Tuam Tshoj Net Technology Kaum Ib Hlis 18 (Tshaj Xov Xwm Ye Xiaoyuan) Lub Tuam Txhab Kev Kawm Txawj Ntse NYSE: DAO (DAO) tau tshaj tawm lub quarter thib peb ntawm lub quarter thib peb ntawm xyoo 2022, thiab tau tshaj tawm tias pawg thawj coj saib xyuas tau tso cai tsim kom tsis pub tshaj $ 20 lab. . Txoj kev npaj yuav khoom rov qab yog mus txog 36 lub hlis.
Ua tsaug rau cov txiaj ntsig zoo ntawm kev pabcuam kev tsim kho tshiab thiab cov khoom lag luam ntse tshiab, hauv ib puag ncig sab nraud, kev ua haujlwm ntawm Youdao cov tuam txhab tseem ua tiav kev loj hlob zoo, thiab cov nyiaj tau los thiab cov txiaj ntsig tag nrho tau dhau los ntawm keeb kwm siab.
Raws li daim ntawv tshaj tawm nyiaj txiag, Q3 cov nyiaj tau los tau nce mus txog 1.4 billion yuan, nce ntawm 35.0 feem pua rau xyoo; Cov nyiaj tau los tag nrho yog 54.2 feem pua, nce 1.6 feem pua ntawm cov ntsiab lus ntawm tib lub xyoo piv rau tib lub sijhawm xyoo tas los. Tsis tas li ntawd, nyob rau lub quarter thib peb, NetEase kev khiav hauj lwm poob tau nqaim mus rau 220 lab yuan, thiab kev khiav hauj lwm poob yog 15.6 feem pua, qhov nqaim ntawm 6.1 feem pua ntawm cov ntsiab lus xyoo-rau-xyoo. Raws li cov lus ceeb toom, kev lag luam poob feem ntau yog los ntawm kev nqis peev thaum ntxov hauv kev lag luam tshiab, suav nrog cov npe tshiab AI kev kawm tshuab thiab kev qhia txog kev kawm thiab qee cov kev kawm zoo.
Hauv lub sijhawm hloov pauv, nws tau dhau los ua "nyuaj". Tam sim no, nws tau dhau los ua lub tuam txhab kev kawm ntse nrog kev ua tiav cov khoom siv kho vajtse tiav.
"Hardware yog txoj hauv kev zoo tshaj plaws rau kev kawm txawj ntse mus rau av." Raws li thawj lub lag luam rau kev tsim kom muaj txiaj ntsig zoo, muaj kev loj hlob sai ntawm cov khoom siv ntse. Hauv peb lub hlis twg, cov nyiaj tau los tau nce mus txog qhov siab, nce mus txog 360 lab yuan, nce 40.1 feem pua -rau-xyoo. Cov khoom tawg tau muaj cov ntawv txhais lus Taoist cwj mem txij thaum tiam thib ob hauv 2019, thiab cov nyiaj tau los ntawm pawg no tau nce ntau dua 10 npaug hauv peb lub xyoos dhau los.
Kev sib sau ntawm AI thev naus laus zis tau ua kom luv luv ntawm cov kev hloov pauv hauv cov cuab yeej ntse ntawm txoj kev. Txij li thaum kev hloov pauv, Youdao tau ua kom cov khoom siv ntse ntse tshiab, thiab tau ua tiav ntau yam ntawm nws tus kheej tsim cov khoom tshiab xws li mloog cov khoom muaj nqis, lub ntsej muag tiv thaiv lub ntsej muag, AI kawm tshuab Y10, Youdao Dao Dian Pen X5, Youdao Dian Pen P5, AI. Kawm Tshuab X10 Lub matrix yog nplua nuj dua.
Thaum lub sijhawm tshaj tawm, dhau los ntawm kev tshaj tawm Dao Dao Dictionary X5, qee qhov OS tau pib ua haujlwm hauv phau ntawv txhais lus cwj mem, uas nyiam ntau cov ntsiab lus zoo xws li Himalayan, Netease Cloud Music, thiab Txiv ntxawm Kai. Cov neeg siv tuaj yeem rub tawm thiab kawm cov ntawv thov ntawm nws tus kheej ntawm lawv tus kheej cov kev xav tau ntawm lawv tus kheej xav tau. Thaum nws tau tsim tawm, nws yeej cov lus tawm tswv yim zoo ntawm kev ua lag luam, thiab "Ob chav kaum ib" ib zaug ntxiv nyob rau ntawm kev muag khoom ntawm JD thiab Tmall Electronic Dictionary.
Tsis tas li ntawd, thawj lub tshuab kawm AI tau tsim tawm hauv Q3 hauv lub quarter thib peb, uas tau cim lub tuam txhab kev tso npe nkag mus kawm rau thaj chaw tiaj tus. Youdao ntseeg tias cov neeg siv xav tau yog hloov kho dua tshiab los ntawm cov ntsiav tshuaj kev kawm ib txwm mus rau cov ntsiav tshuaj kawm ntse. Qhov no tau qhib lub sijhawm lub qhov rais rau cov tuam txhab thev naus laus zis uas muaj peev xwm ua tiav ntawm "AI plus Hardware plus Content".
Cov kev pabcuam kev kawm tau ua tiav 890 lab nyiaj tau los rau lub quarter no, nce ntawm 37.2 feem pua rau-xyoo. Hais txog cov kev pabcuam tshiab, kev muag khoom ntawm cov kev pabcuam digital tau tshaj 400 lab yuan, thiab cov nyiaj tau los tag nrho tau nce mus rau ntau dua 60 feem pua; qhov ntsuas ntawm cov ntaub ntawv kawm zoo uas tseem yog cov tswv yim tau nce sai heev thaum lub sij hawm tshaj tawm ntawm lub sij hawm nkag, thiab cov nyiaj tau los tau nce ntau dua 200 feem pua -rau-xyoo.
Thaum lub sijhawm tshaj tawm, qee qhov ntawm lawv tau txais kev nkag siab ntau ntxiv hauv kev xeem nkag mus kawm qib siab thiab kev kawm ua haujlwm thiab ua kom muaj kev vam meej. Hauv peb lub hlis twg, kev muag khoom ntawm qee qhov kev xeem nkag kawm tiav qib siab tau nce ntau dua 150 feem pua ntawm xyoo-rau-xyoo. Hais txog kev nrhiav tau cov neeg siv khoom, Youdao tau siv tag nrho cov txiaj ntsig ntawm nws tus kheej kev tsheb xws li Taoism Dictionary thiab Suav cov tsev kawm qib siab, thiab ntau dua 50 feem pua ntawm cov kev muag khoom tshiab tau los ntawm lawv tus kheej cov tsheb. Cov chav kawm ua haujlwm tau nce ntau dua 200 feem pua ntawm xyoo-rau-xyoo.
"Txij li xyoo no, peb tau tshaj tawm tag nrho 5 cov khoom siv kho vajtse tshiab nyob ib puag ncig kev kawm ntawm cov neeg siv khoom, suav nrog kev ua tau zoo ntawm Dao Diao Dian Pen X5, AI kev kawm tshuab, thiab lwm yam. Peb muaj kev ntseeg siab dua." You Dao CEO Zhou Feng tau hais. : "Peb qhov kev hloov pauv tau ua tiav lawm. Txawm hais tias ntsib ntau yam kev cov nyom thiab tsis paub meej macro ib puag ncig, peb tseem tab tom txeeb cov sijhawm zoo li no kom ua tiav lub tuam txhab kev tshaj lij thiab kev loj hlob. "