NetEase (NTES) Current Deferred Revenue (2009 - 2026)
NetEase's (NTES) quarterly Current Deferred Revenue came in at $2.8 billion in Q2 2026, up 21.25% on a YoY basis from $2.3 billion in Q2 2025, and down 9.68% quarter-over-quarter from $3.1 billion in Q1 2026.
Analysis
NetEase (NTES) Current Deferred Revenue (2009 - 2026) Analysis & Trends
NetEase (NTES) has reported Current Deferred Revenue for 18 consecutive years, with $2.8 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Current Deferred Revenue rose 21.25% year-over-year to $2.8 billion; the trailing twelve-month figure through Jun 2026 stood at $2.8 billion (up 21.25% YoY), and the FY2025 full-year result was $2.9 billion, up 39.96% from the prior year.
- Current Deferred Revenue slipped to $2.8 billion in Q2 2026 per NTES's latest filing, from $3.1 billion in the prior quarter.
- Across five years, Current Deferred Revenue topped out at $3.1 billion in Q1 2026 and bottomed at $1.8 billion in Q4 2022.
- Historically, Current Deferred Revenue has averaged $2.2 billion across 5 years, with a median of $2.1 billion in 2022.
- The sharpest annual moves came in 2022 and 2025: Current Deferred Revenue fell 7.24% in 2022, then jumped 35.8% in 2025.
- Over 5 years, Current Deferred Revenue stood at $1.8 billion in 2022, then rose by 5.43% to $1.9 billion in 2023, then advanced by 14.77% to $2.1 billion in 2024, then soared by 35.8% to $2.9 billion in 2025, then decreased by 1.67% to $2.8 billion in 2026.
- According to Business Quant data, Current Deferred Revenue over the past three periods registered $2.8 billion, $3.1 billion, and $2.9 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | NetEase | 73.81 Bn | 63.67 Bn | 3.13 Bn |
| 2 | Electronic Arts | 52.84 Bn | 50.56 Bn | 1.71 Bn |
| 3 | Take Two Interactive Software | 40.29 Bn | 38.47 Bn | 882.50 Mn |
| 4 | Roblox | 32.49 Bn | 29.45 Bn | 1.18 Bn |
| 5 | The9 | 3.01 Bn | 3.00 Bn | 319,000.00 |
| 6 | Playtika Holding | 881.03 Mn | 442.53 Mn | 538.20 Mn |
| 7 | DoubleDown Interactive | 628.34 Mn | 74.78 Mn | 71.22 Mn |
| 8 | Gravity | 495.39 Mn | 494.95 Mn | 34,891.11 |
| 9 | Sohu.com | 356.62 Mn | -476.01 Mn | 133.81 Mn |
| 10 | Gdev | 206.92 Mn | 124.67 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.84 Bn |
| Mar 31, 2026 | 3.15 Bn |
| Dec 31, 2025 | 2.89 Bn |
| Sep 30, 2025 | 2.72 Bn |
| Jun 30, 2025 | 2.35 Bn |
| Mar 31, 2025 | 2.44 Bn |
| Dec 31, 2024 | 2.13 Bn |
| Sep 30, 2024 | 2.17 Bn |
| Jun 30, 2024 | 1.88 Bn |
| Mar 31, 2024 | 2.09 Bn |
| Dec 31, 2023 | 1.86 Bn |
| Sep 30, 2023 | 1.96 Bn |
| Jun 30, 2023 | 1.85 Bn |
| Mar 31, 2023 | 1.90 Bn |
| Dec 31, 2022 | 1.76 Bn |
| Sep 30, 2022 | 2.03 Bn |
| Jun 30, 2022 | 1.87 Bn |
| Mar 31, 2022 | 1.90 Bn |
| Dec 31, 2021 | 1.90 Bn |
| Sep 30, 2021 | 2.10 Bn |