Youdao, Inc. Stock Price, News & Analysis

NetEase (NASDAQ: NTES) will report fourth quarter and fiscal year 2025 results on Wednesday, February 11, 2026, before U.S. market open. Management will host an earnings teleconference and simultaneous webcast at 7:00 a.m. ET the same day.

Investors may dial in with conference ID 10052758 or view the live webcast; a phone replay is available through February 18, 2026 and the webcast replay will remain available for 12 months on the company investor relations website.

NetEase (DAO) announced the retirement of Yingfeng Ding, Executive Vice President and head of the Interactive Entertainment Group, effective December 31, 2025. After 23 years with the company, he will step down from his operational role and will remain a consultant to NetEase in 2026. CEO William Ding thanked Yingfeng Ding for his contributions to flagship titles and to building R&D and operational capabilities.

Youdao (NASDAQ:DAO) will hold its 2025 Annual General Meeting of Shareholders on December 16, 2025 from 3:00 p.m. to 5:00 p.m. Beijing Time at the companys Beijing offices.

The AGM will be broadcast live at https://ir.youdao.com/#/live and an archived replay will be available on the investor relations site at https://ir.youdao.com/. Speakers include Dr. Feng Zhou, CEO, and members of Youdaos senior management team.

Youdao (NYSE: DAO) reported unaudited Q3 2025 results showing continued profitability under its AI‑Native strategy and a stronger financial position. Net revenue was RMB 1.6 billion (≈US$200 million) and operating profit was RMB 28.3 million (≈US$3.93 million). Advertising revenue rose to RMB 0.74 billion (≈US$101 million), up 51.1% YoY, becoming the company's largest revenue segment. Operating profit for the first nine months increased by nearly 150% YoY, while operating cash outflow narrowed by 31.7% YoY. Overseas Youdao Ads revenue grew by >100% YoY, and the ad platform now connects with nearly 30 million influencers; an integrated campaign for Where Winds Meet generated over 500 million video views.

Youdao (NYSE: DAO) reported unaudited Q3 2025 results on Nov 20, 2025, maintaining profitability for five consecutive quarters. Q3 net revenue was RMB 1.6 billion, up 3.6% YoY. Operating profit for the first nine months of 2025 grew nearly 150% YoY, and Q3 operating profit was RMB 28.3 million. Operating cash outflow narrowed by 31.4% YoY.

Key segment results: learning services revenue was RMB 0.64 billion, AI subscription sales ~RMB 100 million (+40% YoY), smart devices RMB 0.25 billion, and online marketing became the largest segment at RMB 0.74 billion (+51.1% YoY). Overseas revenue grew over 100% YoY.

Youdao (NYSE: DAO) reported third quarter 2025 unaudited results: total net revenues RMB1,628.5 million (US$228.8M), up 3.6% year-over-year. Online marketing revenue rose 51.1% to RMB739.7 million, while learning services and smart devices declined by 16.2% and 22.1%, respectively. Gross margin fell to 42.2% from 50.2% year-over-year. Income from operations dropped 73.7% to RMB28.3 million. Cash and short-term investments totaled RMB557.7 million as of Sept 30, 2025. NetEase Group continues to provide financial support via loans and the company repurchased ~7.5M ADSs for US$33.8M.

Youdao (NYSE: DAO) will hold its Annual General Meeting of shareholders on December 16, 2025 from 3:00 p.m. to 5:00 p.m. Beijing Time at its Beijing offices in Zhongguancun Software Park.

No proposals will be submitted for shareholder approval; the meeting is an open forum for shareholders and ADS holders to discuss company affairs with management. The Board fixed December 1, 2025 (EST) as the record date to determine shareholders entitled to attend.

Shareholders and beneficial owners of ADSs may access the company's annual report on the investor relations site and the SEC website, and may request a free hard copy by emailing IR@rd.netease.com.

NetEase (DAO) reported Q3 2025 net revenues of RMB28.4 billion (US$4.0 billion), up 8.2% year‑over‑year, driven by games revenue RMB23.3 billion (+11.8% YoY). Gross profit was RMB18.2 billion (+10.3% YoY) and net income attributable to shareholders was RMB8.6 billion (non‑GAAP RMB9.5 billion). Basic EPS was US$0.38 and non‑GAAP EPS US$0.42.

The company reported net cash of RMB153.2 billion, approved a Q3 dividend of US$0.1140 per share and extended its US$5.0 billion share repurchase program through January 9, 2029 (US$2.0 billion spent to date on ~22.1M ADSs).

Youdao (NYSE: DAO) will report third quarter 2025 financial results on Thursday, November 20, 2025 before U.S. market open. The company will host an earnings teleconference with simultaneous webcast on November 20, 2025 at 5:00 a.m. ET (Beijing/Hong Kong Time: 6:00 p.m.).

Management will discuss results and take questions. Dial-in numbers and conference ID 2070537 are provided for U.S., international, China, and Hong Kong callers. A live and archived webcast will be available at http://ir.youdao.com. A phone replay will be accessible one hour after the call through November 27, 2025 with replay access code 2070537.