Cheetah said it continued to make good progress on overseas mobile advertising monetization. Daily peak overseas mobile ad revenue is currently over US$400k, up from US$200k two months ago, according to management. On the user front, management expects total mobile MAU (Monthly Active User) to grow to 500mn by the end of 2015, up from 340mn in September 2014.
Regarding mobile ad monetization overseas, the Facebook ad system, third-party ad networks and Cheetah's direct sales are expected to be the three pillars for growth in 2015. Management believes that Cheetah is the best Chinese company in terms of understanding different mobile tracking and advertising systems in overseas markets. Cheetah's overseas direct sales channel is now selling 1,300-1,500 ad campaigns on a daily basis, and the company is bringing this expertise back to the domestic market (~800 ad campaigns a day).
It plans to roll out a self-serving advertising system for SME advertisers in 2015. In terms of ad pricing, effective CPM in the overseas market is slightly higher than in the domestic market, according to management.
