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Youdao/$DAO

1D1W1M3M6MYTD1Y5YMAX

About Youdao

Youdao Inc develops and markets software applications. It engages in developing technologies to provide learning content, applications, and solutions. The firm operates in three segments: Learning services, Smart devices, and Online marketing services. The majority of its revenue comes from the Learning services segment, which generates revenues from online courses, mainly including Youdao Premium Courses, NetEase Cloud Classroom, and China University MOOC. The learning products segment includes sales of smart devices such as the Youdao Dictionary Pen and the Youdao Pocket Translator. Geographically, all of its revenue is generated from the People's Republic of China.
Ticker
$DAO
Primary listing
NYSE
Employees
3,595
Headquarters
Hangzhou, China

Youdao Metrics

BasicAdvanced
$2.4B
97.77
$0.20
0.53
-

What the Analysts think about Youdao

Analyst ratings (Buy, Hold, Sell) for Youdao stock.
Analyst projections of the future price of Youdao stock.

Bulls say / Bears say

Learning services grew 20.9% year on year in the second quarter, while AI subscription sales rose by more than 20% to about RMB100 million and Youdao Lingshi retention exceeded 75%. That suggests Youdao is turning AI features into customer engagement and paid growth. (SEC, The Motley Fool)
Profitability improved sharply: gross margin rose to 48.9% from 43.0%, and operating income nearly tripled year on year. The company also reported its eighth consecutive quarter of operating profitability. (SEC)
Youdao’s advertising business is showing better margins as it focuses on higher-return campaigns: online marketing gross margin rose to 28.7% from 25.8%. Revenue from AI-application and short-form-drama advertising grew by more than 50% year on year for a second consecutive quarter. (The Motley Fool)
Smart-device revenue fell 31.5% year on year as demand weakened, and the segment’s gross margin dropped to 32.8% from 41.5%, with higher component costs adding pressure. Continued weakness would erode a business that is already struggling to maintain both sales and margins. (SEC)
Overall revenue grew only 3.5% in the quarter, while online marketing revenue, a sizeable business line, fell 7.7%. If that decline persists, strong learning-services growth may not be enough to drive faster company-wide expansion. (SEC)
Youdao’s filing says its ability to continue as a going concern depends on generating operating cash flow and securing external financing. At June 2026 it had substantial NetEase loans and credit-facility borrowing, leaving it reliant on support from its parent. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 27 Oct 2026.

Youdao Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Youdao Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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