Youdao (DAO)

• Market cap: $875M
• 1 day: 0.26%
• 5 days: 12.48%
• 1 month: -0.39%
• 3 months: 11.19%
• 6 months: 58.16%
• Year to date: 8.70%
• 1 year: 117.09%
• 5 years: -61.82%
• 10 years: -38.00%
• Sector: Consumer Staples
• Industry: Education & Training Services

About: Youdao Inc develops and markets software applications. It engages in developing technologies to provide learning content, applications, and solutions. The firm operates in three segments: Learning services, Smart devices, and Online marketing services. The majority of its revenue comes from the Learning services segment, which generates revenues from online courses, mainly including Youdao Premium Courses, NetEase Cloud Classroom, and China University MOOC. The learning products segment includes sales of smart devices such as the Youdao Dictionary Pen and the Youdao Pocket Translator. Geographically, all of its revenue is generated from the People's Republic of China.

Employees: 3,750

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

256% more call options, than puts

Call options by funds: $613K | Put options by funds: $172K

75% more capital invested

Capital invested by funds: $59.1M [Q3] → $104M (+$44.4M) [Q4]

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more funds holding

Funds holding: 28 [Q3] → 30 (+2) [Q4]

0.8% less ownership

Funds ownership: 45.62% [Q3] → 44.82% (-0.8%) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]