Tencent Music's Revenue Model Shifts Beyond Virtual Gifting as China's Paid Music Market Expands

Keystone Investors Pte Ltd sold 2,243,614 shares of Tencent Music Entertainment Group, an estimated $52.37 million trade based on quarterly average pricing Quarter-end value of the position fell by $52.37 million, reflecting the sale of the TME shares Represents a 4.7% change in 13F reportable assets under management (AUM) Post-trade stake: 0 shares, valued at $0 The position accounted for 6.1% of the fund's AUM in the previous quarter, marking a significant shift in portfolio allocation We're bullish on these 10 stocks ›

The Motley Fool • Feb 23, 2026

Tencent Music Entertainment Group to Report Fourth Quarter and Full Year 2025 Financial Results on March 17, 2026

SHENZHEN, China, Feb. 10, 2026 /PRNewswire/ -- Tencent Music Entertainment Group ("TME", or the "Company") (NYSE: TME and HKEX: 1698), the leading online music and audio entertainment platform in China, today announced that it will report its unaudited financial results for the fourth quarter and full year of 2025 before the U.S. market opens on Tuesday, March 17, 2026. TME's management will host a Tencent Meeting Webinar on Tuesday, March 17, 2026, at 7:00 A.M.

PRNewsWire • Feb 10, 2026

Marathon Cuts $11.3 Million From Tencent Music Stake Even With Shares Up 37% in a Year

Marathon Asset Management sold 559,011 shares of Tencent Music Entertainment, an estimated $11.34 million trade based on quarterly average prices in the period. Meanwhile, the quarter-end position value fell by $26.44 million, reflecting both trading activity and price appreciation.

The Motley Fool • Feb 6, 2026

Chinese tech giants enter the 'agentic commerce' race as AI reshapes super apps

Chinese tech firms are turning AI chatbots into full-service shopping and payment tools. Alibaba, Tencent and ByteDance are racing to build AI-powered super apps.

CNBC • Jan 21, 2026

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.

Seeking Alpha • Dec 29, 2025

After Plunging 17.5% in 4 Weeks, Here's Why the Trend Might Reverse for Tencent Music Entertainment Group (TME)

Tencent Music Entertainment Group (TME) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Zacks Investment Research • Nov 20, 2025

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.

Seeking Alpha • Nov 13, 2025

What's Behind This China-Focused Fund's $421 Million Bet on Tencent Music Entertainment?

Krane Funds increased its holdings in Tencent Music Entertainment by nearly 3.9 million shares in the third quarter. The transaction value represents about 2.5% of overall reportable assets at quarter-end.

The Motley Fool • Nov 12, 2025

Tencent Music Entertainment Group (TME) Q3 2025 Earnings Call Transcript

Tencent Music Entertainment Group ( TME ) Q3 2025 Earnings Call November 12, 2025 6:00 AM EST Company Participants Millicent T. - Head of IR Kar Shun Pang - Executive Chairman Liang Zhu - CEO & Director Min Hu - CFO & Director Conference Call Participants Yang Liu - Morgan Stanley, Research Division Lincoln Kong - Goldman Sachs Group, Inc., Research Division Alicis a Yap - Citigroup Inc., Research Division Thomas Chong - Jefferies LLC, Research Division Yifan Ye - CLSA Limited, Research Division Presentation Millicent T.

Seeking Alpha • Nov 12, 2025

Tencent Music Entertainment Group Announces Third Quarter 2025 Unaudited Financial Results

SHENZHEN, China , Nov. 12, 2025 /PRNewswire/ -- Tencent Music Entertainment Group ("TME," or the "Company") (NYSE: TME and HKEX: 1698), the leading online music and audio entertainment platform in China, today announced its unaudited financial results for the third quarter ended September 30, 2025. Third Quarter 202 5 Financial Highlights Total revenues were RMB8.46 billion (US$1.19 billion), representing a 20.6% year-over-year increase, primarily due to strong year-over-year growth in revenues from online music services.

PRNewsWire • Nov 12, 2025