Upcoming Earnings: Q3 '26
Estimated EPS
$0.07
Estimated Rev
$242.59M
Youdao reported Q2 2026 total net revenues of RMB1.5 billion, up 3.5% YoY, with learning services revenue increasing 20.9% to RMB795.6 million and income from operations reaching RMB111.5 million.
Bullish Takeaway
Youdao delivered strong growth in learning services and achieved a significant expansion in gross margin, resulting in nearly triple the operating income compared to the same period in 2025.
Bearish Takeaway
Youdao experienced significant revenue declines in its smart devices and online marketing segments, while the company remains dependent on external financing and navigating a changing regulatory environment for future operations.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.07 | -- | -- | N/A |
Q2 '26 | $0.09 | -- | -- | N/A |
Q1 '26 | $0.05 | $0.05 | 1.05% | BEAT |
Q4 '25 | $0.04 | $0.06 | 60.66% | BEAT |
Q3 '25 | -$0.00 | $0.01 | 16441.23% | BEAT |