Overview
- Revenue rose to RMB192.9 billion for the September quarter, topping analyst forecasts compiled by LSEG.
- Net profit reached RMB63.1 billion, up 19% year over year and ahead of consensus estimates.
- Domestic gaming revenue increased 15% to RMB42.8 billion, while international gaming jumped 43% to RMB20.8 billion on strength from titles such as Delta Force, Valorant Mobile and Supercell releases.
- Marketing services revenue grew 21% to RMB36.2 billion as AI tools improved ad targeting, including the rollout of Tencent’s automated campaign solution AIM+.
- Tencent highlighted upgrades to its HunYuan model, reported roughly 32 million MAUs for its Yuanbao assistant, open-sourced more than 30 models, stockpiled AI chips, and executed share buybacks in Hong Kong.