NetEase

NetEase, Inc. is an internet technology company, which engages in the provision of premium online services centered around content, community, communication and commerce. It develops and operates some of the most popular PC-client and mobile games in China. The firm also operates some of the most popular international online games in China by partnering with Blizzard Entertainment, Mojang AB (a Microsoft subsidiary) and other global game developers. NetEase also offers other services, including the intelligent learning services of its majority-controlled subsidiary, Youdao, its music streaming platform, NetEase Cloud Music, and its private label e-commerce platform, Yanxuan. The company operates through the following business segments: Online Game Services, Youdao, Cloud Music, and Innovative Businesses and Others. The Online Game Services segment produces online PC-client games. The Youdao segment is an online education service provider in China. The Cloud Music segment represents revenue from online music services through the sales of membership subscriptions in various content and service packages. The Innovative Businesses and Others segment offers other services, which includes live video streaming and its private label e-commerce platform, Yanxuan. The company was founded by Lei Ding in June 1997 and is headquartered in Beijing, China.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

NetEase reports record revenues, eyes growth through global expansion

NetEase delivered strong financial performance driven by games, cloud music, and Youdao's success, positioning the company for future growth.
While facing competition and ESG challenges, NetEase's strategic focus on new game launches and global expansion presents promising opportunities.
Investors should monitor NetEase's innovation in gaming, expansion efforts, and commitment to ESG principles for long-term sustainability.

NetEase reports robust Q1 earnings, eyes sustainable growth ahead

NetEase's Q1 2023 performance reflects strong revenue growth and profitability, driven by flagship titles and global expansion efforts. The company faces challenges in optimizing margins and navigating competitive landscapes but sees opportunities in upcoming game releases and expanding service offerings. NetEase aims for sustainable growth and breakeven targets in the near future.

NetEase reports robust Q2 earnings driven by gaming portfolio growth

NetEase's Q2 2023 performance reflects strong financial results, driven by growth in gaming revenues, expansion of Youdao's services, and improved margins in NetEase Cloud Music and Yanxuan.
The company's focus on quality content, innovation, and user engagement positions it well for future success, despite potential challenges in a competitive and evolving market landscape.
By leveraging its strengths in game development and operational efficiency, NetEase has the opportunity to capitalize on market opportunities and drive sustained growth in the coming quarters.

NetEase excels in Q3 2023, focuses on innovation and sustainability

NetEase's Q3 2023 performance reflects strong revenue growth, driven by a mix of legacy and new game titles. The company's focus on innovation, user satisfaction, and diversified revenue streams positions it well for future growth.
While challenges like market competition and balancing monetization strategies persist, NetEase's commitment to providing a healthier gaming environment and long-term game sustainability presents opportunities for sustained success.
Overall, NetEase's strategic emphasis on innovation, global expansion, and user-centric approaches underscores its resilience in the dynamic gaming industry landscape.

NetEase reports strong 2023 earnings, eyes global expansion and innovation

NetEase had a successful year in 2023, reporting top and bottom line growth. The company expanded globally, focusing on new game genres and female players. Financially, they reported strong revenue and profitability, with a focus on talent development and social responsibility.
Despite challenges of increasing competition, NetEase is well-positioned to capitalize on opportunities in international expansion and innovation. By investing in R&D and maintaining user engagement, the company aims to drive growth and navigate the evolving gaming landscape effectively.

NetEase reports robust Q1 earnings driven by game portfolio success

NetEase's Q1 2024 performance reflects strong financial results and a focus on innovation in gaming.
While challenges like rising marketing costs exist, opportunities in new technologies and content drive growth.
The company's commitment to ESG practices and recognition underpin its sustainable business approach.
Overall, NetEase's strategic focus on game portfolio strength and financial performance positions it well for future success.

NetEase reports 6% revenue growth in Q2 2024 earnings call

NetEase delivered solid financial results in Q2 2024, driven by revenue growth in games, Youdao, and Cloud Music
While facing cost pressures and margin challenges, the company's strategic focus on key segments positions it well for future growth
Opportunities in mobile games, online marketing, and music streaming offer avenues for revenue diversification and expansion

NetEase reports robust Q3 earnings driven by gaming division

NetEase delivered a strong performance in Q3 2024, driven by robust revenue growth in the gaming division and improved profitability in other segments.
The company's focus on developing successful titles and expanding its music and education offerings positions it well for future growth.
While facing challenges in a competitive market, NetEase's solid financial results and strategic initiatives indicate resilience and potential for further expansion.
By capitalizing on strengths, addressing challenges, and seizing opportunities, NetEase is poised to sustain its growth trajectory and enhance shareholder value.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Activision Blizzard

Activision Blizzard's game development and publishing unit said on Thursday it would be suspending most Blizzard game services in mainland China, as its current licensing agreements with NetEase ends in January.

Blizzard to suspend game services in China as NetEase licence ends

IRVINE, Calif.--( BUSINESS WIRE )--Blizzard Entertainment, Inc. announced today that it will be suspending most Blizzard game services in mainland China due to the expiration of the current licensing agreements with NetEase, Inc. on January 23, 2023. This includes World of Warcraft ®, Hearthstone ®, Warcraft ® III: Reforged, Overwatch ®, the StarCraft ® series, Diablo III ®, and Heroes of the Storm ®. Diablo Immortal ® co-development and publishing is covered under a separate agreement between the two companies.

Blizzard Entertainment and NetEase Suspending Game Services in China

Is NetEase (NTES) a great pick from the value investor's perspective right now? Read on to know more.

Can Value Investors Select NetEase (NTES) Stock Now?

Alibaba

Alibaba Group Holding Ltd (NYSE:BABA) and NetEase Inc (NASDAQ:NTES) are in focus this morning, after Reuters reported regulators gained "good access” to audits of U.S.-listed Chinese companies.

