Kunlun semi-annual report: revenue up 43% to $740M, AI drama apps top $65M monthly
昆仑万维集团 · wechat · 2026-08-19
Kunlun Wanwei's 2026 H1 report shows revenue of RMB 5.359B (+43.55% YoY), with overseas revenue at RMB 5.203B (+51.21%) and net profit of RMB 1.088B. The "4+3 strategy" pairs four SOTA models (video, music, game-world, multimodal base) with three AI-native platforms (drama, music, games).
Key business data: its AI short-drama platforms rank #1 in overseas MAU; FreeReels was the only overseas drama app to top 200M downloads in H1; monthly revenue exceeded $65M by end of June. Over 90% of DramaWave's new July episodes were AI-generated. SkyProduction integrates SkyReels, Seedance and Kling video models with agent-driven storyboarding.
Model progress: SkyReels-V4 topped ArtificialAnalysis text/image-to-video charts; Mureka V9.5 and O3 music models claim to beat Suno V5.5 and Google Lyria 3; Matrix-Game 3.5 runs 5B params at 720p/20FPS on a single card. Subsidiary Riemann Dynamics released embodied world-action model Riemann-1.0 with plans for 1M hours of embodied data; AI chip unit AJX Chip raised at a RMB 4B+ valuation; Opera posted $354M H1 revenue (+24%) with 288M MAU.
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