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Youdao (DAO) investor relations material
Youdao Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary14 Aug, 2025
Executive summary
Achieved first-ever profitable second quarter with operating income of RMB28.8 million, reversing a prior year loss, driven by AI-native strategy and new product launches such as Confucius 3 LLM and AI-powered features in learning and advertising.
Net revenues grew 7.2% year-over-year to RMB1.4 billion, with strong growth in online marketing and learning services.
AI-driven strategy accelerated growth across learning services, online marketing, and smart devices, though smart devices saw a revenue decline but improved business health.
Net loss attributable to shareholders narrowed to RMB17.8 million, while non-GAAP net income reached RMB12.5 million, both showing marked improvement year-over-year.
Significant advancements in AI-powered products, including new LLM launches, AI essay grading, and personalized learning tools.
Financial highlights
Q2 net revenues: RMB1.4 billion, up 7.2% year-over-year; learning services up 2.2%, online marketing services up 23.8%, smart devices down 23.9%.
Operating income: RMB28.8 million, reversing a loss from the prior year.
Gross margin declined to 43.0% from 48.2% year-over-year, mainly due to lower margins in online marketing services.
Net loss attributable to shareholders: RMB17.8 million, improved from RMB99.5 million loss last year; non-GAAP net income: RMB12.5 million.
Operating cash inflow: RMB185 million, down 26.1% year-over-year.
Outlook and guidance
Plans to advance AI Native Strategy, optimize LLMs, and accelerate AI innovation in learning and advertising to boost productivity and ROI.
Confident in maintaining growth momentum in learning services, especially Youdao Ling Shi, with continued investment in AI and product quality.
Smart devices segment expected to improve with new product launches and integration with learning services.
Advertising segment anticipates sustained growth, especially in gaming and overseas markets, with further AI technology adoption.
Confident in achieving operating cash flow breakeven for the full year 2025.
Assess impact of AI ad placement optimizer.
How will tutoring pens improve device segment?
Elaborate on gaming and overseas ad growth.
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Frequently asked questions
Youdao Inc., a subsidiary of NetEase Inc., is an internet technology company headquartered in Hangzhou, China. Founded in 2006, Youdao operates through three main segments: Learning Services, Smart Devices, and Online Marketing Services. The company provides a variety of learning content, applications, and solutions for different age groups through its websites and mobile applications. Youdao's learning services include online courses, tutoring, and premium services, with offerings ranging from STEAM courses to adult and vocational education, including foreign language and digital skills training. The company is headquartered in Hangzhou, China, and its shares are listed on the NYSE.
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