Overview
Tutoring platform's Q4 2025 revenue rose 2% yr/yr, exceeding company's guidance
Adjusted EBITDA for Q4 2025 beat analyst expectations
Company launched Live+AI platform, enhancing AI-native capabilities
Outlook
Nerdy expects Q1 2026 revenue between $46 mln and $48 mln
Company anticipates full-year 2026 revenue of $180 mln to $190 mln
Nerdy projects breakeven non-GAAP adjusted EBITDA for 2026
Result Drivers
CONSUMER REVENUE - Learning Membership revenue increased 6% yr/yr, driven by higher ARPM and retention improvements
INSTITUTIONAL REVENUE - Institutional revenue rose 6% yr/yr despite funding delays affecting tutoring contracts
PLATFORM LAUNCH - Completion of Live+AI platform rollout expected to drive future growth
Company press release: ID:nBw6PDRKva
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Adjusted Net Income | Beat | -$400,000 | -$6.57 mln (3 Analysts) |
Q4 Adjusted EBITDA | Beat | $1.30 mln | -$900,000 (4 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy."
Wall Street's median 12-month price target for Nerdy Inc is $2.00, about 115.2% above its February 25 closing price of $0.93
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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.)