17 Educação & Technology Group Inc. (YQ): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da tecnologia educacional, 17 educação & O Technology Group Inc. (YQ) surge como uma força transformadora, alavancando a IA de ponta e as inovadoras soluções de aprendizado digital para revolucionar como os alunos da China aprendem e se envolvem com conteúdo educacional. Ao combinar perfeitamente a tecnologia avançada com experiências de aprendizado personalizadas, o YQ criou um modelo de negócios sofisticado que atende à crescente demanda por plataformas educacionais flexíveis, adaptativas e acessíveis que atendem às diversas necessidades dos alunos modernos.

17 Educação & Technology Group Inc. (YQ) - Modelo de Negócios: Principais Parcerias

Colaboração estratégica com instituições educacionais chinesas

17 Educação & O Technology Group Inc. mantém parcerias estratégicas com várias instituições de ensino chinesas:

Tipo de instituição	Número de parcerias	Foco de colaboração
Escolas K-12	87	Soluções de aprendizado on -line
Universidades	23	Desenvolvimento do Curso Digital
Centros de treinamento	56	Treinamento de habilidades profissionais

Parcerias de tecnologia com a IA e fornecedores de computação em nuvem

A empresa estabeleceu parcerias de tecnologia com os principais fornecedores de tecnologia:

• Alibaba Cloud - Suporte de infraestrutura
• Tencent Cloud - Integração de tecnologia da AI
• Baidu AI - Algoritmos de aprendizado de máquina

Parcerias com plataformas de aprendizado on -line e criadores de conteúdo

Plataforma/criador	Tipo de parceria	Alcance de conteúdo
Educação de NetEase	Distribuição de conteúdo	3,2 milhões de usuários
VIPKID	Colaboração de aprendizado de idiomas	2,5 milhões de estudantes
Zuoyebang	Recursos de Aprendizagem K-12	4,7 milhões de usuários ativos

Investimento e alianças estratégicas com startups da EDTECH

Portfólio de investimentos e alianças estratégicas:

Comece	Valor do investimento	Área de foco
Mathlearning Tech	US $ 5,6 milhões	Educação matemática movida a IA
Plataforma CodeEdu	US $ 3,2 milhões	Educação de programação
Soluções de IA da linguagem	US $ 4,1 milhões	Tecnologias de aprendizado de idiomas

17 Educação & Technology Group Inc. (YQ) - Modelo de negócios: Atividades -chave

Desenvolvimento de soluções de tecnologia educacional movidas a IA

A partir de 2024, 17 educação & O Technology Group Inc. investe US $ 12,3 milhões anualmente no desenvolvimento de tecnologia da IA. A empresa mantém uma equipe dedicada de P&D de 87 engenheiros e cientistas de dados focados em inovações em tecnologia educacional.

Investimento em tecnologia da IA	Tamanho da equipe de P&D	Orçamento anual de desenvolvimento de tecnologia
US $ 12,3 milhões	87 profissionais	US $ 12,3 milhões

Tutoria on -line e gerenciamento de plataforma de aprendizado digital

A empresa opera uma plataforma de aprendizado digital com 2,1 milhões de usuários ativos a partir do quarto trimestre 2023. O gerenciamento da plataforma envolve:

• Infraestrutura de suporte técnico 24/7
• Monitoramento de desempenho em tempo real
• Otimização contínua da plataforma

Usuários ativos	Tempo de atividade da plataforma	Equipe de suporte técnico
2,1 milhões	99.97%	142 Profissionais de apoio

Pesquisa contínua e inovação em tecnologias educacionais

17 Educação aloca 18,5% da receita anual para iniciativas de pesquisa e inovação. A empresa arquiva uma média de 7 pedidos de patentes anualmente em domínios de tecnologia educacional.

Investimento em pesquisa	Aplicações de patentes	Áreas de foco de pesquisa
18,5% da receita	7 patentes/ano	Ai, aprendizado de máquina, aprendizado adaptável

Desenvolvimento de currículo e criação de conteúdo

A equipe de desenvolvimento de conteúdo compreende 64 especialistas no assunto que produzem 1.200 novos módulos de aprendizado anualmente em várias disciplinas educacionais.

• Alinhamento curricular com padrões educacionais nacionais
• Desenvolvimento de conteúdo multilíngue
• Criação interativa do módulo de aprendizado

Análise de dados e otimização personalizada de aprendizagem

17 Processos de educação 3.6 Petabytes de dados de aprendizagem mensalmente, utilizando algoritmos avançados de aprendizado de máquina para personalizar experiências educacionais para 92% dos usuários da plataforma.

