Exclusive | Overseas Revenue Now Accounts for 50% of Seedance; Domestic Market Led by Internet Firms Such as Tencent and Bilibili

Intelligence Emergence (智能涌现) has exclusively learned that overseas revenue now accounts for 50% of Seedance, the video generation model from ByteDance. According to a source close to Volcano Engine, Seedance's overseas revenue has grown nearly fivefold over the past six months. Overseas markets have become an important battleground for the Seedance model. In February this year, Seedance 2.0 received a cease-and-desist letter from the Motion Picture Association (MPA) over generated content involving Hollywood copyrighted characters. Six months later, the two sides signed a global memorandum of understanding on August 17. Subsequently, with the release of Seedance 2.5, the MPA officially cited ByteDance's progress in IP protection. In August, Disney and TikTok also reached a global short-video content partnership. Creators can legally use characters and clips from hundreds of titles in the Marvel, Pixar, Star Wars, and FX libraries for remixes, with the works distributed on TikTok and Disney+'s vertical video channel, Verts, starting with a pilot in the United States before expanding globally. It is precisely as ByteDance achieved breakthroughs in partnerships with key overseas copyright holders that Seedance's overseas revenue has seen rapid growth. Domestically, internet companies remain Seedance's main customers. Sources say that, judging by Token consumption and revenue contribution, Tencent ranks among Seedance's top three clients in China, while Bilibili has entered the top ten, indicating that leading internet companies are purchasing Seedance at scale. Beyond internet companies, the number of Seedance's enterprise clients in the real economy is climbing rapidly, now accounting for more than a quarter, spanning manufacturing, new retail, commercial services, education, healthcare, telecommunications, automotive, energy, and other industries. Sources told us that Seedance 2.5 offers stronger multimodal reference capabilities and more precise consistency in reference-based generation and editing, which gives the model the opportunity to further penetrate embodied intelligence, manufacturing simulation, industrial training, and other real-economy sectors. This is also a direction Volcano Engine internally sees promise in. At the FORCE conference in June this year, Volcano Engine President Tan Dai said, "Looking at the long term, AI short dramas may be just a small scenario. The company hopes Seedance will enter production environments across all industries, especially for high-end productive manufacturing." For