Tencent blog by MIDiA Research

Blog: Tencent - Page 2

Read our latest daily deep dives, hot takes, and exciting updates about the digital entertainment world. Check out the latest from your favourite analyst, or search by coverage - games, video, music, audio, social, or critical developments.

WhatsApp Is Open for Business (Finally)

Georgia Meyer

8 Aug 2018

Four years after Facebook purchased WhatsApp for $19 billion, the ubiquitous messaging app is ramping up its revenue potential with the launch last week of a suite of business tools and new advertising...

min read

How Tencent is Successfully Monetising a Messaging App Ecosystem

Alistair Taylor

6 Jul 2018

digital content

Chinese tech giant Tencent, the company that 12 months ago you probably were not paying attention to, is now the second largest messaging app ecosystem globally, behind Facebook. Tencent is the only company...

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Subscriptions put premium consumers as well as premium content behind paywalls

Cover image for Subscriptions put premium consumers as well as premium content behind paywalls

Georgia Meyer

5 Jul 2018

There are now 436 million paying subscribers across five of the largest distributors of digital music and video content globally (Spotify, Apple Music, Netflix, Amazon Prime, Tencent). This has very different...

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Midem 2018 – Definitive Disruption: Streaming Opportunities in Africa

Georgia Meyer

13 Jun 2018

The Africa focus at this year’s Midem began in April, with four local forums in South Africa, Nigeria, Ivory Coast and Congo. This culminated in a focused set of talks, seminars and a keynote on the...

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Tencent 2018: Is Tencent Now a Mature Business?

Alistair Taylor

15 May 2018

With Tencent making headlines for its recent round of high-profile media investments in Spotify and Skydance Media, alongside recent concerns stemming from the Q4 2017 earnings released in March, investors...

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Does Tencent Hold The Key To The Future Of Media Distribution?

Tim Mulligan

3 May 2018

The digital foundations of premium video are undergoing profound transformation. Firstly, traditional TV programming and feature films are becoming decoupled from their original distribution technologies...

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Just What Is Tencent Up To With Streaming?

Mark Mulligan

28 Feb 2018

Tencent is building a global streaming empire. Back in December 2017 Tencent Music did a 10% equity swap deal with Spotify and now it has led a $115 million investment round for India-based streaming service...

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How Much Money Is Tencent Really Making From Games?

Karol Severin

17 Nov 2017

tencent q3 2017 results

Tencent reported its third quarter results this week, surpassing analyst expectations. It is hardly news that Tencent is going from strength to strength in terms of its games-related revenues. However,...

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Tencent Can’t Lose With Its 12% Stake Purchase in Snap Inc

Zach Fuller

10 Nov 2017

As tech’s big players continued to rollout their Q3 earnings reports, one of the most startling revelations was quietly embedded within Snap Inc’s stock ownership. The section read: In November 2017,...

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Announcing MIDiA’s Streaming Services Market Shares Report

Cover image for Announcing MIDiA’s Streaming Services Market Shares Report

Mark Mulligan

3 Nov 2017

amazon music unlimited

As the streaming music market matures, the bar is continually raised for the quality of data required, both in terms of granularity and accuracy. At MIDiA we have worked hard to earn a reputation for high-quality,...

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Is QQ Music Worth $10 Billion?

Cover image for Is QQ Music Worth $10 Billion?

Mark Mulligan

7 Sep 2017

Western appetite for the Chinese market has long been based upon accessing the 1.4 billion consumers. This has in turn impacted valuations of Chinese companies, particularly when eager western investors...

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Announcing MIDiA’s State Of The Streaming Nation 2 Report

Cover image for Announcing MIDiA’s State Of The Streaming Nation 2 Report

Mark Mulligan

5 Jun 2017

2016 was the year that streaming turned the recorded music business into a good news story, with revenue growth so strong that it drove nearly a billion dollars of total growth. Leading streaming services...

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Tencent’s Online Games Revenue Understates The Company’s True Gaming Power

Karol Severin

19 May 2017

financial results

games companies

Tencent published its financial results for Q1 2017 this week. Online Games revenues grew by 34% to RMB 22.8 billion (approximately $3.3 billion at the current exchange rate). To illustrate the degree...

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How Tencent’s Appeal To Western Games Companies Drives Its Global Gaming Domination

Karol Severin

12 May 2017

games acquisition

games industry in china

gaming landscape

Tencent announced a $90 million investment into Pocket Gems, a US-based studio best known for its major titles Episode and War Dragons. It is hardly news that Tencent has been on a gaming acquisition spree...

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Quick Take: Baidu Acquires xPerception as Competition in Sensory Computing Heats Up

Zach Fuller

14 Apr 2017

Chinese tech giant Baidu announced today they will be acquiring xPerception, in what can be interpreted as a strategic play for the Augmented Reality market. At face value, xPerception covers much of 2017...

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Snapchat Imitations Are a Red Herring - Tencent Is Who Facebook Truly Want to Emulate

Zach Fuller

2 Mar 2017

Snapchat has gone public, yet investors are still cagey on the company's IPO in response to Facebook’s regular copying of the ephemeral image-based app. Such is the extent of this that in response to...

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Four Companies That Could Buy Spotify

Mark Mulligan

15 Feb 2017

21st Century Fox

For much of 2016 it looked nailed on that Spotify would IPO in 2017 and that the recorded music industry would move onto its next chapter, for better or for worse. The terms of Spotify’s $1 billion debt...

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MIDiA Research Predictions 2017: The Year Of The Platform

Mark Mulligan

13 Dec 2016

Access Industries

Following an 84% success rate for our 2016 Predictions report, we today launch our 2017 predictions report: ‘ MIDiA Research Predictions 2017: The Year Of The Platform’. The report is immediately available...

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Full-Stack Media and Smart TV: Why LeEco’s Acquisition of Vizio Has Big Implications for Apple and Pay TV Giants

Zach Fuller

4 Aug 2016

LeEco’s (formerly LeTV) $2 Billion acquisition of flat screen makers Vizio is a bold step in the development of full-stack media offerings for Smart TV. The deal essentially buys LeEco directly into...

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What Tencent’s Supercell Takeover Tells Us About The Future Of The App Economy

Karol Severin

22 Jun 2016

game app business

Supercell, the company behind Clash of Clans and Clash Royale, agreed to sell 86% of their equity to the Chinese giant Tencent for $8.6 billion. The acquisition catapults the Tencent into being the number...

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