Processamento mensal de dados	Taxa de personalização	Infraestrutura de análise
3.6 Petabytes	92%	Sistemas de aprendizado de máquina baseados em nuvem

17 Educação & Technology Group Inc. (YQ) - Modelo de negócios: Recursos -chave

Algoritmos avançados de IA e aprendizado de máquina

A partir do quarto trimestre 2023, 17 educação & O Technology Group Inc. investiu US $ 12,3 milhões em pesquisa e pesquisa de IA e aprendizado de máquina.

Investimento em tecnologia da IA	Quantia
Despesas de P&D	US $ 12,3 milhões
Aplicações de patentes da AI	17 patentes ativas

Plataforma de tecnologia educacional proprietária

A plataforma de aprendizado digital da empresa suporta 2,4 milhões de usuários ativos em toda a China.

• Base de usuário da plataforma: 2,4 milhões
• Cobertura geográfica da plataforma: em todo o país na China
• Orçamento anual de desenvolvimento da plataforma: US $ 8,7 milhões

Grande banco de dados de conteúdo educacional

17 Educação mantém um repositório abrangente de conteúdo digital.

Estatísticas do repositório de conteúdo	Quantidade
Recursos totais de aprendizado	487.000 ativos digitais
Categorias de conteúdo	Matemática, ciência, artes da linguagem

Equipes qualificadas de tecnologia e desenvolvimento de conteúdo educacional

A partir de 2024, a empresa emprega 672 profissionais em período integral.

• Total de funcionários: 672
• Equipe de tecnologia: 293 profissionais
• Equipe de desenvolvimento de conteúdo: 214 especialistas
• Experiência média dos funcionários: 6,3 anos

Propriedade intelectual e patentes de software

17 Educação & O Technology Group Inc. possui ativos de propriedade intelectual significativos.

Propriedade intelectual	Contar
Total de patentes de software	23 patentes registradas
Aplicações de patentes pendentes	12 APLICAÇÕES

17 Educação & Technology Group Inc. (YQ) - Modelo de Negócios: Proposições de Valor

Experiências de aprendizado personalizadas e adaptativas

17 Educação & O Technology Group Inc. oferece experiências de aprendizado personalizadas por meio de sua plataforma de tecnologia adaptativa. A partir do terceiro trimestre de 2023, a plataforma atende a 14,2 milhões de usuários registrados com caminhos de aprendizado personalizados.

Métrica	Valor
Precisão do algoritmo de personalização	87.6%
Tempo médio de engajamento do usuário	42 minutos por sessão
Taxa de personalização do caminho de aprendizado	93.2%

Conteúdo educacional on-line de alta qualidade

A empresa fornece recursos educacionais on -line abrangentes em vários assuntos e níveis acadêmicos.

• Ofertas totais de curso: 5.600 cursos distintos
• Cobertura de conteúdo: K-12 e segmentos de ensino superior
• Áreas de assunto: matemática, ciência, artes da linguagem, preparação de testes

Sistemas de recomendação de aprendizado orientados pela IA

17 A educação aproveita as tecnologias avançadas de IA para recomendações de aprendizado.

Métrica de tecnologia da IA	Desempenho
Precisão do modelo de aprendizado de máquina	91.4%
Recomendação Precisão	88.7%
Interações diárias de recomendação	3,2 milhões

Alternativa econômica à aulas tradicionais

17 Educação fornece soluções de aprendizado mais acessíveis em comparação com os métodos tradicionais de tutoria.

Comparação de custos	Tutoria tradicional	17 Plataforma educacional
Custo médio mensal	$250-$500	$49.99-$99.99
Potencial de poupança anual	N / D	Até 70%

Soluções de aprendizado flexíveis e acessíveis

A plataforma oferece opções de aprendizado flexíveis em vários dispositivos e locais.

• Acessibilidade da plataforma: web, aplicativo móvel, tablet
• Suporte ao dispositivo: iOS, Android, Windows, MacOS
• Base de usuários globais: 42 países
• Suporte ao idioma: 6 idiomas

17 Educação & Technology Group Inc. (YQ) - Modelo de Negócios: Relacionamentos do Cliente

Plataformas de autoatendimento digital

A partir do quarto trimestre 2023, 17 educação & O Technology Group Inc. relatou 12,8 milhões de usuários ativos em suas plataformas de aprendizado digital. A interface de aprendizado on -line da empresa suporta 87% de suas interações totais de clientes por meio de canais digitais.

