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NetEase’s New Business Models Look Disruptive—Could This Be the Next Massive Competitive Edge?

NetEase, Inc., a key player in the global gaming industry, recently showcased its third-quarter earnings for 2025, highlighting both its strategic advancements and challenges. Throughout this period, NetEase demonstrated robust growth, with total revenues increasing by 8% year-over-year to RMB 28.4 billion. This growth was mainly propelled by a 12% rise in revenues from its games and related value-added services, emphasizing the company’s strength in game content production and delivery. Several titles have contributed to this growth. Notably, “Destiny: Rising,” a new mobile sci-fi RPG shooter, achieved significant acclaim, topping download charts in numerous markets. Similarly, “Marvel Rivals” and “Where Winds Meet” demonstrated strong performances, reinforcing NetEase’s presence in both domestic and international gaming landscapes. NetEase’s strategic focus on expanding its gaming portfolio internationally is evident.