KUAISHOU(HK:01024) Prnewswireยท2025-08-21 08:51Core Insights - Kuaishou Technology reported strong financial performance in Q2 2025, with total revenue increasing by 13.1% year-over-year to RMB 35.0 billion, driven by AI integration and enhanced user engagement [4][12][9] - The company achieved record-high average daily active users (DAUs) of 409 million, reflecting a 3.4% increase from the previous year, and adjusted net profit reached RMB 5.6 billion with a net margin of 16.0% [4][9][12] - Kuaishou's commitment to AI technology continues to bolster its content and business ecosystems, leading to significant growth in online marketing services, live streaming, and e-commerce [4][12][19] Financial Performance - Total revenue for Q2 2025 was RMB 35.0 billion, up from RMB 31.0 billion in Q2 2024, marking a 13.1% increase [9] - Online marketing services revenue rose by 12.8% to RMB 19.8 billion, while live streaming revenue increased by 8.0% to RMB 10.0 billion [5][6] - E-commerce GMV reached RMB 358.9 billion, a 17.6% year-over-year increase, with the number of average monthly paying users in e-commerce hitting 134 million [22][9] User Engagement - Average DAUs on the Kuaishou App reached 409 million, a record high, with average daily time spent per DAU at 126.8 minutes [16][9] - The company reported a 7.5% year-over-year increase in total user time spent on the app, indicating enhanced user engagement [16] - Kuaishou's user growth strategy and optimized traffic allocation have contributed to improved user retention and experience [17] AI Integration - Kuaishou has embedded large AI model capabilities across its platform, enhancing content delivery and operational efficiency for merchants and creators [4][15] - The launch of the Kling AI 2.1 model series in May 2025 has improved product performance and user experience, contributing to revenue growth from AI services [13][14] - The company is exploring new monetization opportunities through AI technology, aiming to empower creators and marketing clients [33] Strategic Initiatives - Kuaishou declared a special dividend of HK$0.46 per share, totaling approximately HK$2.0 billion, reflecting confidence in long-term growth prospects [32] - The company repurchased approximately 38.8 million shares for about HKD 1.9 billion during the first half of 2025, indicating a commitment to enhancing shareholder returns [9][32] - Kuaishou continues to invest in AI and explore its transformative potential across various business scenarios to drive sustainable growth [33]