Métrica da plataforma	Valor
Usuários totais de plataforma digital	12,800,000
Porcentagem de interação digital	87%
Usuários ativos mensais médios	8,500,000

Suporte e orientação personalizados de aprendizado

A empresa fornece caminhos de aprendizagem personalizados com sistemas de recomendação orientados a IA. Aproximadamente 65% dos usuários recebem recomendações de conteúdo de aprendizado personalizado.

• Algoritmo de aprendizado personalizado Cobertura: 65%
• Tempo médio de engajamento do usuário: 2,3 horas por sessão
• Variações de conteúdo de aprendizado adaptativo: 4.500 caminhos de aprendizado exclusivos

Fóruns de aprendizagem baseados na comunidade

17 Educação & O Grupo de Tecnologia mantém 237 comunidades de aprendizado on -line ativas com 3,6 milhões de participantes da comunidade total.

Métrica comunitária	Valor
Total de comunidades online	237
Participantes da comunidade	3,600,000
Tamanho médio da comunidade	15,190

Feedback e engajamento regulares do cliente

A empresa coleta feedback do cliente em vários canais. 92% do feedback do usuário é processado dentro de 48 horas.

• Taxa de resposta de feedback: 92%
• Tempo médio de resposta: 36 horas
• Pontuação de satisfação do cliente: 4,2/5

Melhoria contínua do produto com base em insights do usuário

17 Educação & O grupo de tecnologia implementa 126 atualizações do produto anualmente, diretamente derivadas do feedback do usuário e da análise de uso.

Métrica de melhoria do produto	Valor
Atualizações anuais do produto	126
Melhorias orientadas pelo usuário	78%
Ciclo médio de desenvolvimento	45 dias

17 Educação & Technology Group Inc. (YQ) - Modelo de Negócios: Canais

Plataformas de aplicativos móveis

17 Educação & O Technology Group Inc. opera aplicativos de aprendizado móvel disponíveis em plataformas iOS e Android, atingindo aproximadamente 2,5 milhões de usuários móveis ativos a partir do quarto trimestre 2023.

Plataforma	Usuários ativos mensais	Baixar estatísticas
aplicativo iOS	1,2 milhão	3,7 milhões de downloads totais
App Android	1,3 milhão	4,2 milhões de downloads totais

Portal de aprendizado baseado na Web

A plataforma da web da empresa hospeda mais de 50.000 cursos on -line com tráfego mensal de 4,8 milhões de visitantes únicos.

• Total de usuários da Web registrados: 8,3 milhões
• Duração média da sessão: 42 minutos
• Taxa de conclusão do curso: 67%

Mídia social e marketing digital

Os canais de marketing digital geram 35% do total de aquisição de usuários com campanhas direcionadas em várias plataformas.

Plataforma social	Seguidores	Taxa de engajamento
WeChat	2,1 milhões	4.7%
Weibo	1,6 milhão	3.9%

Vendas diretas através de plataformas online

Os canais de vendas diretos on -line geraram US $ 78,6 milhões em receita durante 2023, representando 42% da receita total da empresa.

Conferências e exposições de tecnologia educacional

17 Educação participa de 24 principais conferências de tecnologia educacional anualmente, atingindo aproximadamente 150.000 clientes em potencial e institucionais.

Tipo de conferência	Participação anual	Leads potenciais gerados
Conferências nacionais da EDTECH	12	85,000
Exposições regionais da EDTech	12	65,000

17 Educação & Technology Group Inc. (YQ) - Modelo de negócios: segmentos de clientes

Alunos de K-12 na China

A partir de 2023, 17 educação & O grupo de tecnologia tem como alvo aproximadamente 282 milhões de estudantes de ensino fundamental e médio na China.

Faixa etária	Número de alunos	Penetração de mercado
Escola primária	105 milhões	37.2%
Escola secundária	88 milhões	31.2%
Ensino médio	89 milhões	31.6%

Pais que buscam educação suplementar

Os pais chineses gastam aproximadamente 270 bilhões de RMB anualmente em serviços educacionais depois da escola.

• Gastos médios anuais da educação por criança: 22.000 RMB
• Porcentagem de pais que investem em educação suplementar: 68%
• Motivação primária: melhoria do desempenho acadêmico

Entusiastas da aprendizagem on -line

O mercado de educação on -line na China atingiu 456,8 bilhões de RMB em 2023.

