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NetEase Q1 Earnings Call Highlights
MarketBeat· 2026-05-21 22:09
Total net revenue rose 6% year over year to RMB 30.6 billion, or $4.4 billion, Vice President of Finance Aileen Mo said on the company's earnings call. Games and related value-added services generated RMB 25.7 billion in revenue, up 7% from a year earlier. Online game revenue totaled RMB 25.1 billion, increasing 18% quarter over quarter and 7% year over year, which Mo attributed to higher revenue from self-developed games including the Fantasy Westward Journey franchise and Where Winds Meet. Get NetEase ale ...
NTES(NTES) - 2026 Q1 - Earnings Call Presentation
2026-05-21 20:00
业绩总结 - 2026年第一季度,NetEase的净收入为44.35亿美元,同比增长6.1%[38] - 归属于公司股东的净收入为15.47亿美元,同比增长3.6%[38] - 每ADS稀释净收入为2.40美元,同比增长2.9%[38] - 2026年第一季度的毛利为30.62亿美元,毛利率为69.4%[38] - 2026年第一季度的运营现金流为20亿美元[28] 用户数据 - 游戏及相关增值服务的净收入为37.28亿美元,占总收入的84.0%[38] - NetEase Cloud Music的净收入为2.87亿美元,同比增长6.6%[22] - Youdao的净收入为1.35亿美元,同比下降13.9%[38] - 创新业务及其他的净收入为2.25亿美元,同比下降4.7%[24] 现金流与财务状况 - 截至2026年3月31日,NetEase的现金及现金等价物为73.67亿美元[37]