Lincoln Kong's questions to NetEase Inc (NTES) leadership • Q2 2025
Question
Lincoln Kong of Goldman Sachs asked about the impact of AI on game development, any remaining bottlenecks, and the timeline for AI-native games. He also inquired about the company's key directions and genre focus for future overseas expansion.
Answer
Bill Pang, translating for CEO William Ding, conveyed that NetEase is investing heavily in leveraging AI across its development and operational toolchains, with a long-term vision for AI-designed games. On overseas expansion, Pang added that it is a critically important task, and the company is building its global publishing capabilities based on learnings from recent launches, with plans for continued growth.