編前語：7月31日，獵豹移動CEO傅盛受邀出席香港RISE大會。這是傅盛繼硅谷GMIC大會英文處女秀之后，首次脫稿英文演講。

　　以下為演講實錄中英文對照版：

　　大家好，很高興能站在這里，與大家分享獵豹移動的故事。坦白來講，我現在有一點緊張。因為這是我第一次在大眾面前進行脫稿英文演講。為準備這場演講，我昨晚整整一宿沒睡。對我來說，確實太難了。

　　五年前，獵豹移動成立。當時獵豹移動只是專注于PC端殺毒軟件的一家小公司。我們最大的競爭對手是奇虎360。當時它已經在紐交所上市，市值超過100億美金。這對我們來說無疑是個超重量級對手。那個時候，我們與奇虎在PC端殺毒軟件，苦苦拼爭，處境十分艱難。

　　也就是五年前，我人生中第一次去了美國。走在加州Palo Alto的University大道，我不斷思索：為什么美國公司總有一個巨大的夢想?為什么美國公司比中國公司有更多創(chuàng)新?

　　我認為，夢想是美國人和中國人最大的差異。敢做更大的夢，敢為天下先，將是改變我們中國人思維最關鍵的一點。

　　我總在思考，為什么中國公司不能走出國門?為什么中國公司不能成為全球化的公司?盡管我們只是一家小公司，盡管我們各個方面做的都還不夠好，但我們仍然可以擁有這樣遠大的夢想。

　　三年前，獵豹移動調整了策略。把目標從中國市場移到了全球市場上。把產品平臺從PC端改為移動端。三年后，我們看到，按月下載量計算，獵豹移動已成為Google Play全球排名第二的應用發(fā)行商。僅次于Facebook，甚至超過Google。

　　今天，我們的移動端月活躍用戶數，已超過5億，70%來自海外。就在兩年前，我們的月躍用戶還僅僅只有4000萬。到現在，月活躍用戶數增長了整整超出10倍以上。

　毫無疑問，從用戶增速來看，獵豹移動在頭兩年的發(fā)展和成長速度，已趕超WhatsApp和微信。現在，我們是全球移動端最大的工具類和安全類應用開發(fā)商。而實現這一目標，僅僅花了三年。

　　那么，這一切到底是如何發(fā)生的呢?

　　最重要的一點是：移動互聯網使一個個碎片化的區(qū)域市場，整合成了一個統(tǒng)一的全球大市場。

　　如你所見，在通往全球化的道路上，獵豹擁有著巨大的機會。對世界各國公司來說，全球化也是一個巨大的機會。三年前，我意識到了這個機會，所以我決定把全部資源投入到全球市場。

　　對于如何抓住全球化機會，我們把握了三個關鍵點：

　　第一，移動互聯網讓世界變得更平。Google Play，App Store，甚至小米的小米應用商店都能夠連結全世界的本地應用市場，將其統(tǒng)一形成為一個全球市場。

　　不得不說，移動時代到來前，你得先打好本土化這一仗，才能考慮全球化。移動時代到來后，你先要考慮的是全球化，然后才是本土化。

　　換句話說，移動時代到來前，如果你想往全球發(fā)展，你需要，先飛到另外一個國家，租一間辦公室，在當地招募一些人才，和當地合作伙伴簽一些合約。移動時代到來后，你可以通過手指在手機上簡單一點，就能讓你的應用，到達全球數以十億計的用戶。你甚至都不用派任何一個員工到國外。

　對于任何人和任何公司來說，這都是一個巨大的機會。只要你想做，你就有機會。

　　現在Google Play，我們有4款應用排在總榜單前30名。包括Clean Master，CM Security，Battery Doctor，還有Photo Grid。所有這些應用在美國和歐洲都有大量的用戶。我們在美國和歐洲開設辦公室前，就已經通過線上推廣和口碑營銷，在歐美地區(qū)擁有超過5千萬的月活躍用戶。

　獵豹移動一直專注在全球市場，所以我們迅速在全球獲取了海量用戶。此后，我們陸續(xù)在世界各地，建立本地辦公室，完成了一些收購。剛剛以5千萬美金，收購了一家叫MobPartner的法國公司。這家公司主要做移動廣告平臺?，F在，我們在全球超過10個國家和地區(qū)，擁有自己的辦公室。

　　得益于移動互聯網時代，你只需要通過互聯網渠道，就能在全球獲得大量用戶。在這之后，建立本地辦公室，就能更輕松地與當地合作伙伴進行合作。因為，你已經在他們的國家，擁有了數以千萬計的用戶。

