Tencent Music's Q4 Revenue Beats Street View, But Monthly Active Users Fall Over 3%

Benzinga03-18

Tencent Music Entertainment Group (NYSE:TME) shares are trading higher in the premarket session on Tuesday.

The company reported fourth-quarter revenues of $1.02 billion, beating the street view of $1.01 billion. Revenues increased 8.2% year over year, primarily due to strength in online music services, partially offset by a decline in revenues from social entertainment services and others.

China’s online music and audio entertainment platform’s adjusted EPADS of $0.20 (1.47 Chinese yuan) beat the consensus of $0.19.

Revenues from music subscriptions were $552 million, representing 18.0% year-over-year growth.

Net profit attributable to equity holders of the company was $268 million, representing 49.8% year-over-year growth. 

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Gross margin increased to 43.6% from 38.3% in the same period of 2023, primarily due to strong growth in revenues from music subscriptions, including subscriptions to SVIP membership.

Monthly active users (MAUs) for online music declined by 3.5% year over year to 556 million, and mobile MAUs for social entertainment decreased by 21.2% year over year to 82 million.

The monthly average revenue per user (ARPPU) for online music grew by 3.7% year over year to 11.1 million Chinese yuan, Monthly ARPPU for social entertainment declined by 9.7% year over year to 70.4 million Chinese yuan. 

Total cash, equivalents, term deposits and short-term investments as of December 31, 2024, were $5.15 billion.

“With confidence into 2025, we are pleased to announce an annual dividend of approximately $273 million and an expanded share repurchase program of up to $1 billion,” said Cussion Pang, Executive Chairman.

The company said it has recently authorized a new share repurchase program under which it may repurchase up to $1 billion of its Class A ordinary shares during a 24-month period commencing from March 2025.

For the fiscal year of 2024, the company declared a cash dividend of $0.09 per ordinary share, or $0.18 per ADS, to holders of record of ordinary shares and ADSs as of the close of business on April 3, 2025. 

Price Action: TME shares are trading higher by 3.37% to $13.50 premarket at last check Tuesday.

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