NTES
Netease·NASDAQ
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NTES fundamentals
Netease (NTES) released its earnings on Feb 11, 2026: revenue was 3.94B (YoY +7.49%), missed estimates; EPS was 1.5653 (YoY -24.26%), missed estimates.
Revenue / YoY
3.94B
+7.49%
EPS / YoY
1.5653
-24.26%
Report date
Feb 11, 2026
NTES Earnings Call Summary for Q4,2025
- Revenue Growth: 2025 total net revenues reached RMB 112.6 billion (+7% YoY), with games driving 10% YoY growth to RMB 92.1 billion.
- AI Integration: AI tools like CodeMaker and DreamMaker boost efficiency, while Where Winds Meet features 10,000 AI-powered NPCs for immersive interactions.
- Global Success: Where Winds Meet surpasses 80 million players, ranking #2 on Steam. Marvel Rivals wins Time's Best Video Game and reaches #1 in the U.S.
- Financial Strength: Non-GAAP net income up 11% to RMB 37.3 billion. Gross profit margin improved to 64.2% in Q4 2025.
- Future Pipeline: Sea of Remnants (Q3 launch) and ANANTA target global cross-platform success. Auto Chess titles differentiate with Chinese Demon/Ghost themes.
EPS
Actual | 0.9071 | 1.1258 | 0.7855 | 0.3578 | 1.1396 | 0.9657 | 0.8902 | 1.5581 | 1.217 | 1.2207 | 1.5936 | 1.0665 | 1.6915 | 1.9135 | 1.8212 | 1.5972 | 1.8136 | 1.6576 | 1.6568 | 2.0667 | 2.4122 | 2.0667 | 2.0685 | 1.5653 | ||||||||||||||||
Forecast | 0.7843 | 0.9081 | 0.4691 | 0.4318 | 0.9691 | 0.9381 | 0.9288 | 1.0186 | 1.1277 | 1.08 | 1.0687 | 1.1784 | 1.2636 | 1.2594 | 1.4891 | 1.7171 | 1.7426 | 1.6505 | 1.7403 | 1.7172 | 1.9159 | 2.0793 | 2.0561 | 2.0259 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +15.66% | +23.97% | +67.45% | -17.14% | +17.59% | +2.94% | -4.16% | +52.96% | +7.92% | +13.03% | +49.12% | -9.50% | +33.86% | +51.94% | +22.30% | -6.98% | +4.07% | +0.43% | -4.80% | +20.35% | +25.90% | -0.61% | +0.60% | -22.74% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.41B | 2.57B | 2.74B | 3.02B | 3.13B | 3.18B | 3.44B | 3.84B | 3.71B | 3.46B | 3.43B | 3.67B | 3.65B | 3.31B | 3.73B | 3.82B | 3.72B | 3.51B | 3.73B | 3.66B | 3.97B | 3.89B | 3.98B | 3.94B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.22B | 2.41B | 2.67B | 3.02B | 3.07B | 3.18B | 3.30B | 3.78B | 3.59B | 3.47B | 3.44B | 3.68B | 3.64B | 3.43B | 3.73B | 3.96B | 3.73B | 3.58B | 3.79B | 3.71B | 3.92B | 3.96B | 4.05B | 4.11B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +8.52% | +6.82% | +2.73% | +0.13% | +1.92% | -0.06% | +4.18% | +1.50% | +3.53% | -0.44% | -0.31% | -0.06% | +0.24% | -3.37% | +0.14% | -3.43% | -0.42% | -2.08% | -1.43% | -1.27% | +1.32% | -1.82% | -1.64% | -4.10% |
Earnings Call
You can ask Aime
What is Netease's latest dividend and current dividend yield?What is the market's earnings forecast for Netease next quarter?What factors drove the changes in Netease's revenue and profit?Did Netease beat or miss consensus estimates last quarter?What were the key takeaways from Netease’s earnings call?What were the key takeaways from Netease's earnings call?What is the revenue and EPS growth rate for Netease year over year?What is Netease's gross profit margin?
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