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Youdao
Youdao (DAO) investor relations material
Youdao Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Fourth quarter 2025 net revenues rose 16.8% year-over-year to RMB 1.6 billion, driven by learning services and online marketing, with all business segments contributing.
Full year 2025 net revenues reached RMB 5.9 billion, up 5% year-over-year, and income from operations increased 48.7% to RMB 221.3 million.
Achieved first-ever full year net cash inflow from operating activities, totaling RMB 55.2 million.
AI-driven strategy accelerated growth across learning, marketing, and smart device businesses, with a focus on sustainable growth and vertical large language models.
Achieved sixth consecutive quarter of operating profitability in 2025, supported by growth in AI-driven subscription products and online marketing services.
Financial highlights
Q4 2025 net revenues were RMB 1,564.7 million, up from RMB 1,339.8 million in Q4 2024.
Q4 2025 gross profit was RMB 705.4 million, with a gross margin of 45.1%; full year gross margin was 44.3%.
Q4 2025 net income attributable to ordinary shareholders was RMB 48.2 million; full year 2025 net income was RMB 107.3 million, up 30.6%.
Q4 2025 net cash provided by operating activities was RMB 184.2 million; year-end cash, cash equivalents, and short-term investments totaled RMB 743.2 million.
Q4 2025 operating profit was RMB 60.2 million, up 113% quarter-over-quarter but down 28.5% year-over-year.
Outlook and guidance
2026 focus is on sustainable growth, leveraging AI-native strategy and generative AI applications across learning services and advertising.
Online marketing services to deploy new AI solutions and target high-growth sectors like AI apps, gaming, and short-form drama.
Learning services expected to return to double-digit year-over-year growth in 2026, with continued innovation in AI-driven products and planned launch of AI-powered English essay grading.
Smart devices segment to focus on core products and STEM learning scenarios.
AI agent deployment strategy and business impact
Online marketing: growth vs. margin strategy 2026
Smart devices segment turnaround plan
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Next Youdao earnings date
Q1 202614 May, 2026
Youdao
Next Youdao earnings date
Q1 202614 May, 2026
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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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