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Tencent misses Q1 revenue estimates, bets on AI for growth

economy-finance · 2026-05-13

Tencent Holdings' first-quarter revenue missed estimates amid a slowdown in gaming sales, while the company pledged continued investment in artificial intelligence. First-quarter sales grew 9% to 196.5 billion yuan ($28.9 billion), missing the 199.4 billion yuan consensus. Net income reached 67.9 billion yuan on a non-IFRS basis, up 11% year-on-year but lagging the previous quarter's 17% growth. Video game sales grew 6% domestically and 13% overseas. CEO Pony Ma Huateng stated the company made significant initial progress on new AI products and is using AI to grow existing businesses.

Key facts

  • Tencent's Q1 revenue missed estimates of 199.4 billion yuan.
  • Revenue grew 9% to 196.5 billion yuan ($28.9 billion).
  • Net income (non-IFRS) was 67.9 billion yuan, up 11% year-on-year.
  • Video game sales grew 6% domestically and 13% overseas.
  • Tencent is betting on AI for future growth.
  • CEO Pony Ma Huateng highlighted progress on AI products.
  • Gaming sales slowdown attributed to a late Spring Festival.
  • Tencent operates the world's largest video game publisher by revenue.

Entities

Institutions

  • Tencent Holdings
  • Bloomberg

Locations

  • China

Sources