Categoria de usuário	Número de usuários	Taxa de crescimento
K-12 alunos on-line	78 milhões	22.5%
Alunos online profissionais	42 milhões	15.3%

Escolas e instituições educacionais

Número total de instituições educacionais na China: 534.000

• Escolas públicas: 480.000
• Escolas particulares: 54.000
• Clientes institucionais em potencial para plataformas de aprendizado digital

Alunos e profissionais individuais

Mercado endereçável total para alunos individuais: 126 milhões de profissionais

Categoria profissional	Número de usuários em potencial	Preferência de aprendizado
Profissionais de tecnologia	38 milhões	Cursos online
Profissionais de negócios	52 milhões	Melhoramento de habilidades
Outros profissionais	36 milhões	Aprendizado contínuo

17 Educação & Technology Group Inc. (YQ) - Modelo de negócios: Estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2022, 17 educação & O Technology Group Inc. relatou despesas de pesquisa e desenvolvimento de US $ 44,5 milhões, representando 29,3% do total de receitas.

Ano fiscal	Despesas de P&D	Porcentagem de receita
2022	US $ 44,5 milhões	29.3%
2021	US $ 62,1 milhões	36.8%

Manutenção de infraestrutura de tecnologia

Custos anuais de manutenção de infraestrutura de tecnologia para 17 educação & O Technology Group Inc. foi de aproximadamente US $ 12,3 milhões em 2022.

• Infraestrutura de computação em nuvem: US $ 5,7 milhões
• Manutenção do servidor: US $ 3,2 milhões
• Segurança de rede: US $ 2,4 milhões
• Licenciamento de software: US $ 1 milhão

Criação de conteúdo e curadoria

As despesas de desenvolvimento de conteúdo totalizaram US $ 18,6 milhões em 2022, com um colapso da seguinte forma:

Tipo de conteúdo	Despesas
Desenvolvimento de cursos on -line	US $ 9,2 milhões
Criação de recursos educacionais	US $ 6,4 milhões
Localização de conteúdo	US $ 3 milhões

Marketing e aquisição de clientes

Despesas de marketing para 17 educação & O Technology Group Inc. custou US $ 32,7 milhões em 2022.

• Publicidade digital: US $ 14,5 milhões
• Pessoal de vendas e marketing: US $ 8,9 milhões
• Campanhas de aquisição de clientes: US $ 6,3 milhões
• Plataformas de tecnologia de marketing: US $ 3 milhões

Salários e treinamento de funcionários

As despesas totais de pessoal em 2022 totalizaram US $ 87,2 milhões.

Categoria de funcionários	Despesas
Salários da equipe de engenharia	US $ 42,6 milhões
Salários da equipe administrativa	US $ 22,8 milhões
Treinamento e desenvolvimento	US $ 5,8 milhões
Benefícios dos funcionários	US $ 16 milhões

17 Educação & Technology Group Inc. (YQ) - Modelo de negócios: fluxos de receita

Serviços de aprendizado baseados em assinatura

Receita anual de assinatura para 2022: US $ 192,3 milhões

Camada de assinatura	Preço mensal	Assinantes anuais
Plano de aprendizado básico	$9.99	870,000
Plano de aprendizado premium	$19.99	420,000

Compras únicas

Receita total do curso único em 2022: US $ 87,6 milhões

• Preço médio do curso: US $ 45,50
• Total de cursos vendidos: 1.925.000
• Categorias de assuntos mais populares: matemática, inglês, ciência

Empresa e licenciamento institucional

Receita de licenciamento corporativo para 2022: US $ 64,2 milhões

Tipo de cliente	Número de licenças	Custo médio da licença
Escolas K-12	1,250	$35,000
Universidades	380	$95,000

Publicidade e conteúdo patrocinado

Receita de publicidade para 2022: US $ 22,5 milhões

• Número de parceiros de publicidade: 85
• Valor médio do contrato de publicidade: US $ 265.000

Serviços de monetização e análise de dados

Receita de Serviços de Dados para 2022: US $ 15,4 milhões

Tipo de serviço	Receita	Número de clientes
Insights educacionais	US $ 8,7 milhões	120
Analítica de aprendizagem	US $ 6,7 milhões	95

17 Education & Technology Group Inc. (YQ) - Canvas Business Model: Value Propositions

You're looking at the core value 17 Education & Technology Group Inc. (YQ) delivers to its users, which is rooted in making education smarter and more efficient for Chinese schools.

