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Youdao (DAO)
NYSE:DAO
Earnings Data
Report Date
May 27, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.01Last Year’s EPS
0.01Same Quarter Last Year
Based on 1 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 20, 2025
|% Change Since: -0.38%
|Next Earnings Date:May 27, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive developments and challenges. The company achieved record profitability and strong growth in AI-driven services and smart devices, but faced revenue declines in learning services and overall Q4 revenue. The strategic focus on AI and operational efficiency suggests a positive outlook.Company Guidance
During the Youdao 2024 Fourth Quarter and Full-Year Earnings Conference Call, the company provided detailed guidance on its financial performance and strategic direction. In Q4 2024, Youdao reported net revenues of RMB1.3 billion, marking a 9.5% year-over-year decline, primarily due to decreased revenues from learning services, which fell 21.2% to RMB617.7 million. Despite this, the company achieved a 10.3% increase in income from operations, reaching RMB84.2 million. For the full year, net revenues grew by 4.4% to RMB5.6 billion, with a significant turnaround in operational performance, achieving a profit of RMB148.8 million compared to a loss of RMB466.3 million in 2023. Operating cash outflow improved by 84.5% to RMB67.9 million. Key strategic focuses included leveraging cutting-edge AI technologies in education and online marketing, enhancing products like the Youdao Dictionary Pen, and expanding global advertising efforts. The company also highlighted its AI-driven subscription services, which saw an over 130% increase in sales, and its commitment to innovation with the launch of Confucius-o1, a reasoning model for educational use. For 2025, Youdao aims for moderate revenue growth with a continued focus on profitability, driven by advancements in AI integration across its business lines.Record Profitability Achieved
For the first time, Youdao achieved full-year operating profitability with an income from operations of RMB148.8 million, a turnaround from a loss of RMB466.3 million in 2023.
AI-Driven Subscription Services Growth
AI-driven subscription services generated sales of over RMB200 million, representing an increase of over 130% year-over-year.
Smart Devices Segment Performance
Net revenues from smart devices reached RMB240.4 million in Q4, marking an 8.1% year-over-year increase, driven by the success of the Youdao Dictionary Pen.
Online Marketing Services Growth
Net revenues from online marketing services were up 48.3% year-over-year to RMB2 billion for the full year.
Successful Launch of New AI Model
The rollout of Confucius-o1, a reasoning model, supports deployment on consumer-grade GPUs and is notable for being open-sourced, encouraging innovation in the education sector.
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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
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DAO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 20, 2025 | $10.43 | $10.39 | -0.38% |
| Nov 14, 2024 | $4.83 | $4.95 | +2.48% |
| Aug 22, 2024 | $3.68 | $3.35 | -8.97% |
| May 23, 2024 | $3.63 | $3.55 | -2.20% |
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.
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FAQ
When does Youdao (DAO) report earnings?
Youdao (DAO) is schdueled to report earning on May 27, 2025, TBA Not Confirmed.
What is Youdao (DAO) earnings time?
Youdao (DAO) earnings time is at May 27, 2025, TBA Not 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 2025 (Q1) is 0.01.
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