网易第一季度投资者展现

INVESTORPRESENTATIONJune2010SafeHarborSafeHarborThispresentationcontainsstatementsofaforward-lookingnature.Thesestatementsaremadeunderthe”safeharbor”provisionsoftheU.S.PrivateSecuritiesLitigationReformActof1995.Youcanidentifytheseforward-lookingstatementsbyterminologysuchaswill,expects,anticipates,future,intends,plans,believes,estimatesandsimilarstatements.Theseforward-lookingstatementsarebasedonthecurrentassumptions,expectationsandprojectionsoftheCompany'smanagementaboutfutureevents.Althoughtheassumptions,expectationsandprojectionsreflectedintheseforward-lookingstatementsrepresentmanagement'sbestjudgmentatthetimeofthispresentation,theCompanycangivenoassurancethattheywillprovetobecorrect.Numerousfactors,includingthoserelatedtomarketconditionsandthosedetailedfromtime-to-timeintheCompany’sfilingswiththeSecuritiesExchangeCommission,maycauseresultsoftheCompanytodiffermateriallyfromthoseanticipatedintheseforward-lookingstatements.ManyofthefactorsthatwilldeterminetheCompany’sfutureresultsarebeyondtheabilityoftheCompanytocontrolorpredict.Theseforward-lookingstatementsaresubjecttorisksanduncertaintiesand,therefore,actualresultsmaydiffermaterially.TheCompanycautionsyounottoplaceunduerelianceontheseforward-lookingstatements.TheCompanyundertakesnoobligationtoreviseorupdateanyforward-lookingstatements,ortomakeanyotherforward-lookingstatements,whetherasaresultofnewinformation,futureeventsorotherwise.Allreferencesto“Company”and“NetEase”asusedthroughoutthispresentationrefertoNetEase.com,Inc.anditssubsidiaries.2MarketSnapshotMarketSnapshotRecentprice(5/27/10):ADSoutstanding,basic:Marketcapitalization:Institutionalownership:Insiderand5%+owners:Cashandtimedeposits(3/31/10):CashandtimedepositsperADS,basic:$30.64129.6million$3.97billion52%46%$1.1billion$8.683BusinessesBusinessesOnlineGames:OnlineGames:TheleadingproviderofselfTheleadingproviderofself--developedmassivelydevelopedmassivelymultimulti--playeronlineroleplayeronlinerole--playinggames,orMMORPG,toInternetplayinggames,orMMORPG,toInternetusersinChina.usersinChina.InternetPortal:InternetPortal:ProvidesChineseInternetuserswithonlineservicesProvidesChineseInternetuserswithonlineservicescenteredaroundcontent,communityandcommunication,andcenteredaroundcontent,communityandcommunication,andcommerce.commerce.AdvertisingServices:AdvertisingServices:EnablesadvertiserstoreachoneoftheEnablesadvertiserstoreachoneofthelargestuserbasesinChina.largestuserbasesinChina.EmailandBlogServices:EmailandBlogServices:ThelargestprovideroffreeemailThelargestprovideroffreeemailservicesinChina,whichhasgreatmarketingvalueforadvertiseservicesinChina,whichhasgreatmarketingvalueforadvertisersrswhowishtoreachouraudienceofconsumers.whowishtoreachouraudienceofconsumers.SearchEngine:SearchEngine:Youdao.comreflectsa3Youdao.comreflectsa3--yearinvestmentinyearinvestmentincreatingacomprehensiveChinesesearchtechnology.creatingacomprehensiveChinesesearchtechnology.WirelessVAS:WirelessVAS:OffersawideOffersawide--rangeofserviceswhichallowsusersrangeofserviceswhichallowsuserstoreceivenewsandotherinformationontheirmobilephones.toreceivenewsandotherinformationontheirmobilephones.“AleadingChina-basedInternettechnologyandonlinegameservicescompanythatpioneeredthedevelopmentofapplications,servicesandothertechnologiesfortheInternetinChina.”4AMassiveMarketingPlatformAMassiveMarketingPlatformNetEaseNetEasefamilyofwebsitesprovideamassiveinteractivefamilyofwebsitesprovideamassiveinteractivemarketingplatformforadvertisers:marketingplatformforadvertisers:••Over1billionaveragedailypageviewsforthemonthOver1billionaveragedailypageviewsforthemonthofMarch2010.ofMarch2010.••AccesstoanextremelylargeandloyaluserbasewhoAccesstoanextremelylargeandloyaluserbasewhoareyoungtrendsetters.areyoungtrendsetters.TheCompanyTheCompany’’sstrategyistoleverageitsmarketsstrategyistoleverageitsmarket--leadingleadingpositioninfreeemailserviceandblogswithadvertisersandpositioninfreeemailserviceandblogswithadvertisersandprovidethemaccesstoitsuserbaseprovidethemaccesstoitsuserbaseSinoSino--monitormonitor’’sChinaMarketingandMediaStudynamedsChinaMarketingandMediaStudynamedNetEaseNetEaseamongtheleadingmediaforuniversitystudentsamongtheleadingmediaforuniversitystudents(includingalltraditionalandonlinemediainChina)(includingalltraditionalandonlinemediainChina)5NetEaseOnlineGamePlatformNetEaseOnlineGamePlatform6SelfSelf--developedMMORPGincommercialmode:developedMMORPGincommercialmode:FantasyWestwardJourneyFantasyWestwardJourney梦幻西游梦幻西游2D(time2D(time--based)based)WestwardJourneyOnlineIIWestwardJourneyOnlineII大话西游大话西游ⅡⅡ2D(time2D(time--based)based)WestwardJourneyOnlineIIIWestwardJourneyOnlineIII大话西游大话西游332D(time2D(time--based)based)DatangDatang大唐豪侠大唐豪侠2.5D(time2.5D(time--based)based)HeroesofTangDynastyHeroesofTangDynasty大唐无双大唐无双2.5D(item2.5D(item--based)based)TianxiaIITianxiaII天下贰天下贰3D3D(item(item--based)based)NewFlyforFunNewFlyforFun新飞飞新飞飞ItemItem--basedbasedBiuBiuBiuBiu魔法火枪团魔法火枪团2D(item2D(item--based)casualbased)casualTFOnlineTFOnline百变金刚百变金刚3D3D(item(item--based)b