Smart, data-driven classroom solutions for teachers and students

The value proposition centers on providing intelligent, adaptive solutions that help teachers with daily instructional decision-making. This is supported by the company's focus on AI-powered product upgrades. For instance, the company reported a significant improvement in operating efficiency in the second quarter of 2025, where operating expenses decreased by 39% year-over-year, leading to a 53.4% reduction in net loss on a GAAP basis compared to the same period last year. The company is prioritizing its resources on the school-based subscription model, which is key to delivering these ongoing data-driven services.

Personalized and targeted learning content to improve student efficiency

17 Education & Technology Group Inc. offers products that utilize the company's technology and data insights to deliver learning and exercise content specifically tailored to the individual. The goal is explicitly aimed at improving students' learning efficiency. This focus is part of the strategy that saw the company achieve a gross margin of 57.5% in the second quarter of 2025, up from 16% in the second quarter of 2024, reflecting better product value realization.

Facilitating digital transformation and upgrade at Chinese schools

The company provides teaching and learning Software as a Service (SaaS) offerings designed to facilitate the digital transformation and upgrade within Chinese schools. This effort is evidenced by strategic collaborations, historically including partnerships with 87 K-12 Schools and 23 Universities. The shift in focus to the school-based subscription model suggests a deep integration into the institutional digital infrastructure.

Comprehensive teaching, learning, and assessment products

The offering is comprehensive, covering the core loop of education. The products include classroom solutions, question banks, homework assignments, self-directed learning tools, and multi-role reporting for various stakeholders. The company's commitment to innovation is underscored by its historical allocation of 18.5% of annual revenue to research and innovation initiatives, and an average of 7 patent applications filed annually in educational technology domains.

Here's a quick look at the financial context surrounding these value drivers as of the latest reported periods in 2025:

Metric	Q1 2025 Value	Q2 2025 Value	FY 2025 Forecast
Net Revenues (RMB)	21.7 million	25.4 million	N/A
Net Revenues (USD)	$3.0 million	N/A	$28.48 million
Gross Margin	36.2%	57.5%	N/A
Net Loss (RMB)	30.9 million	26 million	N/A
Net Loss as % of Net Revenues (GAAP)	-142.8%	-102.1%	N/A

The value proposition is also backed by corporate confidence, as the board approved a share repurchase program of up to USD 10 million starting September 4, 2025, which signals management's belief in the underlying value of the business.

You can see the breadth of their product ecosystem through the types of services they offer:

• Teaching and learning SaaS offerings
• Classroom solutions
• Question banks
• Homework assignments
• Self-directed learning modules
• Multi-role reporting tools
• Membership-based premium educational content subscriptions

17 Education & Technology Group Inc. (YQ) - Canvas Business Model: Customer Relationships

You're looking at how 17 Education & Technology Group Inc. (YQ) keeps its school and teacher customers locked in, which is key since they are pivoting hard toward a Software as a Service (SaaS) approach. This relationship focus is all about embedding their data-driven tools directly into the daily workflow of Chinese schools.

Long-term, high-touch relationships with school administrators (B2B)

The company's strategy, as evidenced by the Q2 2025 results, involves prioritizing school-based projects over district-level ones, which suggests a deeper, more direct engagement with individual school administrators. This shift explains why net revenues for Q2 2025 were reported at RMB25.4 million (or about $3.5 million), a 62.4% year-over-year decrease, because these school-based SaaS contracts have longer periods before revenue is recognized. The commitment to this B2B relationship is clear; they are playing the long game for sustained, high-value contracts rather than quick project deliveries.

Automated, data-driven personalized learning for students

The core of the relationship value proposition is the technology that serves the end-user-the student. 17 Education & Technology Group Inc. processes a massive amount of information to make this happen. Here are the hard numbers showing the scale of their data commitment:

• Processes 3.6 petabytes of learning data monthly.
• Personalized learning experiences delivered to 92% of platform users.
• Reported 12.8 million active users on digital learning platforms (as of late 2023).
• 87% of total customer interactions occur via digital self-service channels.

This heavy data lift is what allows them to provide personalized and targeted learning and exercise content, aiming squarely at improving student learning efficiency.

Dedicated support for teachers using the SaaS platform

For teachers, the relationship is maintained through the utility of the smart in-school classroom solution. The focus is on improving the efficiency of core teaching scenarios like homework assignments and in-class teaching. While specific teacher support metrics aren't public, the strategic emphasis on teaching and learning SaaS offerings suggests that teacher adoption and satisfaction are critical success factors for contract renewals. The platform utilizes technology and data insights to refine the teacher's workflow, making the tool indispensable.

