NetEase

Ubiquiti Inc. (NYSE: UI) — Q4 FY2026 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q4 2026
Q4 Revenue ↑ 23.5% YoY $937.3M
Segments
Enterprise Technology 92.6%
Service Provider Technology 7.4%

Key Earnings Driver

Enterprise Technology Enterprise Technology revenue increased 27.7% year over year to $868.3M. Ubiquiti stated that the growth in revenues over the prior quarter and the comparable prior year periods was driven by an increase in revenue from its Enterprise Technology platform. Service Provider Technology revenue declined 12.7% to $69.0M.

Key Operating Metrics¹

METRIC

STATUS

Enterprise Technology↑ 27.7%

🟢 Scaling

Key Financial Metrics

Gross Margin 45.80% +0.7 pp YoY
Backlog / Revenue N/A
CapEx Intensity 0.58% 0.00x Revenue

Sources: Ubiquiti Inc. Q4 FY2026 Financial Results — SEC Filing, Ubiquiti Inc. FY2026 Form 10-K — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

NetEase (NASDAQ: NTES) — Q2 2026 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q2 2026
Q2 Revenue ↑ 7.9% YoY ¥30.11B
Segments
Games and related value-added services 83.1%
Youdao 4.9%
NetEase Cloud Music 6.6%
Innovative businesses and others 5.4%

Key Earnings Driver

Online Games Games and related value-added services revenue increased 9.7% year over year to RMB25.0B, with Online Games accounting for approximately 97.7% of division revenue. The Fantasy Westward Journey franchise, Identity V, Eggy Party, Sword of Justice and Where Winds Meet sustained solid momentum through ongoing content updates, gameplay innovation and vibrant community activities. Youdao revenue increased 3.5%, NetEase Cloud Music revenue was relatively stable at RMB2.0B, and Innovative businesses and others revenue declined 3.5%.

Key Operating Metrics¹

METRIC

STATUS

Games and related value–added services↑ 9.7%

Online Games

🟢 Scaling

Key Financial Metrics

Gross Margin 70.50% +5.75 pp YoY
Backlog / Revenue N/A
CapEx Intensity 1.67% 0.01x Revenue

Sources: NetEase Q2 2026 Earnings Release — Company Website, NetEase Form 6-K — Company Website, NetEase 2Q26 Investor Presentation — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

NetEase (NASDAQ: NTES) — Q2 2026 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q1 2026
Q1 Revenue ↑ 6.1% YoY ¥30.59B
Segments
Games and related value-added services 84.0%
Youdao 4.4%
NetEase Cloud Music 6.5%
Innovative businesses and others 5.1%

Key Earnings Driver

Online Games Games and related value-added services revenue increased 6.9% year over year to RMB25.7B in Q1, with Online Games accounting for approximately 97.5% of segment revenue. Management highlighted strong engagement and revenue performance across established titles, including the Fantasy Westward Journey franchise, Identity V, Eggy Party, Sword of Justice and Where Winds Meet, supported by high-cadence content updates and gameplay innovation. Youdao revenue increased 3.8%, NetEase Cloud Music revenue increased 6.6%, and Innovative businesses and others revenue declined 4.6%.

Key Operating Metrics¹

METRIC

STATUS

Games and related value–added services↑ 6.9%

Online Games

🟢 Scaling

Sources: NetEase Q1 2026 Financial Results — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.