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中文(ZH) 快手：可灵AI一季度营收同比增长超300%，3月ARR近5亿美元

Keling AI's ARR Nears $500M, Up 4x Year-Over-Year

By PulseAugur Editorial · [2 sources] ·

Kuaishou's AI division, Keling AI, has reported significant revenue growth, with its annualized recurring revenue (ARR) nearing $500 million in March 2026. This represents a fourfold increase from the previous year, driven by API calls from enterprise clients and paid subscriptions. The company also launched its Keling 3.0 models in February 2026, aiming to enhance capabilities and applications. AI

IMPACT Demonstrates strong commercial traction for AI services, potentially influencing enterprise adoption strategies.

RANK_REASON Significant revenue growth and product iteration from a major AI division.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

Keling AI's ARR Nears $500M, Up 4x Year-Over-Year

COVERAGE [2]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Cheng Yixiao: Keling AI's ARR in March was nearly $500 million, a 4x increase year-on-year

    36氪获悉，在2026年第一季度业绩电话会上，快手科技创始人兼首席执行官程一笑表示，2026年3月，可灵AI年化收入运行率（ARR）近5亿美元，较去年3月的1亿美元增长4倍。程一笑表示，可灵AI一季度收入高速增长，主要来自B端企业客户API调用收入和P端付费会员订阅收入的双轮驱动。无论是用户数还是月均付费金额，可灵AI均实现了高速增长。从留存看，B端企业客户和P端付费会员均保持较好留存趋势，体现出可灵AI在专业创作场景中的技术和产品实力。

  2. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Kuaishou: Keling AI's Q1 revenue increased by over 300% year-on-year, with ARR close to $500 million in March

    36氪获悉，快手发布2026年第一季度财报。财报显示，可灵AI商业化进程进一步加速。2026年第一季度，可灵AI营业收入超过人民币6.5亿元，同比增长超300%。2026年3月，可灵AI年化收入运行率（ARR）近5亿美元。2026年2月，可灵AI上线可灵3.0系列模型，进一步迭代模型能力、产品体系和应用场景。

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