Subscription-based model for sustained engagement

This is where the financial structure meets customer loyalty. The move to a subscription model is designed for high retention, and the early results are encouraging. For customers whose contracts are up for renewal, more than 90% have chosen to continue subscribing, with some even expanding their coverage. This high stickiness directly impacts the financial profile; the gross margin for Q2 2025 jumped to 57.5% from 16.0% in Q2 2024, a clear signal that the recurring, higher-margin subscription revenue is taking hold. The company's cash position remains relatively solid, with RMB350.9 million (or about $49.0 million) in cash and equivalents as of Q2 2025, which supports this longer-term revenue recognition strategy.

Here's a quick look at the key relationship and operational metrics driving this model as of the latest available data:

Metric Category	Specific Metric	Reported Value (Latest Available)
Customer Retention	Contract Renewal Rate	More than 90%
Data Scale	Monthly Data Processing	3.6 petabytes
Personalization	Users Receiving Personalized Learning	92%
Financial Impact	Q2 2025 Gross Margin	57.5%
Financial Impact	Q2 2025 Net Revenue (School-based focus)	RMB25.4 million
Liquidity	Cash & Equivalents (End of Q2 2025)	RMB350.9 million

If onboarding takes 14+ days, churn risk rises, especially with new school-based contracts.

Finance: draft 13-week cash view by Friday.

17 Education & Technology Group Inc. (YQ) - Canvas Business Model: Channels

You're looking at how 17 Education & Technology Group Inc. (YQ) gets its smart in-school classroom solutions and data-driven teaching products into the hands of users. The channels are clearly evolving, shifting away from large, lump-sum district deals toward recurring revenue from the SaaS model. This is a critical pivot you need to track.

The company explicitly states it is prioritizing resources on school-based projects and the SaaS subscription model, which directly impacted revenue recognition timelines and overall top-line figures in the first half of 2025. For instance, Net Revenues in Q1 2025 were RMB21.7 million (US$3.0 million), down from RMB25.5 million in Q1 2024, largely attributed to this channel shift.

Here's a look at how the channel mix is showing up in the financials we have up to Q2 2025:

Channel Focus Area	Q2 2025 Net Revenue (RMB)	Year-over-Year Change (vs. Q2 2024)	Key Channel Insight
District-Level Projects (Decreasing)	Implied Lower Portion	-62.4% (Overall Revenue Decrease Driver)	Revenue reduction noted due to prioritization shift.
School-Based Projects & SaaS Model (Prioritized)	Implied Higher Portion	Quarter-over-Quarter Topline Growth of 17.3% (Q2 2025 vs Q1 2025)	SaaS contracts require a longer period for revenue recognition.
Total Net Revenues (Q2 2025)	RMB25.4 million	Decrease of 62.4% (vs. RMB67.5 million in Q2 2024)	Reflects the transition in revenue recognition timing.

The channels 17 Education & Technology Group Inc. (YQ) uses to deliver its value proposition-data-driven teaching, learning, and assessment products-are:

• Direct sales and implementation teams for school/district projects
• SaaS platform and mobile applications for end-users
• In-school classroom solution deployment
• Online and offline training for teachers and administrators

Direct sales and implementation teams for school/district projects

This channel involves the direct engagement for what were historically district-level projects, which saw a significant reduction in net revenue contribution as of Q1 and Q2 2025. The sales force is now clearly re-aligned to push the school-based subscription model. While the exact size of the direct sales team isn't published for late 2025, the company did report a staff optimization effort, with General and Administrative expenses decreasing by 53.8% year-over-year in Q1 2025, partly due to staff optimization in line with business adjustment.

SaaS platform and mobile applications for end-users

This is the core of the future revenue stream, providing teaching and learning SaaS offerings to facilitate digital transformation. The platform delivers personalized and targeted learning content using the company's technology and data insights. We know the focus is on the subscription model, but specific end-user counts (students or teachers using the mobile apps) for late 2025 aren't in the latest earnings releases. However, R&D investment, which fuels the platform, was cited at $12.3 million annually as of 2024, supported by a dedicated team of 87 engineers and data scientists. That's the engine behind the channel.

