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Tencent Holdings Earnings Calls
| Release date | Aug 12, 2026 |
| EPS estimate | HK$7.31 |
| EPS actual | - |
| Revenue estimate | 202.299B |
| Revenue actual | - |
| Expected change | +/- 2.87% |
| Release date | May 13, 2026 |
| EPS estimate | HK$7.27 |
| EPS actual | HK$7.36 |
| EPS Surprise | 1.24% |
| Revenue estimate | 199.264B |
| Revenue actual | 196.458B |
| Revenue Surprise | -1.41% |
| Release date | Mar 18, 2026 |
| EPS estimate | HK$6.91 |
| EPS actual | HK$6.97 |
| EPS Surprise | 0.87% |
| Revenue estimate | 194.21B |
| Revenue actual | 194.371B |
| Revenue Surprise | 0.0831% |
| Release date | Nov 13, 2025 |
| EPS estimate | HK$7.00 |
| EPS actual | HK$7.58 |
| EPS Surprise | 8.29% |
| Revenue estimate | 194.438B |
| Revenue actual | 192.869B |
| Revenue Surprise | -0.81% |
Last 4 Quarters for Tencent Holdings
Below you can see how 80700.HK performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Nov 13, 2025 |
| Price on release | HK$598.00 |
| EPS estimate | HK$7.00 |
| EPS actual | HK$7.58 |
| EPS surprise | 8.29% |
| Date | Price |
|---|---|
| Nov 07, 2025 | HK$580.50 |
| Nov 10, 2025 | HK$595.00 |
| Nov 11, 2025 | HK$594.50 |
| Nov 12, 2025 | HK$602.00 |
| Nov 13, 2025 | HK$598.00 |
| Nov 14, 2025 | HK$585.50 |
| Nov 17, 2025 | HK$581.50 |
| Nov 18, 2025 | HK$569.00 |
| Nov 19, 2025 | HK$568.00 |
| 4 days before | 3.01% |
| 4 days after | -5.02% |
| On release day | -2.09% |
| Change in period | -2.15% |
| Release date | Mar 18, 2026 |
| Price on release | HK$499.00 |
| EPS estimate | HK$6.91 |
| EPS actual | HK$6.97 |
| EPS surprise | 0.87% |
| Date | Price |
|---|---|
| Mar 12, 2026 | HK$481.40 |
| Mar 13, 2026 | HK$483.40 |
| Mar 16, 2026 | HK$493.40 |
| Mar 17, 2026 | HK$486.00 |
| Mar 18, 2026 | HK$499.00 |
| Mar 19, 2026 | HK$452.00 |
| Mar 20, 2026 | HK$448.00 |
| Mar 23, 2026 | HK$441.00 |
| Mar 24, 2026 | HK$452.80 |
| 4 days before | 3.66% |
| 4 days after | -9.26% |
| On release day | -9.42% |
| Change in period | -5.94% |
| Release date | May 13, 2026 |
| Price on release | HK$401.60 |
| EPS estimate | HK$7.27 |
| EPS actual | HK$7.36 |
| EPS surprise | 1.24% |
| Date | Price |
|---|---|
| May 07, 2026 | HK$415.00 |
| May 08, 2026 | HK$411.00 |
| May 11, 2026 | HK$403.60 |
| May 12, 2026 | HK$398.00 |
| May 13, 2026 | HK$401.60 |
| May 14, 2026 | HK$398.40 |
| May 15, 2026 | HK$396.40 |
| May 18, 2026 | HK$389.80 |
| May 19, 2026 | HK$401.40 |
| 4 days before | -3.23% |
| 4 days after | -0.0498% |
| On release day | -0.797% |
| Change in period | -3.28% |
| Release date | Aug 12, 2026 |
| Price on release | - |
| EPS estimate | HK$7.31 |
| EPS actual | - |
| Date | Price |
|---|---|
| Aug 05, 2026 | HK$423.20 |
| Aug 06, 2026 | HK$412.80 |
| Aug 07, 2026 | HK$411.80 |
| Aug 10, 2026 | HK$414.60 |
| Aug 11, 2026 | HK$405.00 |
Tencent Holdings Earnings Call Transcript Summary of Q1 2026
Tencent reported Q1 2026 revenue of RMB 196.5 billion, up 9% YoY (11% on a like-for-like basis after adjusting for Spring Festival timing). Gross profit rose 11% YoY to RMB 111.3 billion. Non‑IFRS operating profit was RMB 75.6–76 billion (up ~9% YoY); operating profit excluding new AI products was RMB 84.4 billion, up 17% YoY. Free cash flow strengthened to RMB 56.7 billion (up 20% YoY) and net cash stood at RMB 146.9 billion. Management is materially increasing AI investment and server/ASIC CapEx (notably in H2) to meet rising internal and external demand. Tencent launched Hunyuan 3 Preview — a cost‑efficient foundation model that management says ranks first on open router token usage since April 28 — and is seeing rapid early adoption of AI agent products (WorkBuddy, CodeBuddy, etc.). Core businesses remained healthy: Weixin/WeChat combined MAU reached ~1.4 billion; domestic and international games delivered record or strong results (Honor of Kings, Peacekeeper Elite, Roco Kingdom World, Valorant Mobile, etc.); marketing services revenue grew ~20% YoY; FinTech & Business Services grew ~9% with cloud revenue (including AI-related demand) and international cloud +40% YoY. R&D and S&M expenses rose meaningfully as AI investments increased; operating CapEx rose to RMB 31.2 billion (up 18% YoY). Management plans to prioritize a portfolio approach to AI investment—balancing internal flagship use cases and later monetization through Tencent Cloud—while continuing capital returns (share buybacks) as liquidity and asset dispositions permit.
