Tencent Holdings Ltd UNS ADR (TCEHY)
3 Reasons Growth Investors Will Love Tencent (TCEHY)
Tencent (TCEHY) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Tencent Holdings Limited (TCEHY) Q3 2025 Earnings Call Transcript
Tencent Holdings Limited (OTCPK:TCEHY) Q3 2025 Earnings Call November 13, 2025 7:00 AM EST Company Participants Wendy Huang - Investor Relations Officer Huateng Ma - Co-Founder, Chairman & CEO Chi Ping Lau - President James Mitchell - Chief Strategy Officer & Senior EVP Shek Hon Lo - CFO & Senior VP Conference Call Participants Thomas Chong - Jefferies LLC, Research Division Alicis a Yap - Citigroup Inc., Research Division Gary Yu - Morgan Stanley, Research Division Alex Yao - JPMorgan Chase & Co, Research Division William Packer - BNP Paribas, Research Division Charlene Liu - HSBC Global Investment Research Kenneth Fong - UBS Investment Bank, Research Division Robin Zhu - Sanford C. Bernstein & Co., LLC.
Tech Investor Prosus Expects Tencent to Drive Earnings Growth
The Tencent Holdings shareholder anticipates a boost to first-half earnings from increased profitability at the Chinese technology giant and at its own e-commerce business.
AI, Efficiency, And Dominance: Why Tencent's Best Years May Still Be Ahead
Tencent Holdings Limited remains a Buy, offering strong double-digit growth and consistent performance, despite no longer being a major bargain. Tencent reported robust Q3/25 results with 15.4% revenue growth, improved margins, and continued leadership in gaming, video, and music subscriptions. AI-driven efficiency gains, such as reduced coding time and improved R&D automation, support margin expansion and long-term competitiveness for Tencent.
Tencent Music: Post-Earnings Price Correction Is Overdone
Tencent Music's stock price fell -8% following the results announcement, despite the fact that its Q3 topline and earnings exceeded expectations. TME's diversification into non-subscription businesses will boost revenue stability, even though it came at the expense of a gross margin decline in the recent quarter. Competitive concerns from ByteDance's Soda Music are overblown, as TME has a differentiated user base.
Tencent Delivers Double-Digit Growth in Profit, Revenue
The videogame and social-media company extended its recent streak of earnings beats amid continued AI integration efforts and strong momentum at its gaming business.
Chinese tech giant Tencent's quarterly revenue rises 15%, fueled by AI
Tencent on Thursday posted 15% year-on-year revenue growth, with AI boosting the Chinese tech giant's performance in advertising targeting and gaming.
China's Tencent books 15% quarterly revenue growth
Tencent reported a third-quarter revenue growth of 15% on Thursday, as China's largest social media and gaming company benefited from strong gaming demand and expanding AI-driven services.
Tencent: Another Tariff Selloff Creates A Buying Opportunity
Tencent's stock price has surged 50.4% this year, signaling a potential renewed investor confidence. A new round of tariffs may disrupt the momentum. Yet, the company looks like an enticing investment as of now with a strong upside potential. The market was punishing the business, along with other Chinese firms, for too long. Considering the forward-looking management, a long track record of growth, and a constant pursuit of innovation, Tencent may appear as a compelling option from a value investing perspective.
Tencent: China's Sleeping Giant Is Finally Waking Up
Tencent (TCHEY) is rated a Strong Buy, driven by renewed growth across gaming, advertising, and fintech, powered by AI integration. TCHEY is undervalued at 20x earnings, with a 12-month price target of $105 per ADR, offering a 22% upside potential. AI-driven advertising, cloud expansion, and rising domestic consumption are key growth catalysts, while risks include regulatory shifts and domestic competition.
Prosus: Tencent At A Discount, Plus A Growing E-Commerce Ecosystem For Free
Prosus N.V. is rated Buy, driven by strong Tencent momentum, a persistent NAV discount, and a growing e-commerce ecosystem. Prosus benefits from Tencent's compounding growth and uses share buybacks at a 30%+ NAV discount to create shareholder value. The ex-Tencent portfolio is now profitable, growing revenues at 18% CAGR.
Tencent Music Entertainment: Bullish On Organic And Inorganic Growth Drivers
I'm bullish on Tencent Music, considering both external and internal growth engines. Non-subscriber revenues surged 47% YoY, driven by collectibles, ads, live shows, and new ad-based memberships, with significant cross-selling potential. Strategic investments, like the SM Entertainment stake and Ximalaya acquisition, position TME for exclusive content and expanded audio offerings, respectively.
