网易 20250515 摘要 • NetEase's Q1 2025 shows a 7% YoY revenue increase, driven by new game successes and flagship titles, boosting gaming and value-added services revenue by 12% YoY to RMB 24.0 billion. This growth is fueled by global expansion and diversification of its game portfolio. • "Marvel Rivals" has sustained strong global player engagement, reclaiming the top spot on Steam's Global Top Seller chart after Season 2's launch in April, which introduced new maps, heroes, and themes. This demonstrates NetEa ...

I n v e s t o r R e l a t i o n s , F e b r u a r y 2 3 , 2 0 2 3 This presentation contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. Statements that are not historical facts, including statements about the Company's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties, and a number of factors could cause actual results to diff ...

Youdao (DAO) Q1 2025 Earnings Call May 15, 2025 06:00 AM ET Company Participants Jeffrey Wang - Investor Relations DirectorFeng Zhou - Founder, CEO & DirectorPeng Su - Vice President of Strategies & Capital MarketsBrian Gong - Internet & Media ResearchLiping Zhao - Vice PresidentThomas Chong - Managing DirectorLei Jin - PresidentYongwei Li - VP of Finance & Senior Financial Controller Conference Call Participants None - Analyst Operator Good day, and welcome to Yodao's First Quarter twenty twenty five Earni ...

Youdao (DAO) Q1 2025 Earnings Call May 15, 2025 06:00 AM ET Speaker0 Good day, and welcome to Yodao's First Quarter twenty twenty five Earnings Conference Call. All participants are in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Jeffrey Wang, Investor Relations Director. Please go ahead. Speaker1 Thank you, operator. Please note the discussion today will contain forward ...

HANGZHOU, China, May 15, 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 first quarter ended March 31, 2025.First Quarter 2025 Financial Highlights Total net revenues were RMB1.3 billion (US$178.9 million), representing a 6.7% decrease from the same period in 2024.- Net revenues from learning servi ...

Core Viewpoint - NetEase, Inc. reported strong financial results for the first quarter of 2025, driven by robust performance in its gaming segment and ongoing innovation across its business lines [1][5][10]. Financial Highlights - Net revenues for Q1 2025 were RMB 28.8 billion (US$ 4.0 billion), a 7.4% increase year-over-year [7][10]. - Net revenues from games and related value-added services reached RMB 24.0 billion (US$ 3.3 billion), marking a 12.1% increase compared to the same quarter of 2024 [8][10]. - Gross profit for the quarter was RMB 18.5 billion (US$ 2.5 billion), an increase of 8.6% year-over-year [13][10]. - Net income attributable to shareholders was RMB 10.3 billion (US$ 1.4 billion), up from RMB 7.6 billion in Q1 2024 [17][10]. - Non-GAAP net income attributable to shareholders was RMB 11.2 billion (US$ 1.5 billion), reflecting a significant increase from RMB 8.5 billion in the same quarter of the previous year [18][10]. Operational Highlights - The company launched several successful titles, including "Marvel Rivals" and "Where Winds Meet," which contributed to increased engagement and revenue [10][8]. - Youdao's net revenues were RMB 1.3 billion (US$ 178.9 million), consistent with the previous quarter but down 6.7% year-over-year due to a focus on core services [9][10]. - NetEase Cloud Music reported revenues of RMB 1.9 billion (US$ 256.1 million), a decrease of 8.4% compared to the same quarter of 2024 [11][10]. - Innovative businesses and others generated RMB 1.6 billion (US$ 223.8 million), down 17.6% year-over-year, primarily due to reduced revenues from advertising services [12][10]. Cash Flow and Dividend - As of March 31, 2025, the company's net cash totaled RMB 137.0 billion (US$ 18.9 billion), an increase from RMB 131.5 billion at the end of 2024 [20][10]. - The board approved a dividend of US$ 0.1350 per share for Q1 2025, payable in June 2025 [21][10]. Share Repurchase Program - The company has repurchased approximately 21.6 million ADSs for a total cost of US$ 1.9 billion under its ongoing share repurchase program [24][10].

Core Viewpoint - NetEase, Inc. is set to report its financial results for the first quarter of 2025 on May 15, 2025, before the U.S. markets open [1] Group 1: Financial Reporting - The earnings teleconference call will occur at 8:00 a.m. Eastern Time on May 15, 2025, with management discussing quarterly results and answering questions [2] - Interested parties can participate in the conference call by dialing 1-914-202-3258 and providing conference ID: 10046898, 15 minutes prior to the call [3] - A replay of the call will be available until May 22, 2025, and will also be webcast live for 12 months on NetEase's Investor Relations website [3] Group 2: Company Overview - NetEase, Inc. is a leading internet and game services provider, known for its premium content and extensive gaming ecosystem [4] - The company operates popular mobile and PC games in China and globally, supported by one of the largest in-house game R&D teams [5] - Beyond gaming, NetEase offers services through subsidiaries like Youdao, an intelligent learning and advertising solutions provider, and NetEase Cloud Music, an online music platform [6]