TME Earnings

TME reported its earnings on 2026-03-17, showcasing a revenue of against an estimate of 1.20B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.21 by 0%. The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following TME's earnings announcement on 2026-03-17, the stock price moved by 0% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, TME's stock price tends to shift by an average of -7.16% in the 10 days leading up to earnings and 3% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate TME's annual revenue to reach 8.43B, while the EPS is projected at 1.60. These estimates reflect recent revisions, with revenue estimates revised downward by -0.01% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TME's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.01%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TME's stock price typically moves by -7.16% in the 10 days before its earnings and 3% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.60 and revenue of 8.43B.

The earnings call reveals strong financial performance, with significant revenue growth in music subscriptions and offline performances. Despite a slight decline in social entertainment revenues, the company shows overall profitability and improved gross margins. The Q&A session highlights optimism for future growth, supported by new initiatives and competitive advantages. However, management's lack of specific guidance introduces some uncertainty. The positive sentiment is supported by strong earnings, optimistic guidance, and strategic growth plans, suggesting a likely stock price increase in the 2% to 8% range.