New U.S. tariffs take effect today; Tencent Cloud launches R&D agent CodeBuddy NPC | Daily News Recap2 days ago, 03:29 AMK3MD0.00%K3SD0.00%
NTES (Trans): High bar for 'Ananta', willing to delay for qualityMay 21 at 11:03 AMK3MD0.00%099990.00%
NTES: Profitable Through the Lull; Franchise Quality Still RisingMay 21 at 10:18 AM099990.00%NTES-0.52%
NTES (Trans): '遗忘之海' launch slips to Q3; '无限大' still being polishedFeb 11 at 09:35 AMSEE0.00%HAS+1.65%
NetEase Q4 FY25 First Take: Q4 came in below consensus, likely on softer mobile game performance, which also helps explain the recent share pullback. That said, deferred revenue held up, underpinned by a strong year-end anniversary event for 'Yanyun' (mobile) and a rebound in 'Eggy Party', which should add some upside to Q1 revenue. Core profitability improved on tighter opex. Total cost of revenue, R&D, and G&A all declined YoY. Selling expenses rose YoY off a low base during the prior year's anti-fraud clean-up, alongside necessary launch marketing for new titles. Adj. profit fell 27% YoY, materially below expectations, though the headline looks worse than the underlying. Beyond the top-line miss, the shortfall mainly reflected mark-to-market swings on its PDD stake, with total investment losses of RMB 1.7bn, RMB 1.2bn wider YoY. After the game VAT rumor and the short-term hit from Genie, the stock has barely rebounded in recent days, yet valuation is already near historical trough levels. Conversely, this also reflects concerns that the recent slowdown in bookings could persist. We are not more bearish on the mid-to-long term. For near-term price action, clear guidance on the new title cycle is critical, especially launch plans for 'Sea of Oblivion' and 'Infinity'—worth watching on the call. $NTES(09999.HK) $NetEase(NTES.US)Feb 11 at 03:45 AM099990.00%NTES-0.52%
The Saturday Spread: Using the Markov Property to Find Mispriced Opportunities (PANW, NTES, DKS)Barchart Option·Jan 17 at 09:16 AMDKS+0.82%PANW-0.57%
NetEase (SEHK:9999) Valuation Check After Executive Vice President Retirement In Core Gaming UnitSimplywall·Jan 6 at 02:45 PMK3MD0.00%
UBS Sticks to Its Buy Rating for Netease Inc (9999)Tip Ranks·Dec 30, 2025 at 06:25 PMK3MD0.00%NTES-0.52%
NetEase CEO Yingfeng Ding retires after 23 years.getCode=NetEase" or entity" " 9999.Unusual Whales·Dec 26, 2025 at 03:18 PMK3MD0.00%
NetEase’s Where Winds Meet reaches 15 million global players within first monthTechNode·Dec 16, 2025 at 03:48 AMK3MD0.00%
