COMPANY PROFILE · /netease-youdao
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NetEase Youdao
NetEase Youdao is an intelligent learning company and subsidiary of NetEase focused on large language models for education. It developed Ziyue, a vertical foundation model for K-12 and adult learning, with specialized reasoning variants (Ziyue-o1) released in 2025. The company deploys models across smart hardware, translation, tutoring agents, and content generation.
Fresh · 5d ago
Latest valuation
~$1–2B implied (subsidiary of NTES; not independently valued)
Annual Recurring Revenue
~$224M (2024 reported revenue)
Headcount
Not disclosed
Funding total
—
OVERVIEW
Ziyue-o1 reasoning model (2025) and adoption of DeepSeek-R1 show continued vertical-LLM iteration. NYSE-listed unit (DAO) with transparent financials and 70%+ retention on education subscriptions.
Status
active
Tier
master-list
Profitability
Profitable (first full-year profit in 2024; operating margins positive)
Pricing
freemium, enterprise, api
FUNDING HISTORY · 0
No funding rounds on file.
PRODUCTS · 0
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TEAM · 0 key people
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