Kuaishou once again achieved outstanding performance in its Q2 2025 financial report, with Kuaishou's contribution being particularly notable. The quarterly revenue of Kuaishou exceeded 250 million yuan (approximately 35 million US dollars), becoming a key driver for the company's revenue growth. This achievement marks the rapid rise of Kuaishou in the market and demonstrates its great potential in commercialization.
According to Kuaishou's financial report, the company's total revenue in Q2 2025 reached 35.04 billion yuan, an increase of 13% year-on-year. Adjusted net profit was 5.681 billion yuan, up 20.1% year-on-year, with a net profit margin of 16%, setting a new record for a single quarter. This impressive performance exceeded market expectations and provided strong support for Kuaishou's continuous stock price growth. Since the beginning of the year, Kuaishou's stock has risen by 76.94%, with a market value of 309.6 billion yuan.
Kuaishou AI, as an important strategic layout of Kuaishou, has shown its strong market appeal. Since the launch of the Kuaishou 2.0 series model at the beginning of 2025, the global user base has rapidly increased from 22 million to 45 million, more than doubling. Zeng Yukun, the operations director of Kuaishou AI, said: "Control and consistency are key for users to generate high-quality content." Continuous innovation in interaction and ecosystem development ensures that users can achieve higher quality and efficiency in content creation.
In terms of multiple business revenues, Kuaishou's online marketing service revenue was 19.8 billion yuan, up 12.8% year-on-year, while live streaming business revenue was 10 billion yuan, up 8% year-on-year. Other revenues, including e-commerce and Kuaishou AI, saw a growth rate of as high as 25.9%. Particularly, the success of Kuaishou AI highlights the potential of AI technology in content creation and advertising marketing. Kuaishou expects to continue increasing investment in the AI field in the future.
In the current intense market competition, although Kuaishou AI does not have significant differences in technical capabilities compared to giants like ByteDance and Google, it has shown great market potential due to its continuous user growth and strong commercial performance. Kuaishou's management stated in the financial call meeting that they will further strengthen the R&D of Kuaishou AI, exploring applications in specialized fields such as film production and game development to meet the needs of professional users.
As Kuaishou AI continues to develop and grow, Kuaishou's businesses in short video and e-commerce will also see new growth points, laying a solid foundation for the company's sustainable future development.
