T. H. Data Flash – Cheetah Mobile (CMCM) – 4Q17 & January 2018: Strong Growth of Live.me And Other Content Driving Revenue Upside in 4Q17

  • T. H. Data Flash – Cheetah Mobile (CMCM) – 4Q17 & January 2018: Strong Growth of Live.me And Other Content Driving Revenue Upside in 4Q17

Based on our data and calculations, we believe CMCM is likely to deliver 4Q17 top line at RMB1,316M, higher than consensus at RMB1,279M. Its guidance is between RMB1,250M and RMB 1,310M. The upside in revenue is mainly driven by the mobile entertainment business including Live.me, Cheez (newly launched short video streaming), and mobile games.

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