NetEase, Inc. (NTES) SEC Filings & Earnings Calls
EquiReason read 26 NetEase, Inc. SEC filings in the last 12 months. Latest: 6-K on 2026-10-07 — NetEase files monthly return with HK Exchange regarding share capital movements in September 2026; routine administrative filing with no material financial or operational impact..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
NTESNetEase, Inc.Follow NTES — free
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- Market cap
- 75.7B
- P/E TTM
- —
- Dividend yield
- 2.6%
- 52-week
- —
- Next earnings
- 12 Nov, in 19 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
7 Oct 20266-KNetEase files monthly return with HK Exchange regarding share capital movements in September 2026; routine administrative filing with no material financial or operational impact.SEC ↗
30 Sep 20266-KNetEase filed a Next Day Disclosure Return with HKEX detailing changes in issued shares and treasury shares due to share award vesting and a small share repurchase. The net change in issued shares is minimal (increase of ~401k shares from vshare dilutionSEC ↗
24 Sep 20266-KFurnishing of interim report for first six months of FY2026 as required by Hong Kong Stock Exchange listing rules; no material new information beyond routine periodic reporting.SEC ↗
4 Sep 20266-KNetEase filed a monthly return with HKEX regarding share capital movements; no material changes in issued shares.open
Figures in the filing · each found in the filing text
| Authorized share capital · August 2026 | $100M | |
| Issued shares (excluding treasury) · August 2026 | 3,201,250,981 | |
| Treasury shares · August 2026 | 10,804,675 |
28 Aug 20266-KNetEase files 6-K announcing grant of awards under the 2019 Share Incentive Plan; no financial details or material business impact disclosed.open
Risks flagged
Potential dilution from share awards, but no specific numbers provided; low severity.
“Grant of awards under 2019 Share Incentive Plan; no details on number of shares or value.”
20 Aug 20266-KNetEase Q2 2026: revenue RMB30.1B (+7.9% YoY), gross profit RMB21.2B (+17.5% YoY), net income RMB7.0B. Games revenue RMB25.0B (+9.7% YoY). Non-GAAP net income RMB7.7B. CEO cites robust performance and player enthusiasm.earningsopen
Figures in the filing · each found in the filing text
| Basic net income per ADS · Q2-2026 | $1.61 | |
| Non-GAAP basic net income per ADS · Q2-2026 | $1.78 |
Risks flagged
Innovative businesses revenue decline of 3.5% YoY may indicate competitive pressure or market saturation.
“Innovative businesses and others net revenues were RMB1.6 billion, a decrease of 3.5% compared with the same quarter of 2025.”
11 Aug 20266-KMonthly return on share capital movements for July 2026; no material operational or financial event.SEC ↗
6 Aug 20266-KMonthly return filed with HKEX regarding share capital movements; no material operational or financial event.SEC ↗
6 Aug 20266-KAnnouncement of board meeting date and earnings release schedule for Q2/H1 2026; no financial results or material event.SEC ↗
15 Jul 20266-KNetEase amends and restates 2019 Share Incentive Plan in connection with dual primary listing in Hong Kong; no financial impact.SEC ↗
7 Jul 20266-KNetEase filed a monthly return with HKEX regarding share capital movements for June 2026. No material operational or financial event; routine administrative filing.SEC ↗
25 Jun 20266-KNetEase announces dual-primary listing conversion on HK Exchange effective June 30, 2026, with full compliance to HK Listing Rules.open
Risks flagged
Potential compliance risks if unable to meet HK Listing Rules post-conversion.
“in the event the Company is unable to demonstrate full compliance with an applicable HK Listing Rule... the Company would be in potential breach” · word for word
23 Jun 20266-KNetEase announces all resolutions passed at 2026 Annual General Meeting, including adoption of Third Amended and Restated Memorandum and Articles of Association.SEC ↗
21 May 20266-KNetEase Q1 2026 net revenues RMB30.6B (+6.1% YoY); games revenues RMB25.7B (+6.9% YoY); gross profit RMB21.2B (+14.8% YoY); net income RMB10.7B. Strong performance from established titles and global expansion.open
Figures in the filing · each found in the filing text
| Basic Net Income Per ADS · Q1-2026 | $2.42 | |
| Non-GAAP Basic Net Income Per ADS · Q1-2026 | $2.56 |
Risks flagged
Decline in innovative businesses segment, including e-commerce and advertising, may indicate competitive pressure or market saturation.
