Netdragon Websft Stock Price, News & Analysis

NetDragon (NDWTY) reported its H1 2025 financial results, with revenue declining 27.9% YoY to RMB2.4 billion. The company's gaming segment revenue decreased 18.1% YoY to RMB1.7 billion, while Mynd.ai business revenue fell 45.7% YoY to RMB641 million.

Key highlights include a 15.6% reduction in operating expenses, implementation of a new Shareholder Return Program of HKD600 million, and an increased interim dividend of HKD0.5 per share. The company is strategically focusing on 'AI+Gaming' and 'AI+Education', launching new AI applications through partnerships and expanding its global presence in educational technology.

Profit attributable to owners decreased 92.5% YoY to RMB30 million, impacted by impairment losses expected to reverse in H2 2025 and one-off staff optimization expenses.

NetDragon (OTC:NDWTY) has partnered with the Ministry of Secondary Education of Cameroon (MINESEC) to advance digital education in the country. The initiative, part of the World Bank-supported PADESCE project, will focus on the digital transformation of 250 schools across Cameroon.

The project will implement Promethean's APLX 65" and OPS Android interactive flat panels, along with an integrated online/offline learning platform and comprehensive teacher training. This partnership aligns with Cameroon's National Development Strategy 2030 (NDS30) and aims to improve equitable access to quality education while enhancing digital literacy for students and teachers.

NetDragon (NDWTY) has announced a strategic alliance between its subsidiary Cherrypicks and Zhongke WengAI to expand AI technologies globally. The partnership positions Cherrypicks as Wenge's exclusive overseas commercialization platform outside Mainland China.

As part of the deal, Zhongke WengAI will invest in Cherrypicks and contribute AI technology resources, while Dr. Waley Wang, Wenge's Chairman, will join Cherrypicks' Board. The collaboration will focus on deploying AI solutions across public services, finance, healthcare, and commercial sectors.

Key technologies include the 'YaYi' large language model, which ranked first in global AI agent benchmarks in 2025, and flagship products like Wisky for social listening and Yoya for multimodal content creation. The partnership aims to strengthen Hong Kong's position as an innovation hub in the Greater Bay Area.

NetDragon (OTC:NDWTY) has achieved an "A" rating in Wind's 2025 ESG assessment, ranking 6th among 105 listed software companies. The company scored above industry average across Environment, Social, and Governance dimensions, demonstrating strong sustainable development capabilities.

The company's digital education products are present in over 2 million classrooms across 192 countries. NetDragon has also received notable ESG recognition including a "BBB" MSCI ESG rating and a "low risk" rating from Morningstar Sustainalytics. The company recently won the "Education Innovation & Technology - Rising Star Award" at the 2025 Hong Kong Sustainable Development Innovation and Technology Awards.

NetDragon (OTC:NDWTY) has been awarded the "Education Innovation & Technology - Rising Star Award" at the 2025 Hong Kong Sustainable Development Innovation and Technology Awards for its Integrated Digital Education Solutions. The award recognizes NetDragon's achievements in the EdTech sector and its commitment to sustainable digital education.

The company's digital education ecosystem, powered by AI, VR, AR, and metaverse technologies, currently serves over 2 million classrooms across 192 countries. Notable initiatives include the "E-Library For Teachers" platform in partnership with UNESCO IITE and the "MHESI Skill" AI education platform in Thailand.

NetDragon's Chairman Dr. Liu Dejian participated in a UN High-level Expert Group Meeting in New York, presenting the company's AI+Education initiatives and proposing an 'On-Demand Learning' framework for STEM education in Least Developed Countries. The company detailed three key strategic components: an AI Production Center that automates educational content creation, reducing production time to one hour per lesson; the '3E' (Effective, Efficient, Engaging) content standard for high-quality educational materials; and the EDA Education Metaverse platform, which aims to create a blockchain-powered global learning community. NetDragon has already launched the MHESI Skill platform in Thailand, demonstrating practical implementation of their technology. The company's AI-driven approach has achieved 100% AI assistance in educational content creation, significantly reducing costs and human intervention while maintaining quality.

NetDragon (NDWTY) has partnered with Thailand's Ministry of Higher Education, Science, Research and Innovation (MHESI) to launch the MHESI Skill platform, an AI education platform for EV industry training. The platform is part of MHESI's "EV Ready+" program and will offer five free certified courses focusing on electric vehicle technology:

• Basic Electric Vehicle Technology
• Electric Vehicle Maintenance
• EV System Design and Development
• EV Infrastructure and Charging Systems
• EV Business Management

The program features a hybrid learning approach, combining online theory through the MHESI Skill platform with hands-on training at partner universities. Initially available at Bangkok Thonburi University and King Mongkut's University, the program aims to expand nationwide to support Thailand's goal of becoming the Asia-Pacific's EV production hub.

NetDragon (NDWTY) showcased its latest AI innovations at the 8th Digital China Summit, highlighting advancements in gaming, education, and cultural tourism. The company demonstrated its VR horse-riding simulator "Fantasy Ride Wuyi" and introduced "Fubao," an AI-powered digital tourism ambassador. In education, NetDragon unveiled EDA, an intelligent education service institution, and "Future Lab," a self-learning tool for students. The company expanded its international presence through a China-Thailand collegiate eSports initiative and collaboration with Rokid for AR innovations. NetDragon's vocational education project in Thailand was included in the "Thousand Sails Going Global" initiative, marking significant progress in its global industry-education integration efforts.

NetDragon reported its 2024 financial results, showing mixed performance with total revenue declining 14.8% YoY to RMB6.0 billion, while profit before tax increased 19.1% YoY to RMB756 million. The company increased its final dividend by 25% to HK$0.5 per share.

The gaming segment generated RMB3.9 billion in revenue (65.1% of total), down 6.0% YoY, while Mynd.ai contributed RMB2.1 billion (34.8% of total), declining 27.6% YoY. The company maintained strong liquidity with net cash up 13.3% YoY to RMB2.1 billion and operating cash flow of RMB1.1 billion.

Notable developments include the implementation of AI tools across gaming and education sectors, establishment of an AI Content Factory, and strategic partnership with Wenge Technology involving a RMB75 million investment. The company's flagship Eudemons IP saw MAU increase by 10.1% YoY, despite revenue decline. Mynd.ai faced industry challenges but launched new products including ActivPanel 10.