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Youdao Inc Adr Class A (DAO)
:DAO
US Market
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Youdao (DAO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.04
Last Year’s EPS
0.1
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 20, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with notable achievements in AI-driven subscriptions and online marketing services, which experienced strong growth. However, there were significant challenges in maintaining operating profit and revenues from the Learning Services and Smart Devices segments. This balance between growth in certain areas and decline in others indicates a neutral sentiment.
Company Guidance
During the Youdao Third Quarter 2025 Earnings Conference Call, the company provided several forward-looking metrics highlighting its financial performance and strategic direction. Net revenues for the third quarter reached RMB 1.6 billion, marking a 3.6% increase year-over-year, while operating profit declined by 73.7% to RMB 28.3 million due to increased investments in Youdao Lingshi and online marketing services. The Learning Services segment saw revenues of RMB 643.1 million, down 16.2% year-over-year, with digital content services contributing RMB 425.9 million. Youdao Lingshi achieved over 40% growth in gross billings and a retention rate exceeding 75%. The online marketing services segment reported record net revenues of RMB 739.7 million, up 51.1% year-over-year, driven by demand from the NetEase Group and overseas markets. Operating cash outflow improved by 31.4% to RMB 58.6 million. The company maintained a gross margin for online marketing services of 25.4%, with a long-term target range of 25% to 35%. Operating expenses were reduced to RMB 659.6 million. Overall, Youdao aims to achieve robust year-over-year operating profit growth and reach annual operational cash flow breakeven by the end of the year.
Net Revenue Growth
Net revenues reached RMB 1.6 billion, up 3.6% year-over-year.
Operating Profit Growth Over Nine Months
Operating profit for the first nine months was RMB 161.1 million, a 149.2% year-over-year increase.
Online Marketing Services Surge
Net revenues for online marketing services reached RMB 739.7 million, a 51.1% increase year-over-year.
AI-Driven Subscription Growth
Total sales of AI-driven subscription services reached approximately RMB 100 million, representing over 40% year-over-year growth.
Strong Performance in AI and Translation Services
Confucius 3 translation model supports real-time bidirectional translation across 38 languages and achieved certification from the China Academy of Information and Communications Technology.

Youdao (DAO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DAO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2025 (Q4)
0.04 / -
0.099
Nov 20, 2025
2025 (Q3)
>-0.01 / 0.01
0.105-89.19% (-0.09)
Aug 14, 2025
2025 (Q2)
>-0.01 / -0.02
-0.1282.35% (+0.10)
May 15, 2025
2025 (Q1)
0.03 / 0.09
0.014540.00% (+0.08)
Feb 20, 2025
2024 (Q4)
0.07 / 0.10
0.06648.94% (+0.03)
Nov 14, 2024
2024 (Q3)
0.03 / 0.10
-0.12187.06% (+0.22)
Aug 22, 2024
2024 (Q2)
-0.13 / -0.12
-0.34665.31% (+0.23)
May 23, 2024
2024 (Q1)
-0.05 / 0.01
-0.109112.99% (+0.12)
Feb 29, 2024
2023 (Q4)
0.05 / 0.07
0.014370.00% (+0.05)
Nov 16, 2023
2023 (Q3)
-0.12 / -0.12
-0.21142.95% (+0.09)
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
Nov 20, 2025
$9.75$8.96-8.10%
Aug 14, 2025
$8.88$9.76+9.91%
May 15, 2025
$8.68$9.45+8.87%
Feb 20, 2025
$10.43$10.39-0.38%
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 Inc Adr Class A (DAO) report earnings?
Youdao Inc Adr Class A (DAO) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
    What is Youdao Inc Adr Class A (DAO) earnings time?
    Youdao Inc Adr Class A (DAO) earnings time is at Feb 19, 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 2025 (Q4) is 0.04.
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