Netease Stock Price, News & Analysis

Youdao (NYSE: DAO) will hold its Annual General Meeting of shareholders on December 16, 2025 from 3:00 p.m. to 5:00 p.m. Beijing Time at its Beijing offices in Zhongguancun Software Park.

No proposals will be submitted for shareholder approval; the meeting is an open forum for shareholders and ADS holders to discuss company affairs with management. The Board fixed December 1, 2025 (EST) as the record date to determine shareholders entitled to attend.

Shareholders and beneficial owners of ADSs may access the company's annual report on the investor relations site and the SEC website, and may request a free hard copy by emailing IR@rd.netease.com.

NetEase (DAO) reported Q3 2025 net revenues of RMB28.4 billion (US$4.0 billion), up 8.2% year‑over‑year, driven by games revenue RMB23.3 billion (+11.8% YoY). Gross profit was RMB18.2 billion (+10.3% YoY) and net income attributable to shareholders was RMB8.6 billion (non‑GAAP RMB9.5 billion). Basic EPS was US$0.38 and non‑GAAP EPS US$0.42.

The company reported net cash of RMB153.2 billion, approved a Q3 dividend of US$0.1140 per share and extended its US$5.0 billion share repurchase program through January 9, 2029 (US$2.0 billion spent to date on ~22.1M ADSs).

Mariah Carey's album Here For It All became her most-streamed studio album launch in China on Nov 7, 2025, according to NetEase Cloud Music.

The release generated more than four times the streaming volume of Carey's 2018 album Caution in its first two weeks, set record-first-day streams, and by day 14 outpaced every Carey studio album from the past decade in China. The project was released independently via gamma. and used a direct-to-platform rollout with NetEase Cloud Music (over 200 million monthly active users) featuring splash takeovers, hashtag events, and artist-led comment activations.

Youdao (NYSE: DAO) will report third quarter 2025 financial results on Thursday, November 20, 2025 before U.S. market open. The company will host an earnings teleconference with simultaneous webcast on November 20, 2025 at 5:00 a.m. ET (Beijing/Hong Kong Time: 6:00 p.m.).

Management will discuss results and take questions. Dial-in numbers and conference ID 2070537 are provided for U.S., international, China, and Hong Kong callers. A live and archived webcast will be available at http://ir.youdao.com. A phone replay will be accessible one hour after the call through November 27, 2025 with replay access code 2070537.

NetEase (NASDAQ: NTES) will report its 2025 third-quarter financial results on Thursday, November 20, 2025, before U.S. market open. The company scheduled an earnings teleconference and simultaneous webcast at 7:00 a.m. Eastern Time (Beijing/Hong Kong Time: 8:00 p.m. the same day) where management will discuss results and take questions.

Interested parties may join the conference by dialing 1-914-202-3258 with conference ID 10051135; a replay is available by dialing 1-855-883-1031 with PIN 10051135 through November 27, 2025. The live webcast and a 12-month replay will be accessible on NetEase's investor relations website at http://ir.netease.com/.

NetEase (NASDAQ: NTES) has appointed Mr. Kok Chung Johnny Chan as an independent director to its board, effective August 14, 2025. Chan brings over 40 years of experience in investment banking and management, currently serving as Chief Investment Officer of Hong Kong Cyberport Management Company.

Chan's extensive background includes roles as a member of the Market Misconduct Tribunal, Securities and Futures Appeals Tribunal, and former deputy chairman of the Hong Kong Stock Exchange Listing Committee. He also serves as an independent director for CNQC International Holdings and Hangzhou SF Intra-city Industrial.

Youdao (NYSE: DAO), an AI-powered learning and advertising solutions provider, reported its Q2 2025 financial results with significant improvements. Total net revenues reached RMB1.4 billion (US$197.9 million), up 7.2% year-over-year, marking the company's first-ever profitable second quarter.

Key performance metrics include a 2.2% increase in learning services revenue to RMB657.8 million, a 23.8% growth in online marketing services to RMB632.9 million, while smart devices revenue declined 23.9%. The company achieved an operating income of RMB28.8 million, compared to a loss of RMB72.6 million in the previous year. Gross margin was 43.0%, down from 48.2% year-over-year.

The company highlighted the success of its AI Native Strategy, including the release of Confucius 3 LLM and AI-driven products that contributed to approximately 30% year-over-year growth in AI-driven subscription services.

NetEase (NASDAQ: NTES) reported strong Q2 2025 financial results with net revenues of RMB27.9 billion (US$3.9 billion), up 9.4% year-over-year. The company's gaming segment led growth with RMB22.8 billion in revenues, increasing 13.7% from 2024. Net income reached RMB8.6 billion (US$1.2 billion), with non-GAAP earnings of US$0.42 per share.

The quarter saw successful global game launches, including FragPunk, Dunk City Dynasty, and MARVEL Mystic Mayhem. Established franchises maintained strong momentum, with Fantasy Westward Journey Online reaching a new peak of 2.93 million concurrent players. The company declared a quarterly dividend of US$0.5700 per ADS and continued its share repurchase program, having bought back US$2.0 billion worth of ADSs.

Key metrics showed solid performance in gaming and education segments, though Cloud Music revenues decreased 3.5% and innovative businesses declined 17.8% year-over-year.

NetEase (NASDAQ: NTES), a leading internet and game services provider, has scheduled its second quarter 2025 financial results announcement for August 14, 2025, before U.S. markets open.

The company will host an earnings conference call with webcast at 8:00 a.m. Eastern Time (8:00 p.m. Beijing/Hong Kong Time) on the same day. Management will discuss quarterly results and take questions during the call. The webcast replay will be available for 12 months on NetEase's Investor Relations website.