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NetEase (NTES)
NASDAQ:NTES
Earnings Data
Report Date
Aug 14, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.03Last Year’s EPS
12.05Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 15, 2025
|% Change Since: 11.64%
|Next Earnings Date:Aug 14, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth in gaming and positive momentum for new and existing titles. However, it also acknowledged challenges in revenue for Youdao, NetEase Cloud Music, and innovative businesses. The positive aspects, particularly in gaming and ESG achievements, outweigh the lowlights.Company Guidance
During the first quarter of 2025 earnings call, NetEase reported a 7% year-over-year increase in total net revenue, reaching RMB28.8 billion. Revenue from gaming and value-added services rose by 12% to RMB24.0 billion. Notably, Marvel Rivals and FragPunk contributed to this growth, with Marvel Rivals reclaiming its #1 position on Steam's global top seller chart and FragPunk achieving over 110,000 peak concurrent players shortly after launch. The company emphasized its commitment to innovation and global expansion, with new titles like Once Human quickly gaining traction across platforms. NetEase's non-GAAP net income grew by 32% year-over-year to RMB11.2 billion, demonstrating strong operational capabilities and strategic foresight in expanding its global gaming footprint.Strong Start to 2025
NetEase began 2025 with strong momentum, reporting a total net revenue increase of 7% year-over-year, driven by innovative content and exceptional operations.
Gaming Revenue Growth
Total revenue from gaming and value-added services rose by 12% year-over-year to RMB24.0 billion, with new titles and flagship games achieving record highs.
Successful Game Launches
Marvel Rivals and FragPunk both saw strong initial success, with Marvel Rivals reclaiming #1 on Steam's global top seller chart and FragPunk achieving over 110,000 peak concurrent players within three days of its PC launch.
Identity V and Naraka: Bladepoint Achievements
Identity V reached a new quarterly high in player base, surpassing 400 million globally, while Naraka: Bladepoint saw record revenue, and both games were named as official Esports events for the 2026 Asian Games.
Youdao Record High Operating Profit
Youdao achieved record high first quarter operating profit, driven by a focus on technology-driven innovation and long-term sustainability.
ESG and Sustainability Recognition
NetEase achieved a 16% reduction in greenhouse gas emissions compared to the previous year, and received upgraded ESG ratings from MSCI to AA, among other recognitions.
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NTES Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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NTES Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 15, 2025 | $107.11 | $122.76 | +14.61% |
Feb 20, 2025 | $102.94 | $100.22 | -2.64% |
Nov 14, 2024 | $75.00 | $82.81 | +10.41% |
Aug 22, 2024 | $90.54 | $80.43 | -11.17% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does NetEase (NTES) report earnings?
NetEase (NTES) is schdueled to report earning on Aug 14, 2025, TBA Not Confirmed.
What is NetEase (NTES) earnings time?
NetEase (NTES) earnings time is at Aug 14, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NTES EPS forecast?
NTES EPS forecast for the fiscal quarter 2025 (Q2) is 2.03.
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