NTES Earnings

NTES reported its FY2025Q4 earnings on 2026-02-11, showcasing a revenue of 0.00 against an estimate of 4.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.85 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following NTES's FY2025Q4 earnings announcement on 2026-02-11, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, NTES's stock price tends to shift by an average of +1.15% in the 10 days leading up to earnings and +0.06% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate NTES’s annual revenue to reach 29.00B, while the EPS is projected at 14.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -1.24% and EPS estimates Revise Downward by -0.3% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between NTES's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -1.24%, while EPS estimates moved Revise Downward by -0.3% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, NTES's stock price typically moves by +1.15% in the 10 days before its earnings and +0.06% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 14.00 and revenue of 29.00B.

The earnings call summary and Q&A highlight NetEase's strong future game development, global expansion, and innovation in gaming and AI. Despite some volatility in certain games, the company shows resilience and strategic planning. Positive factors include the return of Blizzard titles in China, strong performances of existing games, and promising future launches. The Q&A reveals a generally positive sentiment from analysts, although some management responses were vague. Overall, the combination of optimistic guidance, strategic initiatives, and innovation leads to a positive sentiment, likely resulting in a stock price increase of 2% to 8%.