The commercialization process of short video giants is coupling with AI at an unprecedented speed.

On March 25, Kuaishou-W released its Q4 2025 and full-year performance. The report showed that Kuaishou's online marketing services revenue reached 23.6 billion yuan in the fourth quarter, increasing by 14.5% year-over-year. Behind this steady growth, the direct contribution of AI technology to commercial revenue has become the most closely watched focus.

AI Monetization Acceleration: AIGC Materials Consumed 4 Billion Yuan in a Single Quarter

Kuaishou clearly disclosed quantifiable data on AI-driven commercial growth in the report, which is astonishing in depth and breadth:

Model Dividend: Thanks to the optimization of generative recommendation large models and intelligent bidding models, it directly boosted domestic online marketing revenue by approximately 5%.

Content Productivity: AIGC (Artificial Intelligence Generated Content) marketing materials consumed as much as 4 billion yuan in the fourth quarter, showing high recognition from advertisers for AI-generated content.

Automation Penetration: Its UAX fully automated advertising product performed strongly, with consumption penetration rate in non-e-commerce marketing services approaching 80%, and active customer penetration rate exceeding 90%.

Full-Chain Transformation: From "You Might Like" to "Automatic Advertising"

For Kuaishou, AI is no longer just a black technology in the laboratory, but has penetrated every capillary of commercial operations.

Precise Recommendation: Through deep understanding of user intent with large models, the recommendation efficiency has made a qualitative leap.

Efficiency Revolution: From automated generation of marketing materials to automated execution of ad campaigns, AI is helping merchants achieve higher conversion rates at lower costs.

Capital Market Feedback: Board Approves Full-Year Performance

At the same time as releasing Q4 results, Kuaishou-W also held a board meeting on the same day, formally considering and approving the full-year performance. With the acceleration of AI transformation of the commercial chain, Kuaishou's profit ceiling is being continuously raised.

Conclusion: The New Normal of Business in the AI Agent Era

Kuaishou's financial report sends a clear signal to the industry: AI has moved from "hype" into the "practical" stage. When a single quarter's marketing consumption of 4 billion yuan is driven by AI materials, competition among content platforms is no longer just about traffic, but a final showdown of underlying algorithms and AI execution capabilities.

To learn more about Kuaishou's commercialization details, visit Gelonghui for the latest market analysis.