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

Alibaba

JD.com

Li Auto Inc.

Wuxi Biologics Cayman Inc

Since its launch in 1969, the Hang Seng has always risen in the dragon years, with gains averaging around 14%. But any rally this time could be hampered by uncertainties over the U.S. presidential election and interest rate policy.

Hoping For Better Luck, HK Stocks Enter The Year Of The Dragon

Baidu

Many U.S.-listed Hong stocks have suffered substantial losses over the previous years as Chinese equities have continuously declined. The trend was exacerbated by last year's ordered liquidation of heavily indebted property developer Evergrande (OTCMKTS:EGRNY).

3 U.S.-Listed Hong Kong Stocks to Buy as Chinese Markets Collapse

HANGZHOU, China , Feb. 7, 2024 /PRNewswire/ -- Cloud Music Inc. (HKEX: 9899 or the "Company"), a well-known online music platform featuring a vibrant content community, today announced that it will report its financial results for the fiscal year of 2023 ended December 31, 2023 on Thursday, February 29, 2024, after the Hong Kong market closes. The Company's management will host an earnings conference call at 7:00 p.m.

Cloud Music Inc. to Report Fiscal Year 2023 Financial Results on February 29, 2024

HANGZHOU, China , Feb. 7, 2024 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an intelligent learning company with industry-leading technology in China, today announced that it will report its fourth quarter and fiscal year 2023 financial results on Thursday, February 29, 2024, 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 Fourth Quarter and Fiscal Year 2023 Financial Results on February 29

Electronic Arts

Sony

2023 was rough for the video gaming industry; the sector slowed from industry-wide layoffs to stagnant consumer demand. However, the start of 2024 brings a new dawn for gamers as exciting gaming events, like the New York Game Awards and the “oh so cool” CES 2024, spice up gamers' appetite for upcoming title announcements and cool tech.

3 Video Game Stocks to Play as the Metaverse Takes Off

Bilibili

iShares MSCI China ETF

Pinduoduo Inc - ADR

Trip.com

It's been a tough couple of months for leading Chinese stocks. Worries about a slowdown in the world's second-largest economy, particularly in the slumping real estate sector, have hurt China's stock market.

These Oversold Chinese Stocks Are Primed to Rebound

As China's economy continues to face headwinds entering the new year, recent data has unveiled a harsh stock market sell-off, impacting U.S.-listed Chinese stocks such as Alibaba NYSE: BABA, Baidu NASDAQ: BIDU, and NetEase NASDAQ: NTES.

3 top rated Chinese stocks in prime value territory

Tencent Holdings Limited

Chinese stocks surged on Tuesday amid reports of mooted stimulus plans and a sign that tough draft tech rules could be eased.

Alibaba and China Stocks Rebound on Stimulus Report and Tech Rule Moves

Beijing has quietly pulled the proposed curbs on the video game industry from the official website, weeks after the draft guidelines wiped tens of billions of dollars off the market value of local titans. The link to the draft rules was no longer accessible as of this morning, as first reported by Reuters.

China quietly pulls draft gaming rules from website

China's gaming regulator has removed from its website rules it proposed last month aimed at curbing spending and rewards that encourage playing video games, checks by Reuters on Tuesday showed, in a move that boosted gaming company shares.

China regulator removes draft video game rules from website; shares jump

NetEase Inc is recommended as a buy with estimated per share values of $86.39, $98.15, and $104.17 in different scenarios. The recent drop in NetEase's share price due to new gaming regulations may be an overreaction from the market. The company's gaming division has historically shown decent revenue growth rates and operates with similar cost structures as peer companies.

NetEase: A Worthy Buy Despite Regulatory Risks

Telefonica Brasil

Meta Platforms (META), Telefonica Brasil (SAM) and NetEase (NTES) are three communication services stocks that you can look into as the sector continues to grow on expectations of a Fed rate cut.

