Lei Jianping on April 25
EclickWorld released its financial report yesterday. According to the financial report, the revenue of eClick World in 2023 will be 2.143 billion yuan, and the company's net profit excluding foreign exchange gains and losses will be 204 million yuan, an increase of 4.8% over the same period last year.
The revenue in the first quarter of 2024 was 481 million yuan, an increase of 1.66% from 473 million yuan in the same period of last year, the net profit attributable to the parent company in the first quarter of 2024 was 50.0943 million yuan, an increase of 21.23% over the same period of last year, and the net profit attributable to the parent company excluding foreign exchange gains and losses and share-based payments was 64.3319 million yuan, an increase of 38.75% over the same period of last year.
Zou Xiaowu, Chairman of Eclick, Wu Ying, CEO, Wang Yizhou, CTO, and Wang Ping, Secretary of the Board of Directors, communicated with investors. As a veteran of serving Chinese enterprises to go overseas for 10 years, Zou Xiaowu pointed out in the conference call that it is almost an inevitable choice for Chinese enterprises to develop, go overseas or globalize, and going overseas is also an unstoppable historical trend.
Zou Xiaowu believes that if Chinese enterprises want to succeed in going overseas, the core is to have a group of global entrepreneurs, have a global vision and pattern, and can truly integrate talents, supply chains, capital, and comprehensive integration on a global scale.
"I think the next few decades will be a vigorous period of internationalization of Chinese enterprises, and there will definitely be a lot of well-known enterprises and a lot of well-known entrepreneurs. ”
Wu Ying pointed out that after more than 10 years of development, many Chinese companies have changed their slogan to go out or allin to go overseas in 2023, which has brought three increments to eclick:
1, temu, tiktok, shein, Ali have maintained rapid growth, the further rise of platform e-commerce and the expansion of the global market, brought about the expansion of the overseas market, at the same time, the rise of platform e-commerce has led to the expansion of ecological enterprises, and also brought a number of supply chain enterprises that did not do toC to the sea to the platform e-commerce to make the sea.
EclickWorld is co-hosting the first POD fully managed investment promotion event in Xi'an with SHEIN, which is not only to expand new business with SHEIN, but also to deepen the industry and help local industrial belt merchants to enter SHEIN's platform to get more development space, and at the same time, EclickWorld is also expanding the service scope based on platform e-commerce.
2. In the 1.0 and 2.0 era of cross-border e-commerce, more is about doing industrial chains and supply chains going to sea. In the 3.0 era, more brands go overseas. EclickWorld has the necessary conditions and potential energy to help a group of innovative and product-powerful enterprises to truly achieve brand success in the world.
3. Although the Chinese model is very limited in the development of the underlying infrastructure and underlying technology, China's success in the Internet model in the past has accumulated a very large number of entrepreneurs with model innovation, including short dramas and other products exported globally.
Wu Ying said that based on such a general trend, Eclickworld is also providing differentiated solutions for customers on different trends.
Wang Ping, secretary of the board of directors of eClick, said that since its listing, Eclickworld has continued to steadily follow the implementation of the dividend policy every year, taking into account the company's long-term development and the return to the majority of investors, and in 2024, the dividend ratio of eclickworld is 23% of the profit of the year.
"On the one hand, this repurchase is to safeguard the interests of investors and enhance their confidence. On the other hand, it is also improving the company's long-term incentive mechanism, fully mobilizing the enthusiasm of employees, and promoting the company's long-term development. ”
Wang Ping said that the company will insist on considering the company's normal operation and long-term development at the same time, pay attention to the interests of the majority of investors, especially the interests of small and medium-sized investors, and repay investors with a positive and stable dividend policy and a timely repurchase plan.
Layout of the whole link of marketing AI
EclickWorld is an international intelligent marketing service provider with the strategy of "AIGC leading the new wave of brands going overseas", and is committed to providing customers with global marketing and promotion services to help them efficiently acquire users, enhance brand awareness, and achieve commercial realization. At present, the company's main business includes performance advertising services, brand advertising services and head media account management services.