2 Chinese Stocks Moving in Opposite Directions

Baidu

Cisco Systems

Datadog

NVIDIA

Pinduoduo Inc - ADR

Target

We're seeing many tech and e-commerce companies in China among the best-performing stocks of the day.

Markets Cool but Stay in the Green, Led by Chinese Stocks

Momo

Tencent Holdings Limited

Relations between the U.S. and China could be improving.

Why China Stocks Tencent, NetEase, and Hello Group Were Gaining Today

Fanhua

Silicon Motion Technology

Vipshop Hlds

ZTO Express

With turmoil erupting in the world's second-largest economy, daring contrarians may want to consider Chinese stocks to buy on discount. To be completely transparent, this narrative won't appeal to everyone.

7 Chinese Stocks to Snap Up on China's Market Crash

Kohl's

Macy's

The three major U.S. equity indexes closed lower Monday. The Dow Jones industrials ended the day down 0.63%, the S&P 500 closed 0.89% lower, and the Nasdaq retreated 1.12%.

Earnings Previews: Alibaba, Kohl's, Macy's, NetEase

Criteo

Nexstar Media Group

With October in the rearview mirror, it might be the perfect time to look for Nasdaq stocks to buy.  How's that, you wonder, given the Nasdaq Composite is down more than 33% year-t0-date?

3 Nasdaq Stocks to Buy Before the Market Blasts Higher in 2023

BEIJING , Nov. 3, 2022 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), a leading technology-focused intelligent learning company in China, today announced that it will hold its annual general meeting of shareholders (the "AGM") at its offices at Building No.7, West Zone, Zhongguancun Software Park (Phase II), No.10 Xibeiwang East Road, Haidian District, Beijing, People's Republic of China on December 1, 2022 at 3:00 p.m. – 5:00 p.m.

Youdao, Inc. to Hold Annual General Meeting on December 1, 2022

Autohome

Noah Holdings Ltd.

Tencent Music Entertainment Group 

To be blunt, most investors should probably not broach the subject of Chinese tech stocks to buy. In past years, Beijing imposed a severe crackdown on its technology sector, only laying off the gas just recently.

7 Chinese Tech Stocks Worth Buying at Multi-Year Lows

HANGZHOU, China , Nov. 1, 2022 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), a leading technology-focused intelligent learning company in China, today announced that it will report its third quarter 2022 financial results on Thursday, November 17, 2022, before the open of the U.S. markets. The earnings teleconference call with simultaneous webcast will take place at 5:00 a.m.

Youdao to Report Third Quarter 2022 Financial Results on November 17

Annual EPS growth going forward is expected to be ~12%. Given the below-average valuation of the company, it looks attractive. Stock chart, earnings and capital allocation point to the company being potentially undervalued.

NetEase: A Stable Business In A Tough Environment

Amazon

Bulls on Chinese stocks say that, at these prices, U.S. investors are being compensated for the risks. But if you think you can trust Xi Jinping, think again.

Chinese Stocks Look Cheap. But Bargain Hunters Risk Losing Everything.

BEIJING , Oct. 28, 2022 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), a leading technology-focused intelligent learning company in China, today announced that it has officially launched Youdao Smart Learning Pad X10, its new intelligent learning tool. The product was strategically added to Youdao's growing portfolio of AI-driven educational tools, and was featured at its new product launch event held in Beijing on Thursday.

Youdao Launches New AI-led Smart Learning Pad X10

Bilibili

A new term for Xi Jinping spelled bad news for investors.

Why Chinese Tech Stocks Were Tumbling Today

NetEase (NTES) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Here's Why NetEase (NTES) is Poised for a Turnaround After Losing 18.1% in 4 Weeks

Meituan

The city is reeling from global headwinds compounded by Covid restrictions and Beijing's growing sway over every aspect of the financial hub.

Hong Kong's Stock Market Hit a 13-Year Low. Things Could Get Worse.

U.S. investors have been tentative in investing in Chinese securities of late. That is mainly because of the increased volatility due to country-specific risks and a worldwide economic slowdown.

3 Chinese Tech Stocks That Will Outwit the Bear

NetEase Inc (NASDAQ: NTES) shares are trading higher by 4.42% to $71.64 Monday afternoon. Shares of several Chinese technology stocks at large are trading higher after Chinese President Xi Jinping committed to investing in core technologies.

What's Going On With NetEase Stock Rising Today - NetEase (NASDAQ:NTES)

Nintendo

Take-Two Interactive Software

Ubisoft Entertainment SA

Video game stocks are likely to stage a comeback in 2023 as publishers release a bigger slate of new games, Morgan Stanley says. The post These Video Game Stocks Are Deemed Top Picks For A Comeback appeared first on Investor's Business Daily.

These Video Game Stocks Are Deemed Top Picks For A Comeback

Global X MSCI China Information Technology ETF

The three Chinese tech stocks profiled  in this column are well-positioned to  rebound during the rest of the year. In recent months, U.S. investors have been hesitant to include Chinese shares in their portfolios.

3 Chinese Tech Stocks to Buy Before They Take Back Off

JPMorgan (NYSE: JPM) is keeping a close eye on the developments around the metaverse, as it continues investing in the

3 metaverse stocks that stand to benefit from the sector's boom – JPMorgan picks

China's second largest gaming firm NetEase has received its first online game license in over a year in a possible sign Beijing is gradually easing a crackdown on the industry.

China grants gaming license to NetEase, 1st since crackdown

China's gaming regulator on Tuesday granted publishing licences to 73 online games, including titles belonging to NetEase Inc and other developers.

News for NetEase Stock (NTES)