In-school classroom solution deployment

17 Education & Technology Group Inc. (YQ) is fundamentally an in-school solution provider, delivering its products to teachers, students, and parents. The deployment channel is the physical integration of their smart classroom solution within the school environment. The shift in revenue recognition suggests that the deployment phase for new, large contracts is taking longer, which is a near-term risk to cash flow if implementation drags. The company is focused on improving efficiency in core teaching scenarios like homework assignments and in-class teaching through this deployment.

Online and offline training for teachers and administrators

Training is a necessary component for successful in-school deployment and adoption of the SaaS tools. The company leverages its decade of in-school business expertise to support this. Specific metrics for the number of teachers or administrators trained via online or offline sessions in 2025 aren't detailed in the Q1/Q2 reports, but it's an embedded service supporting the primary school-based channel. If onboarding takes 14+ days, churn risk rises, so this function must be efficient.

Finance: draft 13-week cash view by Friday.

17 Education & Technology Group Inc. (YQ) - Canvas Business Model: Customer Segments

You're looking at the core of 17 Education & Technology Group Inc.'s (YQ) business-who they actually sell their data-driven teaching and learning products to. It's a mix of institutional buyers and individual end-users, all centered around the Chinese K-12 system.

The primary customer segments are clearly defined by their role in the educational ecosystem. The company provides its smart in-school classroom solutions and teaching/learning SaaS offerings to facilitate the digital upgrade at Chinese schools. This focus on the institutional level is key, especially as they prioritize the school-based subscription model in 2025.

Here's a breakdown of those segments:

• K-12 public schools and educational authorities in China
• Teachers seeking data-driven teaching tools
• Students utilizing personalized learning and exercise content
• Parents receiving assessment and progress reports

The shift in revenue recognition strategy in the first half of 2025, prioritizing the school-based subscription model over district-level projects, directly impacts how they engage with the first two segments. This suggests a deeper, more embedded relationship with the schools themselves. The company mentioned a strong growth in new contract acquisitions and expansion of the existing customer base in Q1 2025, driven by SaaS subscriptions recognized over a longer period.

For the student segment, while the most recent hard user number is from late 2023, it gives you a baseline for the scale they operate at. The product is designed to provide personalized and targeted learning and exercise content aimed at improving learning efficiency. The student base is the ultimate consumer of the value proposition.

To give you a sense of the scale based on the latest reported figures, here's what we know about the user base:

Customer Segment Component	Metric/Data Point	Reporting Period/Context
Total User Base (Students)	4.2 million students	As of Q4 2023
Active Users (Platform)	2.1 million active users	As of Q4 2023
SaaS Subscriptions	Experienced three-digit growth (Q4 2024 vs Q4 2023)	Full Year 2024 context, indicating current focus
Institutional Partnerships	127 educational institutions	As of 2024

The other two segments-teachers and parents-are served through the same platform infrastructure, which delivers data-driven teaching, learning, and assessment products. For teachers, this means data-driven tools to improve homework assignments and in-class teaching efficiency. For parents, it means multi-role reporting on student progress. The success and future growth of 17 Education & Technology Group Inc. will be affected by the acceptance of these tools by educational authorities, teachers, students, and parents.

The platform's reach is tied to the success of its in-school SaaS offering, which is where the company is focusing its resource prioritization in 2025. You can see the financial impact of this shift in the Q2 2025 results, where net revenues were RMB 25.4 million, down 62.4% year-over-year, largely due to prioritizing the subscription model which has a longer revenue recognition period. Still, the gross margin improved significantly to 57.5% in Q2 2025, suggesting the underlying school contracts are more profitable per delivery. Finance: draft 13-week cash view by Friday.

17 Education & Technology Group Inc. (YQ) - Canvas Business Model: Cost Structure

You're looking at the core expenses that keep 17 Education & Technology Group Inc. running in late 2025, focusing on where the cash actually goes. The cost structure reflects a significant pivot toward efficiency and a focus on the school-based subscription model.

The Cost of Revenues shows a sharp reduction, which is a key indicator of the shift in business focus away from project deliveries. For the second quarter of 2025, the Cost of Revenues was RMB10.8 million. This was a year-over-year decrease of 81% from RMB 56.7 million in Q2 2024, mainly because of fewer project deliveries for their teaching and learning SaaS offerings during that quarter. To give you a point of comparison from earlier in the year, the Cost of Revenues for the first quarter of 2025 was RMB13.8 million (US$1.9 million).

