According to the Reuters report on August 27, ByteDance once again led Meta ($47.5 billion) with a revenue of about $48 billion (25% year-on-year growth) in the second quarter of 2025, continuing its growth momentum in the global social media field. Although the valuation is still less than one fifth of the Meta ($330 billion vs $1.9 trillion), bytes show a stronger short-term revenue explosion through the flow liquidity of core products such as TikTok and TikTok, as well as the dominant position in the Chinese market (Q2 revenue mainly comes from China).

       
The rapid growth of ByteDance is attributed to strong advertising demand and the deepening of e-commerce closed loop, especially TikTok's global expansion. However, TikTok's US business is still in a loss making state and facing policy uncertainty; Meta achieved a 21% increase in advertising revenue with AI driven advertising systems such as Advantage+, resulting in a synchronous increase in user stickiness and advertising unit price.

       
ByteDance is transitioning from being "traffic driven" to "hardcore technology", building technological barriers through full stack self-developed AI and attracting top talents (such as former executives of Google DeepMind). Meta focuses on the landing of consumer grade AI and has become the only listed company to achieve significant commercialization in the AI field. In the future, the competition between the two sides in AI, advertising efficiency, and global layout is expected to continue for a long time.

       
#ByteDance # Internet Factory # Meta

The advertising revenue of ByteDance is hundreds of billions a year. ByteDance is too dependent on a single product. Unlike the diversified development of Alibaba and Tencent, the byte business is basically based on Tiktok and TikTio

郭宸 发表于 2025-9-11 01:33
The advertising revenue of ByteDance is hundreds of billions a year. ByteDance is too dependent on a ...

But even if it's single, its revenue is almost twice that of Tencent

ByteDance has probably invested a lot in AI big models, and the Volcano Engine is ByteDance's. Recently, various companies have been buying their big models in the news

1、 ByteDance's main revenue is in China, and its internationalization is not enough, which will affect its valuation. Secondly, ByteDance has a knife on its head, which is the United States, which will affect its valuation. Thirdly, ByteDance is not listed, which will affect its valuation. Fourthly, ByteDance is not a US company, but in a socialist country, which will affect its valuation.

可以分享下利润对比吗？

Grace 发表于 2025-9-11 01:33
可以分享下利润对比吗？

Operating margin is around 25-30%. Lower than meta 40%. But revenue growing steadily.

No wonder TK's advertisements are becoming increasingly difficult to run, as technology focuses on squeezing out merchants' advertising costs

ByteDance's audit is very weak, or in other words, the period of rapid business growth cannot be disrupted or exposed

Then give the employees pig food. I used to think that anyone with high revenue was impressive, but now I wonder how the boss oppressed and exploited the employees in exchange for it