Looks like Perfect World had a Q&A with investors earlier today regarding NTE's performance:
https://static.cninfo.com.cn/finalpage/2026-06-04/1225352382.PDF
Here's an AI translation via Gemini (I've highlighted some of the parts in the Q&A that I found interesting):
I forgot about this part:
Company Recent Status:
The company's key product NTE launched its global open beta in April 2026 (p. 1). Featuring an ultra-natural urban open-world theme and rich urban management gameplay, it has achieved outstanding market performance (p. 1). Recently, NTE initiated its first major version update after the open beta, breaking new historical records on both domestic and international iOS bestseller lists (p. 1). This has further validated the long-term operational logic of the game, drawing high attention from the market (p. 1).
On May 28, 2026, the Chinese server of NTE took the lead in launching the Version 1.1 update "Dream Weaving Corridor," propelling it to 5th place on the iOS game bestseller list and setting a single-day gross revenue record since its launch (p. 1). On June 3, 2026, the overseas and Hong Kong/Macau/Taiwan versions updated to Version 1.1 simultaneously (p. 1). The Japanese server topped the iOS game bestseller list and rose to 2nd place on the overall iOS bestseller list (p. 1). The South Korean server jumped to 4th place on the iOS game bestseller list (p. 1).
Single-day total gross revenue across overseas and Hong Kong/Macau/Taiwan regions exceeded 100 million RMB (~15M USD), continuing to set new highs (p. 1). The company communicated with the market regarding the recent status of the game, with details as follows (p. 1).
Q&A:
Q1: The performance of the NTE Version 1.1 update is quite good. What are the highlights in terms of commercialization? (p. 1)
A1: NTE is built on long-term thinking, prioritizing user retention and player reputation (p. 1). It continuously polishes the product experience, laying a good active user base (pp. 1-2).
The Version 1.1 update introduced the popular character pool "Requiem (Lacrimosa)" and outfits (p. 2). At the same time, it launched the "Porsche 918 Spyder" crossover vehicle and skins (p. 2). Outside of the traditional character gacha pool, it successfully expanded the consumption scenarios for urban management gameplay (p. 2).
On the day of the Version 1.1 update, gross revenue both domestically and internationally broke single-day highs since launch (p. 2). This validated NTE's commercialization logic of "Anime/ACG + Urban Management," showcasing promising long-term potential for the product (p. 2).
Q2: How is the progress of mobile optimization for NTE? (p. 2)
A2: The project team is continuously optimizing mobile performance to provide players with a better gaming experience (p. 2). Meanwhile, the cloud gaming version,
Cloud · NTE, has officially launched on Android and iOS platforms (p. 2). Players can also enjoy high-graphic, high-frame-rate gaming experiences through
Cloud · NTE(p. 2).
Q3: What is the distribution share of large-screen terminals for NTE? (p. 2)
A3: The share of large screens for NTE both domestically and internationally continues to remain at a relatively high level (p. 2).
Using gross revenue contribution as the statistical metric, up to now, domestic PC accounts for around 60%, and overseas PC + PS console accounts for around 70% (p. 2).
Q4: Which overseas regions are the main revenue contributors for NTE? What work has been done for overseas publishing? (p. 2)
A4: NTE has performed well in major overseas regions such as Japan, South Korea, North America, and Europe (p. 2). I
ts performance is particularly stellar in the Japanese market, which is the stronghold for anime/ACG games (p. 2). The Version 1.1 update pushed the Japanese server to top the iOS game bestseller list and jump to 2nd place on the overall iOS bestseller list (p. 2). Furthermore, since its launch, NTE has consistently ranked among the top positions on the Japanese PS game bestseller list (p. 2).
The vast majority of overseas regions for NTE, including Japan, South Korea, Europe, and America, are self-published by our company (p. 2). The company adopts differentiated publishing strategies tailored to local conditions across various regions (p. 2). Through refined local operations and diverse multi-platform promotion plans, we help the game achieve strong results (p. 2).
Since launch, the gross revenue contribution of NTE from overseas has exceeded that of the domestic market, making its global performance highly commendable (p. 2). The company will continue to deeply cultivate the overseas market for NTE to open up new prospects for our game export business (p. 2).
Q5: What is the overall marketing and promotion investment situation for NTE, and what are the recognition principles for revenue and expenses? (p. 2)
A5: The company focuses on the differentiated characteristics and high-quality content of NTE (p. 2). We adapt multi-dimensional marketing methods covering platforms like TapTap, Bilibili, Douyin (TikTok China), Google, Meta, X, and TikTok (p. 2). We boost the game's strong performance through offline experiences, brand crossovers, creator livestreams, online traffic acquisition, refined community operations, and player fan-creation incentives (p. 2).
New games usually concentrate intensive marketing activities during the early stages of their release (p. 2). Related marketing expenses are recognized all at once in the period they occur (p. 2). Top-up gross revenue is recognized as revenue over the player's life cycle (p. 2). Therefore, temporary structural mismatches between revenue and expenses may occur during the initial launch phase of the game (p. 2).
As a key product of the company, the company will prioritize and continuously guarantee the input of talent, resources, and other aspects for NTE (p. 3). At the same time, we will dynamically adjust marketing investments based on product version pacing and other factors to support long-term operations (p. 3).
Q6: NTE broke the phenomenon of "the first day of launch being the absolute peak of revenue." How does the company view the sustainability of revenue, and what is the subsequent commercialization plan? (p. 3)
A6: Developing NTE into a long-lasting, evergreen product with deep IP accumulation and sustainable growth is the company's clear product strategy (p. 3). Looking at the current situation, NTE possesses a clear first-mover advantage in the anime/ACG urban open-world segment (p. 3). The company will maintain steady investments, continuously refine product content, boost player reputation and user retention, and solidify the game's long-term foundation (p. 3). On top of the traditional character gacha system, we will further explore urban gameplay and other commercialization methods to progressively grow it into our company's flagship benchmark for evergreen games (p. 3).
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