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Linda

Linda

Research Analyst at Macquarie Group LTD

Sydney, NSW, AU

Linda Bakhshian is the Deputy Chief Investment Officer of Equities & Multi-Asset at Macquarie Asset Management, specializing in global equity and multi-asset investment strategies. She is responsible for overseeing the performance and management of a diversified portfolio, engaging with major public companies worldwide, and supporting robust investment decisions in the equities landscape. With extensive experience in asset management and a leadership role within Macquarie, she has demonstrated a strong track record in portfolio oversight and institutional investment management. Linda brings advanced professional credentials and a notable history of leadership, shaping investment outcomes and driving successful strategy execution in the asset management sector.

Linda's questions to Youdao (DAO) leadership

Question · Q2 2025

Linda from Macquarie asked for more details on the growth drivers for gaming and overseas advertising, and also inquired about the company's share buyback plans.

Answer

CEO Dr. Feng Zhou stated that gaming ad revenue grew over 50% YoY, while overseas growth was driven by partnerships with TikTok and Google. Senior VP Peng Su added that he expects accelerated ad growth in H2. Regarding the buyback, he noted the current program is nearly complete and a new plan will be considered, balancing technology investments with shareholder returns.

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