NetEase

Morgan Stanley raises NetEase to "overweight" and names the stock a top pick, supported by a diversified business model and recurring revenues from in-game purchases. The release of "Ananta," scheduled for January 2027, offers potential in the open-world segment. NetEase recorded net revenue of USD 8.9 billion in the first half of 2026 and benefits from long-lived game titles that secure stable revenues. » More on finanzen.net

NetEase reported Q2 revenue of RMB 30.1 billion, driven by games and value-added services (RMB 25 billion) with online games revenue up 10% and games gross margin rising to 76.1%, boosting gross profit. Non-GAAP net income fell to RMB 7.7 billion due to investment losses, while newer titles showed mixed execution—Sea of Remnants faced onboarding issues—and online games revenue slipped 2% quarter over quarter in some segments. Youdao and NetEase Cloud Music contributed modestly, leaving the company heavily dependent on its games franchise performance. Net cash stood at RMB 167.5 billion and the company is running an active $5 billion buyback. » More on finance.yahoo.com

NetEase reported adjusted earnings per ADS of RMB 12.02 for Q2, missing consensus expectations; the decline was mainly due to losses from investments rather than the core business. Net revenue exceeded estimates at RMB 30.1 billion, up 7.9% year-on-year, while gross margins widened significantly. The gaming segment contributed RMB 25 billion to quarterly revenue; titles like Eggy Party surpassed 700 million registered users, lifting the stock in Hong Kong by about 2.2%. » More on de.investing.com

NetEase posted Q2 revenue of RMB 30.1 billion, up 7% year over year, with games and related services rising 10% to RMB 25 billion. Overall gross margin improved to 70.5% from 64.7%, and non-GAAP net income was RMB 7.7 billion while net cash stood at RMB 157.5 billion. The board approved a $0.096 quarterly dividend and the company repurchased about $2.3 billion of ADSs under its buyback program. Management highlighted strong engagement for titles like Eggy Party and global successes for Where Winds Meet and Marvel Rivals, plans to refine newer releases such as Sea of Remnants, and continued investment in AI to accelerate game development. » More on finance.yahoo.com

NetEase reported Q1 2026 EPS of 17.46 (estimate 15.39) and revenue of 30.59 billion RMB (expectation 29.65 billion RMB). Gross margin rose to 69.4% and the games segment materially contributed to the 6% revenue increase. Higher marketing spending raised costs, despite a strong cash position and a continued share buyback program. In premarket trading the stock fell 4.13%; management points to new game launches and global expansion as growth drivers. » More on de.investing.com