Yesterday, NetEase unveiled its financial performance for the fourth quarter and the entire year of 2025. According to the data, NetEase's revenue soared to RMB 27.5 billion in the fourth quarter and hit RMB 112.6 billion for the full year. Its net profit attributable to the parent company stood at RMB 33.8 billion, marking a year-on-year surge of 13.8%. During the earnings conference call, NetEase CEO Ding Lei highlighted that AI technology is not only reducing the obstacles in game production but also elevating the benchmarks for success of top-tier games. The core competitive edge of commercially successful blockbusters has now pivoted towards integration capability, posing a significant challenge for newcomers to surmount. NetEase is set to concentrate on nurturing AI experts who possess the most profound understanding of gaming, rather than indiscriminately chasing after general-purpose large models. Moreover, the company will persist in boosting investment in areas such as vertical models in the future. In 2025, NetEase fully embraced and deepened its AI applications, achieving extensive deployment across multiple phases of AI-native pipelines. This has led to efficiency enhancements of up to 300% in certain areas. Additionally, the company pioneered large-scale AI-native gameplay mechanics, which have already been incorporated into several flagship products.
