Kuaishou's AI-Powered Expansion Sparks 13% Revenue Surge Amid Dynamic Growth

In its recently released second-quarter financial results for 2025, Kuaishou reported a revenue of 350 billion RMB, marking a 13.1% year-on-year increase. The company's net profit reached 49 billion RMB, with adjusted figures climbing to 56 billion RMB, reflecting a notable annual growth of 20.1%. Following the announcement, key executives including co-founder and CEO Cheng Yixiao, along with CFO Kim Byeong, shed light on the earnings during an investors' call, where they expressed their sanguine outlook towards the video-generation large model scenarios, bolstered by Kuaishou's AI technology.

The application and commercial potential of Kuaishou's KeLing AI, a pivotal AI tool, were focal points during the call. Cheng noted that KeLing AI's user base spans from AI-generated content enthusiasts and self-media users to e-commerce professionals and film studios. It serves as a significant catalyst in enabling creative content through AI-generated images and videos, especially assisting self-media users and e-commerce sectors in rapidly producing and monetizing content. Advanced use cases in the film industry, where KeLing AI aids in concept design and production, were emphasized, showcasing its potential to transcend conventional filmmaking limitations.

Kuaishou's executives emphasized the ongoing strategy to enhance the capabilities and expand the usability of the KeLing AI model. The vision remains fixated on empowering users to tell compelling stories through AI. Enhancements like the launch of "Ling Canvas," which integrates functionalities such as text-to-image and text-to-video, were highlighted as steps to provide creators with a seamless and collaborative creative environment. Furthermore, the integration and evolution of AI in gaming and professional film production are seen as forthcoming opportunities to broaden KeLing AI's application scope.

The financial results were achieved amid the wider integration of AI technologies across Kuaishou's ecosystem. The introduction of OneRec, an end-to-end generative recommendation large model, significantly contributed to increased user engagement and retention. The model's application has been extended across various content recommendation scenarios, demonstrating enhanced predictive capabilities by aligning user preferences more closely through reinforcement learning techniques.

Against the backdrop of stronger AI solutions, Kuaishou's e-commerce and marketing services also witnessed growth. The company's commitment to marrying technology with business strategies, particularly in enhancing user engagement, was evident through their substantial GMV growth in e-commerce, and heightened effectiveness in online marketing, underscored by a revenue increase of 2.5 billion RMB from KeLing AI alone.

Kuaishou's latest performance reflects an adept adaptation to new technological-driven dynamics, underpinning AI's role as more than just a tool for operational efficiency but a decisive catalyst for growth. With strategies aligned towards further deepening AI integration, the company positions itself to drive sustained value across its user base and partners, standing resilient in the competitive digital landscape.