Kuaishou (01024.HK) Q2 2026 Earnings Conference Call
Live time: Aug 19, 2026 06:00
Kuaishou (01024.HK) Q2 2026 Earnings Conference Call
Live time: 08/19/2026 06:00:00
快手 (01024.HK) 2026 年第二季度业绩电话会
Summary
00:29
Opening Remarks by Matthew Zhao
Matthew Zhao, VP of Capital Markets and Investor Relations at Kuaishou, welcomed participants to the Q2 2026 earnings call and highlighted that the meeting included English simultaneous translation and was being recorded.
02:41
CEO Cheng Yixiao Q2 2026 Overview
CEO Cheng Yixiao shared that despite macro challenges, Kuaishou continued investments in AI strategy, achieving high-quality growth. The average daily active users (DAUs) reached 412 million, and revenue grew 4.1% YoY to RMB 35.5 billion, with adjusted net profit at RMB 3.9 billion.
03:31
CEO Cheng Yixiao on AI Strategy
CEO Cheng Yixiao highlighted progress on the Kuaishou AI strategy and the video large model 'KeLing AI,' which introduced innovative features like native 10K video generation for professional-grade quality, contributing to RMB 850 million revenue (+200% YoY).
04:45
CEO Cheng Yixiao on Multimodal Models and Applications
Cheng Yixiao discussed advancements in KeLing AI's multimodal large model capabilities, enhanced long-context comprehension in KeLing VR 2.0, and AI-driven tools like AgentX in industrial recommendation systems, boosting efficiency.
17:34
CFO Jin Bing Q2 2026 Financial Overview
CFO Jin Bing provided financial updates, stating that Q2 revenue reached RMB 35.5 billion (+1.4% YoY). Adjusted net profit was RMB 3.9 billion, with a net profit margin at 11%. Free cash flow was RMB 5.9 billion, and RMB 1.213 trillion was available in capital reserves.
25:52
Analyst Q&A: UBS — Kana Phone on AI Video Competition
CEO Cheng Yixiao outlined KeLing AI’s strategic advantages in AI video generation, including first-tier innovations in global benchmarks. KeLing AI completed a financing round to boost competitiveness and continuously expand capabilities in professional creator services.
34:47
Analyst Q&A: Goldman Sachs — Lincoln Kwan on AI Progress
CEO Cheng Yixiao elaborated on AI applications across marketing, production automation, and organizational efficiency enhancements. Agent-driven systems significantly improved recommendation and content operation workflows across industries.
42:14
Analyst Q&A: Jefferies — Thomas Zhang on e-commerce merchants
CEO Cheng Yixiao reiterated tiered merchant strategies adapting resource policies to enhance operational certainty amid macro challenges. AI significantly reduced merchant costs while strengthening e-commerce integration.
52:10
Analyst Q&A: J.P. Morgan — Daniel Chen on online marketing
Management discussed growth opportunities in content consumption fields, particularly short-form drama, which benefits from AI-led production cost reductions, enriching creative ecology and content marketing commercialization.
1:02:40
Analyst Q&A: Citics — Liao Yuan on Cash Flow Impact
CFO Jin Bing explained how KeLing AI’s financing added flexibility to cash flow management, ensuring robust financial health while supporting AI initiatives and increasing shareholder returns.
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