Youdao, Inc.

Annual Trend FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Total Revenue $455.7m $731.6m $187.4m $485.4m $630.2m $726.8m $759.1m $770.7m $845.0m
Cost of Goods and Services Sold ($293.8m) $515.1m $134.2m $262.6m $318.1m $351.8m $369.3m $394.2m $470.8m
Cost of revenues ($293.8m) ($515.1m) ($934.3m) ($1.7b) ($2.0b) ($2.4b) ($2.6b) ($2.9b) ($3.3b)
Cost Of Revenue $2.4b $2.6b $2.9b $3.3b
Reconciled Cost Of Revenue $2.4b $2.6b $2.9b $3.3b
Gross Profit $161.9m $216.5m $53.2m $222.9m $312.1m $375.0m $389.8m $376.5m $374.2m
Research And Development $803.8m $743.4m $540.0m $514.2m
Operating Expenses $435.6m $139.6m $499.6m $460.1m $487.3m $455.5m $356.2m $342.6m
Other Operating Expenses ($87.5m) ($32.8m) ($12.0m) ($6.5m)
Total operating expenses ($292.0m) ($435.6m) ($971.5m) ($3.3b) ($2.9b) ($3.4b) ($3.2b) ($2.6b) ($2.4b)
(Loss)/Income from operations ($130.0m) ($219.1m) ($86.3m) ($1.8b) ($943.2m) ($774.7m) ($466.3m) $148.8m $221.3m
Operating Income (Loss) ($219.1m) ($86.3m) ($276.7m) ($148.0m) ($112.3m) ($65.7m) $20.4m $31.6m
Additional Financial Items
Amortization of Intangible Assets $3.0m
Equity Securities without Readily Determinable Fair Value, Impairment Loss, Annual Amount $1.1m $1.5m $6.2m $3.7m
Foreign Currency Transaction Gain (Loss), before Tax ($23.9m) ($5.0m) $4.1m $3.1m ($2.4m) ($9.2m)
Goodwill, Impairment Loss $0 $0 $0 $0 $0
Income (Loss) from Continuing Operations, Per Basic Share ($1) ($1) ($1) $0
Income (Loss) from Continuing Operations, Per Diluted Share ($1) ($1) ($1) $0
Income (Loss) from Equity Method Investments ($1.5m) ($2.8m)
Investment Income, Interest $3.9m $2.9m $1.9m $1.2m $537k $347k
Interest income $8.3m $12.1m $25.5m $18.8m $12.9m $8.3m $3.9m $2.4m
Others, net (Note 14) $598k $44.6m $2.9m $61.1m $36.7m $81.4m ($11.6m) $1.6m ($47.1m)
Net (loss)/income ($163.9m) ($209.3m) ($601.5m) ($1.8b) ($1.0b) ($745.9m) ($550.1m) $75.2m $97.0m
Net loss attributable to noncontrolling interests $30.4m $385k ($48k) $563k $30.7m $18.9m $182k $7.0m $10.3m
Net (loss)/income attributable to ordinary shareholders of the Company ($133.6m) ($239.2m) ($637.4m) ($1.8b) ($995.7m) ($727.0m) ($549.9m) $82.2m $107.3m
Foreign currency translation adjustment $496k ($15.0m) ($32.5m) ($7.3m) ($37.7m) ($8.4m) ($11.0m) $11.6m
Comprehensive loss attributable to noncontrolling interests $30.4m $385k ($48k) $563k $30.7m $18.9m $182k $7.0m $10.3m
Comprehensive (loss)/income attributable to ordinary shareholders of the Company ($133.6m) ($208.4m) ($616.5m) ($1.8b) ($1.0b) ($764.8m) ($558.4m) $71.2m $118.9m
Diluted EPS ($5.88) ($4.53) $0.70 $0.90
Diluted NI Availto Com Stockholders ($133.6m) ($239.2m) ($637.4m) ($1.8b) ($995.7m) ($727.0m) ($549.9m) $82.2m $107.3m
Earnings From Equity Interest $462k ($3.1m) ($11.2m) ($19.4m)
Gain On Sale Of Security $6.5m $4.2m ($1.2m) ($7.6m)
