$TME — investor discussion on X
About the company
China's Spotify-plus-karaoke: TME runs QQ Music, Kugou, and Kuwo streaming apps plus WeSing, where users sing along and share performances.
Money comes from subscriptions, ads, and virtual gifts on live-streaming platforms like Kugou Live and Kuwo Live. Gross margin is 47.28%, with net margin at 26.28%, showing high profitability.
TME's exclusive licensing deals with major labels and deep integration with Tencent's ecosystem (WeChat, QQ) create a strong network effect. Competitors like NetEase Cloud Music and ByteDance's Resso face high content costs and weaker social integration.
Five-factor rating
Sell (sector percentile 21) — value B+, growth C+, profitability B, momentum D-, revisions C-. Updated daily, sector-relative, identical for every user.
Most active voices on $TME
- @schaeffers · Schaeffer's Investment Research · 12 mentions · 14.6K followers
- @ewhispers · Earnings Whispers · 4 mentions · 570.1K followers
- @stockmktnewz · Evan · 3 mentions · 1.1M followers
- @earnings_guy · The Earnings Correspondent · 3 mentions · 73.8K followers
- @divergent7651 · Divergent Capital · 3 mentions · 5.5K followers
- @deitaone · *Walter Bloomberg · 2 mentions · 1.9M followers
- @longrivercm · Long River Holding · 2 mentions · 3.4K followers
- @ahern_brendan · Brendan Ahern · 2 mentions · 14.3K followers
- @chitrader · CHItrader · 2 mentions · 8.0K followers
- @themarket_monk · Market Monk · 2 mentions · 3.8K followers
Recent headlines featuring $TME
Market feed · Market voices · SpikePanel