Based on the long-term accumulation of the whole marketing chain business and the latest exploration of AI technology, eclickworld proposed for the first time this year to deploy the AI intelligent marketing full-link integration solution with "one vertical and one horizontal" two-line layout, and insisted on being guided by the needs of advertisers, and continued to make efforts to promote the accuracy, intelligence and efficiency of advertising and marketing.
In the face of the new challenges brought by new technologies, eclickworld said that since two or three years ago, it began to think about the paradigm change of artificial intelligence represented by AIGC in the field of advertising and marketing, and began to continuously explore and deploy in the field of artificial intelligence.
Wang Yizhou, co-founder and CTO of eclick, once publicly said: "AI was first applied to the advertising and marketing industry, and the advertising and marketing industry is one of the industries that most needs to be responsible for results based on data analysis. "The impact of the emergence of AI on the advertising and marketing industry is huge, and at present, eclickworld has the ability and foundation to "dig deeper into a wider range of data".
On July 12, 2023, KreadoAI, the first AIGC digital marketing creation platform under eclick, was officially launched, which provides "AI+" multi-scenario solutions for global users based on the four major solutions of "AI digital human, AI model, AI tool, and AI creative asset".
Up to now, KreadoAI has covered 203 countries around the world, with 1 million+ registered users and more than one million monthly user visits, and has been recognized by users from Brazil, China, the United States, India, Europe and the United States and other regions, with an average monthly payment rate growth rate of more than 20% and an average monthly renewal rate growth rate of more than 50%.
Wu Ying, CEO of eclickworld, said that AI-driven intelligent marketing not only reduces costs but also focuses on increasing income, and has great imagination in opening up new marketing scenarios and marketing models.
In order to further realize the full-link AI of advertising and marketing, EclickWorld said that based on the accumulation of more than 1 billion industry service data per year, years of middle platform precipitation and experience accumulation, it has gradually polished its overseas application data analysis and growth model platform - Digital Eye Intelligence, which has now covered more than 90% of the company's business lines and officially entered the commercialization stage.
Recently, EclickWorld also cooperated with Alibaba Cloud to release the "AI Marketing + CI Cloud Service" digital and intelligent transformation solution for enterprises going overseas, and the CI cloud service in the solution is Gears, an intelligent multi-cloud management platform under EclickWorld that has been polished for 8 years, which is based on DevOps and FinOps system solutions, and provides multi-cloud continuous delivery, multi-cloud financial management and other services and resource tools for overseas enterprises, helping them to improve global operational efficiency at a lower cost. Support the rapid growth of the business.
As of April 2024, Gears has directly and indirectly generated more than 10 million economic benefits for enterprises. Since the end of 2023, the Gears platform has been commercialized externally, serving more than 10 external customers.
According to the 2023 financial report, the company's R&D expenses will reach 86.7078 million, and the company said that it will continue to increase investment in technology research and development in the future, continue to focus on the four cores of material creativity, delivery management, budget allocation and effect data, and help customers realize customized one-stop solutions of "CI+BI+AI+marketing services", give full play to resource advantages, and work with partners to jointly help overseas enterprises explore the global market.
Build a "moat" for sea services
With the rapid development of artificial intelligence technology, the wave of generative AI technology is setting off a round of content productivity reform, and the emergence of large models and generative AI technology provides new possibilities for the innovation and efficiency improvement of the whole link of the advertising and marketing industry, and precision, intelligence and efficiency are becoming a new trend in the industry that more and more advertisers are paying attention to.
EclickWorld said that it has helped advertisers efficiently carry out marketing and promotion and acquire users on a global scale, and has accumulated rich data resources and advertising operation experience in cross-border e-commerce, mobile applications, games and other industries, and has also witnessed the technological transformation of overseas marketing. Especially in the field of cross-border e-commerce, the company has established a deep understanding of the needs of advertisers.
