7月30日，字节跳动宣布对飞书进行重大组织重组13。飞书产品团队与豆包合并成立新的豆包产品团队，由豆包负责人赵祺统领，飞书负责人谢欣向其汇报13。同时，飞书的市场、销售与客户服务团队并入火山引擎，由谭待统管1。飞书品牌名称与既有产品服务保持不变1。这是飞书自2016年启动以来最重要的架构调整，标志着字节从传统SaaS事业部架构向AI时代全栈竞争模式的转变1。
飞书目前月活约3000万，在国内协同办公市场份额18.9%排第三3。2025年飞书营收超过30亿元3，2026年二季度营收同比增长超过100%3，新增客户中超九成同步采购飞书AI产品13。豆包日活跃用户已突破2亿23，但日收入不足百万元23。字节大模型业务总体ARR达40亿美元，超过国内其他模型公司ARR总和13。豆包付费专业版已推出，标准套餐68元/月，加强套餐200元/月，高级套餐500元/月2。
这一重组反映出大模型正在改写企业软件竞争逻辑，AI能力从独立产品向工具层调整的行业趋势1。随着Gartner预测到2028年将有超过三分之一的企业软件内置Agent能力1，字节正在重新组织模型、云与应用的协同方式，以适应AI办公商业化的新阶段。
ByteDance announced on July 30 a major organizational restructuring of Feishu, its enterprise collaboration platform, marking the most significant internal realignment since the product's launch in 2016 1. The Feishu product team will merge with Doubao, ByteDance's large language model offering, under the leadership of Zhao Qi, with Feishu CEO Xie Xin now reporting to him 1. Simultaneously, Feishu's market, sales, and customer service divisions will be integrated into VolcanoEngine, ByteDance's cloud infrastructure business, under Tan Dai's management 1.
This restructuring reflects a fundamental shift in enterprise software competition driven by generative AI capabilities 1. Rather than maintaining Feishu as an independent business unit, ByteDance is repositioning its workplace tools within a broader AI-first architecture that combines models, cloud infrastructure, and applications 1. The Feishu brand name and existing product services will remain unchanged, while "Doubao Enterprise Edition" has already begun internal testing with select customers 1. By the second quarter of 2026, over 90 percent of Feishu's new customers simultaneously adopted Feishu's AI products 1.
The financial implications underscore the strategic importance of AI integration. Feishu generated over 3 billion yuan in annual revenue in 2025, with year-over-year growth exceeding 100 percent in the second quarter of 2026 3. However, Doubao, which has reached 200 million daily active users, generates less than 1 million yuan daily despite consuming millions of yuan in computing resources each day 23. ByteDance's large language model business achieved an annualized recurring revenue of 4 billion US dollars as of July, surpassing the combined ARR of all other domestic model companies 1. The company is preparing to spend over 200 billion yuan on capital expenditure in 2026 2.
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