NetEase, Inc.
NetEase, Inc is a Communication Services company operating in Electronic Gaming & Multimedia with a $77.74B market cap.
Most recent earnings call: Q1 FY26 on May 21, 2026.
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks NTES'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 70% 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 NTES.
$ curl https://api.spokenalpha.com/v1/companies/NTESFAQ
Spoken Alpha indexes NTES's earnings call transcripts at https://spokenalpha.com/companies/NTES. 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. (NTES) held its most recent earnings call on 2026-05-21, covering fiscal Q1 2026.
NetEase, Inc. (NTES) 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 | $0.87 | $0.69 | +25.4% | +0.6% | +1.4% |
| Q4 FY2026 | $1.12 | $0.89 | +25.8% | +3.5% | +6.1% |
| Q3 FY2026 | $1.02 | $0.80 | +27.2% | -5.5% | -4.6% |
| Q2 FY2026 | $1.08 | $0.93 | +16.4% | +0.2% | -1.6% |
| Q1 FY2025 | $0.98 | $0.79 | +24.5% | -1.3% | -0.4% |
| Q4 FY2025 |
| $1.05 |
| $0.90 |
| +17.2% |
| +4.0% |
| +6.3% |
| Q3 FY2025 | $1.28 | $1.03 | +24.0% | +1.3% | 0.0% |
| Q2 FY2025 | $1.09 | $0.94 | +16.2% | +4.4% | +2.9% |
| Q1 FY2024 | $1.25 | $1.03 | +21.7% | -4.2% | -3.0% |
| Q4 FY2024 | $1.17 | $0.99 | +17.9% | +3.8% | +1.8% |