Youdao Inc ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
58.9%projected annual EPS growth
Analyst Coverage
7analysts covering
FY EPS (est.)
$0.26next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Unaudited Financial Results | 23 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Learning Services Net Revenues Quarterly627.5MTarget: Double-digit growth for Learning Services in FY2026
Online Marketing Services Net Revenues Quarterly611.1MTarget: Continued expansion driven by performance-based ads and AI technology
Smart Devices Net Revenues Quarterly109.4MTarget: Prioritizing SKU health, inventory management, and profitability over volume
Watch Items
- Smart Devices Segment Margin CompressionTrigger: Smart devices gross margin falling below 35%Action: Re-evaluate hardware SKU lineup, optimize supply chain costs, and accelerate inventory clearance of older models.
- Regulatory Compliance and VIE Structure RisksTrigger: New regulatory restrictions on educational technology or VIE structures in ChinaAction: Consult legal counsel, adjust corporate structure if necessary, and pivot product offerings toward non-academic AI learning tools.
Research as of 19 Jun 2026