7月30日，字节跳动宣布对飞书进行重大组织重组[1][3]。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[1][3]。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[1][3]。豆包日活跃用户已突破2亿[2][3]，但日收入不足百万元[2][3]。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[1][3]。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 [2][3]. 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].
