FINANCE NOTE

PDD Holdings (NASDAQ: PDD) — Q2 2026 Post Earnings

Key Operations

As of August 25, 2026
Q2 Total Revenue RMB 112.4B
Divisions
Online Marketing Services and Others 51.3%
Transaction Services 48.7%

Key Earnings Driver: Transaction Services

PDD Holdings’ Q2 revenue increased 8% year over year to RMB112.4 billion, primarily due to higher Transaction Services revenue, which increased 13% to RMB54.7 billion. Online Marketing Services and Others increased 3.4% year over year and rebounded 15.4% sequentially in Q2. CEO Lei Chen said “global trade and regulatory landscapes continued to evolve, creating significant challenges while also presenting new opportunities”.

Key Operating Metrics¹

METRIC

STATUS

Transaction Services

🟢 Scaling

Online Marketing Services and Others

🟢 Scaling

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from PDD Holdings website and/or SEC filings for Q2, with status based on reported data.