　　我們在美國設立辦公室時，已經跟Facebook、Google這樣的巨頭公司，建立了非常良好的關系?；蛟S大家不知道，獵豹移動現在是Facebook廣告系統(tǒng)最大的合作伙伴。Facebook在2015年第一季度財報電話會，特地提到了獵豹移動。

　　與此同時，我們也是Google Play上最大的應用發(fā)布商之一。我們跟加州灣區(qū)的很多公司，都建立了非常友好的關系。

　　目前，我們還沒有在印度開設辦公室。但我們已經和Micromax簽署了合作協議。不僅如此，我們和世界上超過70家手機制造商和電信運營商簽署了協議。包括小米、華為、HTC、華碩、Micromax和AT&T。三星全球旗艦手機Galaxy S6，集成了獵豹移動的產品Clean Master的SDK。

　　進入移動時代，公司發(fā)展策略和過去完全不同，你可以自上而下。也就是說，先獲取大量用戶，再和當地合作伙伴建立聯系。

　　在座各位，有人用過Musical.ly這款應用嗎?兩周前，Musical.ly在美國iOS App Store排名第一。沒有任何推廣。這是一款音樂、歌曲類應用。Musical.ly是一家位于上海的非常非常小的初創(chuàng)公司。只有10名員工。半年前，獵豹移動投資了它。他們推出這款應用不久，目前只做美國市場。

　　當Musical.ly沖到App Store榜首，很多著名風投基金都在尋找它的開發(fā)團隊。例如GGV和SIG。僅僅6個月，Musical.ly完成了融資，估值達到了1億美金。這樣一家中國公司能在美國市場發(fā)展如此迅速，確實很神奇。

　　無獨有偶。My Idol和另一款日本應用NekoAtsume甚至都沒有英文版本。現在美國應用市場，非常受歡迎。

　我想說，在移動時代，即使只是一家很小的公司，即使來自中國，仍然可以和全世界大公司一同競爭。因此，獵豹移動致力于成為，連接中國公司和全世界的橋梁。

　　第二，中國公司正和美國公司一起引領移動互聯網行業(yè)。我們可以看到，現在全球10家最大的互聯網公司中，4家來自中國，6家來自美國。

　　再來看，所有市值或估值超過50億美元的互聯網公司中，中美兩國公司數量，一半對一半。很不幸的是，目前獵豹移動市值只有40億美金，榜單中暫時看不到。但我們一直在不斷努力。

　　今天，不再是中國公司跟隨美國公司的腳步。而是，兩國互聯網公司共同引領著互聯網行業(yè)。

　　比如眾所周知的Uber和滴滴打車。它們正在中國如火如荼的展開競爭。為搶占中國市場，Uber專門籌集了10億美元，滴滴馬上融資20億，甚至25億美金。Uber中國是Uber在美國以外建立的第一家海外公司。但在我看來，我并不認為Uber在中國擁有擊敗滴滴的機會。

　　滴滴估值馬上就會升上來?；蛟S，有一天它的估值會超過Uber。如果滴滴想要進軍全球市場，它將會成為Uber的大麻煩。未來，這兩者的競爭，將會更加激烈。

　第三，很多人認為，中國公司之所以能夠引領互聯網行業(yè)，是因為中國巨大的市場。與此同時，中國防火墻也阻止了美國公司的進入。本土市場的競爭，更加激烈。然而，正是源于多年激烈的競爭，使得中國移動互聯網公司催生了很多獨特的創(chuàng)新。

　　當我進入到全球市場時，我突然發(fā)現，其實在美國市場，我們遇到的競爭根本無法與國內相提并論。說實話，美國市場的競爭氛圍，對于中國公司來說，相當輕松。

　　在中國，由于競爭真的太過于激烈，我們都無比關注用戶體驗。

　　很多人都問過我，為什么Clean Master能在全球市場獲取這么多用戶?

　　我記得，為了解用戶對產品的真實想法，我曾經往返美國超過三次。我們對Google Play上的每一個用戶評價都非常重視。目前，Clean Master在Google Play上有超過2400萬用戶評分。每一位用戶，只能給我們打一次分。我們的評分目前是4.7分(滿分5分)，遠遠高于很多其他流行應用。

　　但你們可能不知道。我們在北京組建了一支超過30人的團隊，專門負責用戶評價。這個團隊可以應對和處理超過20種語言。如果有人給Clean Master打了1分的評價，我們會馬上和你取得聯系。如果你用日語對產品做出了評價，我們也會用日語回復你。我們可以用超過20種語言與用戶們交流溝通。隨時根據用戶反饋，及時改進產品。

　　最后一件武器，對我們來說，就是免費。盡管，免費模式只是一種中國特色模式。但我認為，免費是全球用戶的需求。即使歐美用戶愿意為一些很好的應用付費，但他們還是會更喜歡免費產品。

　　從成立公司那一天起，我就認為，免費是獲取用戶最好的武器。

　　很多人問，“如果產品免費，你們如何盈利?”

