Youdao
About: Youdao Inc develops and markets software applications. It engages in developing technologies to provide learning content, applications, and solutions. The firm operates in three segments: Learning services, Smart devices, and Online marketing services. The majority of its revenue comes from the Learning services segment, which generates revenues from online courses, mainly including Youdao Premium Courses, NetEase Cloud Classroom, and China University MOOC. The learning products segment includes sales of smart devices such as the Youdao Dictionary Pen and the Youdao Pocket Translator. Geographically, all of its revenue is generated from the People's Republic of China.
Employees: 3,750
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
563% more call options, than puts
Call options by funds: $1.84M | Put options by funds: $278K
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
5% more capital invested
Capital invested by funds: $103M [Q1] → $108M (+$5.37M) [Q2]
0% more funds holding
Funds holding: 30 [Q1] → 30 (+0) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2.94% less ownership
Funds ownership: 43.17% [Q1] → 40.23% (-2.94%) [Q2]
Financial journalist opinion
Based on 5 articles about DAO published over the past 30 days
