Investors with an interest in Internet - Software and Services stocks have likely encountered both NetEase (NTES) and Tyler Technologies (TYL). But which of these two stocks presents investors with the better value opportunity right now?
I maintain a "Buy" rating for NetEase, even though its Q3 top-line and operating income were below expectations. Looking beyond the recent quarter, an increase in deferred revenue and a stronger emphasis on its existing titles bodes well for the company's near-term prospects. NTES plans to prioritize evergreen games and expand internationally, which will enhance its income predictability and growth potential.
Here is how NetEase (NTES) and Evolv Technologies Holdings, Inc. (EVLV) have performed compared to their sector so far this year.
NetEase, Inc. ( NTES ) Q3 2025 Earnings Call November 20, 2025 7:00 AM EST Company Participants Bill Pang - Vice President of Corporate Development William Ding - Founder, CEO & Director Conference Call Participants Brandi Piacente - The Piacente Group, Inc. Xueqing Zhang - China International Capital Corporation Limited, Research Division Thomas Chong - Jefferies LLC, Research Division Ritchie Sun - HSBC Global Investment Research Alicis a Yap - Citigroup Inc., Research Division Jialong Shi - Nomura Securities Co. Ltd., Research Division Felix Liu - UBS Investment Bank, Research Division Lincoln Kong - Goldman Sachs Group, Inc., Research Division Yang Liu - Morgan Stanley, Research Division Presentation Operator Good day, and welcome to the NetEase Third Quarter 2025 Earnings Conference Call.
Here is how NetEase (NTES) and AXT (AXTI) have performed compared to their sector so far this year.
NetEase, Inc. (NASDAQ:NTES ) Q2 2025 Earnings Conference Call August 14, 2025 8:00 AM ET Company Participants Bill Pang - Vice President of Corporate Development Lei Ding - Founder, CEO & Director Conference Call Participants Alicia Yap - Citigroup Inc., Research Division Felix Liu - UBS Investment Bank, Research Division Jialong Shi - Nomura Securities Co. Ltd., Research Division Lincoln Kong - Goldman Sachs Group, Inc., Research Division Ritchie Sun - HSBC Global Investment Research Xiaomeng Zhuang - BofA Securities, Research Division Yang Bai - China International Capital Corporation Limited, Research Division Yang Liu - Morgan Stanley, Research Division Brandi Piacente - The Piacente Group, Inc. Operator Good day, and welcome to the NetEase Second Quarter 2025 Earnings Conference Call.
Set to report their Q2 results on Thursday, August 14, NetEase (NTES) and Vipshop (VIPS) are two top-rated Chinese tech firms that investors will want to pay attention to.
NetEase's gaming surge with Marvel Rivals and Once Human may face offset from music, learning and retail softness.
After losing some value lately, a hammer chart pattern has been formed for NetEase (NTES), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.
NetEase is evolving into a global entertainment platform, leveraging a strong content pipeline, disciplined overseas expansion, and capital-light adjacencies for durable growth. The company's relentless release cadence, evergreen IP, and use of generative AI drive high margins and recurring revenue, setting it apart from peers. NetEase boasts a fortress balance sheet, robust cash flow, and disciplined capital allocation, supporting buybacks and dividends while funding global growth.
Here is how NetEase (NTES) and Internet Initiative Japan (IIJIY) have performed compared to their sector so far this year.
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