美圖(01357.HK)於日本及美國等高ARPU國家推訂閱服務 嚴格遵守各國法律法規
美圖(01357.HK)首席財務官顏勁良在中期業績電話會議上表示,集團上半年非廣告業務收入佔比提升至42.9%,其中收入增長最快的是海外高級訂閱服務,集團在去年上半年開始孵化該業務,並在去年下半年快速發展,透過掌握用戶對修圖的喜好,將有關服務設置成會員專用,令收入提升。另外,集團於今年上半年推出達人內容營銷解決方案,為客戶提供達人(KOL)社交平台廣告營銷服務。
他指,集團沒有對廣告及非廣告業務收入定出具體比例,但估計現時廣告商傾向不增加預算,料下半年廣告業務不會有特別大增長,加上非廣告業務快速發展,因此理論上下半年非廣告收入佔比會增加。
另外,首席執行官吳欣鴻提到,集團目前在付費意願及用戶ARPU比較高的國家開展訂閱服務,如日本及美國等地,相信該服務亦可應用到中國市場,因中國用戶亦有付費意願且ARPU正在提升。
對於美國早前宣布進行淨網行動,會否擔心業務有政治風險,吳欣鴻強調美圖發展海外市場多年,一直嚴格遵守各國法律法規及保護客戶私穩,認為「不會有這方面問題」。
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