Impairment Of Capital Assets $56.8m $0 $0
Interest Income Non Operating $8.3m $12.1m $25.5m $18.8m $12.9m $8.3m $3.9m $2.4m
Minority Interests $30.4m $385k ($48k) $563k $30.7m $18.9m $182k $7.0m $10.3m
Net Income From Continuing And Discontinued Operation ($133.6m) ($239.2m) ($637.4m) ($1.8b) ($995.7m) ($727.0m) ($549.9m) $82.2m $107.3m
Net Income From Continuing Operation Net Minority Interest ($720.9m) ($549.9m) $82.2m $107.3m
Net Interest Income ($32.7m) ($61.1m) ($69.2m) ($60.5m)
Normalized EBITDA ($627.7m) ($398.9m) $186.7m $235.6m
Normalized Income ($713.1m) ($519.1m) $85.4m $137.6m
Other Gand A $229.2m $222.0m $187.1m $197.0m
Other Special Charges $6.6m $1.5m $2.2m $2.3m
Other Taxes $5.4m $0 $0
Reconciled Depreciation $42.2m $29.6m $29.0m $23.4m
Restructuring And Mergern Acquisition $2.5m $0 $0
Selling General And Administration $2.6b $2.5b $2.1b $1.9b
Special Income Charges ($16.9m) ($45.2m) ($2.2m) ($28.0m)
Tax Effect Of Unusual Items ($2.6m) ($10.3m) ($251k) ($5.3m)
Tax Provision $13.8m $11.1m $6.0m $16.6m
Tax Rate For Calcs $0 $0 $0 $0
Write Off $10.3m $43.7m $0 $25.7m
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest ($268.3m) ($144.3m) ($105.2m) ($75.9m) $11.1m $16.2m
Income (Loss) from Continuing Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest ($145.3m) ($107.3m) ($77.5m) $10.3m
Income (Loss) from Discontinued Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest ($15.7m) ($885k)
Net Income (Loss) from Continuing Operations Available to Common Shareholders, Basic ($140.5m) ($104.5m) ($77.5m) $11.3m $107.3m
Total other comprehensive (loss)/income $496k ($15.0m) ($32.5m) ($7.3m) ($37.7m) ($8.4m) ($11.0m) $11.6m
Total comprehensive (loss)/income ($163.9m) ($208.8m) ($616.5m) ($1.8b) ($1.0b) ($783.6m) ($558.6m) $64.2m $108.6m
Total Unusual Items ($10.4m) ($41.0m) ($3.4m) ($35.6m)
Total Unusual Items Excluding Goodwill ($10.4m) ($41.0m) ($3.4m) ($35.6m)
(Loss)/Income before tax ($198.0m) ($599.0m) ($1.8b) ($919.4m) ($725.9m) ($539.0m) $81.2m $113.6m
Pre-Tax Income ($198.0m) ($599.0m) ($1.8b) ($919.4m) ($725.9m) ($539.0m) $81.2m $113.6m
Net Income Continuous Operations ($739.8m) ($550.1m) $75.2m $97.0m
Net Income Discontinuous Operations ($100.3m) ($6.1m) $0 $0
Net Income (Loss) Attributable to Parent ($208.9m) ($86.4m) ($268.6m) ($156.2m) ($727.0m) ($549.9m) $82.2m $107.3m
Net Income (Loss) Available to Common Stockholders, Basic ($239.2m) ($91.6m) ($268.6m) ($156.2m) ($105.4m) ($77.5m) $11.3m $15.3m
Net Income (Loss) Attributable to Noncontrolling Interest ($385k) $7k ($86k) ($4.8m) ($2.7m) ($26k) ($957k) ($1.5m)
Net Income Including Noncontrolling Interests ($163.9m) ($209.3m) ($601.5m) ($1.8b) ($1.0b) ($745.9m) ($550.1m) $75.2m $97.0m
Earnings Per Share, Basic ($2.04) ($2.80) ($0.96) ($2.38) ($1.28) ($0.85) ($0.64) $0.10 $0.13
