Tencent Shows Off AI Report Card: Ad Revenue Up 22%, Strong Willingness to Pay Among WorkBuddy Users

According to Sensay Beating monitoring, Tencent has disclosed a batch of AI business updates. In the second quarter, marketing services revenue increased by 22% year-on-year to 43.6 billion RMB, with Tencent explicitly identifying the AI advertising recommendation model and the AIM+ intelligent delivery product as growth drivers. Marketing services gross profit also grew by 21% to 25 billion RMB.

The cloud business also benefited from the growth in AI demand. Tencent stated that enterprise services growth was mainly driven by cloud services, with increased demand for AI-related services being one of the reasons.

The Agent product is showing clearer signs of monetization. WorkBuddy's user base is growing rapidly, with a healthy retention rate, and users demonstrate a strong willingness to pay through subscriptions and token purchases. Both WorkBuddy and CodeBuddy have achieved "breakthrough" user growth and are currently leading in their respective fields in China.

The official release of Hy3 has seen significant improvements compared to the preview version. Based on OpenRouter Token consumption, it has consistently ranked among the top three globally since July 7th. WeChat's AI Agent "Xiao Wei" has also begun small-scale grayscale testing.