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China's Android Turf War Faces A Regulatory Reckoning [Forbes]
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES)
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Source: Forbes
Last netease, inc. - american depositary shares, each representing 5 ordinary shares earnings: 2/26 06:00 pm
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US:NASDAQ Investor Relations: netease.com
For years, domestic Android phone brands have leveraged their control of devices and app distribution to tilt the playing field in their favor. They've built their own app stores and services on top of Android – effectively replicating Apple's closed ecosystem model – and positioned themselves as gatekeepers between developers and China's hundreds of millions of users. This entrenched hardware-versus-software conflict stayed largely out of the spotlight, but now Chinese regulators are stepping in, signaling that the era of unchecked platform power may be nearing its end. Hardware-Software Feud: From “Hardcore Alliance” to 50% App Tax As Android's global services (like Google Play) never officially took root in China, domestic manufacturers filled the void with their own app marketplaces, pre-installed apps, and custom interfaces. This arrangement gave phonemakers leverage well beyond the hardware itself. Control over operating systems – from default apps and permissions to distri
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- 11/20/25 - Form 6-K
- 11/13/25 - Form 13F-HR
- 11/6/25 - Form 6-K
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