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

Electronic Arts

Roblox

Take-Two Interactive Software

In light of National Video Games Day, six stocks that may benefit from the gaming community are Nintendo Co. Ltd. ( TSE:7974 , Financial), Activision Blizzard Inc. ( ATVI , Financial), NetEase Inc. ( NTES , Financial), Electronic Arts Inc. ( EA , Financial), Roblox Corp. ( RBLX , Financial) and Take-Two Interactive Software Inc. ( TTWO , Financial) according to the Stock Comparison Table, a Premium feature of GuruFocus.

6 Video Game Stocks to Connect With in September

Bilibili

Tencent Holdings Limited

When it comes to futuristic concepts like the metaverse, JPMorgan analysts think they've found a strategy for selecting Chinese stock plays.

These Chinese stocks can benefit if the metaverse takes off, JPMorgan says

Sony

Asia's biggest gaming firms — Sony, NetEase and Tencent — are continuing their acquisition and investment sprees as they look to push into new formats.

Asia's video game giants continue acquisition hunt to expand into new formats and markets

NetEase, a Chinese technology company and billion-dollar video-game publisher, has acquired French video-game studio Quantic Dream. Terms of the deal were not disclosed.

China's NetEase snaps up French video game studio Quantic Dream

NetEase and its rival Tencent have been upping their efforts overseas as the Chinese domestic games market slows down amid tighter regulation.

Chinese tech giant NetEase buys Star Wars game maker, marking its first major push into Europe

Quantic Dream joins  NetEase Games and will continue to bring high-quality AAA video game experiences to players worldwide. HANGZHOU, China , Aug. 31, 2022 /PRNewswire/ -- NetEase, Inc. (NASDAQ: NTES, HKEX: 9999), one of China's leading internet and online game services providers, today announced that its games division, NetEase Games, has acquired Quantic Dream S.A.

NetEase Acquires Leading French Game Developer & Publisher Quantic Dream

Chinese game publisher and internet firm NetEase has agreed to acquire Quantic Dream, the maker of Detroit: Become Human,

NetEase has acquired Detroit: Become Human maker Quantic Dream

Alibaba

JD.com

A fiscal stimulus package in China appears to have boosted risk sentiment among Asian investors, helping Chinese tech stocks notch gains.

Alibaba, JD.com, and Other Asian Stocks Jump. This Time, Thank China's Government.

NetEase, Inc. (NASDAQ:NTES ) Q2 2022 Earnings Conference Call August 18, 2022 7:00 AM ET Company Participants Margaret Shi - Director, Investor Relations Charles Yang - Chief Financial Officer William Ding - Chief Executive Officer Conference Call Participants Yang Bai - CICC Thomas Chong - Jefferies Kenneth Fong - Credit Suisse Lincoln Kong - Goldman Sachs Alicia Yap - Citigroup Natalie Wu - Haitong International Charlene Liu - HSBC Alex Poon - Morgan Stanley Operator Good day, and welcome to the NetEase 2022 Second Quarter Earnings Conference Call. Today's conference is being recorded.

NetEase, Inc. (NTES) CEO William Ding on Q2 2022 Results - Earnings Call Transcript

HANGZHOU, China , Aug. 18, 2022 /PRNewswire/ -- Cloud Music Inc. (HKEX: 9899 or the "Company"), a leading interactive music streaming service provider in China, today announced its financial results for the first half of 2022 ended 30 June 2022. Summary of Key Financial and Operating Metrics (RMB in thousands, unless otherwise stated)  Six months ended 30 June 2022 2021 (Unaudited) (Audited) Financial Metrics Revenue 4,258,716 3,183,674 Gross profit/(loss) 537,113 (12,856) Loss before income tax (266,790) (3,806,968) Loss for the period (270,810) (3,809,147) Non-IFRS measure: Adjusted net loss[1] (217,000) (532,976) Operating Metrics Online music services -MAUs (million) 181.9 184.5 -Monthly paying users (thousand) 37,613.0 26,134.5 -Monthly ARPPU (RMB) 6.5 6.8 Social entertainment services -Monthly paying users (thousand) 1,235.4 496.4 -Monthly ARPPU (RMB) 329.8 526.5 First Half 2022 Key Financial and Operating Highlights Revenue was RMB4.3 billion, an increase of 33.8% compared with RMB3.2 billion for the same period of 2021.

Cloud Music Inc. Reports First Half 2022 Financial Results

HANGZHOU, China , Aug. 18, 2022 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), a leading technology-focused intelligent learning company in China, today announced its unaudited financial results for the second quarter ended June 30, 2022. Second Quarter 2022 Financial Highlights [1] Total net revenues were RMB956.2 million (US$142.8 million), representing a 2.4% decrease from the same period in 2021.

Youdao Reports Second Quarter 2022 Unaudited Financial Results

Canaan Inc.

