile 2015. All rights reserved.
Cheetah Mobile is a leading mobile internet company with approximately 443 million mobile monthly ac9ve users as of March 31st , 2015. 70.9% of the mobile MAU comes from outside of
China. Its mission cri9cal applica9ons, including Clean Master, CM Security, BaKery Doctor, CM Browser, and Photo Grid, help make the Internet and mobile experience speedier, simpler
and safer for users worldwide. Cheetah Mobile is the #1 Android Tools App provider worldwide and the second largest provider of Internet security applica9ons in China.
NYSE: CMCM
Key APPs ! Google Play Rank(1) Avg. Rating(2) GP Review(3)
Clean Master
Battery Doctor
Photo Grid
4
28
30
4.7!
4.7!
4.5!
CM Security
4.5!
CM Browser 18 4.6 !
9
30,432,177
14,528,281
1,706,260
7,257,680
4,767,454
Diversified Suite of Mission Critical Applications
Notes: 1. App Annie monthly downloads ranking (excluding games) in April 2015 2. Out of a score of 5, as of Nov 18, 2015 3. As of Nov 18, 2015
San Francisco
Beijing
Zhengzhou
Suzhou
Hangzhou
Guangzhou
Zhuhai
Over 2000 employees worldwide;
Up to 20+ offices globally
Deepening Global Penetration
Taiwan
Mexico
Brazil
UK
Singapore
Russia
Indonesia
Paris Berlin
Shenzhen
New Delhi
Bombay
Bangalore
Shanghai
!
Ranking (1) Headquarters
Facebook1
Cheetah Mobile2
Electronic Arts4
5
Doodle Mobile6
Google3
No.2 Publisher on Google Play's Rankings Worldwide
Publisher
Note:
(1) Rank by download
Data by AppAnnie 2015 Oct : https://www.appannie.com/indexes/google-play/rank/overall/
Outfit7
8 © Cheetah Mobile 2015. All rights reserved.
8 © Cheetah Mobile 2015. All rights reserved.
Massive � User � Base
Massive � User � Base � Global � Footprint �
~74% � Mobile � � MAU � Oversea(1) �
567MM � Mobile � MAU � � (1)
Notes:!1. As of Q3. 2015
9 © Cheetah Mobile 2015. All rights reserved.
9 © Cheetah Mobile 2015. All rights reserved.
Mobile MAU (mm)
Continuing Growth of Massive Global Mobile User Base
12x
46 80
120 166
223
284
340
395 443
494
567
0
100
200
300
400
500
600
Mar2013 Jun2013 Sep2013 Dec2013 Mar2014 Jue2014 Sep2014 Dec2014 Mar2015 Jun2015 Sep2015
10 © Cheetah Mobile 2015. All rights reserved.
10 © Cheetah Mobile 2015. All rights reserved.
� Worldwide � Partners �
11 © Cheetah Mobile 2015. All rights reserved.
11 © Cheetah Mobile 2015. All rights reserved.
Massive Traffic & Successful Monetization
12 © Cheetah Mobile 2015. All rights reserved.
12 © Cheetah Mobile 2015. All rights reserved.
Our � Content � Audience � � �
-‐
100,000,000
200,000,000
300,000,000
400,000,000
500,000,000
600,000,000
700,000,000Estimated Global Daily Users on Cheetah Mobile Content Platform
Close to 600 Million Daily by end of 2016
13 © Cheetah Mobile 2015. All rights reserved.
13 © Cheetah Mobile 2015. All rights reserved.
Our � Content � Impression � � �
-‐
500,000,000
1,000,000,000
1,500,000,000
2,000,000,000
2,500,000,000
3,000,000,000
3,500,000,000
4,000,000,000
Estimated Global Daily PV to Content Partners
3.4 Billion Daily PV by end of 2016
14 © Cheetah Mobile 2015. All rights reserved.
14 © Cheetah Mobile 2015. All rights reserved.
Excellent Monetization Ability Leverage Cheetah Orion for Precise Audience Targeting
42+ proprietary tags Psychographics/Demographics/ Consumer Behavior Device/OS/Carrier Localization Purchase & Engagement Patterns Predictive algorithm
Ø Select the Right Audience Ø Serve with the Right Contents &
Ads at the Right Time
$
Revenue Growth and
15 © Cheetah Mobile 2015. All rights reserved.
15 © Cheetah Mobile 2015. All rights reserved.
Our � Sustainable � Revenue � Growth �
16 © Cheetah Mobile 2015. All rights reserved.
16 © Cheetah Mobile 2015. All rights reserved.
p Time spend per user per day: 34 minutes p The number of articles per user clicks per day: 17-18 (4 times more than traditional
media app)
Cheetah � Content � User � Experience � �
Cheetah Apps
17 © Cheetah Mobile 2015. All rights reserved.
17 © Cheetah Mobile 2015. All rights reserved.
� Premium, � Native � Ad � Placements �
18 © Cheetah Mobile 2015. All rights reserved.
18 © Cheetah Mobile 2015. All rights reserved.
Cooperation Scenarios
19 © Cheetah Mobile 2015. All rights reserved.
19 © Cheetah Mobile 2015. All rights reserved.
Cheetah � Content � User � Experience � - � News � search � and � aggregation � app, � with � personalized � recommendation � engine �
20 © Cheetah Mobile 2015. All rights reserved.
20 © Cheetah Mobile 2015. All rights reserved.
Cheetah � Content � User � Experience � - � Easy � navigation, � easy � sharing, � easy � on � mobile � traffic � consumption � with � no � image � and � offline � reading � options �
21 © Cheetah Mobile 2015. All rights reserved.
21 © Cheetah Mobile 2015. All rights reserved.
News � Integration � Scenarios � – � Clean � Master � result � page �
Action complete
Pull down to see more info
22 © Cheetah Mobile 2015. All rights reserved.
22 © Cheetah Mobile 2015. All rights reserved.
News � Integration � Scenarios � – � CM � Launcher � Yoyo � with � news �
Pull on Yoyo to see news
listings
Click to see list and detail
pages
23 © Cheetah Mobile 2015. All rights reserved.
23 © Cheetah Mobile 2015. All rights reserved.
News � Integration � Scenarios � – � iSwipe �
Pull up to reveal news
list
Click to see list and detail
pages
24 © Cheetah Mobile 2015. All rights reserved.
24 © Cheetah Mobile 2015. All rights reserved.
How � it � works � – � 1.Direct � content � inclusion � with � revenue � sharing � & � linking � � back �
• Click to visit original source URL
• Could consider recommending more articles beneath from the same source in the future
• Could consider suggesting subscribing to the same media brand/ channel next
• Highlight of content publisher
• Considering adding brand logo for more pronounced branding effect next
25 © Cheetah Mobile 2015. All rights reserved.
25 © Cheetah Mobile 2015. All rights reserved.
How � it � works � – � 2. � Examples � with � partners � in � China, � to � deploy � next � in � India �
News aggregation list
Detail page with partner logo, to be hosted on CM OR partner server if service is fast and stable enough in
connecting via CM
Can integrate more content recommendation from CM AND
partner together
CM to provide unified comment system with review controls (offensive words filtering)
26 © Cheetah Mobile 2015. All rights reserved.
THANK � YOU �