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Youdao Earnings Calls
| Release date | May 21, 2026 |
| EPS estimate | $0.0466 |
| EPS actual | $0.0500 |
| EPS Surprise | 7.32% |
| Revenue estimate | 201.428M |
| Revenue actual | 195.369M |
| Revenue Surprise | -3.01% |
| Release date | Feb 11, 2026 |
| EPS estimate | $0.0363 |
| EPS actual | $0.0700 |
| EPS Surprise | 92.78% |
| Revenue estimate | 215.234M |
| Revenue actual | 223.688M |
| Revenue Surprise | 3.93% |
| Release date | Nov 20, 2025 |
| EPS estimate | -$0.00007 |
| EPS actual | $0.0100 |
| EPS Surprise | 14,385.71% |
| Revenue estimate | 211.443M |
| Revenue actual | 228.726M |
| Revenue Surprise | 8.17% |
| Release date | Aug 14, 2025 |
| EPS estimate | -$0.0017 |
| EPS actual | $0.0100 |
| EPS Surprise | 674.71% |
| Revenue estimate | 192.452M |
| Revenue actual | 197.676M |
| Revenue Surprise | 2.71% |
Last 4 Quarters for Youdao
Below you can see how DAO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 14, 2025 |
| Price on release | $9.76 |
| EPS estimate | -$0.0017 |
| EPS actual | $0.0100 |
| EPS surprise | 674.71% |
| Date | Price |
|---|---|
| Aug 08, 2025 | $8.78 |
| Aug 11, 2025 | $8.79 |
| Aug 12, 2025 | $8.88 |
| Aug 13, 2025 | $8.88 |
| Aug 14, 2025 | $9.76 |
| Aug 15, 2025 | $10.05 |
| Aug 18, 2025 | $9.35 |
| Aug 19, 2025 | $9.10 |
| Aug 20, 2025 | $9.15 |
| 4 days before | 11.16% |
| 4 days after | -6.25% |
| On release day | 2.97% |
| Change in period | 4.21% |
| Release date | Nov 20, 2025 |
| Price on release | $8.96 |
| EPS estimate | -$0.00007 |
| EPS actual | $0.0100 |
| EPS surprise | 14,385.71% |
| Date | Price |
|---|---|
| Nov 14, 2025 | $9.27 |
| Nov 17, 2025 | $9.23 |
| Nov 18, 2025 | $9.69 |
| Nov 19, 2025 | $9.75 |
| Nov 20, 2025 | $8.96 |
| Nov 21, 2025 | $9.60 |
| Nov 24, 2025 | $9.32 |
| Nov 25, 2025 | $9.38 |
| Nov 26, 2025 | $9.10 |
| 4 days before | -3.34% |
| 4 days after | 1.56% |
| On release day | 7.14% |
| Change in period | -1.83% |
| Release date | Feb 11, 2026 |
| Price on release | $9.48 |
| EPS estimate | $0.0363 |
| EPS actual | $0.0700 |
| EPS surprise | 92.78% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $9.55 |
| Feb 06, 2026 | $9.89 |
| Feb 09, 2026 | $9.72 |
| Feb 10, 2026 | $9.83 |
| Feb 11, 2026 | $9.48 |
| Feb 12, 2026 | $9.05 |
| Feb 13, 2026 | $9.28 |
| Feb 17, 2026 | $9.31 |
| Feb 18, 2026 | $9.18 |
| 4 days before | -0.733% |
| 4 days after | -3.16% |
| On release day | -4.54% |
| Change in period | -3.87% |
| Release date | May 21, 2026 |
| Price on release | $11.54 |
| EPS estimate | $0.0466 |
| EPS actual | $0.0500 |
| EPS surprise | 7.32% |
| Date | Price |
|---|---|
| May 15, 2026 | $12.00 |
| May 18, 2026 | $11.85 |
| May 19, 2026 | $12.00 |
| May 20, 2026 | $12.40 |
| May 21, 2026 | $11.54 |
| May 22, 2026 | $12.96 |
| May 26, 2026 | $11.14 |
| May 27, 2026 | $11.89 |
| May 28, 2026 | $11.64 |
| 4 days before | -3.83% |
| 4 days after | 0.87% |
| On release day | 12.31% |
| Change in period | -3.00% |
Youdao Earnings Call Transcript Summary of Q1 2026
Youdao reported a solid start to 2026 with Q1 net revenues of RMB 1.3 billion, up 3.8% year-over-year, and the company achieved its seventh consecutive quarter of operating profitability (operating profit RMB 57.5 million; operating margin 4.3%). Growth drivers included: learning services (RMB 627.5 million, +4.2%), strong momentum in AI-driven offerings (Youdao Lingshi, AI essay grading, Confucius LLM family, LobsterAI, Youdao Baoku), and online marketing services (RMB 611.1 million, +20.9%) supported by AI-enabled ad products and KOL platform InfunEase. Smart devices declined (RMB 109.4 million, -42.6%) as management prioritized inventory and profitability over volume. Gross profit was largely flat year-over-year; R&D spend remained stable, while sales & marketing rose modestly. Cash flow improved materially: net operating cash outflow narrowed significantly versus prior year and cash & short-term investments totaled RMB 515.2 million at quarter-end. Management reiterated an AI-native strategy focused on vertical/specialized LLMs, AI agents, and internal AI adoption to drive user engagement, monetization and longer-term profitability, while noting seasonal patterns that typically favor stronger H2 performance.
