Youdao, Inc.
Youdao is an AI solutions provider focused on learning and advertising. It develops learning applications, content, devices and solutions for users of all ages. Its offerings include online learning, with digital content services such as Youdao Lingshi, STEAM courses and adult courses including China University MOOC; AI-driven subscription services such as Youdao Dictionary and AI learning tools; online marketing services, including performance-based advertising and global marketing and promotion; and smart devices, primarily Youdao Dictionary Pen and Youdao Tutoring Pen. Youdao monetizes subscription services mainly through subscriptions and advertising, and provides advertising services to marketers. It also offers courses and learning content and sells smart devices. Its headquarters are in Binjiang District, Hangzhou, China.
No SEC Form 4 filings for $DAO in the last 30 days.
See all $DAO insider activity →Youdao (DAO) will release its Q3 2026 financial results on November 19, 2026, before U.S. market open. A teleconference and webcast will follow at 5:00 a.m. ET, with management discussing results and taking questions. Replay options are available.
NetEase Youdao Lobster launched a migration tool to attract users of Tencent's shutting down QClaw. The company emphasized long-term commitment and open-source principles, having iterated 82 versions since 2026. QClaw's shutdown is scheduled for December 24, 2026, due to business adjustments.
Jin Lei (president) sold 70,047 shares of Youdao, Inc. (DAO) on 2026-09-09.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning DAO (Youdao, Inc.). Coverage has been balanced: 0 bullish, 2 neutral, and 0 bearish.
Recent DAO coverage spans earnings, insider activity and technology.
The earnings release could trigger short‑term price movement as traders position for the results.
NetEase Youdao Lobster launched a migration tool to attract users of Tencent's shutting down QClaw. The company emphasized long-term commitment and open-source principles, having iterated 82 versions since 2026. QClaw's shutdown is scheduled for December 24, 2026, due to business adjustments.
Minor insider sell by a top executive; limited immediate price impact.
Minor insider sell may signal slight negative sentiment but size is modest.
Insider sale may signal reduced confidence from a senior executive, potentially pressuring the stock short-term.
AlphAI scores every news story that mentions DAO with an AI model for sentiment and relevance, and aggregates insider trades from Youdao, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Youdao (DAO) will release its Q3 2026 financial results on November 19, 2026, before U.S. market open. A teleconference and webcast will follow at 5:00 a.m. ET, with management discussing results and taking questions. Replay options are available.
NetEase Youdao Lobster launched a migration tool to attract users of Tencent's shutting down QClaw. The company emphasized long-term commitment and open-source principles, having iterated 82 versions since 2026. QClaw's shutdown is scheduled for December 24, 2026, due to business adjustments.
Jin Lei (president) sold 70,047 shares of Youdao, Inc. (DAO) on 2026-09-09.
Wu Yinghui (Senior Vice President) sold 6,750 shares of Youdao, Inc. (DAO) on 2026-09-09.
Peng Su (Senior Vice President) sold 6,750 shares of Youdao, Inc. (DAO) on 2026-09-09.
Shum Heung Yeung sold 21,198 shares of Youdao, Inc. (DAO) across 4 trades over 2026-08-31 to 2026-09-01.
Youdao (DAO) reported Q2 2026 revenue of RMB 1.5 billion, up 3.5% YoY. Learning services revenue grew 20.9%, while smart devices revenue fell 31.5%. Net income was RMB 73.8 million, reversing last year's loss. Management highlighted AI-driven growth and cost pressures in smart devices.
Youdao (NYSE: DAO) shares rose 1.86% premarket after Q2 earnings of RMB0.76 per ADS beat estimates, though revenue of RMB1.47B missed forecasts. Profitability improved with net income of RMB73.8M and gross margin expansion to 48.9%. Learning services revenue grew 20.9%, while smart devices and online marketing declined.
Youdao, Inc. (DAO) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 For investor and media inquiries, please contact: In China: Jeffrey Wang Youdao, Inc. Tel: +86-10-8255-8163 ext. 89980 E-mail: IR@rd.netease.com Piacente Financial Communications Helen Wu Tel: +86-10-6508-0677 E-mail: youdao@thepiacentegroup.com In the United States:
Youdao (NYSE: DAO) reported Q2 2026 revenue of RMB1.5B (US$216.2M), up 3.5% YoY. Learning services revenue grew 20.9%, while smart devices and online marketing services declined 31.5% and 7.7%, respectively. Gross margin improved to 48.9% from 43.0%. Net income was RMB73.8M (US$10.9M), a turnaround from a loss in Q2 2025. CEO Dr. Feng Zhou highlighted sustainable growth and AI-driven progress.
