Cheetah Mobile

What Cheetah Mobile does

Cheetah Mobile Inc. is a China-based IT company founded in 2010 and listed on the New York Stock Exchange under ticker CMCM since May 2014. The company operates three reportable segments: Internet Services (mobile utility apps such as Clean Master, Security Master, CM Launcher, Cheetah Keyboard, and Cheetah Browser, distributed via Google Play and Apple App Store), Global Enterprise Services (advertising agency services and a multi-cloud/multi-model AI infrastructure platform), and Robotics and Others (voice and mobility robots via subsidiary Beijing OrionStar, lightweight robotic arms via UFACTORY, the EasyClaw AI agent platform, and the CheetahTALK translation device). The company has attracted hundreds of millions of users globally through free utility applications on PCs and mobile devices.

Cheetah Mobile monetizes through four distinct streams: advertising services to global advertisers (heavily dependent on a single major advertising platform that drove a 51.5% YoY revenue decline in Q1 2026), internet value-added services including premium membership and in-app virtual items (RMB 98.3 million in Q1 2026, 38.0% of total revenue), cloud and AI infrastructure services delivered through partnerships with global cloud providers (RMB 46.8 million in Q1 2026, up 68.3% YoY), and robotics hardware sales to international clients (RMB 51.2 million in Q1 2026, up 175.9% YoY). The company employs a hybrid go-to-market combining product-led growth for consumer utilities with enterprise field sales for AI infrastructure and robotics.

The technology stack centers on proprietary AI and robotics capabilities: the EasyClaw AI agent platform handles text-based autonomous task execution for enterprise productivity, voice and mobility robots integrate speech and navigation AI, and the CheetahTALK device supports real-time translation across 42 languages. Underlying AI work is delivered through partnerships and a multi-model management layer rather than disclosed proprietary foundation models. Recent strategic actions include the July 2025 announcement of the UFACTORY acquisition (60.8% stake for approximately RMB 99.5 million), continued investment in Beijing OrionStar, and the 2026 launch of a consumer-facing smart wheelchair, positioning the company to expand robotics commercialization while reducing reliance on the declining advertising business.

Name

Cheetah Mobile

Legal name

Cheetah Mobile Inc.

Website

https://ir.cmcm.com

Company type

Public

Founded year

2014

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Cheetah Mobile is a China-based, NYSE-listed IT company (CMCM) that develops mobile utility apps and security software for hundreds of millions of global users while expanding into AI infrastructure and robotics products, including the EasyClaw AI agent platform, OrionStar robots, and CheetahTALK translation devices.

Ownership category

akta.pro rank

Product category

Mobile Utility Software

NAICS

Computer and Electronic Product Manufacturing (334)

SIC

Computer & Office Equipment (3570)

akta.pro primary industry

Mobile App Stores & Marketplaces (BPAMADAA)

akta.pro secondary industries

Consumer Messaging Apps (BPAMACAA), Custom Application Development (Web/Mobile/Desktop) (BPAEAFAA)

Keywords

• Mobile utility apps
• Internet security software
• AI agent platform
• Cloud infrastructure services
• Service robotics

Headquarters

HQ city

Beijing

HQ country

China

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Advertising Services: Advertising services provided to advertisers worldwide. Online advertising business declined 46.3% YoY in Q1 2026. Revenue from advertising agency services decreased 51.5% due to policy shifts from a major global advertising platform
2. Internet Value-Added Services: Sale of premium membership and in-app virtual items to users. Revenue increased 8.2% YoY in Q1 2026 to RMB98.3 million, accounting for 72.8% of internet services segment revenue and 38.0% of total revenues
3. Cloud and AI Infrastructure Services: Multi-cloud and multi-model management platform services to companies globally. Revenue grew 68.3% YoY in Q1 2026 to RMB46.8 million, driven by enterprises adopting AI agent products for productivity improvements
4. Robotics and Others: Robotics-related products and services including voice and mobility robots, smart wheelchairs. Revenue surged 175.9% YoY to RMB51.2 million in Q1 2026, now reporting as separate segment

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Cheetah Mobile develops and distributes a portfolio of mobile utility and security applications (Security Master, Clean Master, CM Launcher, Cheetah Keyboard, Cheetah Browser) used by hundreds of millions of consumers, while operating an enterprise AI/cloud infrastructure business (EasyClaw AI agent platform and a multi-cloud/multi-model management platform) and a robotics line (voice and mobility robots, smart wheelchairs, lightweight robotic arms via UFACTORY, and the CheetahTALK AI translation device). The company monetizes these through advertising services, premium memberships and in-app virtual items, usage-based cloud/AI infrastructure, and hardware sales of robotics products.

Product overview

Cheetah Mobile is a China-based IT company with a diversified portfolio of software products and services. The company operates three main business segments: Internet Services (mobile utility apps like Clean Master, Security Master, CM Launcher, Cheetah Browser, and Cheetah Keyboard), Global Enterprise Services (advertising agency services and cloud/AI infrastructure), and Robotics and Others (AI agent platform EasyClaw, voice and mobility robots, and AI-powered translation device CheetahTALK). The company is transitioning from traditional internet services toward AI and robotics, with high-growth segments (robotics and cloud/AI) now accounting for approximately 38% of total revenue. The product architecture combines consumer-facing mobile applications with enterprise AI infrastructure services and robotics products sold internationally.

