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Inferra AI / Company / NTES

NetEase

NTES · Communication Services

Last earnings Sep 24, 2026

Key results

Net revenuequarter

US$3.9 billion

Second Quarter 2025 Financial Highlights · Net revenues were RMB27.9 billion (US$3.9 billion), an increase of 9.4% compared with the same quarter of 2024.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

Revenuequarter

US$3.2 billion

· Games and related value-added services net revenues were RMB22.8 billion (US$3.2 billion), an increase of 13.7% compared with the same quarter of 2024.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

· Youdao net revenues were RMB1.4 billion (US$197.9 million), an increase of 7.2% compared with the same quarter of 2024.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

· NetEase Cloud Music net revenues were RMB2.0 billion (US$274.8 million), a decrease of 3.5% compared with the same quarter of 2024.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

· Innovative businesses and others net revenues were RMB1.7 billion (US$237.2 million), a decrease of 17.8% compared with the same quarter of 2024.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

Basic net incomequarter

US$0.38

[1] · Basic net income per share was US$0.38 (US$1.88 per ADS).

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

Net incomequarter

US$0.42

Non-GAAP basic net income per share was US$0.42 (US$2.09 per ADS).

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

Second Quarter 2025 Financial Results Net Revenues Net revenues for the second quarter of 2025 were RMB27.9 billion (US$3.9 billion), compared with RMB28.8 billion and RMB25.5 billion for the preceding quarter and the same quarter of 2024, respectively.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

AI analysis

Q2 2025 · reported Aug 14, 2025

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Net revenue · Q2 2025
US$3.9B
EX-99 · Aug 14, 2025
Revenue · Q2 2025
US$3.2B
EX-99 · Aug 14, 2025
Basic net income · Q2 2025
US$0.38
EX-99 · Aug 14, 2025
Net income · Q2 2025
US$0.42
EX-99 · Aug 14, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Net revenueUS$3.9 billion——
RevenueUS$3.2 billion——
Basic net incomeUS$0.38——
Net incomeUS$0.42——

EX-99 · Aug 14, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

DividendUS$0.1140

Quarterly Dividend The board of directors approved a dividend of US$0.1140 per share (US$0.5700 per ADS) for the second quarter of 2025 to holders of ordinary shares and holders of ADSs as of the close of business on August 28, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

NetEase Q2 2025 — Second Quarter 2025 Financial Highlights · Net revenues were RMB27.9 billion (US$3.9 billion), an increase of 9.4% compared with the same quarter of 2024.

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Quarterly Dividend The board of directors approved a dividend of US$0.1140 per share (US$0.5700 per ADS) for the second quarter of 2025 to holders of ordinary shares and holders of ADSs as of the close of business on August 28, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

For holders of ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company’s Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17 th Floor, Hopewell Centre, 183 Queen’s Road East, Wanchai, Hong Kong, no later than 4:30 p.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

NetEase paid a dividend of US$0.1350 per share (US$0.6750 per ADS) for the first quarter of 2025 in June 2025.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

5 Under the Company’s current dividend policy, the determination to make dividend distributions and the amount of such distribution in any particular quarter will be made at the discretion of its board of directors and will be based upon the Company’s operations and earnings, cash flow, financial condition and other relevant factors.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

Share Repurchase Program On November 17, 2022, the Company announced that its board of directors had approved a share repurchase program of up to US$5.0 billion of the Company’s ADSs and ordinary shares in open market transactions.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

This share repurchase program commenced on January 10, 2023, and will be in effect for a period not to exceed 36 months from such date.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

Strategy & priorities

5 on China’s iOS top-grossing chart on July 9, fueled by the launch of The Lost City of Un’Goro expansion pack, while World of Warcraft ’s 20th anniversary celebration in China sparked strong community engagement with the announcement of a new China-exclusive server set to launch in November.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

“At the core of our expansion is product innovation, disciplined execution and deep community engagement, all capabilities we have honed over many years and powered by our strong technological foundation.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

“Beyond games, we remain focused on innovation, refining our products and content to deliver long-term value for our users, partners and shareholders,” Mr.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

6 Powered by one of the largest in-house game R&D teams focused on mobile, PC and console, NetEase creates superior gaming experiences, inspires players, and passionately delivers value for its thriving community worldwide.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

In addition, statements that are not historical facts, including statements about NetEase’s strategies and business plans, its expectations regarding the growth of its business and its revenue and the quotations from management in this announcement are or contain forward-looking statements.

SEC original ↗NetEase — Earnings release (6-K exhibit)EX-99Aug 14, 2025

Documents

Earnings deck slides

1 deck with slide view

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

T-Mobile US (TMUS) Communication ServicesSea Limited (SE) Communication ServicesRoblox (RBLX) Communication ServicesBaidu (BIDU) Communication ServicesAT&T (T) Communication ServicesSpotify Technology (SPOT) Communication ServicesComcast (CMCSA) Communication ServicesAppLovin (APP) Communication Services

Filings

73 documents

Earnings releases

26 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for NetEase are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention NetEase by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.