来源丨霞光社（ID： Globalinsights ） 作者丨 李小天 图源丨Midjourney 以下文章来源于霞光社 ，作者李小天 霞光社 . 赋能企业全球化 从中国走出的短剧，凭其高效叙事与普适性共鸣，正成为拯救好莱坞票房与影响力的 "续命密钥"。 随着中国短剧出海热潮席卷全球，近期，好莱坞也掀起了如火如荼的短剧创业浪潮。对深陷罢工困境 和经营压力的好莱坞而言，制作成本更低、周期更短、收入可观的短剧，无疑是恰逢其时的一剂回魂 针。 就在刚刚过去的十月份，曾担任米拉麦克斯影业（Miramax）首席执行官的比尔·布洛克(Bill Block)，推出了微短剧平台GammaTime，这一平台获得了来自金·卡戴珊(Kim Kardashian)等明星 投资人在内的1,400万美元种子资金。 据悉， GammaTime将聚焦于 "高品质罪案短剧"，在内容题材上与中国出海平台 DramaBox和 ReelShort各具特色。 无独有偶。 另一来自好莱坞的高管——曾在迪士尼和派拉蒙任职的贾娜·维诺格雷德(Jana Winograde)，也将目 光投向短剧赛道。 2025年8月，美国首家高端短剧工作室与AI原生平台Mic ...

从中国走出的短剧，凭其高效叙事与普适性共鸣，正成为拯救好莱坞票房与影响力的 "续命密钥"。 就在刚刚过去的十月份，曾担任米拉麦克斯影业（Miramax）首席执行官的比尔·布洛克(Bill Block)，推出了微短剧平台 GammaTime，这一平台获得了来 自金·卡戴珊(Kim Kardashian)等明星投资人在内的1,400万美元种子资金。 据悉， GammaTime 将聚焦于 "高品质罪案短剧"，在内容题材上与中国出海平台 DramaBox 和 ReelShort 各具特色。 无独有偶。 另一来自好莱坞的高管——曾在迪士尼和派拉蒙任职的贾娜·维诺格雷德(Jana Winograde)，也将目光投向短剧赛道。 随着中国短剧出海热潮席卷全球，近期，好莱坞也掀起了如火如荼的短剧创业浪潮。对深陷罢工困境和经营压力的好莱坞而言，制作成本更低、周期更 短、收入可观的短剧，无疑是恰逢其时的一剂回魂针。 2025 年 8 月，美国首家高端短剧工作室与 AI 原生平台 MicroCo 问世，贾娜·维诺格雷德担任 CEO。MicroCo 从诞生便自带 "好莱坞豪门基因"，核心成员 均来自迪士尼、华纳兄弟、Showtime ...

Core Insights - The overseas short drama market experienced a significant increase in downloads in September 2025, with total downloads reaching approximately 131.1 million, a rise of over 9% compared to August. However, in-app purchase revenue saw a slight decline of about 3%, totaling approximately $190.2 million [1][4][12]. Download and Revenue Overview - The overseas micro short drama market saw a notable increase in downloads, with over 10 million additional downloads in September, marking a 9% month-over-month increase. In contrast, revenue experienced a minor decline, which is considered a normal market fluctuation [4][5]. - The top three apps by downloads in September were ReelShort, DramaBox, and Kuku TV, each surpassing 10 million downloads. Notably, Story TV and FlareFlow showed significant growth, with Story TV's downloads soaring to 8.17 million, and FlareFlow's increasing by nearly 44% [5][9]. Regional Analysis - The United States accounted for nearly half of the estimated revenue in the overseas micro short drama market, with Europe and Southeast Asia following closely, each surpassing $100 million in estimated revenue [12][13]. - In terms of downloads, Latin America and Southeast Asia led the way, each exceeding 300 million downloads, while the Middle East, the U.S., Europe, and Africa also recorded over 5 million downloads [15]. Advertising and App Insights - The number of advertising materials in the overseas micro short drama market reached 1.59 million in September, an 11% increase from the previous month, marking a continuous growth trend for seven consecutive months [18][22]. - A total of 534 micro short drama apps were in circulation, with 54 new apps added in September. The number of IAA and IAP apps increased, indicating a shift towards free models in the market [22][25]. Content Trends - Emotional themes remained dominant, accounting for 34% of total material, followed by urban themes at 28% and revenge themes at 11%. The overall distribution of content themes remained stable compared to the previous month [29][32]. - English-language materials led the advertising efforts, with 676,000 materials, making up nearly 47% of the total. Spanish was the second most prevalent language, with a significant number of materials also in Portuguese, French, and German [33][35]. Popular Titles and Rankings - The top-ranking micro short dramas in September included "The Missing Master Chef," which achieved a heat value of 21.08 million, and "I Became My CEO's Darkest Secret," with a heat value of 16.68 million [53][58]. - The Portuguese micro short drama market was dominated by local productions, with the top three titles being "30 Anos Congelada, 3 Irmãos se Arrependem," "Amor Inesperado," and "Quadrigêmeos do Tio do Meu Ex," all showcasing strong viewer engagement [67][70].

