Safe Harbor This presentation contains statements of a forward-looking nature. These statements are made under the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. You can identify these forward-looking statements by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates" and similar statements. These forward-looking statements are based on the current assumptions, expectations and projections of the Company's management about future events. Although the assumptions, expectations and projections reflected in these forward-looking statements represent management's best judgment at the time of this presentation, the Company can give no assurance that they will prove to be correct. Numerous factors, including those related to market conditions and those detailed from time-to-time in the Company s filings with the Securities Exchange Commission, may cause results of the Company to differ materially from those anticipated in these forward-looking statements. Many of the factors that will determine the Company s future results are beyond the ability of the Company to control or predict. These forward-looking statements are subject to risks and uncertainties and, therefore, actual results may differ materially. The Company cautions you not to place undue reliance on these forward-looking statements. The Company undertakes no obligation to revise or update any forward-looking statements, or to make any other forward-looking statements, whether as a result of new information, future events or otherwise. All references to Company and NetEase as used throughout this presentation refer to NetEase.com, Inc. and its subsidiaries.
(5/15/06) : : : : 5% : ( 3/31/06) : ( ) $22.03 1.307 $28.8 39.2% 18% $4.698 $3.59
( RMB) 500,000 450,000 400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0 Q1'05 Q2'05 Q3'05 Q4'05 Q1 '06 ( RMB)
2006 MMORPG ( )
Online Online II 1,400,000 1,200,000 1,000,000 800,000 600,000 400,000 Online Online II 200,000 0 Jan-05 Feb-05 Mar-05 Apr-05 May-05 Jun-05 Jul-05 Aug-05 Sep-05 Oct-05 Nov-05 Dec-05 Jan-06 Feb-06 Mar-06 2005 1 2006 3
MMORPG 2006
2010 21 * *:, CGPA & IDC 2005.12
Online II Online : Online
2.5D MMORPG
2.5D MMORPG
2.5D MMORPG
2.5D MMORPG
3D MMORPG 3D. 2006. 3D.
3D MMORPG
3D MMORPG
天下 全3D MMORPG游戏 在线游戏
( RMB) 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 0 Q1'05 Q2'05 Q3'05 Q4'05 Q1 '06 ( RMB)
2006 1 1.11 120 100 80 ( ) 60 40 20 0 : CNNIC 1.35 Dec.01 Jul.02 Dec.02 Jul.03 Dec.03 Jul.04 Dec.04 Jul.05 Dec. 05
: 2 (
: Ebay,, Mango.com 1000
120,000 110,000 100,000 90,000 80,000 70,000 60,000 50,000 40,000 April Jun Aug Oct Dec Feb Apr Jun Aug Oct Dec Frontpage and Channels Average Daily Pageviews (in thousands) 140,000 120,000 100,000 80,000 60,000 40,000 20,000 0 Q2'04 Q3'04 Q4'04 Q1'05 Q2'05 Q3'05 Q4'05 Registered Email Accounts (in thousands)
( RMB) 25,000 20,000 15,000 10,000 5,000 0 Q1'05 Q2'05 Q3'05 Q4'05 Q1 '06 ( RMB)
:
: 2005 Q1 RMB 2005 Q4 RMB 2006 Q1 RMB 2006 Q1 USD Q1 06-Q4 05 262 401 451 56.2 12.4% 45 69 62 7.7 (10.9%) 20 17 18 2.2 2.3% 328 487 530 66.1 8.7% 253 386 421 52.5 9.0% 82.0% 82.6% 82.7 % 82.7% 163 291 307 38.3 5.5% 154 277 294 36.6 6.1%, ( ) $1.11 $1.95 $2.08 $0.26 5.6%
2005 Q1 2005 Q4 2006 Q1 89.0% 89.4% 90.4% 63.3% 62.9% 51.2% 33.8% (1.3%) (12.0%) 82.0% 82.6% 82.7% 2005 Q1 2005 Q4 2006 Q1 52.7% 62.3% 60.3%
505 4,047 3,625 340 2,727 2,391 102 813 819 : 63 507 415 32 259 183 31 248 232 : 505 4,047 3,625 1 11 1 17 134 127 487 3,902 3,497 17 135 119 233 1,867 1,692 237 1,900 1,686 : USD RMB RMB 2006 Q1 2006 Q1 2005 Q4
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