Tencent Holdings Ltd UNS ADR (TCEHY)
Tencent Music: Revenue Beat Is Overshadowed By Reporting Framework Shift
I reduce Tencent Music Entertainment Group's rating from 'Buy' to 'Hold', after assessing its quarterly disclosures. TME delivered a more rapid pace of topline expansion and wider gross margins in 4Q2025. But its shift towards reduced data transparency raises concerns about intensifying competition and AI-driven industry disruption.
Tencent Profit Beats Again on Strong Gaming, Marketing Revenue
Tencent Holdings maintained double-digit net profit growth in the final quarter of 2025, topping market expectations, as the Chinese tech giant stepped up its artificial-intelligence efforts amid the sector's boom and fierce competition in China.
Chinese tech giant Tencent's annual revenue beats estimates as it ramps up AI investment
Tencent reported revenue for 2025 that topped analyst predictions on Wednesday. The Chinese tech giant posted 751.8 Chinese yuan in revenue across 2025, compared to expectations of 750.7 billion Chinese yuan.
Tencent books 13% rise in quarterly revenue on gaming, AI demand
Tencent Holdings reported fourth-quarter revenue growth of 13% on Wednesday, as China's largest social media and gaming company benefited from robust gaming demand and its expanding artificial intelligence services.
Tencent Music posts strong Q4 profit but flags key metrics shift
Tencent Music Entertainment Group (NYSE:TME) reported robust fourth-quarter earnings, driven by strong revenue growth in its online music business, but announced a change in disclosure of user metrics that sent its shares down more than 20% on Tuesday morning. Total revenue for Q4 2025 rose 15.9% year-on-year to RMB8.64 billion (US$1.24 billion), boosted by a 21.7% jump in online music services to RMB7.10 billion (US$1.02 billion).
Tencent (TCEHY) Surges 10.4%: Is This an Indication of Further Gains?
Tencent (TCEHY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Trump administration debates whether to let Tencent keep its gaming stakes, FT reports
The White House is debating whether to allow Tencent to keep its stakes in major video game groups as U.S. President Donald Trump prepares to meet Chinese President Xi Jinping in China in April, the Financial Times reported on Tuesday.
Tencent, Tesla team up on WeChat-linked in-car features in China
Tencent Cloud said on Wednesday it has partnered with U.S. automaker Tesla to offer in-car features such as instant transfer of WeChat location data and smart services suggestions based on destination.
Tencent: China Emphasizing Domestic And International Services Growth Bodes Well
Tencent Holdings is well-positioned to benefit from China's pivot toward services and the knowledge economy. Despite a touch-high valuation, TCEHY offers robust growth, strong margins, and potential AI upside, justifying a buy rating. Government support via the upcoming five-year plan and increased domestic consumption should provide significant tailwinds for TCEHY.
Chinese tech giant Tencent plots Middle East cloud expansion as spending in the region booms
Tencent plans to expand its data center footprint in the Middle East, the CEO of its cloud computing group told CNBC. The Middle East has drawn huge investments from tech giants to build AI data centers and other computing infrastructure.
Tencent: A Flagship Chinese Tech Giant Still Trading Below Intrinsic Value
Tencent: A Flagship Chinese Tech Giant Still Trading Below Intrinsic Value
Tencent Music Entertainment: Still A Buy With Spotlight Beyond Subscriber Growth
Tencent Music Entertainment has suffered a sell-off following 3Q25 results that reflect continued MAU decline and slower momentum in SVIP adoption. Meanwhile non music-subscription revenues have been doing well through concert and merchandise sales, and advertising. Considering these sources of revenues and the potential for further realization of profit from the Ximalaya acquisition, the sell-off was likely overdone.
