Youdao, Inc. (NYSE:DAO) Q4 2023 Results Conference Call February 29, 2024 5:00 AM ET Company Participants Jeffrey Wang - Director, Investor Relations Feng Zhou - Chief Executive Officer Peng Su - Vice President, Strategies and Capital Markets Lei Jin - President Yongwei Li - VP of Finance & Senior Financial Controller Conference Call Participants Brian Gong - Citi Group Caini Wang - CICC Thomas Chong - Jefferies Operator Good day, and welcome to the Youdao 2023 Fourth Quarter and Full Year Earnings Conferen ...

[Form 6-K Filing](index=1&type=section&id=Form%206-K%20Filing) This Form 6-K, filed by Youdao, Inc. in April 2024, details registrant information, an exhibit index, and the official signature [Registrant Information](index=1&type=section&id=Registrant%20Information) This Form 6-K was filed by Youdao, Inc., a foreign issuer with its principal executive offices in Hangzhou, People's Republic of China - The registrant is **Youdao, Inc.**, a foreign issuer based in Hangzhou, China[1](index=1&type=chunk) - The report was filed for the month of **April 2024**[1](index=1&type=chunk) - The company files its annual reports under **Form 20-F**[1](index=1&type=chunk) [Exhibit Index](index=2&type=section&id=Exhibit%20Index) The filing includes a single exhibit, Exhibit 99.1, identified as a Press Release - The report contains one exhibit, **Exhibit 99.1**, which is a Press Release[2](index=2&type=chunk) [Signature](index=3&type=section&id=Signature) The report was signed and authorized on April 25, 2024, by Feng Zhou, Chief Executive Officer and Director of Youdao, Inc - The report was signed on **April 25, 2024**[3](index=3&type=chunk) - The signatory is **Feng Zhou**, the company's Chief Executive Officer and Director[3](index=3&type=chunk)

Youdao, Inc. (NYSE:DAO) Q3 2023 Earnings Call November 16, 2023 5:00 AM ET Company Participants Jeffrey Wang - Director, Investor Relations Feng Zhou - Chief Executive Officer Peng Su - Vice President, Strategies and Capital Markets Lei Jin - President Conference Call Participants Brian Gong - Citigroup Caini Wang - CICC Thomas Chong - Jefferies Yuchen Zhan - Citi Operator Good day and welcome to the Youdao 2023 Third Quarter Earnings Conference Call. Today’s conference is being recorded. At this time, I wo ...

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: Piacente Financial Communications Brandi Piacente Tel: +1-212-481-2050 E-mail: youdao@thepiacentegroup.com Youdao Reports Third Quarter 2023 Unaudited Financial Results Hangzhou, China – November 16, 2023 – Youdao, Inc. ("Youdao" o ...

Financial Data and Key Metrics Changes - In Q2 2023, net revenues reached RMB1.2 billion, a year-over-year increase of 26.2% [7][17] - Loss from operations narrowed to RMB289.1 million, marking a year-over-year improvement of 36.5% [7] - Net cash provided by continuing operating activities stood at RMB133 million, reflecting growth of 27.6% year-over-year [7] - Total net revenues for the first half of the year amounted to RMB2.4 billion, indicating an increase of 9.9% year-over-year [8] Business Segment Data and Key Metrics Changes - Learning services segment saw Q2 sales of digital content exceed RMB800 million, with customer retention rates over 60% [9] - Online marketing services achieved net revenues of RMB303.6 million in Q2, representing a 98.7% increase year-over-year [9][18] - Smart devices revenues were down by 7.4% in Q2 year-over-year, primarily due to sluggish consumer spending [12][18] Market Data and Key Metrics Changes - The Ministry of Education's new policy to add programming courses in primary and secondary schools is expected to expand demand for programming content [11] - The market size for learning devices is projected to grow significantly, from RMB24.9 billion in 2019 to an estimated RMB43.1 billion in 2022 [35] Company Strategy and Development Direction - The company is focusing on driving healthy growth through high-quality digital content services and accelerating the integration of generative AI into products [16] - Plans to launch more AI applications in Q4 2023, leveraging proprietary large language models for educational applications [13][26] - The company aims to enhance user satisfaction and profitability in the smart devices segment while managing costs effectively [33] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term prospects of learning devices despite current market challenges [35] - The integration of AI technology is expected to enhance product offerings and drive future growth [57] - Management is committed to achieving profitability while optimizing R&D investments [57] Other Important Information - The company announced an amendment to extend the maturity date of a US$300 million revolving loan facility until March 31, 2027 [16] - An additional US$20 million has been authorized for share repurchase, reflecting confidence from management and support from NetEase [16] Q&A Session Summary Question: Plans on AIGC technology and its impact - Management discussed the launch of six AI applications, including a digital human language coach named Echo, which is expected to drive business growth [22][23][24] Question: Update on smart devices and long-term confidence - Management provided positive feedback on new products like the Dictionary Pen X6 Pro, noting a year-over-year increase in activations [30][33] Question: Driving factors behind online marketing revenue growth - Management attributed growth to advancements in AI technology and enhanced data capabilities of the ad platform [40][41] Question: Focus areas for learning services in the second half - Management highlighted the success of digital content services and plans for STEAM courses and adult education products [45][46][49] Question: R&D investment and AI applications - Management confirmed a prudent approach to R&D investment, focusing on effective applications of AI technology without significant increases in overall expenses [53][57]

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: Piacente Financial Communications Brandi Piacente Tel: +1-212-481-2050 E-mail: youdao@thepiacentegroup.com Youdao Reports Second Quarter 2023 Unaudited Financial Results Hangzhou, China – August 24, 2023 – Youdao, Inc. ("Youdao" or the "Company ...

Start Time: 06:00 January 1, 0000 6:35 AM ET Youdao, Inc. (NYSE:DAO) Q1 2023 Earnings Conference Call May 25, 2023, 06:00 AM ET Company Participants Jeffrey Wang - IR Director Feng Zhou - CEO Lei Jin - President Peng Su - VP of Strategies and Capital Markets Conference Call Participants Brian Gong - Citigroup Candis Chan - Daiwa Operator Good day, and welcome to the Youdao 2023 First Quarter Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference ove ...

Table of Contents Title of each classTrading SymbolName of each exchange on which registered American depositary shares, each ADS represents one Class A ordinary share, par value US$0.0001 per share DAO The New York Stock Exchange Class A ordinary shares, par value US$0.0001 per share* N/A The New York Stock Exchange UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the month of April 2023 Commission file number: 001-39087 Youdao, Inc. (Exact Name of Registrant as Specified in Its Charter) No. 399, Wangshang Road, Binjiang District Hangzhou 310051, People's Republic of China +86 0571-8985-2163 (Address of Principal Executive Offices) Indicate by check mark whether the registrant files or w ...

Youdao, Inc. (NYSE:DAO) Q4 2022 Earnings Conference Call February 23, 2023 5:00 AM ET Company Participants Jeffrey Wang - IR Director Feng Zhou - CEO Lei Jin - President Peng Su - VP of Strategies and Capital Markets Yongwei Li - VP of Finance Conference Call Participants Brian Gong - Citigroup Liping Zhao - CICC Thomas Chong - Jefferies Linda Huang - Macquarie Candis Chan - Daiwa Operator Good day, and welcome to the Youdao 2022 Fourth Quarter and Full Year Earnings Conference Call. Today's conference is b ...