Earnings Per Share, Diluted ($2.04) ($2.80) ($0.96) ($2.38) ($1.28) ($0.85) ($0.64) $0.10 $0.13
Weighted Average Number of Shares Outstanding, Basic 65.4m 85.3m 95.4m 112.9m 121.7m 123.6m 121.4m 117.4m 118.1m
Weighted average number of ordinary shares/ADSs outstanding, basic 65.4m 85.3m 95.4m 112.9m 121.7m 123.6m 121.4m 117.4m 118.1m
Basic Average Shares 65.4m 85.3m 95.4m 112.9m 121.7m $123.6m $121.4m $117.4m $118.1m
Diluted Average Shares 65.4m 85.3m 95.4m 112.9m 121.7m $123.6m $121.4m $118.2m $119.9m
Weighted Average Number of Shares Outstanding, Diluted 65.4m 85.3m 95.4m 112.9m 121.7m 123.6m 121.4m 118.2m 119.9m
Research and Development Expense $184.0m $39.6m $65.1m $95.3m $116.5m $104.7m $74.0m $73.5m
Research and development expenses (include transactions with related parties of RMB44,906, RMB25,380 and RMB19,241 for the years ended December 31, 2023, 2024 and 2025, respectively) ($133.1m) ($184.0m) ($275.4m) ($424.6m) ($607.4m) ($803.8m) ($743.4m) ($540.0m) ($514.2m)
General and Administrative Expense $38.2m $10.5m $21.2m $29.9m $33.2m $31.3m $25.6m $28.2m
General and administrative expenses (include transactions with related parties of RMB9,009, RMB9,096 and RMB7,534 for the years ended December 31, 2023, 2024 and 2025, respectively) ($22.5m) ($38.2m) ($73.3m) ($138.5m) ($190.3m) ($229.2m) ($222.0m) ($187.1m) ($197.0m)
Other Nonoperating Income (Expense) $33k ($2.2m) $9.4m $5.8m $11.8m ($1.6m) $217k ($6.7m)
Nonoperating Income (Expense) $44.6m $2.9m
Selling and Marketing Expense $213.4m $89.5m $413.3m $326.0m $337.5m $319.5m $256.5m $240.9m
Sales and marketing expenses (include transactions with related parties of RMB15,060, RMB10,411 and RMB18,428 for the years ended December 31, 2023, 2024 and 2025, respectively) ($136.4m) ($213.4m) ($622.9m) ($2.7b) ($2.1b) ($2.3b) ($2.3b) ($1.9b) ($1.7b)
Interest Expense $4.8m $5.0m $6.6m $9.8m $10.0m $9.0m
Interest expense (include interest expense charged by related parties of RMB69,472, RMB73,090 and RMB62,972 for the years ended December 31, 2023, 2024 and 2025, respectively) ($31.9m) ($30.2m) ($31.2m) ($31.6m) ($45.6m) ($69.5m) ($73.1m) ($63.0m)
Current Income Tax Expense (Benefit) $11.3m $2.4m $2.9m $15.6m $13.8m $11.1m $6.0m $25.5m
Income tax expenses ($5.2m) ($11.3m) ($2.4m) ($2.9m) ($6.6m) ($13.8m) ($11.1m) ($6.0m) ($16.6m)
Interest Expense Non Operating $45.6m $69.5m $73.1m $63.0m
Net Non Operating Interest Income Expense ($32.7m) ($61.1m) ($69.2m) ($60.5m)
Operating Expense $3.3b $3.2b $2.6b $2.4b
Other Income Expense ($6.0m) ($44.4m) ($10.5m) ($53.6m)
Other Non Operating Income Expenses $3.9m ($186k) $4.1m $1.3m
Interest Income (Expense), Nonoperating, Net ($23.5m) ($2.6m)
Income Tax Expense (Benefit) $11.3m $349k $449k $1.0m $2.0m $1.6m $823k $2.4m
Total Expenses $5.7b $5.8b $5.5b $5.7b

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.