Youdao (DAO) Current Deferred Revenue (2018 - 2026)
Youdao (DAO) posted quarterly Current Deferred Revenue of $96.7 million for Q1 2026, down 1.35% year-over-year from $98.0 million in Q1 2025, and down 19.1% quarter-over-quarter from $119.5 million in Q4 2025.
Youdao (DAO) Current Deferred Revenue (2018 - 2026) Analysis & Trends
Youdao (DAO) has reported Current Deferred Revenue for 9 consecutive years, with $96.7 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Current Deferred Revenue fell 1.35% year-over-year to $96.7 million; the TTM figure through Mar 2026 stood at $96.7 million (down 1.35% YoY), while the FY2025 annual figure was $121.2 million, down 7.93% from the prior year.
- Current Deferred Revenue declined to $96.7 million in Q1 2026 per DAO's latest filing, from $119.5 million in the prior quarter.
- Across five years, Current Deferred Revenue topped out at $168.1 million in Q2 2022 and bottomed at $96.7 million in Q1 2026.
- Historically, Current Deferred Revenue has averaged $128.1 million across 5 years, with a median of $121.2 million in 2023.
- Annual changes were most pronounced in 2022 — Current Deferred Revenue plunged 38.29% — and 2023, when it rose 5.31%.
- Youdao's Current Deferred Revenue stood at $150.1 million in 2022, then fell by 2.58% to $146.2 million in 2023, then retreated by 8.49% to $133.8 million in 2024, then slipped by 10.67% to $119.5 million in 2025, then retreated by 19.1% to $96.7 million in 2026.
- Business Quant data shows DAO's Current Deferred Revenue at $96.7 million in Q1 2026, $119.5 million in Q4 2025, and $105.5 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | New Oriental Education & Technology | 84.71 Bn | 82.71 Bn | 812.22 Mn |
| 2 | 51Talk Online Education | 7.32 Bn | 7.28 Bn | 22.97 Mn |
| 3 | Laureate Education | 5.21 Bn | 5.05 Bn | 237.67 Mn |
| 4 | Graham Holdings | 4.98 Bn | 3.74 Bn | 777.03 Mn |
| 5 | Covista | 4.66 Bn | 4.66 Bn | 284.63 Mn |
| 6 | Grand Canyon Education | 3.78 Bn | 3.50 Bn | 204.08 Mn |
| 7 | Stride | 3.50 Bn | 2.55 Bn | 217.28 Mn |
| 8 | McGraw Hill | 2.38 Bn | 2.13 Bn | 388.89 Mn |
| 9 | TAL Education | 2.28 Bn | -401.26 Mn | 227.32 Mn |
| 10 | Youdao | 2.08 Bn | 2.00 Bn | 87.31 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 96.69 Mn |
| Dec 31, 2025 | 119.52 Mn |
| Sep 30, 2025 | 105.50 Mn |
| Jun 30, 2025 | 119.59 Mn |
| Mar 31, 2025 | 98.01 Mn |
| Dec 31, 2024 | 133.79 Mn |
| Sep 30, 2024 | 119.65 Mn |
| Jun 30, 2024 | 142.93 Mn |
| Mar 31, 2024 | 106.52 Mn |
| Dec 31, 2023 | 146.20 Mn |
| Sep 30, 2023 | 127.69 Mn |
| Jun 30, 2023 | 167.26 Mn |
| Mar 31, 2023 | 121.18 Mn |
| Dec 31, 2022 | 150.06 Mn |
| Sep 30, 2022 | 140.09 Mn |
| Jun 30, 2022 | 168.12 Mn |
| Mar 31, 2022 | 115.07 Mn |
| Dec 31, 2021 | 166.68 Mn |
| Sep 30, 2021 | 175.80 Mn |
| Jun 30, 2021 | 213.12 Mn |