DAO Earnings Prediction
The chart below shows how DAO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DAO sees a -2.18% change in stock price 10 days leading up to the earnings, and a +13.68% change 10 days following the report. On the earnings day itself, the stock moves by -5.42%. This data can give you a slight idea of what to expect for the next quarter's release.
DAO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.57B
2.19%
18.98%
Gross Margin
50.20%
-10.13%
4.19%
Operating Margin
6.82%
485.31%
-224.23%
Net Margin
5.65%
189.68%
-174.34%
EPS
0.74
187.06%
-187.06%
No Data Available
DAO Earnings Analysis
Youdao, Inc. American Depositary Shares, each representing one Class A Ordinary Share Corporation (DAO.N) Earnings Conference Call
Positive
Net Revenue Growth: Net revenues reached RMB1.3 billion, growing 9.5% year-over-year in Q2 2024.
Record Operating Cash Inflow: Operating cash inflow reached a record level of RMB250.2 million, an increase of 88.2% year-over-year.
Operational Efficiency Improvement: Loss from operations narrowed by 74.9% year-over-year, reflecting improved operational efficiency.
AI Subscription Sales Surge: AI-driven subscription services surpassed RMB60 million in sales, marking a nearly 200% year-over-year increase.
Online Marketing Revenue Surge: Online marketing services net revenues reached RMB511.2 million, representing a 68.4% increase year-over-year.
Negative
Learning Services Revenue Decline: Net revenues from learning services decreased by 5.5% year-over-year, totaling RMB643.8 million, indicating a decline in this segment.
Smart Device Revenue Decline: Net revenues from smart devices fell by 25% year-over-year to RMB166.7 million, primarily due to an unfavorable product mix and lower average unit prices.
Smart Devices Gross Margin Decline: Gross margin for smart devices decreased to 30.3% in Q2 2024, down from 35.8% in the same period last year, reflecting challenges in product mix and pricing.
Narrowing Net Loss: The net loss attributable to ordinary shareholders was RMB99.5 million for Q2 2024, compared to RMB299.2 million for the same period last year, indicating ongoing financial struggles despite narrowing losses.
Negative Cash Flow Situation: Operating cash outflow was RMB140.8 million in the first half of 2024, reflecting a continued negative cash flow situation despite improvements in other areas.
DAO FAQs
How does DAO typically perform around its earnings report dates?
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DAO Earning Call Sentiment
Youdao, Inc. (DAO) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
DAO.N
-3.44%Positive
The earnings call summary indicates strong growth in AI-driven services and online marketing, improving margins, and narrowing losses. The Q&A highlights positive outlooks for education and online marketing sectors, with strategic AI investments and potential profitability. Despite some vague responses, the overall sentiment is positive with a focus on growth and profitability, suggesting a potential 2% to 8% stock price increase.