Differentiator

Problem solved

Functional benefit

Products and services

• EasyClaw AI Agent Platform AI agent platform focused on enterprise productivity scenarios, enabling autonomous task execution through plain language commands and workflow integration across enterprise applications.
• Cloud and AI Infrastructure Services Services providing AI infrastructure including tokens and cloud computing resources to enterprise clients globally through partnerships with leading cloud service providers; served via usage-based billing.
• Robotics Products Voice robots, mobility robots, lightweight robotic arms (via UFACTORY acquisition), and consumer-facing smart wheelchairs for commercial and consumer applications.
• Security Master Flagship privacy protection and antivirus application for mobile devices, featuring intelligent diagnosis and real-time online activity protection; won Red Dot Design Award and a perfect AV-TEST score.
• Clean Master System optimization application for mobile devices that cleans junk files and improves device performance.
• CM Launcher Android launcher application with 3D capabilities for enhanced visual design and device customization.
• Cheetah Keyboard Mobile keyboard application providing text input functionality across devices.
• Cheetah Browser Web browser for PC and mobile devices enabling internet browsing functionality.
• CheetahTALK Translation Device AI-powered hardware translation device enabling real-time speech translation across 42 languages (formerly known as CM Translator).
• Live.me Live broadcasting video platform enabling real-time streaming and interactive content creation (subsidiary Live.me Inc.).
• Cheez Social video application for creating, sharing, and discovering short video content.
• PhotoGrid Photo collage and editing application with a lite version available for specific markets.
• Piano Tiles 2 Popular music game where players tap advancing tiles; awarded Best Game of 2015 by Google Play in 13 countries.
• News Republic Mobile news service providing personalized news content with Spark influencer platform integration.
• CM File Manager File management application for mobile devices.
• Duba Anti-virus Anti-virus application for PC protection.
• Multi-Cloud Management Platform Platform enabling companies globally to manage multi-cloud and multi-model environments for AI workloads.
• Advertising Services Global advertising agency services provided to advertisers worldwide, including integration with major global advertising platforms.

Quantifiable outcome

• Robotics segment revenue growth of 175.9% YoY in Q1 2026 to RMB51.2 million
• +4 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature5 records

Partnerships

One partnership is on record.

• UFACTORY Technology Co., Ltd.coreStrategic or Co-development Partner · 28 July 2025Cheetah Mobile announced acquisition of 60.8% stake in Shenzhen UFACTORY Technology Co., Ltd., a leading provider of lightweight robotic arms, for approximately RMB99.5 million. Expected to close in late 2025. This acquisition aims to enhance Cheetah Mobile's robotics and AI capabilities and accelerate robotics commercialization strategy.

Scale indicators14 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Tencent: Chinese mobile internet and gaming giant with overlapping mobile app distribution, advertising, cloud (Tencent Cloud), and AI (Hunyuan) businesses. Operates at a much larger scale but competes for the same mobile user base and AI enterprise mindshare.
• ByteDance: Chinese mobile internet giant with TikTok/Douyin, mobile advertising platform, and Doubao AI assistant. Competes with Cheetah Mobile for global user attention, advertising spend, and AI agent mindshare.
• Baidu: Chinese AI and internet company with ERNIE LLM, Baidu Cloud, and consumer mobile apps. Direct competitor in enterprise AI agent platforms and cloud infrastructure, with significantly larger R&D resources.
• Xiaomi: Chinese consumer electronics and IoT/AI company with growing AI and robotics initiatives (CyberDog, smart home robotics). Comparable in transitioning from utility apps/hardware to AI and robotics.

Direct peers

• APUS Group: Chinese mobile utility app developer focused on launcher, cleaner, and security apps for global Android users. Direct peer in the mobile utility app distribution model with similar free-download/monetize-via-ads approach.
• Kingsoft: Chinese software and internet company with overlapping product lines (security, mobile utilities, cloud). CEO Sheng Fu was previously SVP at Kingsoft, and Kingsoft Office competes in adjacent enterprise software.
• UBTech Robotics: Chinese humanoid and service robotics company competing in the same voice/mobility robot and consumer-facing robotics space as Cheetah Mobile's OrionStar portfolio. Direct peer for the international robotics expansion.
• iFlytek: Chinese AI platform leader in speech recognition and translation — directly comparable to Cheetah Mobile's CheetahTALK (42-language AI translation device) and EasyClaw AI agent platform, with overlapping enterprise AI customer base in China.
• Qihoo 360: Chinese internet security and mobile utility software company (360 Mobile Safe, 360 Security). Both Sheng Fu and Edward Sun are former Qihoo 360 executives, and the product portfolios (mobile security, system optimization, browsers) are highly comparable.

Regional players

• NetEase: Chinese internet and gaming company with mobile gaming portfolio (Piano Tiles 2 competitor overlap) and growing enterprise/cloud businesses. Comparable in mobile app distribution model and pivot toward AI services in China.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/cheetahmobile
• Facebookfacebook.com/cmcmglobal
• LinkedInlinkedin.com/company/cheetah-mobile

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments40 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cheetah Mobile