NetEase, Inc. · NTES · Next earnings

NetEase, Inc. reports Thursday, Nov 19, 2026

NTES reports before market open with consensus EPS at $2.44 and revenue at $4.51B. Last quarter: NetEase combines game growth with AI and global expansion plans

Reports Before market open15 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.44 Calendar consensus
Consensus revenue $4.51B Calendar consensus
Report date Nov 19, 2026 Thursday, date estimated
Session Before market open 15 days away

Where NTES left off: FY2026 Q2

Full report

NetEase combines game growth with AI and global expansion plans

EPS surprise -23.7% Reported $1.77 vs $2.32
Revenue surprise +2.3% Reported $4.43B vs $4.33B
Stock move -5.8% Event window
Subsequent drift -3.0% Up to 20 sessions

No formal guidance sentiment was provided in the supplied analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Early learning-curve feedback on Sea of Remnants may weigh on player retention.
  • Online-games revenue declined quarter over quarter as self-developed and licensed titles softened.
  • Investment losses contributed to lower non-GAAP net income.

Questions analysts left open

  • Q3 performance expectations and outlook remain a focus.
  • New-title gameplay feedback could affect early engagement.
  • Ananta’s differentiation and the monetization and timing of Beneath The Mist and Tamas: Shadowveil warrant monitoring.

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Recent NTES quarters

All NTES earnings
-5.8%FY2026 Q2-2.1%FY2026 Q1-4.1%FY2025 Q4+0.4%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.