Learning platform Chegg's Q3 revenue beats expectations

Reuters
Nov 11
Learning platform Chegg's Q3 revenue beats expectations 

Overview

  • Chegg Q3 2025 revenue fell 43% yr/yr but beat analyst expectations

  • Company reports adjusted EBITDA of $13.3 mln for Q3 2025

  • Chegg focuses on skilling market, driven by AI demand and restructuring efforts

Outlook

  • Chegg expects Q4 2025 total net revenues between $70 mln and $72 mln

  • Chegg forecasts Q4 2025 adjusted EBITDA between $10 mln and $11 mln

  • Chegg anticipates full-year 2025 capital expenditures of approximately $27 mln

Result Drivers

  • AI TAILWINDS - Chegg's skilling business benefits from AI-driven demand for employee reskilling

  • RESTRUCTURING IMPACT - Cost-cutting and restructuring efforts improved adjusted EBITDA by $5 mln

  • REVENUE DECLINE - Revenue fell 43% yr/yr due to reduced traffic affecting subscriptions and advertising

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$77.74 mln

$76.20 mln (4 Analysts)

Q3 Adjusted Net Income

$400,000

Q3 Net Income

-$17.47 mln

Q3 Adjusted EBITDA

$13.30 mln

Q3 Gross Profit

$46.04 mln

Q3 Income from operations

-$17.12 mln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the professional information services peer group is "buy."

  • The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBw5G3N9da

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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