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NetEase, Inc. (NTES) executive Mo Bin, Vice President Finance, filed a Rule 144 notice to sell 716 American Depositary Shares (ADS), each representing 5 ordinary shares. The ADSs, received as service compensation RSU grants, are expected to be sold on or after September 1, 2026 through Citigroup Global Markets on Nasdaq.
NetEase, Inc. (NTES) reported that its board granted 224,739 Awards under its 2019 Share Incentive Plan on August 28, 2026. These Awards relate to 224,739 ADSs, equivalent to 1,123,695 underlying Shares, and were granted to employee participants only.
The Awards have a nil purchase price upon vesting and will vest in three installments on September 1, 2027, 2028 and 2029, subject to individual performance thresholds. A clawback mechanism applies in specified misconduct or integrity-related situations. After this grant, 171,568,093 Shares remain available for future grants under the plan within the overall 320,125,098-Share Scheme Limit.
NetEase, Inc. (NTES) reported solid top-line growth but softer earnings for the second quarter and first half of 2026 under U.S. GAAP. Net revenues were RMB30.1 billion (US$4.44 billion) in Q2 2026 and RMB60.7 billion (US$8.95 billion) for the six months ended June 30, 2026, both up versus 2025.
Games and related value-added services remained the core business with RMB25.0 billion of Q2 revenue and RMB50.7 billion for the half year, driven by self-developed titles including the Fantasy Westward Journey franchise, Where Winds Meet and Eggy Party. Q2 cost of revenues fell to RMB8.9 billion, supporting gross profit of RMB21.2 billion. However, higher operating expenses, weaker investment results and a higher effective tax rate (25.5% in Q2) led to Q2 net income attributable to shareholders of RMB7.0 billion, and first-half net income of RMB17.7 billion, both below 2025 levels.
Non-GAAP net income for the first half was RMB19.0 billion, excluding share-based compensation. Net cash stood at a strong RMB167.5 billion as of June 30, 2026. The board approved a Q2 2026 dividend of US$0.096 per share (US$0.480 per ADS) and continued buybacks, repurchasing about 2.8 million ADSs in the period for US$324.1 million.
NetEase, Inc. reported that Vice President, Finance Mo Bin acquired 716 American Depositary Shares (ADSs) as a compensation-related grant. These represent 716 restricted stock units (RSUs) that satisfied a performance-based vesting condition on August 11, 2026 and remain subject to time-based vesting. The RSUs will vest on September 1, 2026, contingent on continued service, and each RSU will deliver one ADS, with each ADS representing five ordinary shares of NetEase.
NetEase, Inc. filed a quarterly Form 13F as an institutional investment manager, signed by its Chief Executive Officer, William Lei Ding. The filing is a 13F holdings report, indicating that all reportable U.S. equity holdings of the manager are included. The report covers 2 line-item positions with an aggregate reported value of $765,380,098, rounded to the nearest dollar, and lists no other included managers.
NetEase, Inc. furnished a report as a foreign private issuer describing an administrative update related to its share capital reporting. The company submitted to The Stock Exchange of Hong Kong Limited a revised monthly return for movements in authorized share capital and issued shares for July 2026, dated August 11, 2026. This revised return updates and replaces an earlier version that had been submitted on August 6, 2026 and previously furnished to the U.S. market as an exhibit.
NetEase, Inc. plans a board meeting on Thursday, August 20, 2026 (Beijing/Hong Kong time) to approve its unaudited results for the second quarter and first half year ended June 30, 2026. The company will publish these results at or around 6:00 p.m. the same day on the Hong Kong Stock Exchange website.
An earnings teleconference call with simultaneous webcast is scheduled for 8:00 p.m. on August 20, 2026 (Beijing/Hong Kong time). Participants may join by dialing 1-914-202-3258 and using conference ID 10056362. The board currently comprises director William Lei Ding and five independent directors.
NetEase, Inc. has amended and restated its 2019 share incentive plan as the Second Amended and Restated 2019 Share Incentive Plan, effective June 30, 2026, in connection with its conversion to dual primary listing status on the Stock Exchange of Hong Kong.
The plan uses options and restricted share units to compensate and incentivize employees, directors and consultants across the group and certain related entities. Subject to adjustments, the maximum aggregate number of Shares issuable under all awards is the lower of 322,458,300 Ordinary Shares or 10% of issued and outstanding Ordinary Shares (excluding Treasury Shares) at the date of shareholder approval, with a 1% sublimit for New Share awards to consultants. Each ADS represents five Ordinary Shares.
Options must be priced at least at the higher of the grant-date closing price and the five-day average on the relevant exchange, and awards funded by New Shares generally have an overall vesting period of at least 12 months, subject to limited exceptions. The plan includes clawback provisions for misconduct and gives the administrator broad discretion in a Corporate Transaction, including possible vesting acceleration, cash payment, or assumption of awards. It is stated to run for a 10-year term from February 2023 until the end of February 2033 and is incorporated by reference into the company’s Form S-8 registration statement.
NetEase, Inc. filed a Form 6-K as a foreign private issuer for July 2026. The filing explains that the company submitted to The Stock Exchange of Hong Kong Limited a monthly return form dated July 7, 2026 covering movements in its authorized share capital and issued shares for June 2026, which is attached as Exhibit 99.1.