NYSE$TME

Tencent Music Entertainment Group-ADR · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Tencent Music Entertainment Group reported unaudited financial results for the second quarter ended June 30, 2026, with total revenues of RMB 8.93 billion.

TME achieved total revenues of RMB 8.93 billion, up 5.8% year-over-year, driven by 11.0% growth in music-related services to RMB 7.61 billion. IFRS net profit attributable to equity holders reached RMB 2.47 billion, with diluted EPS per ADS at RMB 1.57. Non-IFRS adjusted EBITDA grew 5.2% to RMB 3.25 billion, and the company repurchased 43.5 million ADSs for approximately US$400 million.

  • Total revenues RMB 8.93 billion (+5.8% YoY), with music-related services up 11.0% to RMB 7.61 billion including Ximalaya contribution of RMB 407 million.
  • IFRS net profit attributable to equity holders RMB 2.47 billion (+2.5% YoY); diluted EPS per ADS RMB 1.57 (US$0.23).
  • Non-IFRS net profit attributable to equity holders RMB 2.69 billion (+4.4% YoY); non-IFRS diluted EPS per ADS RMB 1.70 (US$0.25).
  • Cash, cash equivalents, term deposits and short-term investments RMB 44.22 billion as of June 30, 2026; gross margin 44.2%.

Headline financials

Total Revenue

¥1.32B

Previous: ¥1.17B+12.7%
EPS (adj)

¥1.70

Previous: ¥1.66+2.4%
Net Income

¥366M

Previous: ¥335M+9.2%

Revenue & EPS history

Tencent Music · Revenue · Quarterly

¥1.32B

Q2 2026+12.7%vs Q2 2025
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Tencent Music · ¥28.2B total across 7 segments · Q2 2026

  • Music related services
    ¥7.61B
  • Online music services
    ¥7.61B+11.1%
  • Music related services
    ¥7.61B
  • Social entertainment services and others
    ¥1.33B
  • Social entertainment services and others
    ¥1.33B-16.4%
  • Social entertainment services and others
    ¥1.33B
  • Social entertainment services and others
    ¥1.33B

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-0.4%

Avg return

Earnings day

-1.6%

Avg return

5 days after

+2.9%

Avg return

30 days after

55%

16 / 29 earnings

Positive

+18.4%

Q3 2022

Best reaction

-22.0%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q4 2026-22.0%-3.7%-4.5%
Q3 2025-8.3%-8.9%-12.2%
Q2 2025+11.9%+12.6%+12.9%
Q1 2025+2.6%+16.0%+31.3%
Q4 2024+15.5%+7.2%-5.9%
Q3 2024-7.6%-4.2%+4.5%
Q2 2024-15.2%-19.8%-25.7%
Q1 2024+9.9%+15.6%+7.5%
Q4 2023+12.6%+5.5%+11.6%
Q3 2023+11.0%+12.7%+21.4%
Q2 2023+4.1%+6.2%+2.8%
Q1 2023+4.4%-1.9%+4.6%
Q4 2022-8.7%-2.5%+0.6%
Q3 2022+18.4%+25.4%+72.4%
Q2 2022+8.6%-8.1%+40.9%
Q1 2022-0.2%-0.7%+10.7%
Q4 2021+0.8%-2.0%-14.2%
Q3 2021+1.9%+13.5%-11.8%
Q2 2021-20.2%-23.9%-18.6%
Q1 2021-2.4%-0.5%+0.9%
Q4 2020+4.5%-33.9%-40.6%
Q3 2020+1.3%+9.1%+23.1%
Q2 2020-3.2%-10.1%+2.1%
Q1 2020+5.3%+8.4%+13.4%
Q4 2019-7.9%-16.7%-5.0%
Q3 2019-5.6%-9.4%-13.8%
Q2 2019+0.6%-3.3%-5.3%
Q1 2019-9.5%-16.5%-15.1%
Q4 2018-12.8%-11.1%-4.7%
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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