Tianfeng Securities' Kong on Tencent Earnings

The transcript discusses the expected revenue growth for 2023, focusing on the gaming sector and new game releases. It highlights the forecast for revenue growth and the sustainability of this growth amidst economic challenges. The impact of market and economic factors on sectors like Fintech and cloud is analyzed. Additionally, the role of AI and technological advancements in driving business growth is explored.

What was the year-on-year revenue growth percentage for the non-life nonprofit sector?

• 90%

• 50%

• 10%

• 1%

What is expected to happen in the gaming sector in 2023?

• Decrease in new games

• Increase in new games

• Stable number of games

• No new games

Which quarter of 2023 is expected to see rapid growth?

• Third

• First

• Fourth

• Second

What is a potential risk to the sustainability of growth in the gaming market?

• Increase in new games

• Macroeconomic slowdown

• Rise in advertising

• Growth in cloud sector

Which sector is expected to benefit from the macro Chinese economic environment?

• Advertising

• Fintech and cloud

• Gaming

• Non-life nonprofit

What is one of the expected outcomes of video account modernization?

• Reduction in profits

• Growth in e-commerce

• Increase in advertising

• Decrease in live streaming

How is AI expected to act as a growth multiplier?

• By decreasing modernization

• By limiting SaaS services

• By providing new customer experiences

• By reducing infrastructure