Youdao (DAO)

Company Profile

Youdao, Inc. is a leading intelligent learning company in China dedicated to developing and using technologies to provide learning content, applications and solutions to users of all ages. Building on the popularity of its online knowledge tools such as Youdao Dictionary, Youdao Cloudnote and Youdao Translation, Youdao now offers online courses covering a wide spectrum of age groups, subject matters, learning goals and areas of interest. In addition, Youdao has developed a variety of interactive learning apps and smart learning devices. Youdao was founded in 2006 as part of NetEase, Inc. , a leading internet technology company in China.

Company profile

Ticker

DAO

Exchange

NYSE

Website

www.youdao.com

CEO

Feng Zhou

Incorporated

Cayman Islands

Location

China

Fiscal year end

Dec 31

Sector

Educational Services > Elementary and Secondary Schools

Industry (SIC)

Services - Educational Services

Graham • Adtalem Global Education • New Oriental Education & Technology • Perdoceo Education • Zovio • Stride • Meta Data Limited • Sunlands Technology • 17 Education & Technology • Ambow Education Holding ...

SEC CIK

0001781753

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

DAO stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

View all

6-K

Youdao, Inc. Announces Rescheduling of Annual General Meeting

30 Nov 22

6-K

Current report (foreign)

17 Nov 22

6-K

Current report (foreign)

Correspondence with SEC

23 Sep 22

EFFECT

Notice of effectiveness

22 Sep 22

CORRESP

Correspondence with SEC

19 Sep 22

POS AM

Prospectus update (post-effective amendment)

9 Sep 22

CORRESP

Correspondence with SEC

Transcripts

View all

DAO

Earnings call transcript

2022 Q3

17 Nov 22

DAO

Earnings call transcript

2022 Q2

18 Aug 22

DAO

Earnings call transcript

2022 Q1

24 May 22

DAO

Earnings call transcript

2021 Q3

16 Nov 21

DAO

Earnings call transcript

2021 Q2

31 Aug 21

DAO

Earnings call transcript

2021 Q1

19 May 21

DAO

Earnings call transcript

2020 Q4

28 Feb 21

DAO

Earnings call transcript

2020 Q3

19 Nov 20

Latest ownership filings

View all

Coronation Asset Management (Pty) Ltd.

5 Jan 23

SC 13G/A

ORBIS INVESTMENT MANAGEMENT LTD

Coronation Asset Management (Pty) Ltd.

10 Feb 22

SC 13G/A

ORBIS INVESTMENT MANAGEMENT LTD

10 Dec 21

SC 13G/A

ORBIS INVESTMENT MANAGEMENT LTD

ORBIS INVESTMENT MANAGEMENT LTD

16 Feb 21

SC 13G/A

ORBIS INVESTMENT MANAGEMENT LTD

10 Feb 21

Financial summary

Financial statements Chart DAO financial data

Quarter (USD)	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Youdao earnings reports.

Institutional ownership, Q3 2022

DAO institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	27	45	-40.0%
Opened positions	2	13	-84.6%
Closed positions	20	9	+122.2%
Increased positions	7	12	-41.7%
Reduced positions	7	12	-41.7%

13F shares	Current	Prev Q	Change
Total value	165.27 mm	192.16 mm	-14.0%
Total shares	41.57 mm	42.44 mm	-2.1%
Total puts	0.00	36.90 k	EXIT
Total calls	52.60 k	96.10 k	-45.3%
Total put/call ratio	–	0.4	–

Largest owners	Shares	Value	Change
Orbis Allan Gray	15.19 mm	$59.68 mm	+2.6%
Orbis Investment Management	14.74 mm	$0.00	0.0%
Coronation Asset Management	2.83 mm	$35.36 mm	0.0%
NTES NetEase	2.57 mm	$10.09 mm	+31.0%
COFUF Coronation Fund Managers	2.37 mm	$9.33 mm	-6.1%
Vanguard	1.21 mm	$4.76 mm	-0.3%
Ding William Lei	1.18 mm	$40.23 mm	0.0%
BLK Blackrock	722.76 k	$2.84 mm	-5.6%
TB Alternative Assets	489.06 k	$1.92 mm	0.0%
California Public Employees Retirement System	77.92 k	$306.00 k	+21.8%

Largest transactions	Shares	Bought/sold	Change
NTES NetEase	2.57 mm	+607.25 k	+31.0%
Orbis Allan Gray	15.19 mm	+381.19 k	+2.6%
Schonfeld Strategic Advisors	0.00	-368.65 k	EXIT
IVZ Invesco	0.00	-346.94 k	EXIT
STT State Street	0.00	-248.59 k	EXIT
Jane Street	0.00	-186.38 k	EXIT
COFUF Coronation Fund Managers	2.37 mm	-155.19 k	-6.1%
HRT Financial	0.00	-151.11 k	EXIT
ExodusPoint Capital Management	0.00	-138.52 k	EXIT
Millennium Management	0.00	-49.66 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.