Youdao, Inc. Stock Price, News & Analysis

Youdao (NYSE: DAO), an AI-powered learning and advertising solutions provider, reported its Q2 2025 financial results with significant improvements. Total net revenues reached RMB1.4 billion (US$197.9 million), up 7.2% year-over-year, marking the company's first-ever profitable second quarter.

Key performance metrics include a 2.2% increase in learning services revenue to RMB657.8 million, a 23.8% growth in online marketing services to RMB632.9 million, while smart devices revenue declined 23.9%. The company achieved an operating income of RMB28.8 million, compared to a loss of RMB72.6 million in the previous year. Gross margin was 43.0%, down from 48.2% year-over-year.

The company highlighted the success of its AI Native Strategy, including the release of Confucius 3 LLM and AI-driven products that contributed to approximately 30% year-over-year growth in AI-driven subscription services.

NetEase (NASDAQ: NTES) reported strong Q2 2025 financial results with net revenues of RMB27.9 billion (US$3.9 billion), up 9.4% year-over-year. The company's gaming segment led growth with RMB22.8 billion in revenues, increasing 13.7% from 2024. Net income reached RMB8.6 billion (US$1.2 billion), with non-GAAP earnings of US$0.42 per share.

The quarter saw successful global game launches, including FragPunk, Dunk City Dynasty, and MARVEL Mystic Mayhem. Established franchises maintained strong momentum, with Fantasy Westward Journey Online reaching a new peak of 2.93 million concurrent players. The company declared a quarterly dividend of US$0.5700 per ADS and continued its share repurchase program, having bought back US$2.0 billion worth of ADSs.

Key metrics showed solid performance in gaming and education segments, though Cloud Music revenues decreased 3.5% and innovative businesses declined 17.8% year-over-year.

NetEase (NASDAQ: NTES), a leading internet and game services provider, has scheduled its second quarter 2025 financial results announcement for August 14, 2025, before U.S. markets open.

The company will host an earnings conference call with webcast at 8:00 a.m. Eastern Time (8:00 p.m. Beijing/Hong Kong Time) on the same day. Management will discuss quarterly results and take questions during the call. The webcast replay will be available for 12 months on NetEase's Investor Relations website.

Youdao (NYSE: DAO), an AI-powered solutions provider focused on learning and advertising verticals, has scheduled its second quarter 2025 financial results announcement for Thursday, August 14, 2025, before U.S. markets open.

The company will host an earnings conference call with webcast at 6:00 a.m. Eastern Time on the same day. Management will discuss quarterly results and take questions during the call. The webcast will be available on Youdao's investor relations website, with a replay accessible until August 21, 2025.

Youdao (NYSE: DAO) reported its Q1 2025 financial results, showing mixed performance. Total net revenues decreased 6.7% YoY to RMB1.3 billion (US$178.9M), with learning services revenue down 16.1%. However, smart devices and online marketing services saw growth of 5.1% and 2.6% respectively. The company achieved significant profitability improvements, with operating income reaching RMB104.0M, up 247.7% YoY. Net income rose over sixfold to RMB76.7M. Gross margin slightly declined to 47.3% from 49.0%. The company's AI initiatives showed promise, with AI College Admission Advisers driving 25% YoY growth in Youdao Lingshi gross billings, and AI subscription services growing 40% YoY. Youdao continues to receive financial support from NetEase Group, with RMB878.0M in short-term loans and access to a US$300.0M revolving facility.

NetEase (NTES) reported strong Q1 2025 financial results with net revenues of RMB28.8 billion (US$4.0 billion), up 7.4% year-over-year. The company's gaming division led growth with revenues of RMB24.0 billion (US$3.3 billion), increasing 12.1% YoY. Net income reached RMB10.3 billion (US$1.4 billion), with non-GAAP earnings of US$0.49 per share. Notable gaming successes included Marvel Rivals topping Steam's charts, Where Winds Meet surpassing 30 million players, and FragPunk's successful launch. The company declared a quarterly dividend of US$0.1350 per share. However, Youdao, Cloud Music, and innovative businesses segments showed revenue declines. Operating expenses decreased 14.4% YoY to RMB8.0 billion, while the company maintained a strong net cash position of RMB137.0 billion.

NetEase (NASDAQ: NTES and HKEX: 9999), a leading internet and game services provider, has scheduled its first quarter 2025 financial results announcement for May 15, 2025, before U.S. markets open.

The company will host an earnings teleconference call with a simultaneous webcast at 8:00 a.m. Eastern Time (8:00 p.m. Beijing/Hong Kong Time) on the same day. Management will discuss quarterly results and take questions during the call.

Participants can join by:

• Dialing 1-914-202-3258 (Conference ID: 10046898)
• Accessing the webcast on NetEase's Investor Relations website

A replay will be available through May 22, 2025, by dialing 1-855-883-1031 (PIN: 10046898). The webcast replay will remain accessible for 12 months on the company's IR website.

Youdao, an AI-powered solutions provider focused on artificial intelligence applications for learning and advertising, has scheduled its first quarter 2025 financial results announcement for May 15, 2025, before U.S. markets open.

The earnings teleconference call and simultaneous webcast will be held at 6:00 a.m. Eastern Time (6:00 p.m. Beijing/Hong Kong Time) on the same day. Management will be available to discuss quarterly results and address questions.

Participants can join through various toll-free and international numbers:

• U.S. Toll-Free: +1-888-346-8982
• International: +1-412-902-4272
• China Toll-Free: 400-120-1203
• Hong Kong Options: 800-905-945 (Toll-Free) or +852-3018-4992

A replay will be available until May 22, 2025, and the webcast can be accessed through the company's investor relations website at http://ir.youdao.com.

Youdao (NYSE: DAO), an AI-powered solutions provider focused on learning and advertising verticals, has announced the filing of its 2024 annual report on Form 20-F with the U.S. Securities and Exchange Commission. The report, covering the fiscal year ended December 31, 2024, is now accessible on the company's investor relations website and the SEC's website.

The company will provide complimentary hard copies of the annual report to shareholders and ADS holders upon written request to their Hangzhou office.