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Tencent Negotiating Exit From Some Japanese Game Investments

The move signals a portfolio pivot to AI-driven and user-created platforms with greater co-development ties to partner studios.

Overview

  • Bloomberg reported on June 23, 2026 that Tencent is negotiating exits from several minority investments in Japanese game studios, with Marvelous named as a firm under review.
  • Sources quoted by the reporting say Tencent may sell stakes back to studio management in some cases and is prepared to accept losses to speed those exits.
  • Tencent issued a statement saying video games remain core to its business and that it is committed to working with its investees and keeping a long-term presence in Japan.
  • The company is said to be refocusing capital toward artificial intelligence, user-generated-content platforms, and closer co-development models that give Tencent a more active production role.
  • Tencent's stakes in high-performing partners such as FromSoftware, PlatinumGames, and Kadokawa are reported to be unaffected, and the change follows a wave of investments the company made in Japanese studios from 2020 onward.