Zheng Quan Shi Bao Wang·2025-08-21 12:28Core Viewpoint - Kuaishou Technology reported a 12.8% year-on-year increase in online marketing service revenue, reaching 19.8 billion yuan in Q2 2025, with growth accelerating compared to Q1 [1] Group 1: AI Empowerment and Marketing Solutions - Kuaishou is leveraging AI to enhance marketing solutions, optimizing AIGC (AI-Generated Content) for marketing material generation, bidding, and recommendations, leading to improved conversion rates [1] - The company has introduced features like dual live streaming rooms for the fashion industry, resulting in a nearly 2x increase in marketing spend for a male clothing client after switching to digital live streaming [1] Group 2: Revenue Growth Drivers - The content consumption, local life, and automotive sectors are driving the growth of external marketing service revenue, with the short drama sector seeing high double-digit growth in advertising spend [2] - Kuaishou's IAP smart pricing and dynamic adjustments in IAA marketing nodes have enhanced user payment willingness and viewing duration, benefiting marketing clients [2] Group 3: Internal Marketing Services - Kuaishou has upgraded its full-site promotion products, improving tools for smart bidding and material tracking, which has increased the stability of marketing material deployment for e-commerce merchants [3] - The company has focused on optimizing traffic distribution strategies in the general shelf area, leading to significant growth in marketing service revenue related to e-commerce [3] Group 4: Future Outlook - The company anticipates continued rapid growth in online marketing service revenue, particularly in local life and automotive sectors, as well as in content consumption areas like short dramas and mini-games [3] - Kuaishou aims to enhance client marketing conversion through ongoing efforts in client expansion, product iteration, and algorithm optimization in traffic strategies [3]