首页 News 正文

NetEase's third quarter report is about to be released! Institutions claim that some game performances may be worth paying attention to

溪客00
1175 0 0

NetEase S (09999. HK) will announce its third quarter performance for this year on Thursday. Based on the predictions of multiple securities firms, the company's performance for this quarter is expected to be affected due to factors such as the successful launch of new games such as "Upstream Cold Mobile Game", "Peak Speed", and "All Star Street Ball Party" in the same period last year, which resulted in a high base, as well as slightly lower than expected game performance and exchange losses.
In terms of profit, NetEase's net profit for the third quarter is expected to be between 6.886 billion yuan and 7.567 billion yuan, a year-on-year decrease of 3.4% to 12.1% compared to the same period in 2023, with a median of 6.953 billion yuan, a year-on-year decrease of 11.3%.
In terms of revenue, NetEase's third quarter revenue will be between 25 billion yuan and 27.437 billion yuan, slightly higher or lower than the 27.27 billion yuan in the same period of 2023. It is expected to increase by 0.6% year-on-year to decrease by 8.3%, with a median of 25.91 billion yuan, a decrease of 5% year-on-year.
However, some securities firms have pointed out that the market focus will be on the latest business guidance from NetEase management, including the progress of new games. For example, "Marvel Arena" is scheduled to be released on December 6th, and "Yanyun Sixteen Sounds" has a scheduled iOS release date of December 31st. The official platform also stated that the game will be launched within the year. Investors should pay attention to the actual progress and subsequent launch plans of these products.
Institutions claim that some game performances may be worth paying attention to
Nomura Securities stated in its research report that due to the high base of mobile game revenue last year, it is expected that NetEase's performance in the third quarter will be relatively weak. However, the return of its mobile game "Eternal Love" and online game "World of Warcraft" is expected to drive good revenue growth.
The bank expects online gaming and related value-added business revenue to be 20.212 billion yuan, a year-on-year decrease of 7% (a month on month increase of 1%); The gross profit of online games and related value-added services is expected to be 13.704 billion yuan, a year-on-year decrease of 9% (a month on month decrease of 2%); The expected gross profit margin for online games and related value-added services is 67.8%, a year-on-year decrease of 1.2 percentage points and a month on month decrease of 2.2 percentage points.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
您需要登录后才可以回帖 登录 | 立即注册

本版积分规则

  •   据媒体报道,OpenAI正准备推出一款代号为“Operator”的全新AI助理产品,可以自动执行各种复杂操作,包括编写代码、预订旅行、自动电商购物等。根据内部员工爆料,OpenAI领导层预计将在2025年1月发布该产品,首 ...
    永远的希望
    12 分钟前
    支持
    反对
    回复
    收藏
  •   本报讯 (记者李豪悦)11月12日,腾讯音乐娱乐集团(以下简称“腾讯音乐”)宣布其截至2024年9月30日止第三季度的未经审计财务业绩。   2024年第三季度,腾讯音乐娱乐集团业绩表现稳健,总收入为70.2亿元,同 ...
    覃志辉
    前天 20:07
    支持
    反对
    回复
    收藏
  •   新华财经上海11月13日电芯片制造商英伟达和软银集团的电信部门软银公司周三表示,两家公司已经试运行了全球首个人工智能和5G电信网络。   两家公司表示,该网络可以同时运行人工智能和5G工作负载,这一过程被 ...
    惡魔獵人
    昨天 12:36
    支持
    反对
    回复
    收藏
  •   美股三大指数集体收跌,道指跌0.86%,标普500指数跌0.29%,纳指跌0.09%。大型科技股多数上涨,英伟达涨超2%,奈飞、微软、亚马逊涨超1%,谷歌、Meta小幅上涨;苹果平收,特斯拉跌超6%,英特尔跌超3%。安进收跌超 ...
    lbbz1314
    昨天 09:59
    支持
    反对
    回复
    收藏
溪客00 新手上路
  • 粉丝

    0

  • 关注

    0

  • 主题

    2