Strong Financial Performance: Tencent reported a total revenue of RMB 185 billion for Q2 2025, reflecting a 15% year-on-year increase. Non-IFRS operating profit rose 18% year-on-year to RMB 69 billion. The gross profit climbed 22% to RMB 105 billion, indicating strong growth across multiple segments.
Gaming Segment Growth: Revenue from domestic games increased by 17% year-on-year, driven by the success of renewed evergreen titles like Honour of Kings and new hits such as Delta Force, which reached over 20 million daily active users. This reflects Tencent's strategy to maintain a robust gaming portfolio, diversifying revenue sources amid industry volatility.
AI Integration and Advertising Revenue: The rise of AI capabilities has enhanced Tencent¡¯s marketing services, which grew by 20% year-on-year to RMB 36 billion for the quarter. Enhanced ad targeting and performance analytics through AI are expected to sustain growth in this area, with management optimistic about utilizing lower ad loads compared to peers.