NetEase, Inc. (NTES)

NetEase, Inc. (NASDAQ:NTES ) Q2 2025 Earnings Conference Call August 14, 2025 8:00 AM ET Company Participants Bill Pang - Vice President of Corporate Development Lei Ding - Founder, CEO & Director Conference Call Participants Alicia Yap - Citigroup Inc., Research Division Felix Liu - UBS Investment Bank, Research Division Jialong Shi - Nomura Securities Co. Ltd., Research Division Lincoln Kong - Goldman Sachs Group, Inc., Research Division Ritchie Sun - HSBC Global Investment Research Xiaomeng Zhuang - BofA Securities, Research Division Yang Bai - China International Capital Corporation Limited, Research Division Yang Liu - Morgan Stanley, Research Division Brandi Piacente - The Piacente Group, Inc. Operator Good day, and welcome to the NetEase Second Quarter 2025 Earnings Conference Call.

Investors interested in Internet - Software and Services stocks are likely familiar with Globant (GLOB) and NetEase (NTES). But which of these two companies is the best option for those looking for undervalued stocks?

July PPI/Core PPI Jumped Unexpectedly.

PPI prints soared +90 bps month over month, sending pre-markets from flat into the red.

NetEase Inc NTES reported its second-quarter results broadly in-line with expectations, according to Goldman Sachs.

HANGZHOU, China , Aug. 14, 2025 /PRNewswire/ -- NetEase Cloud Music Inc. (HKEX: 9899 or the "Company"), a leading interactive music streaming service provider in China, today announced its financial results for the first half of 2025 ended June 30, 2025. Summary of Key Financial Metrics  (RMB in thousands, unless otherwise stated) Six months ended 30 June 2025 2024 (Unaudited) (Unaudited) Revenue 3,827,117 4,070,493 Gross profit 1,392,485 1,425,731 Operating profit 844,506 599,933 Profit before income tax 1,068,060 813,578 Profit for the period (1) 1,882,142 809,949 Non-IFRS Measure (2 ) : Adjusted operating profit 905,360 670,850 Adjusted net profit 1,946,353 880,749 Note: (1)  During the period ended 30 June 2025, the Group recognised a deferred income tax credit of RMB849.4 million which primarily arose from the recognition of deferred tax assets in respect of cumulative tax losses incurred by a wholly-owned subsidiary.

HANGZHOU, China , Aug. 14, 2025 /PRNewswire/ -- NetEase, Inc. (NASDAQ: NTES and HKEX: 9999, "NetEase" or the "Company"), a leading internet and game services provider, today announced the appointment of Mr. Kok Chung Johnny Chan to its board of directors as an independent director, effective as of August 14, 2025.

HANGZHOU, China , Aug. 14, 2025 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an AI-powered solutions provider specializing in artificial intelligence applications for the learning and advertising verticals, today announced its unaudited financial results for the second quarter ended June 30, 2025. Second Quarter 2025 Financial Highlights Total net revenues were RMB1.4 billion (US$197.9 million), representing a 7.2% increase from the same period in 2024.

HANGZHOU, China , Aug. 14, 2025 /PRNewswire/ -- NetEase, Inc. (NASDAQ: NTES and HKEX: 9999, "NetEase" or the "Company"), a leading internet and game services provider, today announced its unaudited financial results for the second quarter ended June 30, 2025. Second Quarter  202 5  Financial Highlights Net revenues were RMB27.9 billion (US$3.9 billion), an increase of 9.4% compared with the same quarter of 2024.

Set to report their Q2 results on Thursday, August 14, NetEase (NTES) and Vipshop (VIPS) are two top-rated Chinese tech firms that investors will want to pay attention to.

Globant and NetEase stand out in the Internet-Software & Services industry with global reach, AI-driven growth, and resilient subscription models.

NetEase's gaming surge with Marvel Rivals and Once Human may face offset from music, learning and retail softness.

The Hang Seng Index has been in an uptrend this year as global investors rotated to equities. It jumped to the year-to-date high of $25,750, much higher than the 2023 low of $14,515.

After losing some value lately, a hammer chart pattern has been formed for NetEase (NTES), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.

These five dividend growth stocks, BYD, TEL, UGI, NTES and GRMN, combine consistent payouts with solid upside potential.

HANGZHOU, China , July 31, 2025 /PRNewswire/ -- NetEase Cloud Music Inc. (HKEX: 9899 or the "Company"), a leading interactive music streaming service provider in China, today announced that it will report its financial results for the first half year of 2025 ended June 30, 2025 on Thursday, August 14, 2025, after the Hong Kong market closes. The Company's management will host an earnings conference call at 7:00 p.m.