NTES Earnings
NetEase Inc
$
124.980
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of NetEase Inc(NTES) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of NetEase Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: CNY
Actual
Estimate
Surprise Analysis
| FY2025Q1 | 2025-05-15 | Pre-Market | 2.01 | 2.41 | +19.90 | 28.41B | 28.83B | +1.49 | +14.61 | +12.96 |
| FY2024Q4 | 2025-02-20 | Pre-Market | 1.79 | 2.07 | +15.64 | 27.16B | 26.75B | -1.53 | -2.64 | -2.78 |
| FY2024Q2 | 2024-08-22 | Pre-Market | 1.62 | 1.69 | +4.32 | 26.09B | 25.49B | -2.32 | -11.17 | -13.20 |
| FY2024Q1 | 2024-05-23 | - | 1.68 | 1.63 | -2.98 | 26.76B | 26.85B | +0.32 | -3.68 | -7.83 |
| FY2023Q4 | 2024-02-29 | - | 1.62 | 1.42 | -12.35 | 28.29B | 27.14B | -4.06 | -3.88 | -7.75 |
| FY2023Q3 | 2023-11-16 | - | 1.47 | 1.65 | +12.24 | 27.39B | 27.27B | -0.42 | -2.37 | +1.46 |
| FY2023Q2 | 2023-08-24 | - | 1.15 | 1.75 | +52.17 | 25.12B | 24.01B | -4.42 | -3.95 | +1.36 |
| - | 2023-05-25 | - | 1.12 | 1.51 | +34.82 | - | - | - | +2.68 | +2.74 |
| - | 2023-02-23 | - | 1.12 | 0.88 | -21.43 | - | - | - | -3.67 | -5.26 |
| - | 2022-11-17 | - | 0.97 | 1.43 | +47.42 | - | - | - | -0.46 | -6.59 |
NTES Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, NetEase Inc reported performance for FY2025Q1, announced on 2025-05-15. The company achieved an EPS of 2.41, compared to analyst estimates of 2.01 by 19.90% . Revenue for the quarter reached 28.83B compared to expectations of 28.41B by 1.49% .
The stock price reacted with a 14.61% one-day change and a 12.96% five-day change following the earnings release. These movements reflect market reaction in NetEase Inc growth trajectory and strategic initiatives.
NTES Earnings Forecast
Looking ahead, NetEase Inc(NTES) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q2 project quarter revenue of 28.78B and an EPS of 15.11.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 1.01%, while EPS estimates have been Revise Downward by -78.56%. For the upcoming Q2 2025, revenue estimates have been adjusted Revise Upward by 2.04% . These revisions correlate with a 30.89% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in NetEase Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between NTES's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+1.01%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-78.56%
In Past 3 Month
Revenue Estimates for Q2 2025
Revise Upward
+2.04%
In Past 3 Month
Stock Price
Go Up
+30.89%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:114.91B
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EPS Estimate-Annual FY 2025:11.85
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Stock Price124.98
NTES Revenue and EPS Performance: A Historical Perspective
NetEase Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q1 (2025-05-15,Pre-Market):
EPS: 2.41 (Actual) vs.2.01 (Estimate) (19.90%)
Revenue: 28.83B (Actual) vs. 28.41B (Estimate) (1.49%)
Price Reaction: 14.61%(1-Day), 12.96%(5-Day)
FY2024Q4 (2025-02-20,Pre-Market):
EPS: 2.07 (Actual) vs.1.79 (Estimate) (15.64%)
Revenue: 26.75B (Actual) vs. 27.16B (Estimate) (-1.53%)
Price Reaction: -2.64%(1-Day), -2.78%(5-Day)
FY2024Q2 (2024-08-22,Pre-Market):
EPS: 1.69 (Actual) vs.1.62 (Estimate) (4.32%)
Revenue: 25.49B (Actual) vs. 26.09B (Estimate) (-2.32%)
Price Reaction: -11.17%(1-Day), -13.20%(5-Day)
Earnings Reaction
The chart below shows how NTES performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NTES sees a -0.11% change in stock price 10 days leading up to the earnings, and a +0.40% change 10 days following the report. On the earnings day itself, the stock moves by -1.45%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in MAR/2025, the stock changed -2.59% on the day following the earnings release and then changed by 1.81% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
NetEase Inc (NTES) Q1 2025 Earnings Call Summary
Positive
2025-05-16
The earnings call reflects strong financial performance with a 7.4% increase in total net revenue and a 32% rise in non-GAAP net income. Gaming revenue is robust, and new game launches are promising. Despite some declines in innovative business revenue, the strategic focus on high-demand areas and global expansion is positive. The share repurchase program and dividend declaration further enhance shareholder value. While the Q&A highlighted some uncertainties, the overall sentiment remains positive, suggesting a 2%-8% stock price increase.
NetEase Inc (NTES) Q4 2024 Earnings Call Summary
Positive
2025-02-21
The earnings call summary reveals positive growth in gaming revenue, high gross profit margins, and a strong cash position. Additionally, the shareholder return plan includes a substantial share buyback and dividend payout, contributing to a positive outlook. However, the Q&A section highlighted some concerns about clarity in management's responses, particularly regarding monetization metrics and overseas launch plans. Despite these concerns, the overall sentiment remains positive due to the company's strategic initiatives and strong financial performance.
NetEase, Inc. (NTES) Q3 2024 Earnings Call Summary
Positive
2024-11-14
The earnings call shows strong financial performance with a 6% YoY revenue increase, record high revenue in key areas, and a 98% increase in share repurchases. The Q&A highlights optimism in game launches and global strategy. Despite some declines in specific areas, overall guidance is positive, with strategic plans for new game releases and monetization. The sentiment is positive, likely leading to a stock price increase of 2% to 8%.
NetEase, Inc. (NTES) Q2 2024 Earnings Call Summary
Positive
2024-08-22
The earnings call summary shows strong financial performance, with increased revenue, improved gross profit margins, and a robust share repurchase program. The Q&A section reveals stable user retention and successful game launches, despite some challenges. The partnership with Blizzard and Microsoft's strategic collaboration are positive indicators, and the dividend and share buyback plans further support a positive outlook. Overall, the combination of financial health, strategic partnerships, and shareholder returns suggests a positive stock price movement over the next two weeks.
FAQ
What were the key highlights of NTES’s latest earnings report for FY2025Q1?
NTES reported its FY2025Q1 earnings on 2025-05-15, showcasing a revenue of 28.83B against an estimate of 28.41B, resulting in a 1.49% surprise. The EPS was 2.41, surpassing the expected 2.01 by 19.9% . The stock experienced a 14.61% price change on the earnings day and a 12.96% change over the next five days, reflecting market reactions to the results.
How did NTES’s stock price react after the FY2025Q1 earnings release?
What are the revenue and EPS estimates for NTES for 2025/Q2?
How does NTES’s stock price correlate with earnings forecast revisions?
What should investors expect from NTES’s next earnings report?