DAO
youdao·NYSE
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DAO fundamentals
youdao (DAO) released its earnings on Nov 20, 2025: revenue was 228.76M (YoY +2.11%), beat estimates; EPS was 0.01 (YoY -90.91%), missed estimates.
Revenue / YoY
228.76M
+2.11%
EPS / YoY
0.01
-90.91%
Report date
Nov 20, 2025
DAO Earnings Call Summary for Q3,2025
- Revenue Growth: Q3 net revenue up 3.6% YoY to RMB 1.6 billion, driven by 51.1% YoY growth in online marketing services and 40% YoY growth in AI-driven subscription services.
- Strategic Investments: Operating profit down 73.7% YoY due to strategic investments in Youdao Lingshi (40% YoY gross billings growth) and AI innovation (Confucius 3 translation model, Youdao Anydub).
- Gross Margin Focus: Online marketing gross margin target of 25-35% through AI ad tech optimization, with AI Ad Placement Optimizer Version 2 set for Q4 launch.
- Cash Flow Breakeven: Full-year operational cash flow breakeven achievable via Q4 Youdao Lingshi retention (>75%) and AI subscription services growth.
EPS
Revenue
Revenue & Expenses
DAO has released its 2025 Q3 earnings report, with revenue of 228.76M, reflecting a YoY change of 2.08%, and net profit of 565.39K, showing a YoY change of -95.53%. The Sankey diagram below clearly presents DAO's revenue sources and cost distribution.
Key Indicators
youdao (DAO) key financial stats and ratios, covering profitability, financial health, and leverage.
youdao (DAO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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youdao (DAO)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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youdao (DAO)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does youdao (DAO) generate its revenue? Explore its key revenue streams and top earning regions.
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Track youdao (DAO) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is youdao's latest dividend and current dividend yield?Did youdao beat or miss consensus estimates last quarter?What guidance did youdao's management provide for the next earnings period?What is the revenue and EPS growth rate for youdao year over year?What is the market's earnings forecast for youdao next quarter?What were the key takeaways from youdao's earnings call?What is youdao's gross profit margin?What were the key takeaways from youdao’s earnings call?
