Youdao: Learning Services Decline And AI Monetization Uncertain
Youdao (NYSE: DAO ) 1Q25 result once again illustrates that the education sector remains challenging, amid China's weak macro consumption backdrop, as parents and students face diminishing returns on education that resulted in an industry-wide cutback on this discretionary spending. This reinforcesAstrada Advisors delivers actionable recommendations that enhance portfolio performance and uncover alpha opportunities, supported by a strong track record in investment research at leading global investment banks ...