Kuaishou Boosts Revenue amid Generative AI Monetization and Kling Platform Growth

Kuaishou reported that scaling its own generative AI tools is already noticeably impacting the business. By the end of the fourth quarter of 2025, revenue for the Chinese short-video platform grew to 39.6 billion yuan, with the company citing monetization of AI products as one of the main drivers.

Growth in AI

According to the company, quarterly revenue increased by approximately 12% year-over-year and reached 39.6 billion yuan. Adjusted net profit rose 16%, exceeding analyst expectations.

Looking at the full year 2025, Kuaishou received 142.8 billion yuan in revenue and 20.6 billion yuan in adjusted profit.

The average daily audience for the app over the year was 410.2 million users. For the market, this is an important signal: the company no longer speaks about AI as a long-term bet, but is already showing its contribution to current financial results.

This is especially noticeable in the advertising business. Online marketing revenue in the fourth quarter increased by 14.5% to 23.

6 billion yuan, while the other services direction, which includes e-commerce and Kling AI, added 28% and reached 6.3 billion yuan. Kuaishou separately noted that generative recommendation models and intelligent bidding models contributed approximately 5% to internal advertising revenue growth.

Client spending on advertising materials created with AIGC reached 4 billion yuan in just one quarter.

What Kling Sells

A separate focus is Kling AI, Kuaishou's flagship video generation platform. The company accelerated the release of new model versions throughout 2025, and in February 2026 presented the Kling 3.0 lineup with multimodal input and output: text, images, audio, and video combined in a single workflow. Prior to this, Kuaishou released Kling O1 and Kling 2.6, where it focused on a unified generation and editing engine, as well as simultaneous video and audio generation.

• Kling AI revenue in the fourth quarter of 2025 was 340 million yuan
• In December 2025, the service's monthly revenue exceeded 20 million dollars
• This corresponds to an annual revenue run rate of approximately 240 million dollars
• The platform is already being used in marketing, e-commerce, film, animation, and the gaming industry

For Kuaishou, this is more important than impressive demos. The company is showing that Kling is beginning to sell not only to enthusiasts, but also to professional clients: brands, studios, sellers, and creative teams. Kuaishou separately notes the high demand for the motion control feature, which allows transferring movements from uploaded videos or a motion library. This tool helped bring the product beyond a narrow circle of professional creators and attract a broader audience.

AI within the Ecosystem

Monetization is not limited to a separate subscription or API for Kling. Kuaishou embeds AI in advertising auctions, recommendations, search, and commerce scenarios within the app. In e-commerce, the company updated the OneSearch search architecture, which increased search order volume in the commerce section by almost 3% in the fourth quarter.

The total e-commerce GMV for this period grew 12.9% year-over-year to 521.8 billion yuan.

In parallel, the OneRec recommendation models and other AI systems became more actively deployed in short videos, streams, and storefront scenarios. The company also uses AI for internal efficiency. Its own CodeFlicker tool has become an everyday work tool for developers, with over 40% of new code at Kuaishou now generated with its help.

Additionally, the platform updated its content understanding and tagging system to better analyze videos and live streams, better retain audiences, and improve recommendations.

CEO Cheng Yixiao directly linked these investments to the company's future.

Our AI capabilities have become a key driver of long-term growth for

Kuaishou.

What This Means

Kuaishou's story shows how an AI platform moves to the next stage after the hype: from impressive demos to clear revenue in advertising, commerce, and tools for content creators. For the market, this is one of the clearest examples that the winners in AI video will not be only the developers of strong models, but also companies that know how to embed them into an already-functioning commercial ecosystem.