網易有道(DAO.US)Q2財報：二季度淨營收13億元，"AI+教育"持續賦能
格隆匯8月22日丨網易有道(DAO.US)公佈2024年第二季度未經審計的財務結果。2024年第二季度的淨營收為13億元，同比增長9.5%；毛利潤為6.368億元，同比增長12.3%；毛利率為48.2%，而2023年同期為47.0%；歸屬於網易有道普通股東的淨虧損為9950萬元，去年同期為2.992億元；歸屬於普通股東的每ADS基本和稀釋淨虧損均為0.85元。
截至2024年6月30日，網易有道的現金、現金等價物、應限現金、定期存款及短期投資總計為5.685億人民幣，與2023年12月31日的5.271億人民幣相比。
營收方面，學習服務淨營收為6.438億人民幣，與2023年同期相比下降了5.5%。智能設備的淨營收為1.667億人民幣，與2023年同期相比下降了25.0%。在線營銷服務淨營收為5.112億人民幣，與2023年同期相比增長了68.4%。
"在第二季度，我們的財務業績表現強勁，經營現金流達到歷史最高水平，與去年同期相比經營虧損顯著減少。利用我們先進的大型語言模型能力和數據優勢，我們將有道靈犀中的大學招生諮詢服務升級為基於AI的大學招生顧問，提高了我們服務的及時性和個性化。在實時API(RTA)和AI工具廣吿的推動下，我們的在線營銷服務在第二季度實現了5.112億人民幣的淨收入，同比增長68.4%。AI驅動的訂閲服務持續擴大，推出了包括"有道AI老師"在內的新應用，第二季度總銷售額同比增長了近200%。總體而言，在今年上半年，我們在數字內容服務、在線營銷服務和AI驅動的訂閲服務上的戰略重點已經取得了顯著成果，主要財務指標顯示出與去年同期相比的改善，"網易公司首席執行官兼董事周楓博士説。
"展望未來，隨着我們團隊的持續執行，並且沒有意外的市場變化，我們預計業務將在不久的將來實現全年正向經營收入。有道的優勢在於我們獨特的能力，能夠在業務線上推進AI賦能，結合技術實力和運營卓越。我們的在線營銷和AI訂閲服務的快速發展證明了這一點，並將繼續推動我們的增長。我們的在線課程，以高質量內容和差異化服務為支撐，是我們未來增長的另一支柱。從長遠來看，AI+教育的未來看起來非常光明，我們將努力引領潮流，"周博士總結道。
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