Youdao (DAO)

• Market cap: $814M
• 1 day: 0.00%
• 5 days: -5.02%
• 1 month: -5.55%
• 3 months: 35.39%
• 6 months: 86.58%
• Year to date: -4.49%
• 1 year: 83.06%
• 5 years: -57.12%
• 10 years: -45.52%

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 Youdao Pocket Translator.

Employees: 4,364

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

261% more call options, than puts

Call options by funds: $166K | Put options by funds: $46K

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

2% more capital invested

Capital invested by funds: $58.2M [Q2] → $59.1M (+$876K) [Q3]

1.96% less ownership

Funds ownership: 47.58% [Q2] → 45.62% (-1.96%) [Q3]

20% less funds holding

Funds holding: 35 [Q2] → 28 (-7) [Q3]

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

79% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 14