For example, in the process of serving the world's fourth largest coffee chain brand, Cudi Coffee, and helping it go overseas from 0 to 1 in Japan, South Korea, Southeast Asia and North America, eclickworld customized a one-stop solution for it to go overseas with "intelligent cloud + marketing services". When Cudi Coffee first entered the overseas market, EclickWorld formulated a differentiated marketing and promotion strategy of "one country, one policy" for it, breaking through localization barriers with global media voice, influencer marketing, social media operation, etc., serving 13+ overseas countries and regions, achieving drainage for nearly 40 overseas stores, and covering 1 billion+ users around the world.
In addition, with the help of the self-developed Gears platform tool of EclickWorld, the integration problem between the original CI/CD system and Amazon Web Services and the cross-border data collaborative call were solved for Cudi Coffee, and the automatic deployment and release of cross-region and cross-platform were realized, which greatly improved the efficiency of technology development. At the same time, with the help of the AI+CI technology integrated service platform and cross-cloud support of eclickworld, the deployment and launch of the overseas business platform was completed in only 3 months.
In the process of serving Transsion Holdings, eclickworld combined with the demand points of consumers in Southeast Asian countries for mobile phones, and conducted multiple analyses of user volume, traffic cost, marketing methods and other aspects of mainstream media, trend media and local media in Southeast Asia, and finally formulated a growth strategy of "digital media and content marketing drive mutual development", and formulated a media strategy of "Meta, Google, TikTok as the main traffic channels, and LINE, Grab and other local media synergy".
During the launch of new products in Southeast Asian countries, Meta alone achieved 6.6 billion exposures and 210 million user interactions on a single channel, reducing the overall CPM cost by 57.44% and increasing the brand voice by 146%, achieving rapid sales growth in the Southeast Asian market.
In the future, it will continue to take root in the field of going overseas, take the three major trends of AI, digitalization and scenario-based as the main direction, focus on delivering customer value, and take product technology as the base, continue to build benchmarking and differentiated service capabilities, expand the scope and depth of services, improve the threshold of market competition, and bring new value and power to all walks of life it serves around all aspects of intelligent marketing.
Build a secure and transparent mobile development ecosystem
The financial report shows that since 2024, the company's performance has continued to improve.
In the field of digital advertising, the industry has always faced two major challenges: how to accurately measure advertising effectiveness and obtain reliable data, and how to collect and analyze data while respecting user privacy. These two issues are not only directly related to the commercial interests of advertisers, but also involve the personal rights and interests of users, so they have always been the focus of common attention of advertisers and developers.
In the face of the complex and ever-changing network environment, problems such as malvertising and click fraud emerge one after another, which brings huge challenges to developers' monetization path. In order to ensure the security of monetization, developers need to find more advanced and efficient technical means to identify and prevent risks.
In response to such pain points, eclickworld launched zMaticoo, an AI-driven programmatic advertising platform, insisting on innovation to drive technological development, using algorithms and AI technical capabilities to efficiently open up multi-source data and media resources, realize real-time data management in the whole link, provide advertisers and mobile developers with smarter and more convenient ad monetization and user growth services, and jointly build a safe and transparent mobile development ecosystem.
By the end of 2023, zMaticoo has completed the integration of 208 developers and SSPs and 105 DSPs, an increase of 96.23% and 69.35% respectively from the end of 22. At present, the platform has become a close partner of well-known companies such as Honor and OPPO, and has carried out strategic cooperation with advertising security and quality company GeoEdge to upgrade.
In the future, zMaticoo will continue to make efforts to provide global advertisers with smarter and more convenient user growth services and build a safe and transparent mobile development ecosystem.
As of today's close, the share price of Yidiantianxia was 16.48 yuan, up 3.26% from the previous day, and the company's market value was 7.777 billion yuan based on the closing price.
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Lei Di was founded by Lei Jianping, a media person, if it is reprinted, please indicate the source.