腾讯控股有限公司2024年第二季度业绩报告

70080700 2410 320,618299,1947% IPAI 20%30% QQQQ 13%1.1712IP 18%1.173 IP 4 AIAI 8%1,611 6%788PUBG MOBILESupercell1399%9%3462%303 19%299 4%504 4%752 21%85947%53% 12%45054%57% 36%16649%56% 29%24038%48% 10%926% 8%275 13%39 5%31 77123999 9%101 82%47653%573 1%1,611 788Supercell2%1393460.6%303 13%299 4%504 0.5%752 2%85953% 45057%14%16655%56%0.7%24046%48% 21%92 11%275 77225599 14%47614%573 (a)EBITDAEBITDAEBITDA (b)EBITDAEBITDA (c) (d) EBITDAEBITDA (a)(b)(c)(d)(e)SSVCPP(f)(g) 718925 404541596216 55,6453,274 1 34 2.2(a) 161177 2 (a) (b)172.77329.55160.10311.91140.51271.68132.33262.84 62.13109.0755.51113.95SSVCPP0.150.300.170.35 (c)64.22127.0275.87163.91 13.0525.5410.2320.21 (d)SSVCPP1.903.101.953.30 (e)33480.17 (a)82.20 12.5717.5245.2319.3624.405.679 (b)5.3624.6533.4435.17 (c)1.1611.5714.7312.60 (d)SSVCPP8.358.471.7415.65 6 (a) (b) 16.5% (c) 25% 15%10% 15% (d) 35% (e) 10%10%5% 7 (a) (b) 8 3.402.40317.43227.62 3,227.783,515.94 253,696246,043(a)2,0095,0421,070(2,389)5(a)2,440(567)9,6761,019(699)(1,138)2,1122,678(1,746)(4,767)(1,202)(1,812)(b)5(4,152)(1,075)(243)3,067262,961246,101 (a) (b)41.5210.75 10 (a) (i)175.79(ii)21.58 11 (a)10(a)(ii)29.20 12 0303160619090 30906090 13 (a) IIIIIIIV IIIIIIIIIIII IVIV IIIV II185.6517,318,327353.11105,292,749122,611,076––291.2010,679,48510,679,485185.65(17,208,952)243.78(2,878,482)(20,087,434)185.65(109,375)477.24(1,399,780)(1,509,155)––348.45111,693,972111,693,972––352.9573,220,16973,220,169 IIIV 177.2829,261,866354.2690,161,910––119,423,776––375.603,659,925––3,659,925145.81(6,109,141)262.55(752,225)261.61(45,072)(6,906,438)––453.51(276,898)425.73(73,380)(350,278)––355.55(92,792,712)355.5592,792,712–185.5923,152,725––355.5492,674,260115,826,985185.5923,043,350––352.9449,285,29672,328,646 (b) 105,76074,542 14 0303160619090 (a)109,753109,782(a)43,17046,000(a)2026(a)–2(a)26(a)13 152,946155,819 (b)(b)(b)(a)(a)(a)(a)(a)(a)(a) 52,46241,537 205,408197,356 (a) (b) 6,41014,161 17 523154,730,000 105,506104,503 543541 B.2.2Charles St Leger SearleB.2.2B.2.2 B.2.2C.2.1 Jacobus Petrus (Koos) BekkerCharles St Leger Searle Ian Charles Stone EBITDA IP I II III IV PUBG PlayerUnknown’s Battlegrounds SOFR SSVCPP Supercell Tencent Music Entertainment Group SOFR TIBOR