智通财经网·2025-08-14 08:56Core Insights - NetEase Youdao (DAO.US) reported strong financial performance for Q2 2025, achieving a net revenue of 1.42 billion yuan, a year-on-year increase of 7.2%, and operating profit of 28.8 million yuan, marking the first profitable Q2 [1] - The company has successfully implemented its "AI-native" strategy, leading to significant commercialization results in education and advertising sectors, resulting in sustainable profitability for four consecutive quarters [1][4] Financial Performance - In the first half of the year, NetEase Youdao's operating profit reached 130 million yuan, a historical high, with total net revenue of 2.7 billion yuan and a significant reduction in operating cash outflow by 49.9% year-on-year [1] - Q2 revenue from learning services was 660 million yuan, up 2.2% year-on-year, with digital content services contributing 450 million yuan [2] - Online marketing services achieved a record revenue of 630 million yuan in Q2, reflecting a year-on-year growth of 23.8% [2] AI Strategy and Innovations - The company continues to enhance its core business competitiveness through AI, with AI subscription services generating nearly 80 million yuan in sales, a growth of approximately 30% [2] - The launch of the "Ziyue" large model has been pivotal, with the introduction of the "Ziyue 3" math model, which has shown superior performance in math reasoning tasks and a service cost significantly lower than most general models [3] - The AI-driven tools, such as AI essay correction and college entrance exam application assistance, have improved user retention rates to over 75%, a historical peak [2] Future Outlook - The CEO of NetEase Youdao indicated that the company will continue to deepen its "AI-native" strategy, focusing on iterative optimization of the Ziyue model and accelerating technological innovation in learning and advertising [4]