NetEase, Inc. American Depositary Receipt (NTES)
NetEase, Inc. (NTES) Q2 2024 Earnings Call Transcript
NetEase, Inc. (NASDAQ:NTES ) Q2 2024 Earnings Conference Call August 22, 2024 8:00 AM ET Company Participants Brandi Piacente - President, Piacente Financial Communications William Ding - Founder, Director & CEO Bill Pang - VP, Corporate Development Conference Call Participants Alicia Yap - Citigroup Jialong Shi - Nomura Ritchie Sun - HSBC Yang Bai - CICC Lei Zhang - Bank of America Securities Lincoln Kong - Goldman Sachs Felix Liu - UBS Thomas Chong - Jefferies Alex Poon - Morgan Stanley Daniel Chen - JPMorgan Operator Good day, and welcome to the NetEase 2024 Second Quarter Earnings Conference Call. Today's conference is being recorded.
NetEase Q2 Earnings Preview: Great Games On The Horizon, Great Financial Position
NetEase, Inc. reports Q2 earnings pre-market on August 16th. Analysts expect $3.65B in revenue, $1.67 non-GAAP EPS, and $1.52 GAAP EPS. Expect updates on mobile games like Eggy Party and Naraka: Bladepoint Mobile, as well as margin improvements and financial strength.
NetEase: Undervalued In The Near Term
NetEase's valuation contractions stem from lower growth expectations, but near-term alpha is possible if valuation multiple contractions are overextended. Regulatory pressures, economic conditions, and maturing game franchises impact revenue and EPS growth; strategic international expansion aims to offset these challenges. Despite short-term obstacles, the long-term strategy could yield higher-than-expected growth rates if well-executed; my 6-12 month price target suggests a 16.85% potential upside.
NetEase, Inc. (NTES) Q1 2024 Earnings Call Transcript
NetEase, Inc. (NASDAQ:NTES ) Q1 2024 Earnings Conference Call May 23, 2024 7:00 AM ET Company Participants Brandi Piacente - President, Piacente Financial Communications Bill Pang - VP, Corporate Development Conference Call Participants Felix Liu - UBS Lei Zhang - Bank of America Securities Lincoln Kong - Goldman Sachs Ritchie Sun - HSBC Xueqing Zhang - CICC Thomas Chong - Jefferies Jialong Shi - Nomura Alex Poon - Morgan Stanley Daniel Chen - JPMorgan Operator Good day, and welcome to the NetEase 2024 First Quarter Earnings Conference Call. Today's conference is being recorded.
