Rich Sam's questions to NetEase Inc (NTES) leadership • Q4 2024
Question
Rich Sam from HSBC asked about 'Marvel Rivals', specifically its paying user metrics and future growth strategy, including e-sports and media tie-ins. He also inquired about the user growth trends for the relaunched 'World of Warcraft' and 'Hearthstone' and the long-term strategy to ensure their longevity.
Answer
Executive Bill Pang, translating for CEO William Ding, emphasized that 'Marvel Rivals' is a key product for long-term investment (10+ years), with concrete plans for e-sports and crossover promotions. Regarding the Blizzard titles, he acknowledged that while some normalization from peak launch levels is expected, their performance remains far better than historical levels. NetEase is collaborating closely with Blizzard on new content and incorporating feedback from Chinese players to drive sustained engagement.