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Youdao, Inc. (NYSE:DAO) Q4 2025 Earnings Call Transcript
Youdao, Inc. (NYSE:DAO) announced strong Q4 and full-year 2025 financial results, with net revenues reaching RMB 1.6 billion in Q4, a 16.8% increase year-over-year, and operating profit growing to RMB 221.3 million for the full year. The company achieved its first full year of net cash inflow from operating activities, driven by growth in Learning Services and online marketing, both largely propelled by its AI-native strategy. Looking to 2026, Youdao plans to continue leveraging AI to enhance product offerings, expand into new market segments, and drive sustainable growth across its business lines, with a particular focus on AI agents and international expansion for online marketing.