Duiba announced the latest operational data for its AI short drama business for the third quarter of 2026. Management's preliminary assessment indicates that the AI short drama business achieved net profit for three consecutive months from July to September, a significant improvement compared to the operating performance for the six months ended June 30.
Operational data shows that the AI short drama business recorded over 26.4 billion new plays across the entire network in September, further increasing from over 6.8 billion in July and over 12.6 billion in August. In September alone, there were 32 hit dramas with over 100 million new plays, up from 22 in July and 25 in August; the number of hit dramas with over 10 million new plays in a single month reached 172, also higher than 89 in July and 155 in August.
As for the hit rate of dramas exceeding 100 million plays, it was 4.4% in September, higher than 3.8% in August but lower than 5.7% in July. From January to June this year, the group's AI short drama business recorded over 5 billion new plays across the entire network, with 6 and 37 hit dramas respectively achieving over 100 million and over 10 million new plays in a single month during the period, and a hit rate of over 100 million plays at 3%.
The group stated that since its AI short drama business was launched in January 2026, it has continued to grow, benefiting from the group's capabilities and experience in traffic distribution, data, and AI technology, and maintained rapid growth in the third quarter. (am)