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网易有道Youdao, Inc.(DAO)2025年第三季度业绩投资者展示报告「NYSE」(英文版)(18页).pdf

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1、Investor Relations,February 23,2023This presentation contains forward-looking statements.These statements are made under the“safe harbor”provisions of the U.S.Private Securities Litigation Reform Act of 1995.Statements that are not historical facts,including statements about the Companys beliefs and

2、 expectations,are forward-looking statements.Forward-looking statements involve inherent risks and uncertainties,and a number of factors could cause actual results to differ materially from those contained in any forward-looking statement.In some cases,forward-looking statements can be identified by

3、 words or phrases such as“may,”“will,”“expect,”“anticipate,”“target,”“aim,”“estimate,”“intend,”“plan,”“believe,”“potential,”“continue,”“is/are likely to”or other similar expressions.The Company may also make written or oral forward-looking statements in its reports filed with,or furnished to,the U.S

4、.Securities and Exchange Commission,in its annual reports to shareholders,in press releases and other written materials and in oral statements made by its officers,directors or employees to third parties.Further information regarding such risks,uncertainties or factors is included in the Companys fi

5、lings with the SEC.All information provided in this press release is as of the date of this press release,and the Company does not undertake any duty to update such information,except as required under applicable law.Youdaos PositionYoudao is strategically positioned as an AI-powered solutions provi

6、der specializing in artificial intelligenceapplications for the learning and advertising verticals.AI StrategyNote:LLM stands for Large Language Model.2025 Operating Strategy AI+Online Marketing Services AI+Smart Devices AI+Learning Services Net Revenues:3.6%Year-Over-Year Growth in 3Q25RMB Millions

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- **公司定位**:Youdao作为AI解决方案提供商,专注于教育和广告领域的人工智能应用。 - **AI战略**:专注于AI+在线营销服务、AI+智能设备和AI+学习服务。 - **2025运营策略**:预计2025年第三季度净收入同比增长3.6%,收入构成包括学习服务、智能设备和在线营销服务。 - **财务表现**:2025年第三季度收入16.29亿元人民币,净利润4025万元人民币,连续五个季度盈利。 - **现金流**:2025年第三季度经营活动现金流流出减少31.4%。 - **产品与服务**:推出AI驱动的订阅服务,包括Youdao Lingshi、Echo U-Dictionary等。 - **财务状况**:截至2025年9月30日,现金及现金等价物为554521万元人民币。
"2025年有道营收增长如何?" "有道AI学习服务增长惊人!" "有道智能设备业务表现如何?"
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