NetEase, Inc.
NetEase, Inc is a Communication Services company operating in Electronic Gaming & Multimedia with a $77.72B market cap.
Behavioral analysis
Disclosures
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks NETTF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 90% positive reaction rate
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for NETTF.
$ curl https://api.spokenalpha.com/v1/companies/NETTFFAQ
Spoken Alpha indexes NETTF's earnings call transcripts at https://spokenalpha.com/companies/NETTF. Each call links to attributed speakers and parsed analyst Q&A. NetEase, Inc.'s own investor relations page is at https://ir.netease.com/.
NetEase, Inc. (NETTF) operates in the Communication Services sector (Electronic Gaming & Multimedia industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.57 | $1.21 | +29.6% | +1.4% | +1.5% |
| Q4 FY2026 | $1.43 | $1.12 | +27.3% | -1.3% | +1.7% |
| Q3 FY2026 | $1.33 | $1.02 | +30.0% | +4.8% | +6.6% |
| Q2 FY2026 | $1.49 | $1.18 | +26.2% | +0.7% | -1.3% |
| Q1 FY2025 | $1.45 | $1.18 | +23.3% | +1.8% | +0.7% |
| Q4 FY2025 |
| $1.44 |
| $1.13 |
| +27.7% |
| +3.9% |
| +1.5% |
| Q3 FY2025 | $1.54 | $1.17 | +31.6% | +5.2% | +2.2% |
| Q2 FY2025 | $1.47 | $1.17 | +25.3% | +1.9% | +0.4% |
| Q1 FY2024 | $1.55 | $1.29 | +20.1% | +3.0% | +4.1% |
| Q4 FY2024 | $1.38 | $1.16 | +18.8% | +6.4% | +7.5% |