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    Jing YuanChina International Capital Corporation

    Jing Yuan's questions to Youdao Inc (DAO) leadership

    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.

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    Jing Yuan's questions to TAL Education Group (TAL) leadership

    Jing Yuan's questions to TAL Education Group (TAL) leadership • Q1 2026

    Question

    Jing Yuan of CICC asked about the drivers behind the solid Q1 margin performance, inquired about specific cost optimization measures, and sought commentary on the company's margin outlook.

    Answer

    Jackson Ding, Deputy CFO, attributed the margin improvement to three key drivers: operating leverage from a larger revenue base, operational refinements across the workflow, and leveraging technology such as AI-powered learning coaches and AI-driven content production. Looking forward, Ding stated that the primary focus remains on sustainable long-term growth over short-term financial metrics, with continued strategic investments and flexible resource allocation to support this goal.

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