Jing Yuan's questions to Youdao Inc (DAO) leadership • Q2 2025
Question
Jing Yuan from China International asked if the year-over-year revenue decline in the Smart Device segment would see improvement in the second half of the year.
Answer
CEO Dr. Feng Zhou explained that the primary goal for the Smart Device segment is improving business health, which has progressed despite the Q2 revenue decline. He confirmed the strategy focuses on dictionary pens and new tutoring pens powered by the Confucius LLM. Dr. Zhou anticipates a new product launch next week will help drive metric improvements in H2 2025.