Group 1 - The top three micro-drama titles in the overseas market are "The Mafia Boss" with a heat value of 5.625 million, "Too Young to Want her Professor" at 3.997 million, and "Spark Me Tenderly" at 3.294 million [6][9][11] - The overall heat value of the top 30 micro-dramas decreased by 8.6% compared to the previous period, totaling 49.502 million [8][9] - The popularity of gangster-themed dramas is highlighted by "The Mafia Boss" and "Love Captive to the Mafia Boss," which rank first and tenth respectively, both focusing on romantic entanglements with gang leaders [9][11] Group 2 - The number of dubbed dramas in the top 30 increased by one, totaling seven, while local dramas occupy 23 spots [11] - The leading platforms for micro-drama distribution are My Drama, DramaWave, and Kuku TV, with My Drama holding six spots in the top 30 [11][17] - My Drama leads the material distribution ranking with 52,000 pieces, followed by DramaWave with 46,000 and Kuku TV with 32,000 [17][28] Group 3 - The total number of materials distributed by the top 30 micro-drama apps increased by 11.6%, reaching 351,000 [17][28] - My Drama has a significant female audience, comprising 92.32%, with the primary age group being 25-34 years old at 42.48% [31]

Group 1 - The top micro-drama for the period of July 28 to August 3 is "The Missing Master Chef," with a heat value of 5.9 million [6][8] - The second and third positions are held by "I Became My CEO's Darkest Secret" with a heat value of 4.836 million and "Spark Me Tenderly" with a heat value of 3.46 million respectively [6][9] - The total heat value of the top 30 micro-dramas is 54.148 million, showing a slight decrease of 2% compared to the previous period [8][9] Group 2 - The workplace genre is notably popular this period, with "I Became My CEO's Darkest Secret" and "Spark Me Tenderly" focusing on romantic entanglements between female leads and their CEO bosses [9] - Themes of female revenge and campus life have seen an increase in popularity, with titles like "Raising His Mistress's Child" and "Cheer Up Baby!" gaining traction [9][11] Group 3 - Kuku TV has made a significant impact, entering the top three for the first time with nearly 30,000 materials deployed, and has two micro-dramas in the heat ranking [18][20] - The platform has shown a steady increase in material deployment, with daily submissions rising from over 5,000 to more than 20,000 in the last 30 days [18][20] Group 4 - The top micro-drama app for material deployment is My Drama, followed by DramaWave and Kuku TV, with a total of 314,000 materials deployed across the top 30 apps, marking a 9% increase [17][26] - The majority of the top 30 apps primarily target Facebook and Instagram for their material deployment [17] Group 5 - NetShort leads the growth ranking for material deployment, with a total increase of 5,295 materials, followed by DramaWave with 5,051 [23][26] - The total increase in materials for the top 20 apps is 38,966, reflecting a 5% decrease from the previous period [26] Group 6 - The audience demographic for NetShort shows a higher female viewership at 63.37%, with the age group of 25-34 years being the most represented at 36.71% [28]

Core Insights - The latest DataEye overseas short drama rankings show "The Missing Master Chef" leading, followed by "Spark Me Tenderly" and "Amor Inesperado" [6] - The total heat value of the top 30 short dramas is 5423.2W, indicating a stable trend compared to the previous period, but with a significant gap between the top three dramas [6] - The number of new dramas entering the rankings has decreased, with only five new entries this period, and the highest-ranked new drama at position eight [6][8] Group 1: Top Dramas - "The Missing Master Chef" has a heat value of 663.5W and a cumulative heat value nearing 4400W, maintaining its top position for multiple weeks [6] - "Spark Me Tenderly" ranks second with a heat value of 464.6W and a cumulative heat value of 2564.1W [6] - "Amor Inesperado" is in third place with a heat value of 306.3W and a cumulative heat value of 2109W [6] Group 2: Genre Trends - The "multiple births" theme is gaining popularity, with "Mafia Daddy's Surprise Sextuplets" entering the rankings, showcasing a story about unexpected parenthood [8] - There is sustained interest in middle-aged themes, with three dramas in the rankings focusing on this demographic, including "Amor Inesperado" [8] - The trend of "strong female leads" is also emerging, as seen in "Don't Mess With Dying Me," which features a protagonist overcoming family oppression [10] Group 3: App Performance - FlickReels, NetShort, DramaWave, and My Drama are the most active platforms, with FlickReels holding six spots in the top 30 [8] - The total number of materials launched by the top 30 apps reached 188,000, showing a slight decline from the previous period [14] - DramaWave leads in material launches with over 7000 daily, while My Drama has seen a significant drop of over 20% in its material count [14][15] Group 4: Material Launch Growth - Kuku TV tops the material launch growth chart, with an increase of over 60% in its material count, reaching 4813 groups [22][23] - The total increase in material for the top 20 apps is 9544 groups, indicating a competitive landscape [22] - Kuku TV's recent success includes surpassing 10 million downloads on Google Play, reflecting a strong upward trend [23]