Tencent Q1 2019 Earnings and Wechat 7.0 with Matthew Brennan
Analyse Podcast7 Kesä 2019

Tencent Q1 2019 Earnings and Wechat 7.0 with Matthew Brennan

In episode 301, Matthew Brennan from China Channel joined us in a conversation to discuss Tencent's Q1 2019 earnings and how the latest version of Wechat app is now evolving with the consumers and enterprise. We discuss the recent Q1 earnings of Tencent and how the company is moving ahead with the obstacle of getting games approved in China. Then we dive deep into Wechat 7.0, the super app's latest iteration, the new features and why the Wechat enterprise is not given a serious look from observers outside China.

Here are the interesting show notes and links to the discussion (with time-stamps included):

  • Matthew Brennan, Co-founder of China Channel and host of China Tech Talk podcast (chinachannel.co, @mbrennanchina , Linkedin, Wechat:Yowdy-CQ) [0:23]
    • Since our last conversation, what have you been up to? [0:35]
    • You have just been to a Tencent conference (Thursday May 23) in Kunming, what are the interesting things that have popped up there? [1:07]
    • Who is the intended audience for this conference which you are attending? [2:50]
    • Just a quick one: What are your thoughts on Google and ARM cutting access to Huawei? What is the long term implications given that Huawei is now banned in the US? [5:58]
    • How long does it take for Huawei to start having problems in China with the current ban? Matthew also examined the impact on Huawei in Europe. [8:33]
  • Tencent Q1 2019 Earnings and Wechat 7.0 Release [10:44]
    • Tencent has recently released their Q1 earnings for 2019, what are the key highlights for the company? [11:15]
    • Moving forward, it’s a weak quarter, how will Tencent move forward in the next few quarters, particularly on issues relating to gaming where they are at the mercy of the regulators in getting approvals? [12:58]
    • There has been an re-organization in Tencent, what are the key personnel changes? [14:55]
    • During this year’s conference, Allen Zhang, the person in charge of Wechat gave a 4 hour keynote, and you did an excellent summary of the event, what are the key messages that he has delivered? [16:40]
    • What is Wechat 7.0 and what are the biggest changes for the app as compared to the past versions? [19:36]
    • Does the philosophy of Wechat app has an impact to how it has evolved differently from the other social media apps in China? [23:17]
    • Do Wechat starts incorporating AI and other infrastructure upgrades for this 7.0 version? [25:12]
    • How is Wechat 7.0 responding to their potential competition in different types of usage whether it’s ByteDance or Alibaba? [27:46]
    • Why is the Wechat app for enterprise not get talked about in the Western media given the deployment of the app has been quite impressive? [29:45]
    • Does Wechat 7.0 foreshadow a shift in business models for the messaging app? [34:28]
    • Is the narrative of Wechat killers over-hyped in the market? [36:35]
    • Matthew's thoughtful comments on the possibility of Tencent being caught in the US and China trade war [39:00]
  • Closing[41:49]
    • Can you recommend a book or movie or podcast or anything which recently made an impact to your work and personal life? [41:50]
    • How can my audience find you? [44:10]

Podcast Information:

The show is hosted by Bernard Leong (@bernardleong & weibo) and are sponsored by Ideal Workspace (Twitter, Facebook and LinkedIn) with their new Altizen Desk (Twitter, Facebook, Medium). Sound credits for the intro music: Taro Iwashiro, "The Beginning" from Red Cliff Soundtrack and this episode is both hosted and edited by Carol Yin, and co-produced by Carol Yin and Bernard Leong.

Jaksot(515)

The Lazarus Group, The Bybit Hack and Sanctions: The New Battleground with Andrew Fierman

The Lazarus Group, The Bybit Hack and Sanctions: The New Battleground with Andrew Fierman

"The thing that's most fascinating, we talk a lot about how complex North Korea is here but when you compare it to some of the other illicit groups, particularly those that are sanctioned, say your te...

30 Maalis 202546min

Building Networks, Not Just Hiring: The Global Talent Strategy with Mark Reinecke

Building Networks, Not Just Hiring: The Global Talent Strategy with Mark Reinecke

"When I discuss with senior leaders, interview them, or assess them for senior roles, they often come to me, and I ask them: 'What makes you unique? How do you see yourself?' Eighty percent of them te...

21 Maalis 202536min

Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son with Lionel Barber

Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son with Lionel Barber

"They will judge Masa to have been an extraordinarily consequential investor and historic figure in world investing and tech investing because he has made not just spectacular bets—but he's made so ma...

2 Maalis 202537min

Scam Inc: How a $500B Crime Industry is Impacting the World with Sue-Lin Wong

Scam Inc: How a $500B Crime Industry is Impacting the World with Sue-Lin Wong

"We're all vulnerable. And I hadn't thought about that previously. I thought, oh, it's only a small group of people who might fall for this. What I've learned is actually [that] these scammers are so ...

16 Helmi 202543min

The eFishery Scandal and its impact to Southeast Asia with Kristie Neo

The eFishery Scandal and its impact to Southeast Asia with Kristie Neo

"So that was back in 2021. And then after Revolution Precrafted, there was Zilingo in 2022, and then Tanihub and Investree - which were P2P lenders in 2023(24) - and then eFishery. So actually every s...

9 Helmi 202546min

How Agentforce is Transforming Businesses in ASEAN with Sujith Abraham

How Agentforce is Transforming Businesses in ASEAN with Sujith Abraham

"What's the point if it's a fast platform, but I still have to go somewhere else? And the last thing is speed. Right now, especially in our region, it's a land grab. When we think about some of the fa...

2 Helmi 202537min

Undivided Ventures: AI, Sustainability & Data Centre Technologies with Ariel Shtarkman

Undivided Ventures: AI, Sustainability & Data Centre Technologies with Ariel Shtarkman

" Now, the beauty about the real estate industry, if you look outside and you look at the commercial buildings, you have a lot of data generated on a daily basis. The challenge is, what do you do with...

26 Tammi 202543min

Virtuals Protocol and the intersection of Agentic AI & Web3 with Jansen Teng

Virtuals Protocol and the intersection of Agentic AI & Web3 with Jansen Teng

"What does great look like? For us, it's being able to achieve this vision of a society of agents. So, if you can show clearly the economic value of a society when agents can influence other agents, a...

14 Tammi 202557min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
pomojen-suusta
ostan-asuntoja-podcast
rss-rahamania
rahapuhetta
rss-myyntikoulu
rss-draivi
herrasmieshakkerit
juristipodi
salkunrakentaja-podi
sijoitusovi-podcast
rss-h-asselmoilanen
rss-lahtijat
rss-startup-ministerio
rss-seuraava-potilas
rss-set-for-life-sijoita-ja-vaurastu
rss-viisas-raha-podi