AI-Native

Youdao (DAO) reported its fifth consecutive profitable quarter in Q3 2025, driven by its “AI-Native” strategy. Net revenue reached RMB 1.6 billion, with a nearly 150% year-over-year growth in operating profit for the first three quarters. Advertising revenue surged to RMB 0.74 billion, becoming the largest revenue source, fueled by AI-powered creative generation and campaign optimization tools. Youdao’s overseas business grew over 100% year-over-year, supported by Youdao Ads’ integrated AI solutions for influencer marketing, exemplified by the “Where Winds Meet” campaign. The company aims for operating cash-flow breakeven annually.

CrowdStrike named a Leader in the 2025 Gartner Magic Quadrant for Endpoint Protection Platforms for the sixth consecutive year, securing the top spot for vision and execution for the third year running. The AI-native Falcon platform, with its single-agent architecture, drives this success, offering comprehensive prevention, detection, and response capabilities. Innovations like File System Containment and agentic AI automate decisions and enhance security workflows. CrowdStrike also received a Customers’ Choice award based on user reviews.