快手Q3直播收入降幅收窄可灵AI商业化单月流水超千万元

第一财经2024-11-20

11月20日，快手发布2024年三季度财报。该季度，快手营收311亿元，同比增长11.4%；经调整净利润39亿元，同比增长24.4%；毛利率由51.7%同比提高至54.3%。　　具体业务层面，三季度快手线上营销服务、直播，以及包括电商在内的其他服务对营收的贡献占比分别是56.6%、30.0%和13.4%。快手应用平均日活跃用户和平均月活跃用户分别达到4.08亿及7.14亿，分别同比增长5.4%和...

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Ads(IAA，应用内广告)短剧模式，扩大免费短剧内容的消费用户规模，使同期短剧营销消耗同比增长超过300%。　　其次，尽管是电商淡季，该季度快手电商GMV同比增长15.1%至3342亿元，月活跃买家数同比增长12.2%至1.33亿，泛货架占总电商GMV提升至27%。直播业务收入93亿元，同比降幅收窄。三季度快手末签约公会机构数量同比提升超40.0%，签约主播数量同比增长超60.0%。　　AI是快手近年来投入重点。视频大模型可灵AI自今年6月问世以来，服务用户已超500万，累计生成5100万个视频，超1.5亿张图片。近日，快手可灵AI宣布其API（应用程序接口）服务新增v1.5高品质模型和视频延长功能，支持1080P高清视频输出，多次续写总时长可达3分钟。　　财报电话会上，快手CEO程一笑表示，目前可灵AI的商业化单月流水超千万人民币，未来将探索更多元的变现模式，预计明年实现可灵收入规模的快速增长。　　除了视频生成大模型，程一笑表示，三季度快手持续优化基座大模型性能，深化大模型在内容理解、内容推荐、内容生产及用户互动的应用。正在研发的快意大模型MoE模型大幅降低模型训练推理成本。目前，快手大模型技术已在短视频、直播、评论、商业化及电商等场景落地。　　另针对该季度大幅增长的短剧业务，根据第三方数据预测，2027年短剧市场规模有望突破1000亿元。程一笑表示，随着短剧供给生态的逐步丰富，现有超5亿短剧人群仍有进一步商业化的基础，且短剧人群渗透率还有提升的空间。　　至于抖音、美团竞争激烈的本地生活领域，程一笑表示，三季度快手本地生活日活跃买家数环比增长28%，GMV环比增长26%。收入同比增长超2.5倍，环比增长36%。在提升补贴效率和运营效率等措施下，收入和成本费用的剪刀差在逐步缩小。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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快手Q3直播收入降幅收窄 可灵AI商业化单月流水超千万元

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快手Q3直播收入降幅收窄可灵AI商业化单月流水超千万元