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Tencent: Can the Chinese Digital Colossus Still Accelerate Its Profitability?
With 1.4 billion active users on WeChat/Weixin, a record quarterly revenue of RMB 180 billion (+13 % in Q1 2025) and a 14 % rise in net...
May 24, 2025
Bilibili: Gen-Z video hub on the road to profitability
Bilibili has established itself as the cultural crossroads of China’s Generation Z: more than 340 million monthly active users, roughly...
May 24, 2025
PDD Holdings: From Pinduoduo to Temu, the Rise of an E-Commerce Giant
PDD Holdings Inc. is a digital commerce group. Its two flagship platforms dominate the business model: Pinduoduo, created in China in...
May 23, 2025
iFLYTEK: Chinese leader in voice and conversational AI
iFLYTEK is a Chinese leader in voice and language technologies, organised around several segments: automatic speech recognition (ASR) and...
May 22, 2025
Transsion: The Chinese Smartphone Giant for Emerging Markets
Transsion and Its Brands Transsion is primarily a Chinese manufacturer of mobile phones dedicated to emerging markets. Its flagship...
May 21, 2025
Tencent Music Entertainment (TME) 2019–2024: Chronicle of an Accelerated Transformation
Between 2019 and 2024, Tencent Music fundamentally reshaped its business model. The period began dominated by social karaoke and virtual...
May 20, 2025
China’s software sector
General Overview: A Market Still Hidden Behind Internet Giants Enterprise software has long been the blind spot of Chinese tech, media...
May 19, 2025
Meituan, the Chinese super-app for local services
Meituan is a Chinese “super-app” for local services, founded in Beijing in 2010 by Wang Xing. The company merged in 2015 with the review...
May 18, 2025
Chinese Technology Sector: State of Play
China’s technology industry remains one of the world’s most vibrant, propelled by a huge domestic market and government ambitions for...
May 17, 2025
NetEase: Diversification, Innovation and Resilience in Chinese Gaming
NetEase, Inc. (网易) is a Chinese Internet company founded in 1997 by William Lei Ding. First known for its web portal and online games (...
May 16, 2025
Kuaishou Technology: From Breakneck Growth to Sustainable Profitability
Strategy and Market Position Kuaishou is a Chinese short‑video and livestreaming platform built as a community‑centric social network....
May 15, 2025
Weibo at a Regulatory and Competitive Crossroads: Record Discount Despite Strategic Assets
1. Company Overview Weibo Corporation (tickers: NASDAQ WB, HKEX 9898) runs one of China’s largest social‑media platforms—a micro‑blogging...
May 14, 2025
Deezer: Financial recovery in progress, but an uncertain stock market outlook
Steady revenue growth Since its IPO in July 2022, Deezer has experienced consistent revenue growth. Turnover rose from €451 million in...
May 10, 2025
Duolingo: Profitability, growth, and AI-related challenges
2024 profitability and financial results. In 2024, Duolingo reached a major milestone by becoming profitable. Annual revenue hit $748.0...
May 9, 2025
Analysis of Pinterest's 2024 Performance: User Growth and Profitability
Pinterest is a visual discovery platform that allows users to find inspiration for projects related to home décor, fashion, recipes, and...
Feb 23, 2025
Cloud and AI: How US Tech Giants are Accelerating Growth and Enhancing Margins
Over the past few years, the Cloud activity of major American tech players has experienced rapid growth, driven by the digital...
Feb 23, 2025
Amazon in 2024: Strong Growth and AWS’s Key Role in the Group’s Profitability
Amazon delivered strong financial performance in 2024, reinforcing its leadership across its various business segments. The company...
Feb 23, 2025
Record Results and Slower Growth for Airbnb in 2024
Airbnb continues its growth momentum initiated after the pandemic and reports solid results in 2024. Record Profitability Level In 2024,...
Feb 20, 2025
Netflix: Solid Financial Results and Strategic Diversification in a Competitive Market
Founded in 1997, Netflix has evolved into a global streaming leader, offering a vast array of series, films, and games to over 280...
Dec 2, 2024
Kuaishou: Sustained Growth and Strategic Diversification
Founded in 2011, Kuaishou Technology has become one of China's leading short-video sharing platforms, offering live streaming and...
Dec 1, 2024
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