　　事實上，相比去年，我們的移動端收入增長了5倍。海外收入已經占到移動端總收入的一半。

　　我想，如果Facebook和Google，可以通過提供免費產品獲得收入，我們同樣可以。我們的策略是，先獲取大量用戶，以及有價值的大數據，之后建立我們自己的移動廣告平臺。我們的目標是成為世界Top3移動廣告平臺。

　　這只是獵豹移動的一段故事。我覺得，我很幸運，抓住了移動時代的機遇。我也衷心希望大家也能抓住這次寶貴的機遇。謝謝!

　　備注：文中提到的Musical.ly是一款音樂社交軟件。中文名稱媽媽咪呀。從傅盛戰(zhàn)隊第一季脫穎而出，進入全國20強，最終獲得傅盛戰(zhàn)隊天使投資。

　　關于傅盛戰(zhàn)隊

　　一個專注于最早期創(chuàng)業(yè)的投資孵化平臺。創(chuàng)業(yè)者參加傅盛戰(zhàn)隊，除獲得一筆天使資金，還可接受傅盛面對面創(chuàng)業(yè)指導、全程免費孵化服務和直通巨頭的合作機會。

　　傅盛戰(zhàn)隊秋季營將在今年9月正式啟動，項目BP請發(fā)郵箱：fushengteam@cmcm.com。

英文演講內容：

　　Hello everyone, I’m so glad to be here to share the story of Cheetah Mobile. To speak frankly, I’m a little nervous because this is my first time to make an English speech without paper. I prepared the speech for a whole night, but it’s too difficult for me.

　　Just 5 years ago, We founded Cheetah Mobile. At that time Cheetah Mobile was a very small company focused on the PC-side and anti-virus. Our biggest competitor was Qihoo, which listed at the New York Stock Exchange and its valuation surpassed $10 billion. It was a huge competitor for us. And we just focused on the PC side and anti-virus and fought with Qihoo, it was too difficult for us.

　　5 years ago was my first trip to the US. In Palo Alto on University Ave, I thought: Why do US companies have big dreams? Why do US companies have more innovation than Chinese companies?

　　The dream is the biggest difference between US and Chinese people. Think big, think different was the biggest point to change our thoughts.

　　I thought: Why can’t Chinese companies go outside of China? Why can’t Chinese companies become a global company? Even though we’re a small company, even though we’re not good enough, we can have such a good dream, such a big dream.

　　3 years ago, Cheetah Mobile adjusted our strategy to from the Chinese market to the global market and we changed our product from the PC side to the mobile side. Just after 3 years, we can see now by monthly downloads, Cheetah Mobile was the #2 publisher on Google Play only next to Facebook. We even surpassed Google.

　　And our monthly active users today on the mobile side is over 500 million. And 70 percent of our users come from outside of China. Just 2 years ago, our monthly active users were 40 million, so we’ve surpassed 10x since then.

　　On the growth rate, Cheetah Mobile’s growth speed is surpassing WhatsApp and WeChat in the first two years. So actually, now we are the biggest utility and security developer all over the world on the mobile side. It happened just in three years. But how did it happen?

　　The most important thing is: With mobile, we can combine many original local markets into a single global one.

　　We have a huge opportunity to go global, but how to catch global opportunities. That’s a huge opportunity for any company in any country. 3 years ago I realized that opportunity, so we decided to put all our resources into the global market.

　　We have, 3 key points to grabbing the opportunity to go global:

　　First, the mobile age makes the world flatter than before. You know Google Play, the App Store, and even Xiaomi’sMi App Store, make the local market into a unique global one.

　　Before the mobile age, you needed to first localize then globalize. But, with mobile you can globalize first then localize.

　　Before the mobile age if you wanted to go global you had to travel to a country and rent an office and then hire somebody and sign a contract with a partner. But in the mobile age, you just need to, with a press of a button, you can let your app reach a potential billion users in the world. You don’t even need to put anyone outside of your country. It’s a huge opportunity for you and your company. If you want to do this, you have a huge opportunity.

　　Now in Google Play, we have four apps in the top 30. We have Clean Master, CM Security, Battery Doctor, and Photo Grid. All these apps have huge user bases in US and Europe. But, before we opened our office in San Francisco and Europe, we already had 50 million monthly active users in the US and Europe by online promotion and word of mouth.

　　Because Cheetah Mobile has focused on the global market, we have a huge user base all over the world. Then we started to build our local offices and acquire some companies all over the world. We just acquired a French company, who focused on the mobile advertisement platform, named MobPartner for the price of $50 million US dollars. So now we have offices in 10 countries all over the world.