Kohl's

Tapestry

The three major U.S. equity indexes closed higher on Monday. The Dow Jones industrials added 0.45%, while the S&P 500 rose by 0.4%, and the Nasdaq climbed 0.62%.

Earnings Previews: Canaan, Kohl's, NetEase, Tapestry

Didi Global

The world's second-biggest economy shows signs of cooling. China's central bank cut interest rates after data showed a weakening of retail sales.

The World's Largest Hedge Fund Sold 5 Chinese Stocks. Here's Why.

Showcasing New Products including Youdao Dictionary Pen X5 and Youdao Smart Learning Pad BEIJING , Aug. 10, 2022 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), a leading technology-focused intelligent learning company in China, held its 2022 Intelligent Learning Product Launch Event where it unveiled its latest Youdao Dictionary Pen X5 and Youdao Smart Learning Pad. In addition, at the hybrid in-person and livestreaming event held on August 9, 2022 in Beijing, the Company also demonstrated existing products in its portfolio and discussed its strategic initiatives to further grow its intelligent learning device business.

Youdao Holds 2022 Intelligent Learning Product Launch Event on August 9

HANGZHOU, China , Aug. 2, 2022 /PRNewswire/ -- Cloud Music Inc. (HKEX: 9899 or the "Company"), a leading interactive music streaming service provider in China, today announced that it will report its financial results for the first half of 2022 ended June 30, 2022, on Thursday, August 18, 2022, after the Hong Kong market closes. The Company's management will host an earnings conference call at 7:00 p.m Beijing/Hong Kong Time on Thursday, August 18, 2022 (7:00 a.m.

Cloud Music Inc. to Report First Half 2022 Financial Results on August 18

HANGZHOU, China , Aug. 2, 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 second quarter 2022 financial results on Thursday, August 18, 2022, before the open of the U.S. markets. The earnings teleconference call with simultaneous webcast will take place at 6:00 a.m.

Youdao to Report Second Quarter 2022 Financial Results on August 18

Agora

Baidu

17 Education & Technology Group

Chinese stocks might be risky bets, but there's a flipside to that. Theoretically speaking, emerging market economies such as China grow at a much faster pace than developed nations until they reach maturity.

The 7 Best Chinese Stocks to Buy Now

Ball Corp

HCA Healthcare

Intuit

Illinois Tool Works

ProShares S&P 500 Dividend Aristocrats ETF

Paychex

Last week, our time-tested methodologies served investors well in navigating the market. Check out some of our last week's achievements.

Beat the Market the Zacks Way: NetEase, HCA, Intuit, Illinois Tool Works in Focus

NetEase Inc (NASDAQ: NTES) looks to release the most-awaited Diablo Immortal mobile game in China on July 25, a month after its initially scheduled launch date in the leading gaming market. China's most significant game company after Tencent Holding Ltd (OTC: TCEHY).

Here's Why NetEase Shares Are Trading Up Premarket

HANGZHOU, China , July 21, 2022 /PRNewswire/ -- Cloud Village Inc. (HKEX: 9899, "NetEase Cloud Music" or the "Company"), a leading interactive music streaming service provider in China, today announced that it has entered into a licensing agreement for digital music distribution ("the Agreement") with YG Entertainment Inc. ("YG Entertainment"), a leading entertainment company in South Korea, granting NetEase Cloud Music the right to distribute YG Entertainment's music catalog in China. Under the terms of the Agreement, both parties will engage in innovative approaches to unlock more opportunities for YG Entertainment's vast and influential catalog as well as its artists on the platform, including music by popular K-Pop groups such as BIGBANG and BLACKPINK, and utilize their strengths to expand the music library on NetEase Cloud Music platform to provide more high-quality music content for Chinese music lovers.

Cloud Village Inc. Expands K-Pop Portfolio with YG Entertainment

A New U.S. Studio Fronted by Industry Veterans NetEase Games is opening a new AAA studio that will focus on creating the next generation of narrative-driven action games GUANGZHOU, China , July 18, 2022 /PRNewswire/ -- NetEase Games, the online games division of NetEase, Inc. (NASDAQ: NTES, HKEX: 9999) is proud to announce Jar of Sparks, a new first party studio that will enjoy full creative freedom as part of NetEase Games. Jar of Sparks is led by Jerry Hook, the former Head of Design on Halo Infinite, and has a team of industry veterans who have worked on some of the biggest franchises in video game history.

NetEase Games Announces Jar of Sparks

Playtika Holding

Could these gaming stocks have a fresh start in the second half of 2022?

Best Growth Stocks To Buy Now? 4 Stocks For Your July 2022 Watchlist

The Chinese gaming giant faces a lot of near-term headwinds.

3 Red Flags for NetEase's Future

Enphase Energy

Twilio

Zoom Video

Check out these growth stocks for your watchlist today.

4 Growth Stocks To Watch In The Stock Market Now

The blockbuster title, which has been co-developed with Activision Blizzard, had been scheduled to launch on June 23.

News for NetEase Stock (NTES)