3 Communication Services Stocks to Buy as the Sector Keeps Growing

DBS Group Holdings Ltd

Patria Investments

PAX, DBSDY and NTES made it to the Zacks Rank #1 (Strong Buy) income stocks list on January 15, 2024.

Best Income Stocks to Buy for January 15th

Cboe Global Markets

Cabot

Gibraltar Industries

WestRock

CBT, BROS, WRK, ROCK and CBOE have been added to the Zacks Rank #1 (Strong Buy) List on January 15, 2024.

New Strong Buy Stocks for January 15th

Disney

DraftKings

Energy Transfer LP Unit

Mobileye Global Inc

Synopsys

Trade Desk

As the stock market enters a new year, some investors are still nervous. For many sectors, 2023 brought significant turbulence as companies battled shifting macroeconomic tides and rising uncertainty that hasn't completely subsided yet.

10 Top Strong Buy Stocks That Can Soar 20% or More From Here

KraneShares CSI China Internet ETF

Although many investors have been burned trying to buy Chinese Technology stocks over the better part of the last three years, current valuations along with other bullish catalysts make them more compelling than ever. The long China tech thesis is further bolstered by the fact that so many investors have been hurt trying to buy these stocks for so long, that the narrative now suggests many investors are holding large short positions.

Contrarian Outlook: The Bull Case for Top Ranked Chinese Tech Stocks

Okta

The Internet-Software & Services industry is in recovery mode even as an economic slowdown looms large. NTES and OKTA are a couple that still look good.

2 Stocks to Tap Improving Prospects in the Software & Services Industry

Lumentum Holdings

Universal Display

Virtual reality ( VR ) had its peak in 2023 alongside artificial intelligence ( AI ). They are already part of the technology of this new era.

Virtual Reality Ventures: 3 Stocks Pioneering Immersive Technology

Coca-Cola

NIKE

Starbucks

Tootsie Roll Industries

While I typically focus on value investing, there is a swing trading strategy I like that uses a combination of GuruFocus' All-in-One Screener and Interactive Charts. This strategy involves a technical analysis tool called Bollinger Bands (or BB for short).

Swinging With Bollinger Bands

The Chinese government has ousted a top official in charge of regulating the country's gaming industry, according to reports, in a likely effort to stem the damage from a stock market rout over proposed restrictions on online games in late December.

Tencent And NetEase Stocks Continue To Rebound As China Reportedly Ousts Official Who Proposed New Gaming Restrictions

Chinese gaming stocks rose on Wednesday to outperform a weak broader market, after Reuters reported China removed a gaming regulatory official.

China's gaming stocks climb on report regulatory official removed

Microsoft

Investors love tech stocks, as their growth potential is undoubtedly promising. And for those looking to blend tech exposure paired with quarterly payouts, these three stocks fit that criteria.

3 Tech Stocks Suited Nicely for Income Investors

Recently beaten-down China online gaming stocks rebounded on Wednesday in Hong Kong on news of a more conciliatory tone on the sector by the country's top gaming regulator.

NetEase, Tencent shares rebound after China voices support for gaming industry

On December 23rd, the Chinese government published a first draft of guidelines aimed at curbing excessive spending and time commitment in online gaming. Although I understand that the regulatory announcement will rekindle fears of a broader crackdown on gaming in China, I believe the intent of the government is less aggressive than feared. Looking beyond the new regulatory guidelines for gaming in China, whose long-dated impact on the sector remains uncertain, I argue that NetEase remains an attractive, structural growth story.

NetEase: I Am Buying The Sell-Off

Apple

AMC Entertainment

Coherus BioSciences

GameStop

HUYA Inc - ADR

Marathon Digital Holdings

Mullen Automotive

NVIDIA

Tencent Music Entertainment Group 

Tesla

The S&P 500 index SPX has three days left this year to try for a fresh record high, which in theory, shouldn't be so hard with a Santa Rally all but teed up.

2024 could turn into a ‘trader's market.' Here's how this strategist says you can make the most of that.

News for NetEase Stock (NTES)