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NetEase (NTES) Stock News, Nov 2025-Feb 2026

NTES NYSE

Welcome to our dedicated page for NetEase news (Ticker: NTES), a resource for investors and traders seeking the latest updates and insights on NetEase stock.

NetEase, Inc. reports developments as a foreign issuer and ADR company with securities traded on Nasdaq and the Hong Kong Stock Exchange. The company is an internet and game services provider centered on premium content, with a gaming ecosystem spanning mobile, PC and console titles in China and global markets.

Recurring news covers quarterly and annual financial results, game and value-added services revenue drivers, annual Form 20-F reporting, and updates involving majority-controlled subsidiaries. These include Youdao, which provides AI-powered learning and advertising solutions, NetEase Cloud Music, an online music platform with a content community, and Yanxuan, NetEase's private-label consumer lifestyle brand.

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Youdao (NYSE:DAO) reported fourth-quarter and full-year 2025 unaudited results. Q4 revenue was RMB1.6B, up 16.8% YoY; FY revenue was RMB5.9B, up 5.0% YoY. Gross margin fell to 44.3% for 2025 from 48.9% in 2024. Youdao achieved its sixth consecutive quarter of operating profitability and its first full year of positive operating cash flow in 2025. The company highlighted strong growth in online marketing (+28.5% FY) and AI-driven subscription products, while smart devices and tutoring revenue declined. NetEase Group continues to provide financial support through loan facilities and other assistance.

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NetEase (DAO) reported fourth-quarter 2025 net revenues of RMB27.5 billion (US$3.9 billion) and fiscal‑year 2025 net revenues of RMB112.6 billion (US$16.1 billion). Fiscal non‑GAAP net income was RMB37.3 billion (US$5.3 billion). Net cash rose to RMB163.5 billion (US$23.4 billion). The board approved a US$0.232 per share quarterly dividend and extended a US$5.0 billion repurchase program; ~22.1 million ADSs repurchased for US$2.0 billion to date. Company highlighted AI integration across game development and strong global franchise engagement.

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Youdao (NYSE: DAO) will report its fourth quarter and fiscal year 2025 financial results on Wednesday, February 11, 2026, before U.S. market open. Management will host an earnings teleconference and simultaneous webcast to discuss the results and answer questions.

The call is scheduled for 5:00 a.m. ET (Beijing/Hong Kong: 6:00 p.m. Feb 11, 2026). Dial-in and replay details are provided on the company investor relations website.

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Rhea-AI Summary

NetEase (NASDAQ: NTES) will report fourth quarter and fiscal year 2025 results on Wednesday, February 11, 2026, before U.S. market open. Management will host an earnings teleconference and simultaneous webcast at 7:00 a.m. ET the same day.

Investors may dial in with conference ID 10052758 or view the live webcast; a phone replay is available through February 18, 2026 and the webcast replay will remain available for 12 months on the company investor relations website.

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NetEase (DAO) announced the retirement of Yingfeng Ding, Executive Vice President and head of the Interactive Entertainment Group, effective December 31, 2025. After 23 years with the company, he will step down from his operational role and will remain a consultant to NetEase in 2026. CEO William Ding thanked Yingfeng Ding for his contributions to flagship titles and to building R&D and operational capabilities.

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Youdao (NYSE: DAO) reported third quarter 2025 unaudited results: total net revenues RMB1,628.5 million (US$228.8M), up 3.6% year-over-year. Online marketing revenue rose 51.1% to RMB739.7 million, while learning services and smart devices declined by 16.2% and 22.1%, respectively. Gross margin fell to 42.2% from 50.2% year-over-year. Income from operations dropped 73.7% to RMB28.3 million. Cash and short-term investments totaled RMB557.7 million as of Sept 30, 2025. NetEase Group continues to provide financial support via loans and the company repurchased ~7.5M ADSs for US$33.8M.

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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.

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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).

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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.

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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.

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FAQ

What is the current stock price of NetEase (NTES)?

The current stock price of NetEase (NTES) is $115.61 as of September 11, 2026.

What is the market cap of NetEase (NTES)?

The market cap of NetEase (NTES) is approximately 74.0B.