Leaked: Doubao Has 200M+ DAU but Under ¥1M Daily Revenue; Seedance Gross Margin Exceeds 70%
English summary
ByteDance's AI assistant Doubao reportedly has over 200 million daily active users, yet its app generates less than 1 million yuan per day, mainly from e-commerce commissions on about 10 million yuan in daily transactions at a 10% take rate. In contrast, Seedance achieves a gross margin above 70% and its daily revenue surpasses that of hundreds of Doubao apps. The leaked figures underscore Doubao's monetization challenge despite its vast user base.
Chinese summary
据爆料，字节旗下AI助手豆包日活跃用户超2亿，但App日收入不足100万元，主要来自电商佣金，日均电商交易额约1千万元，抽佣率10%。相比之下，Seedance产品毛利率超过70%，日收入超过数百个豆包。数据突显了豆包用户规模巨大但变现效率低的问题。
Key points
Doubao has over 200 million daily active users.
豆包日活跃用户超2亿。
Doubao app daily revenue is less than 1 million yuan.
豆包App日收入不足100万元。
Revenue mainly from e-commerce commissions: ~10 million yuan daily transactions at 10% take rate.
收入主要来自电商佣金：日均交易约1千万元，抽佣率10%。
Seedance gross margin is above 70%.
Seedance毛利率超过70%。
Seedance daily revenue exceeds that of hundreds of Doubao apps.
Seedance日收入超过数百个豆包。