Youdao releases transcript of Q2 2026 earnings conference call

• Youdao discussed 2Q 2026 results on an earnings call attended by CEO Feng Zhou, President Lei Jin, SVP Peng Su, VP Finance Wayne Li.
• Net revenue RMB 1.5 billion, up 3.5% YoY; operating profit RMB 111.5 million, nearly fourfold; operating margin 7.6%.
• Net income attributable to ordinary shareholders RMB 73.8 million versus a RMB 17.8 million loss; operating cash inflow RMB 334.2 million, up 80.7%.
• Learning services revenue RMB 795.6 million, up 20.9%; gross margin 65.5%; AI subscription products generated about RMB 100 million sales.
• Confucius 4 launched with multimodal upgrades; translation inference speed up about 80%; online marketing revenue RMB 584.4 million, down 7.7%.

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