腾讯投资者演示.pptxVIP

Tencent Holdings Ltd. 4Q2014Leading Social Platforms in China and GloballyQQQzoneWeixinSuccessful transition from PC to mobileQQ IM815.3 million1Mobile QQ2 576.1 million1Young, entertainment-oriented usersOpen Platform + groupsconnect users to online content developers and interest groupsMobile-centric creation for smart phonesWeixin WeChat2 500.0 million1 White-collar usersOfficial Accountsconnect users to content and service providers moving onto the mobile platformMoments1 Monthly active user accounts as of 4Q20142 for smart devicesAn Uniquely Integrated User Experience#1#21Instant MessagingQQ WeixinTencent Video2Search3NewsJD.comQzoneYingYongBao4Top 10 Internet activities in China*Online Music5Online VideoTenPayQQ.com / Tencent News6Online Games7Tencent GamesOnline Shopping8Online PaymentQQ Music910Online LiteratureTencent LiteratureOnline Banking* Source: CNNIC in February 20151 Source: iResearch, as of August 2014; for PC IM services, mobile IM services, rankings are based on monthly time spent; for PC portal, PC search, PC social blogging site excludes twitter-like service, rankings are based on daily UV; for online video, ranking is based on video views. 2 Source: Enfodesk, in terms of revenues in 2014 Q2.3 Source:Scalable Model Driving Revenue GrowthIn billion RMB 78.9Game PlatformsCAGR 53% excludes eCommerce transactions160.443.928.5Monthly SubscriptionCAGR 49%19.62G / 2.5G MVAS CAGR 56%0.711 Effective from Mar 11 2014, we have divested our B2C and C2C eCommerce marketplaces and deconsolidated such revenues. Our Business ModelValue Added Services Social Networks: monthly subscription + item purchasesOnline Games: monthly subscription + item purchasesFee-based revenue Online Advertising Brand Display: CPD + CPMPerformance Display: CPC + CPATraffic-based revenueOthersOnline payment: charge rateTransaction-based revenueFree services to attract new users generate interaction within community * Effective from Mar 11, 2014 after our strategic transaction w