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Tencent’s expansion plan and its implications for telecoms operators

Rémy Pascal Senior Analyst, Research

"Tencent is expanding its activities to establish itself overseas and in the B2B market; such a move may threaten operators outside of China, but there are opportunities for collaboration."

After years of impressive growth in the Chinese consumer market, Tencent is now looking at expanding its activities in two main directions: B2B and overseas. Operators outside China should keep an eye on Tencent’s ambitions and activities and decide whether to compete, partner or remain neutral.

This report provides:

  • an overview of Tencent’s activities that have the greatest potential for impact on telecoms operators outside China
  • a discussion of possible areas for collaboration between Tencent and operators outside China
  • recommendations for operators on how to address these opportunities.