Youdao, Inc.
youdao.comWhat Do They Do?
Offers learning applications, courses and smart devices to learners of all ages and schools, and online advertising services to advertisers.
20-F for FY2025, filed Apr 15, 2026Since its inception, Youdao has developed and used technologies to provide learning applications, content, devices and solutions to users…View ↗
In 2021, we officially launched our education digitalization solutions business and introduced the second generation of Youdao Smart…View ↗
Online marketing services—the generation and provision of different formats of advertisement, mainly including performance-based…View ↗
Who Are Their Customers?
Learners buy courses and premium services; advertisers contract for online ads. Smart devices reach customers through retailers or distributors.
20-F for FY2025, filed Apr 15, 2026The Group offers various types of integrated learning services, which primarily cover a wide spectrum of topics and target people from…View ↗
Fee-based premium servicesView ↗
The Group derives its online marketing revenues principally from performance-based advertising, wherein the Group enters into…View ↗
We sell smart devices to customers through retailers or distributors. We recognize revenues when control of the goods is transferred to the…View ↗
How Are They Changing?
AI across products and services
The older report describes AI-enabled learning terminals and smart devices; the latest describes Confucius-based tools and AI integrated across learning, advertising and devices.
20-F for FY2022, filed Apr 27, 2023 20-F for FY2025, filed Apr 15, 2026In 2023, leveraging the rapid advancement of generative AI technologies, we developed our own LLM, Confucius, and unveiled a suite of…View ↗
In 2025, we advanced our AI-native strategy by expanding our Confucius LLM portfolio and embedding it across our learning services, online…View ↗
Youdao is strategically positioned as an AI solutions provider specializing in learning and advertising. Youdao pursues an AI-native…View ↗
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