Symbols

DAO

youdao·NYSE

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DAO fundamentals

DAO Q4 2025 Earnings

youdao (DAO) released its earnings on Feb 11, 2026: revenue was 223.67M (YoY +21.89%), beat estimates; EPS was 0.0572 (YoY -40.35%), beat estimates.

Revenue / YoY

223.67M

+21.89%

EPS / YoY

0.0572

-40.35%

Report date

Feb 11, 2026

DAO Earnings Call Summary for Q4,2025

Revenue Growth: Q4 2025 net revenue up 16.8% YoY to RMB 1.6 billion, driven by 37.2% YoY growth in online marketing and 17.7% YoY growth in Learning Services.
AI-Driven Momentum: AI subscription sales reached RMB 400 million (50% YoY growth), with Youdao Lingshi achieving 40% YoY revenue growth and 75% retention rates.
Cash Flow Milestone: First full year of positive net operating cash flow (RMB 55.2 million) after years of outflows.
2026 Strategy: Expand AI agents in advertising (e.g., programmatic overseas) and education (e.g., AI Essay grading tools); target double-digit growth in Learning Services and sustained international KOL expansion.
Risk Management: Balancing strategic investments (e.g., AI agent R&D) with cost control, with operating expenses up 16% YoY but gross margin improvements in key segments.

Earnings

EPS

Revenue

Revenue & Expenses

DAO has released its 2025 Q4 earnings report, with revenue of 223.75M, reflecting a YoY change of 21.90%, and net profit of 5.14M, showing a YoY change of -48.09%. 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.

Income Statement

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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Balance Sheet

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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Breakdown

Cash Flow

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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