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網易有道(DAO.US)Q3淨營收15.7億元,首次實現第三季度運營盈利

格隆匯11月14日丨網易有道(DAO.US)公佈第三季度財報,第三季度總淨營收為15.7億元,同比增長2.2%;毛利為7.895億元,同比減少8.2%;歸屬於普通股股東的淨利潤為8630萬元,去年同期為淨虧損1.029億元;非GAAP歸屬於普通股股東的淨利潤為8870萬元,去年同期為淨虧損6730萬元;每ADS基本和稀釋淨收益為0.74元。

按業務拆分,學習服務淨收入為7.679億元,比2023年同期下降19.2%;智能設備的淨收入為3.153億元,比2023年同期增長25.2%;在線營銷服務的淨收入為4.894億元,比2023年同期增長45.6%。

有道首席執行官兼董事周楓博士表示:"我們在第三季度的盈利能力顯著提升,運營收入創下歷史新高,首次實現了第三季度運營盈利。在產品和服務方面,我們利用強大的大語言模型(LLM)能力對有道靈犀智能學習系統進行了升級,進一步增強了個性化功能,提高了用户體驗。此外,在線營銷服務的淨收入同比增長45.6%,達到4.894億元人民幣,主要得益於實時API(RTA)和KOL(關鍵意見領袖)廣吿的推動。我們還引入了新的AI翻譯升級和AI同聲傳譯功能,使AI驅動的訂閲服務總銷售額同比增長超過150%。"

"展望未來,我們將繼續實施自研的紫越大語言模型,以提升用户體驗,並通過數字內容服務、AI驅動的訂閲服務和智能設備創造更大的價值。在在線營銷服務方面,我們將致力於開拓國內新機遇,並擴展國際市場,以更好地支持客户成功。財務上,我們將繼續奉行穩健運營,強化盈利能力。"周楓博士總結道。

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