Reply to thread

Message

[QUOTE="Queen, post: 88475, member: 27"]
TME stock tanks hard after weak guidance exposes fierce streaming wars in China.

TME earnings hit
[LIST]
[*]Tencent Music revenue climbs, but users drop off.
[*]Super VIP tier crosses twenty million subscribers.
[*]Music subscription revenue jumps sixteen percent yearly.
[*]Shares crashed nearly twenty-five percent on Tuesday.
[/LIST]
Warner Music renewal
[LIST]
[*]TME extends partnership with Warner Music Group.
[*]Deal now covers physical albums plus live shows.
[*]The company doubles IP merchandise revenue in 2025.
[*]Ed Sheeran's KIT album marks first Western hybrid push.
[/LIST]
AI music platform boom
[LIST]
[*]Over ten million users create tracks on TME tools.
[*]One hundred fifty thousand pros join the platform.
[*]QQ Music AI Agent handles purchases via voice commands.
[*]AI tracks mimic UGC without shaking royalty streams.
[/LIST]
2026 outlook warning
[LIST]
[*]Subscription revenue faces a short-term competition squeeze.
[*]Gross margin stays flat or dips slightly next year.
[*]Live concerts and merch expected to offset pressure.
[*]ByteDance Soda Music ramps up the heat.
[/LIST]
[/QUOTE]

Name