Kuaishou Expected to Post Higher 2025 Annual Earnings -- Earnings Preview

Dow Jones03-24

By Jason Chau

Kuaishou Technology is scheduled to report full-year 2025 results on Wednesday. Here's what you need to know:

NET PROFIT FORECAST: Kuaishou's annual net profit likely rose to 20.37 billion yuan, equivalent to $2.96 billion, according to a poll of 31 analysts by LSEG. That would be around 33% higher than the 15.37 billion yuan in 2024.

REVENUE FORECAST: Full-year revenue is projected at 142.06 billion yuan, up around 12% from the 126.90 billion yuan reached in 2024, according to LSEG.

Kuaishou's shares jumped nearly 55% in 2025, supported by renewed investor interest in Chinese technology firms after a series of advances in artificial intelligence. Investors have been encouraged by the potential of its video-generation model, Kling AI. However, the stock is down 17% so far this year.

WHAT TO WATCH:

-- Earnings outlook: Kuaishou's large user base, diversified revenue streams and prudent financial management should continue to support earnings, CreditSights analysts said. S&P Global Ratings expects growth in e-commerce and online advertising to drive earnings this year.

-- Competition: Kuaishou faces strong competition from larger rivals, including Bytedance and Tencent, which have users with higher average income and may be more attractive to brands, S&P Global Ratings said.

-- Artificial Intelligence: Kuaishou's AI video and image generator, Kling, is still in early stages of generating revenue but is expected to support earnings over the next few years, S&P Global Ratings said. The tool could accelerate content creation and lower marketing and production costs.

-- Regulation: Kuaishou recently received a warning and a fine over cybersecurity issues on its live-streaming platform, Citi analysts said. Investors may focus on regulatory risks, though Citi expects the penalties to be manageable and does not see required fixes materially impacting Kuaishou's businesses.

Write to Jason Chau at jason.chau@wsj.com

(END) Dow Jones Newswires

March 24, 2026 07:05 ET (11:05 GMT)

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