Youdao (DAO)
NYSE:DAO
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Earnings Data
Report Date
Aug 13, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.02Last Year’s EPS
-0.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid top-line growth driven by online marketing and AI-enabled learning products, continuing operational milestones (7 consecutive profitable quarters), strong AI product launches and external recognition. However, meaningful year-over-year declines in operating profit and net income, a sharp contraction in the smart devices business, higher operating expenses, and reduced deferred revenue temper near-term financial strength. Management emphasized AI strategy, product traction, and a path to improved profitability and cash flow in H2, suggesting cautious optimism but balanced near-term risks.Company Guidance
Overall Revenue Growth
Total net revenues of RMB 1.3 billion, up 3.8% year-over-year, signaling top-line expansion despite macro and seasonal headwinds.
Sustained Operating Profitability
Operating profit of RMB 57.5 million, marking the seventh consecutive quarter of operating profitability; operating margin improved sequentially by 0.5 percentage points to 4.3%.
Significant Advertising Momentum
Online marketing services net revenues of RMB 611.1 million, up 20.9% year-over-year; gross margin 29.6% (largely stable YoY and +1.8 ppt sequentially). Advertising has grown to become a major revenue engine with programmatic and KOL offerings gaining traction.
Learning Services Growth and AI Product Adoption
Learning services net revenue RMB 627.5 million, up 4.2% YoY. Youdao Lingshi gross billings grew by over 20% YoY; AI-driven subscription services exceeded RMB 100 million in sales, growing over 70% YoY. New AI features (English AI essay grading) have graded ~10,000 essays to date.
Strong AI Research/Product Launches and Recognition
Launched Confucius 4 (multi-modal LLM), EmotiVoice 2 (high-fidelity TTS), and Confucius-Translation 4 (40 languages). Launched Lobster AI (desktop assistant) which surpassed 5,000 GitHub stars and Youdao Baoku (AI-native knowledge base). Won 8 of 16 AI-tracked categories at the 14th National Interpretation contest.
Improved Cash Flow Trend
Net operating cash outflow narrowed to RMB 93.1 million in Q1; management noted a significant year-over-year reduction in operating cash outflow (CEO stated a 63.6% narrowing).
Product & External Recognition
Youdao tutoring pen received 'best educational hardware solution' at the 2026 ad tech awards; Youdao SpaceX recognized as an AI benchmark—underscoring product quality and industry recognition.
Scaled Influencer/Platform Reach
InfunEase (KOL marketing platform) upgrade resulted in nearly 60,000 registered influencers globally, supporting future monetization expansion.
DAO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DAO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | $12.40 | $11.54 | -6.94% |
Feb 11, 2026 | $9.83 | $9.48 | -3.56% |
Nov 20, 2025 | $9.75 | $8.96 | -8.10% |
Aug 14, 2025 | $8.88 | $9.76 | +9.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Youdao (DAO) report earnings?
Youdao (DAO) is schdueled to report earning on Aug 13, 2026, After Close (Confirmed).
What is Youdao (DAO) earnings time?
Youdao (DAO) earnings time is at Aug 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DAO EPS forecast?
DAO EPS forecast for the fiscal quarter 2026 (Q2) is 0.02.