---
title: "Youdao releases transcript of Q2 2026 earnings conference call"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296480476.md"
description: "Youdao reported Q2 2026 results with net revenue of RMB 1.5 billion, up 3.5% YoY, and operating profit of RMB 111.5 million, nearly quadrupling. Net income attributable to shareholders was RMB 73.8 million, reversing a prior loss. Operating cash flow rose 80.7% to RMB 334.2 million. Learning services revenue grew 20.9% to RMB 795.6 million, while AI subscriptions generated ~RMB 100 million. Confucius 4 launched with multimodal upgrades."
datetime: "2026-08-20T11:11:53.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296480476.md)
  - [en](https://longbridge.com/en/news/296480476.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296480476.md)
generator: "portal-rs"
---

# 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%. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Youdao Inc. published the original content used to generate this news brief on August 20, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**