字节跳动7月30日宣布将飞书整合进豆包和火山引擎[1]。根据公告，飞书产品团队并入豆包，由赵祺负责，销售团队与火山引擎合并成立"创造力服务平台"[1]。这意味着飞书从独立业务单元下沉为技术中台[1]。
飞书在整合前已是字节跳动内部的重要业务。数据显示飞书2025年年度经常性收入（ARR）超过30亿元，2026年二季度同比增长超过100%[1]。然而，飞书团队规模约4000人，年人力成本在32亿至40亿元之间，面临较大的盈利压力[1]。字节跳动CEO谢欣表示飞书的盈利目标将拉长至2030年[1]。
字节跳动进行此次整合，目的是集中资源布局AI To B生态，应对阿里、腾讯等竞争对手在AI办公入口的卡位[1]。6月WorkBuddy月访问量达2097万，排名第一，超过第二、三名之和[1]。7月27日阿里启动"千问办公"内测，定价比WorkBuddy便宜5至15元[1]。钉钉6月将多维表格完全免费，飞书7月也将其开放进钉钉和企业微信[1]。此外，字节计划2026年资本开支超过2000亿元用于算力中心建设[1]。
ByteDance announced on July 30 a major organizational restructuring that integrates Feishu, its workplace collaboration platform, into Douban and Volcano Engine, marking a shift from independent business unit status to a supporting technology platform role [1]. Under the reorganization, Feishu's product team will be consolidated under Douban management with Zhao Qi overseeing operations, while its sales division merges with Volcano Engine to form a new "Creative Services Platform" [1].
The move comes as Feishu faces mounting pressure despite strong revenue performance. The platform generated annual recurring revenue exceeding 30 billion yuan, with first-half 2026 growth surpassing 100 percent year-over-year [1]. However, profitability challenges loom large: Feishu's approximately 4,000-person workforce incurs annual labor costs of 3.2 billion to 4 billion yuan [1]. The restructuring reflects ByteDance's strategic pivot to consolidate resources around its AI-to-B ecosystem and counter competitive moves from rivals like Alibaba and Tencent in the AI office market [1]. The company is investing heavily in this direction, with plans to exceed 200 billion yuan in capital expenditure during 2026 for data center construction, representing roughly 60 percent of 2025 profits [1].
Feishu's profitability timeline is also being extended significantly, with company executive Xie Xin stating that profitability targets will now stretch to 2030 [1]. The integration follows intensifying competition in the AI office space: Douban achieved 200 million daily active users in the first half of 2026 but generates less than 1 million yuan in daily revenue despite consuming millions of yuan daily in application costs [1]. Meanwhile, Alibaba launched its "Qianwen Office" product for internal testing in July at a price point 5 to 15 yuan cheaper than WorkBuddy, ByteDance's AI office assistant [1]. In response to market competition, Feishu has opened its multidimensional spreadsheet feature to DingTalk and WeChat Work, after Alibaba's DingTalk made the same feature completely free in June [1].
