Analysis
Youdao's Q4 2025 financial report showcases a substantial increase in AI subscription sales, exceeding 100 million RMB. This success highlights the company's strategic shift toward AI-powered services, particularly within its established user base.
Key Takeaways
- •Youdao's AI subscription revenue for 2025 reached nearly 400 million RMB, reflecting a 50%+ year-on-year increase.
- •The company is focusing on AI-driven tools and applications, such as the "LobsterAI" desktop Agent.
- •Youdao's AI subscription services leverage its "Ziyue" Large Language Model (LLM) and are integrated into learning and work scenarios.
Reference / Citation
View Original"Q4's AI subscription sales exceeded 100 million yuan, an 80% increase year-on-year."