Gamers Embrace NetEase's Latest Releases, But Wall Street Remains Skeptical
NetEase Financial Performance: NetEase reported a fiscal third-quarter revenue of $3.98 billion, an 8.2% year-on-year increase, but fell short of the analyst consensus estimate of $4.11 billion. The adjusted EPADS of $2.09 exceeded expectations of $1.88.
Gaming Revenue Growth: The company's gaming and related services revenue rose by 11.8% to $3.28 billion, with a gross margin increase to 69.3%, driven by successful self-developed games and licensed titles.
Youdao and NetEase Cloud Music Results: Youdao's revenue increased by 3.6% to $228.76 million, while NetEase Cloud Music's revenue decreased by 1.8% to $275.89 million, although its gross margin improved.
Shareholder Actions and Future Plans: NetEase's board approved a dividend of 57 cents per ADS and extended its share repurchase program for an additional 36 months. CEO William Ding highlighted ongoing innovation and global collaboration to enhance player value.
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NetEase to Report Q4 and FY 2025 Earnings on February 11, 2026
- Earnings Announcement: NetEase will report its Q4 and FY 2025 financial results on February 11, 2026, before U.S. market open, which may influence investor sentiment.
- Conference Call Details: Following the earnings release, management will host a conference call at 7:00 a.m. ET (8:00 p.m. Beijing/Hong Kong Time) to discuss results and answer questions, enhancing transparency.
- Participation Instructions: Interested investors can join the call by dialing 1-914-202-3258 and providing conference ID: 10052758, ensuring they stay updated on the latest company developments.
- Replay Availability: A replay of the call will be accessible by dialing 1-855-883-1031 and entering PIN: 10052758, available until February 18, 2026, allowing those unable to attend live to catch up on the discussion.

Youdao to Report Q4 and FY 2025 Results on February 11, 2026
- Earnings Report Schedule: Youdao, Inc. will release its Q4 and FY 2025 financial results on February 11, 2026, before the U.S. market opens, which may influence investor confidence.
- Conference Call Details: Following the earnings release, Youdao's management will hold a conference call at 5:00 a.m. ET to discuss the financial results and answer investor questions, enhancing transparency.
- Webcast Availability: The conference call will be available via live and archived webcast on the company's investor relations website, ensuring investors can access relevant information at any time, thereby improving information dissemination efficiency.
- Company Background: Founded in 2006, Youdao specializes in AI applications, primarily offering learning services, online marketing services, and smart devices, demonstrating its strategic positioning in the education and advertising sectors.






