TENCENT(HK:00700) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-14 14:37Core Insights - Tencent reported Q2 2025 revenue of 184.5 billion yuan, achieving a gross margin of 22% and an operating profit margin of 18% [2] - The company's three main business segments—value-added services, marketing services, and fintech & enterprise services—each experienced double-digit growth [2] - The key driver behind this growth is AI, with Tencent focusing on enhancing application scenarios within WeChat and increasing the usage of AI-native applications [2] Business Performance - Tencent's gaming revenue reached 59.2 billion yuan, averaging approximately 6.5 billion yuan per day and 450,000 yuan per minute [2] - Revenue from the overseas gaming market was 18.8 billion yuan, reflecting a year-on-year growth of 35% [2] AI Integration - Tencent's CEO, Ma Huateng, emphasized the company's commitment to leveraging AI to provide further benefits to users and enterprises [2] - The enhancement of Tencent's mixed foundation model capabilities is part of the strategy to drive AI adoption [2]