Seeking Alpha·Aug 20, 2026
Youdao, Inc. (DAO) Q2 2026 Earnings Call TranscriptYoudao, Inc. (DAO) Q2 2026 Earnings Call Transcript
Youdao's revenue growth has decelerated sharply to 3.2% YoY in 2026Q2, while its balance sheet remains structurally vulnerable with a negative equity position of -$1.8B and a current ratio of 0.58. The company's recent return to profitability, with a 7.6% oper...
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Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 20, 2026 | $0.11+361.8% vs $0.02 | $216M-5.7% vs $229M |
Q2 2026 May 21, 2026 | $0.05+7.3% vs $0.05 | $195M-3.0% vs $201M |
Q1 2026 Feb 11, 2026 | $0.07+92.8% vs $0.04 | $224M+3.9% vs $215M |
Q4 2025 Nov 20, 2025 | $0.01 vs -$0.00 | $229M+1.6% vs $225M |
Youdao, Inc. (DAO) Q2 2026 Earnings Call Transcript
Youdao NYSE: DAO reported second-quarter 2026 revenue growth and a sharp increase in operating profit, as gains in learning services and improved margins offset declines in online marketing and smart-device revenue.
HANGZHOU, China, Aug. 20, 2026 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an AI solutions provider specializing in learning and advertising, today announced its unaudited financial results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights Total net revenues were RMB1.5 billion (US$216.2 million), representing a 3.5% increase from the same period in 2025.
NetEase Announces Second Quarter and Interim 2026 Unaudited Financial Results PR Newswire HONG KONG, Aug. 20, 2026
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Key metrics vs top competitors for Youdao, Inc. (DAO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $15.15 | $1.79B | 112.88 | 5.03% | 1.82% | — | — | |
| $12.16 | $2.27B | 4.41 | 34.21% | 28.43% | 24.6% | — | |
| $55.63 | $8.8B | 24.19 | 13.6% | 8.4% | 11.06% | — | |
| $2.56 | $928.63M | -20.44 | 34.99% | -5.26% | -20.84% | — | |
| $146.57 | $6.83B | 17.10 | 38.71% | 35.87% | 30.11% | — | |
| $0.71 | $79.56M | -0.74 | -38.97% | -19.96% | -41.94% | — |
Youdao, Inc. (DAO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Youdao, Inc. (DAO) stock FAQ — growth, dividends, profitability & financials explained
Youdao, Inc. (DAO) reported $6.07B in revenue for fiscal year 2025. This represents a 1233% increase from $455.7M in 2017.
Youdao, Inc. (DAO) grew revenue by 5.0% over the past year. This is steady growth.
Yes, Youdao, Inc. (DAO) is profitable, generating $104.2M in net income for fiscal year 2025 (1.8% net margin).
