HomeKuaishou CEO Mandates AI Revenue Doubling Amid Leadership Shift
On the very day the global AI video leader Sora announced its exit, a major domestic video model demonstrated a starkly different, aggressive posture.
On March 25, Kuaishou released its Q4 and full-year 2025 financial results. During the earnings call, CEO Cheng Yixiao highlighted the rapid growth of its video generation model Kuaishou AI and issued a bold commitment: the team is confident in achieving over 100% year-on-year revenue growth for Kuaishou AI this year.
Impressive Metrics: $20 Million in a Single Month
While the industry still questioned the commercial viability of large video models, Kuaishou AI has already delivered concrete results:
Revenue Growth: In Q4 of last year, Kuaishou AI generated 340 million yuan in revenue. Its revenue for December alone surpassed $20 million USD.
Scale Achieved: As of January this year, its Annual Recurring Revenue (ARR) has exceeded $300 million USD.
User Base: The global user count has surpassed 60 million, with over 600 million videos generated in total.
Boosting Compute: A $2.6 Billion Capex Pledge
To avoid a fate similar to Sora's, pressured by costs, Kuaishou is preparing to invest heavily in infrastructure.
CFO Jin Bing stated the group's total capital expenditure (Capex) for 2026 is projected to reach approximately 2.6 billion yuan, an increase of 1.1 billion yuan from 2025. This significant investment will primarily fund computing power, foundational model development, and large-scale data storage and processing for the Kuaishou Large Model.
Escaping the "Black Hole": Accelerating Commercialization
Cheng Yixiao emphasized that while video generation models are complex and compute-intensive, their input and output formats offer great flexibility and innovation potential.
Lowering Barriers: Unlike Sora's high iteration costs, Kuaishou AI focuses on reducing creative barriers and rapidly expanding into diverse scenarios.
Accelerating Pace: Kuaishou is speeding up commercial monetization to ensure revenue growth outpaces cost increases, effectively avoiding a "cost black hole."
Financial Backing: Net Profit Exceeds 20 Billion
The foundation for Kuaishou's ambitious AI push is its increasingly robust financial health.
In 2025, Kuaishou achieved total revenue of 142.8 billion yuan, with an adjusted net profit of 20.6 billion yuan, a 16.5% year-on-year increase. High-margin businesses like e-commerce and AI continue to expand, providing ample resources for R&D investment.
At this pivotal moment in the AI video race, Kuaishou
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On the very day the global AI video leader
On March 25, Kuaishou released its Q4 and full-year 2025 financial results. During the earnings call, CEO Cheng Yixiao highlighted the rapid growth of its video generation model Kuaishou AI and issued a bold commitment: the team is confident in achieving over 100% year-on-year revenue growth for Kuaishou AI this year.
Impressive Metrics: $20 Million in a Single Month
While the industry still questioned the commercial viability of large video models, Kuaishou AI has already delivered concrete results:
Revenue Growth: In Q4 of last year, Kuaishou AI generated 340 million yuan in revenue. Its revenue for December alone surpassed $20 million USD.
Scale Achieved: As of January this year, its Annual Recurring Revenue (ARR) has exceeded $300 million USD.
User Base: The global user count has surpassed 60 million, with over 600 million videos generated in total.
Boosting Compute: A $2.6 Billion Capex Pledge
To avoid a fate similar to Sora's, pressured by costs, Kuaishou is preparing to invest heavily in infrastructure.
CFO Jin Bing stated the group's total capital expenditure (Capex) for 2026 is projected to reach approximately 2.6 billion yuan, an increase of 1.1 billion yuan from 2025. This significant investment will primarily fund computing power, foundational model development, and large-scale data storage and processing for the Kuaishou Large Model.
Escaping the "Black Hole": Accelerating Commercialization
Cheng Yixiao emphasized that while video generation models are complex and compute-intensive, their input and output formats offer great flexibility and innovation potential.
Lowering Barriers: Unlike Sora's high iteration costs, Kuaishou AI focuses on reducing creative barriers and rapidly expanding into diverse scenarios.
Accelerating Pace: Kuaishou is speeding up commercial monetization to ensure revenue growth outpaces cost increases, effectively avoiding a "cost black hole."
Financial Backing: Net Profit Exceeds 20 Billion
The foundation for Kuaishou's ambitious AI push is its increasingly robust financial health.
In 2025, Kuaishou achieved total revenue of 142.8 billion yuan, with an adjusted net profit of 20.6 billion yuan, a 16.5% year-on-year increase. High-margin businesses like e-commerce and AI continue to expand, providing ample resources for R&D investment.
At this pivotal moment in the AI video race, Kuaishou
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