“Innovative businesses and others net revenues were RMB1.5 billion (US$224.6 million), a decrease of 4.6% compared with the same quarter of 2025.” · word for word
18 May 20266-KProxy statement for annual general meeting; no material financial or operational event.SEC ↗
8 May 20266-KNetEase files Form 6-K announcing record date for annual general meeting of shareholders; no financial or operational content.SEC ↗
7 May 20266-KFiling announces date of board meeting and publication of Q1 2026 earnings; no financial results or material events disclosed.SEC ↗
15 Apr 20266-KNetEase, Inc. filed a 6-K to furnish its annual report for the year ended December 31, 2025, published pursuant to Hong Kong Stock Exchange listing rules. No new financial results or material events.SEC ↗
15 Apr 202620-FNetEase filed its annual report on Form 20-F, disclosing regulatory risks including PRC tax residency, HFCAA delisting risk, and foreign exchange losses, and received a Migration Exchange Notice from HKEX.open
Risks flagged
PRC tax reclassification risk
“If we were considered a 'resident enterprise,' we would be subject to the EIT rate of 25.0% of our global income.” · word for word
Foreign exchange risk
“We experienced a RMB775.9 million net foreign exchange loss in 2025.”
Regulatory compliance risk
“On October 16, 2023, the State Council promulgated the Regulation on the Protection of Minors in Cyberspace.” · word for word
PCAOB inspection risk
“If the PCAOB determines in the future that it no longer has full access to inspect and investigate completely accounting firms in China mainland and Hong Kong... our securities would be prohibited from being traded on a national securities exchange.” · word for word
13 Apr 20266-KNetEase filed a 6-K to report a change of address of its principal place of business in Hong Kong. No financial or operational impact.SEC ↗
2 Mar 20266-KNetEase files Form 6-K announcing a migration exchange notice pursuant to HK Listing Rules; no financial or operational impact.SEC ↗
11 Feb 20266-KNetEase Q4 2025 revenue RMB27.5B (+3% YoY), net income RMB6.2B; AI integration across game development; strong global game performance with Marvel Rivals and Where Winds Meet.open
Figures in the filing · each found in the filing text
| Basic Net Income Per ADS · Q4-2025 | $1.40 | |
| Non-GAAP Basic Net Income Per ADS · Q4-2025 | $1.58 |
Risks flagged
Sequential revenue decline due to seasonal normalization
“Quarter-over-quarter decrease in online games net revenues reflected the fact that the prior quarter benefited from a high level of diversified events for the summer period.” · word for word
Innovative businesses segment revenue decline
“Innovative businesses and others net revenues decreased 10.4% YoY.”
28 Jan 20266-KFiling announces board meeting date and earnings publication date for Q4 and FY2025 results; no financial data.SEC ↗
29 Dec 20256-KNetEase announces retirement of EVP Yingfeng Ding after 23 years, effective Dec 31, 2025; he will remain a consultant in 2026.SEC ↗
20 Nov 20256-KNetEase Q3 2025: net revenues RMB28.4B (+8.2% YoY), games revenue RMB23.3B (+11.8% YoY), gross profit RMB18.2B (+10.3% YoY), net income RMB8.6B. Strong execution with record player counts.open
Figures in the filing · each found in the filing text
| Basic Net Income Per ADS · Q3-2025 | $1.90 | |
| Non-GAAP Basic Net Income Per ADS · Q3-2025 | $2.09 |
Risks flagged
Decline in Cloud Music and Innovative businesses segments.
“Cloud Music revenue -1.8% YoY; Innovative businesses -18.9% YoY.”
Operating expenses increased 8.9% YoY, potentially pressuring margins.
“Total operating expenses were RMB10.2 billion, an increase of 8.9%.” · word for word
6 Nov 20256-KNetEase announced board meeting date (Nov 19, 2025) and Q3 2025 earnings release date (Nov 20, 2025); no financial results.SEC ↗
NetEase, Inc. — questions
- What did NetEase, Inc. file recently?
- 26 SEC filings in the last 12 months. Latest: 6-K on 2026-10-07 — NetEase files monthly return with HK Exchange regarding share capital movements in September 2026; routine administrative filing with no material financial or operational impact.
Every figure on this page comes from NetEase, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.