The dust has settled on US operations as TikTok establishes a joint venture, ByteDance retains core business rights.

On December 19, 2025, TikTok CEO Zhou Shouzi announced that ByteDance has signed an agreement with investors such as Oracle and Silver Lake Partners to establish a US data security joint venture (TikTok USDS), marking the end of nearly two years of compliance crisis for US operations. The transaction is expected to be completed by January 22, 2026, ensuring 170 million US users can continue to use the platform normally.

According to the agreement, the new joint venture will be responsible for protecting US user data, algorithm security, and content review, with ByteDance holding 19.9% of the shares, new investors holding a combined 50%, and existing shareholders holding 30.1%. A key highlight is that ByteDance will retain intellectual property rights to the algorithm and 100% equity in TikTok US, continuing to dominate core business operations in e-commerce, advertising, and ensuring global product connectivity.

This structural adjustment meets the requirements of the US Digital Services Act while safeguarding core business interests. Simultaneously, data shows that TikTok's global monthly active users have surpassed 2 billion, with advertising revenue expected to reach 32.4 billion USD in 2025, contributing 11.8 billion USD from the US market. Recently, the platform has also launched AI editing tools and new revenue-sharing policies for creators, raising the subscription content revenue share to a maximum of 90%, further consolidating its ecological appeal.

Analysts point out that the joint venture model provides a new template for compliance for multinational tech companies, while ByteDance retains business dominance, supporting TikTok's continued efforts in the e-commerce and advertising sectors, further solidifying its position as a global leader in short video content. #美国讨论BTC战略储备