　　Because of the mobile age, you can get global users through online distribution. When you build your local office, you can cooperate with a local partner very easily because you already have millions and tens of millions of users in their country. When we opened our US office, we already had a good relationship with Facebook and Google. Maybe you don’t know, Cheetah Mobile now is the biggest partner with Facebook Audience Network. Facebook mentioned Cheetah Mobile in its Q1 financial reporters. And we are the biggest publisher in Google, so now we have many good relationships with companies in the Bay Area.

　　We don’t have an office in India yet, but we’ve already signed a contract with Micromax. We’ve already signed contracts with over 70 manufacturers and carriers all over the world. Such as Xiaomi, Huawei, HTC, Asus, Micromax, and AT&T. Samsung’s Galaxy S6 flagship phone integrated Cheetah Mobile’s SDK all over the world. In the mobile age you can go from top to bottom, you can acquire a huge user base, then have your local partnerships. It’s not like before.

　　Musical.ly - is there anyone here who uses Musical.ly? Just two weeks ago, Musical.ly was the #1 app in the US app store, without any promotion. It is a song app. Musical.ly is a very small startup based in Shanghai with only 10 people. Cheetah Mobile invested in this startup 6 months ago. They just started their app, they only focused on the US market.

　　When Musical.ly went to the top of the App Store, many famous VC funds went looking for this team. such as GGV, SIG. Then Musical.ly just finished raising money with a valuation of $100 million US dollars. In just six months, so it grew very fast and is a Chinese-based company. My Idol, and another Japanese app, NekoAtsume, even without any English versions, they went abroad and were very popular in the US market.

　　So I want to say in the mobile age even if you’re a very small company, even if you’re from China, but you can compete with any big company all over the world. So Cheetah Mobile wants to be a bridge to Chinese companies all over the world.

　　Secondly, Chinese companies are leading the industry alongside our American counterparts. Here you can see the 10 biggest internet companies: 4 come from China, 6 from the US.

　　But if we see, all the internet companies who are over $5 billion US dollars, it’s half and half Chinese and US companies. Unfortunately, Cheetah Mobile is just $4 billion so it’s not on the chart but I’m working hard.

　　Now, it’s not Chinese companies following the US company, it’s Chinese companies and US companies together leading the Internet.

　　You know Uber and Didi are fighting in China. Uber raised $1 billion just to focus on the Chinese market, but Didi followed with $2 billion, maybe $2.5 billion, to fight in the Chinese market. Uber China is the first local company for Uber to build. But from my personal view, I don’t think Uber in China has a chance to defeat Didi.

　　Didi’s valuation will rise very soon, maybe someday its valuation will surpass Uber, and if Didi wants to go global, it’s Uber’s trouble. But it’s very fierce competition in the future.

　　The third is many people want to say Chinese companies lead the internet because the Chinese market is so huge and the firewall prevents US companies from entering the US market. However, Chinese mobile companies have created some very unique innovations, thanks to many years of fierce local competition.

　　When I entered the global market, I suddenly realized the competition in the US market couldn’t compare to the Chinese market. US market competition is easy for Chinese companies, that’s true.

　　In China, the competition is so fierce, so we pay deep attention to the user experience.

　　Many people have asked me why Clean Master can acquire so many users all over the world. We wanted to know how users think of our product so I traveled to the US more than 3 times to know what they thought. And we paid deep attention to our Google Play user reviews. We have 24 million user reviews in Google Play. Every user can only give one review. Our rating score is 4.7, ahead of many popular apps, but maybe you don’t know we hired at least 30 people in Beijing and the team can speak over 20 languages. If you rate Clean Master 1-star, we will reply you as soon as possible. If you rate Clean Master in Japanese, we will reply in Japanese. We have 20 languages we can reply to users and correct and update the app for the user if they don’t think we are good.

　　The last weapon for us is free. The free-to-use model is a Chinese model, but I think all the users all over the world need free. Even US and Europe people can pay for apps but they already like free. When we started the company, at that time, I thought free was the best weapon to acquire users.

　　Many people have said, “How can you make money if you are free?”

　　Our mobile revenue increased five times over last year, and our overseas revenue is already half of our total mobile revenue.

　　And I think since Facebook and Google can make money by free services, Clean Master can also do that. Our strategy is to build a huge user base, then big data, then build our own mobile advertisement platform. Our target is to become the top three mobile advertisement platform in the world.

　　So this is just a story for Cheetah Mobile. I think I’m so lucky because I can grab the opportunity for the mobile age, and I hope all of you can do this. Thank you!

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