According to Kuaishou's latest second-quarter 2025 financial report, the company achieved revenue of 35.05 billion yuan, exceeding the market expectation of 34.45 billion yuan, and increased by 13.1% year-over-year. This growth was driven by the dual momentum of short videos and e-commerce. The report shows that Kuaishou's adjusted net profit reached 5.62 billion yuan, far exceeding the expected 5.06 billion yuan, with an increase of 20.1% year-over-year.
In terms of revenue structure, Kuaishou's online marketing service revenue was 19.8 billion yuan, estimated at 19.67 billion yuan, increasing by 12.8% year-over-year. Advertising spending in the short video industry continued to maintain high double-digit growth. Kuaishou improved users' willingness to pay and viewing time through smart pricing and dynamic adjustments in advertising marketing. The e-commerce business also performed outstandingly, with Kuaishou's total transaction value (GMV) in e-commerce reaching 358.9 billion yuan in the second quarter, increasing by 17.6% year-over-year.
Notably, Kuaishou's Ke Ling AI generated revenue of 250 million yuan in the second quarter. Since its launch, it has undergone more than 30 iterations, generating over 200 million videos and 400 million images. Kuaishou's performance in overseas markets is also not to be overlooked, especially in the Brazilian market, where revenue increased by 20.5% to 1.3 billion yuan, and local lifestyle business revenue increased by nearly 120%.
The daily active users and monthly active users of the Kuaishou app reached 409 million and 715 million respectively, increasing by 3.4% and 3.3% compared to last year. The average daily usage time of users reached 126.8 minutes, with a total usage time increase of 7.5% year-over-year. In addition, the Kuaishou board announced the distribution of the company's first special dividend since its listing, 0.46 Hong Kong dollars per share, totaling approximately 2 billion Hong Kong dollars.
