NetEase Q4: Revenue Miss Aside, I See Upside Brewing
2026-02-12 10:32:22 ET
Thesis
NetEase, Inc. ( NTES ) isn’t exactly a household name here, but it’s actually a big deal in China. The company has been around for almost 30 years. Over time, it has built a strong position in a few key areas: video games, music streaming via Cloud Music, and edtech through Youdao....
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NetEase Q4: Revenue Miss Aside, I See Upside BrewingNASDAQ: NTES
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