Meitu's earnings show AI video apps surging: Kaipai MAU doubles, MVLAND ARR doubles in three months

A QbitAI analysis published August 26, citing Meitu's latest financial report, details the company's push into AI video applications. Meitu has built a product lineup spanning Wink, Kaipai, Vmake Labs, and MVLAND, moving from image editing into video creation.

The disclosed figures show strong momentum: as of June 2026, Kaipai, Meitu's talking-head video tool for the domestic market, saw MAU up more than 100% year over year, paid subscribers up more than 150%, and ARR up more than 100%. Vmake Labs, aimed at overseas markets, reached about $5 million in ARR. MVLAND, a video-native AI creation platform launched in June 2026, doubled its ARR within three months and reached monthly ARPPU of about 220 yuan, 13 times Meitu's historical average across products.

Kaipai focuses on talking-head video workflows, using features like teleprompter, one-click video generation, and template libraries to serve high-value industries such as insurance, training, and health. At Meitu's 2026 imaging festival, the company launched "Kaipai AI Assistant," a team of agents that works around the clock to handle account analysis, topic selection, script planning, video generation, and editing.

MVLAND targets the music-video creation workflow: a music analysis agent and creative canvas translate a track's rhythm and emotion into visuals, serving musicians and content creators. Meitu says the product quickly achieved product-market fit.

The article contrasts Meitu's "more vertical, more focused" approach with generalist platforms like Higgsfield and Adobe Firefly. The broader context is a booming AI video funding cycle — Higgsfield raised $400 million in a Series B in August, and LibTV parent Yanyu Technology closed nearly $300 million in a B+ round in June.

The piece is a company-provided analysis republished by QbitAI, so the strategy framing reflects Meitu's own view, but the business figures are attributed to Meitu's official financial disclosures. For the market, they offer a public look at how AI video is starting to move Meitu's revenue.

Watch next: whether MVLAND can sustain its high ARPPU while expanding its user base, and whether video growth shows up again in Meitu's next earnings report.