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Exclusive | Seedance's overseas revenue proportion has reached 50%, and internet enterprises such as Tencent and Bilibili are its main clients in the domestic market

张雨忻2026-11-03 16:28
Over the past six months, Seedance's revenue in overseas markets has increased by nearly 5 times.

Recently, *Intelligent Emergence* has exclusively learned that the overseas revenue proportion of Seedance, a video generation model under ByteDance, has reached 50%. According to people close to Volcano Engine, Seedance's revenue in overseas markets has increased by nearly 5 times in the past six months. At present, overseas has become a key battlefield for the Seedance model.

In February this year, Seedance 2.0 received a cease-and-desist letter for copyright infringement from the Motion Picture Association (MPA) of the United States because the generated content involved Hollywood copyrighted characters; half a year later, the two sides signed a global memorandum of understanding on August 17. Later, with the release of Seedance 2.5, the MPA officially recognized the progress ByteDance has made in IP protection.

In August, Disney and TikTok also reached a global short video content cooperation. Creators can legally access characters and clips from hundreds of film libraries including Marvel, Pixar, *Star Wars*, and FX for secondary creation, and the works will be distributed on Verts, the vertical video channel of TikTok and Disney+, which will be piloted in the United States first and then rolled out globally.

It is precisely with the breakthrough of ByteDance's cooperation with key overseas copyright holders that Seedance has ushered in rapid revenue growth overseas.

While in China, internet enterprises are still the main customers of Seedance. Insiders revealed that in terms of Token consumption and revenue contribution, Tencent ranks among the top three customers of Seedance in China, and Bilibili ranks in the top ten — leading internet enterprises are purchasing Seedance on a large scale.

Apart from internet enterprises, the number of Seedance's customers from the real industry is rising rapidly, accounting for more than a quarter of the total, covering industries such as manufacturing, new retail, commercial services, education, healthcare, communications, automotive, and energy.

Insiders told us that Seedance 2.5 has stronger multi-modal reference capability, more refined reference generation and editing consistency, which enables the model to further penetrate into the real industries such as embodied intelligence, manufacturing simulation, and industrial training.

This is also a direction that Volcano Engine is optimistic about internally. At the FORCE conference in June this year, Tan Dai, President of Volcano Engine, once said, "In the long run, AI short dramas may only be a small scenario. The company hopes more that Seedance can enter the production environments of all walks of life, especially for high-end productive manufacturing." To promote the implementation of the model in these industries, Volcano Engine established the FDE (Frontline Deployment Engineer) team this year, to deeply engage in key industries including automotive, healthcare, and education.