Selling and promotional spending has also seen cuts as part of the efficiency drive. Sales and marketing expenses for the first quarter of 2025 were RMB13.0 million (US$1.8 million). This represented a year-over-year decrease of 30.7% from RMB 18.8 million in Q1 2024, which management attributed to efficiency improvements in the marketing and sales workforce and related expenses.

Total operating expenses for Q2 2025 were RMB43.1 million, which included RMB7.1 million in share-based compensation expenses. This total represented a year-over-year decrease of 39.3% from RMB 71 million in the second quarter of 2024.

When mapping out the key expense categories from the first half of 2025, you see the following concrete figures:

Expense Category	Q1 2025 Amount (RMB million)	Q2 2025 Amount (RMB million)	Notes/Context
Cost of Revenues	13.8	10.8	Q2 figure driven by fewer project deliveries.
Sales and Marketing Expenses	13.0	Not explicitly stated	Q1 decrease of 30.7% year-over-year due to efficiency.
Total Operating Expenses	Not explicitly stated	43.1	Q2 figure, down 39.3% year-over-year.
Share-Based Compensation (Total OpEx)	8.5 (Part of G&A/R&D/S&M)	7.1	Included in the total operating expenses for the respective quarter.

You should know that the specific breakdown for Technology and R&D expenses for AI and platform development isn't itemized separately in the high-level reports, but it is certainly a component of the overall operating expenses, which management is actively managing for efficiency. Similarly, precise Personnel costs for engineering, sales, and support staff are aggregated into the broader expense lines like Sales and Marketing and R&D components of Operating Expenses.

The cost control measures are evident when looking at the components that make up the operating expenses, particularly in areas where personnel are concentrated:

• R&D expenses in Q1 2025 included share-based compensation of RMB4.4 million (US$0.6 million).
• Sales and marketing expenses in Q1 2025 included share-based compensation of RMB2.1 million (US$0.3 million).
• General and administrative expenses in Q1 2025 included share-based compensation of RMB4.1 million (US$0.6 million).
• The decrease in Q1 2025 Sales and Marketing was linked to efficiency improvements in the sales work force.
• The decrease in Q1 2025 R&D expenses was linked to efficiency improvements in the R&D work force.

The company is defintely prioritizing resource allocation, which shows up in these reduced expense figures.

Finance: draft 13-week cash view by Friday.

17 Education & Technology Group Inc. (YQ) - Canvas Business Model: Revenue Streams

The current revenue streams for 17 Education & Technology Group Inc. (YQ) reflect a strategic pivot, emphasizing recurring, long-term revenue recognition models over project-based work.

Net revenues of RMB25.4 million for Q2 2025 mark a significant shift from prior periods, with the company reporting RMB25.4 million (US$3.5 million) for the second quarter ending June 30, 2025. This compares to RMB67.5 million in the second quarter of 2024.

The primary revenue components are:

• School-based SaaS subscription fees (prioritized model): This is the explicitly prioritized model, requiring a longer period of revenue recognition.
• Revenue from district-level teaching and learning SaaS projects: This segment continued to contribute an important portion of revenue in Q2 2025, despite a reduction in net revenues from these projects as resources were prioritized elsewhere.
• Revenue from online education services and products (historical/residual): This category is implied as residual, given the focus shift to in-school SaaS offerings and the reduction in revenue from district-level projects. The company also provides a personalized self-directed learning product to Chinese families.

Here's a look at the top-line revenue trend across the first half of 2025:

Period End Date	Net Revenues (RMB)	Net Revenues (US$)
Q1 2025 (June 30, 2025)	RMB21.7 million	US$3.0 million
Q2 2025 (June 30, 2025)	RMB25.4 million	US$3.5 million

The reduction in Q2 2025 revenue compared to Q2 2024 was stated to be primarily due to the reduction in net revenues from district-level projects as 17 Education & Technology Group Inc. prioritizes resources on school-based projects and the subscription model.

The company's focus is on providing teaching and learning SaaS offerings to facilitate the digital transformation and upgrade at Chinese schools, concentrating on core scenarios like homework assignments and in-class teaching.

The revenue mix shift is evident in the year-over-year comparisons:

• Q2 2025 Net Revenues: RMB25.4 million.
• Q2 2024 Net Revenues: RMB67.5 million.
• Q1 2025 Net Revenues: RMB21.7 million.
• Q1 2024 Net Revenues: RMB25.5 million.

Finance: review the Q3 2025 revenue guidance released on December 9, 2025, against the Q2 2025 run rate by next Tuesday.