Chinese tech giant Tencent has reported a robust 15% growth in second-quarter revenue for 2025, driven by its booming gaming segment and significant investments in artificial intelligence (AI). The company continues to solidify its position as a leader in the global tech industry, leveraging AI advancements and popular gaming titles.
Key Financial Highlights
- Revenue: 184.504 billion yuan ($25.7 billion), up from 161.117 billion yuan in Q2 2024.
- Operating Profit: 63.052 billion yuan, an increase from 57.313 billion yuan last year.
- Capital Expenditures: Surged 119% year-on-year to 19.1 billion yuan.
Gaming Drives Growth
The gaming division delivered outstanding performance, with domestic games revenue rising 17% year-on-year to 40.4 billion yuan. This growth was fueled by the success of Tencent’s newly-released game “Delta Force” and the continued popularity of titles like “Honor of Kings,” “VALORANT,” and “Peacekeeper Elite.”
International gaming revenues also soared, increasing by 35% year-on-year to 18.8 billion yuan. Popular titles such as “PUBG Mobile” and the newly-launched “Dune: Awakening” contributed significantly to this growth.
AI Investments Pay Off
Tencent’s investment in AI has been a key driver of its success. The company has integrated AI into its advertising platform and Weixin ecosystem, leading to a 20% increase in marketing services revenue, which reached 35.8 billion yuan in Q2.
CEO Ma Huateng highlighted the importance of AI, stating:
“During the second quarter of 2025, we delivered double-digit revenue and non-IFRS operating profit growth on a year-on-year basis, as we invested in, and also benefitted from, utilising AI.”
These AI-driven improvements are part of Tencent’s broader strategy to enhance its offerings across gaming, advertising, and social media services.
Music and Cloud Computing Contributions
Tencent Music also performed well, with 124 million music subscribers, up from 123 million in Q1. Strong subscription revenues, combined with growth in the fan economy, concerts, and ad revenues, have set the stage for faster-than-expected growth in the second half of 2025.
In the cloud computing sector, Tencent is focusing on expanding its AI-native apps, such as Yuanbao, and upgrading its HunYuan foundation models. The company is also preparing to enter the European cloud computing market, aiming to compete with U.S. giants such as Amazon, Microsoft, and Google.
↔ 
↔ 
↔ 
↔ 
↔ 
↔ 
↔ 
↔ 
↔ 
↔ 
→ 
→ 
→ 
→ 
→ 
→ 
→ 
