Category stocks

Netease Q1 Earnings Call Highlights

Key Points - NetEase posted stronger Q1 2026 results, with total net revenue up 6% year over year to RMB 30.6 billion and games revenue rising 7%. Gross margin also improved sharply to 69.4%, while non-GAAP net income held steady at RMB 11.3 billion. - Games remained the m

Bingex Q1 Earnings Call Highlights

Key Points - Revenue dipped slightly in Q1 2026 to RMB 935.3 million from RMB 960.8 million a year earlier as BingEx faced tougher competition in China’s on-demand delivery market. Gross profit and margin also declined, though operating income remained slightly positive. -