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Nerdy (NRDY)
NYSE:NRDY
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.03Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 2.45%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted significant progress in product innovation, price optimization, and efficiency improvements, particularly with the introduction of AI features and increased ARPM. However, challenges remain with year-over-year revenue decline, reduced gross margins, and uncertainties in Institutional funding. The company is on track for profitability, contributing to an overall balanced outlook.Company Guidance
During the Nerdy, Incorporated Q1 2025 earnings call, the company provided guidance that highlighted several key financial metrics and operational strategies. Nerdy reported revenue of $47.6 million for the first quarter, exceeding their guidance range of $45 million to $47 million, despite a year-over-year decline of 11%. The Average Revenue per Member per Month (ARPM) increased to $335, reflecting a 14% year-over-year improvement. The company also noted a significant improvement in customer retention, driven by increased consumer pricing and a shift towards higher frequency Learning Memberships. Gross margins were lower at 58%, down from 68% the previous year, primarily due to investments in tutor incentives. However, Nerdy expects gross margins to improve sequentially throughout 2025 as the mix shifts towards higher-priced new Consumer customers. The company anticipates ending the year with an ARPM above $370 and becoming adjusted EBITDA and operating cash flow positive by the fourth quarter. Additionally, Nerdy highlighted its strategic focus on AI-driven product innovations, such as AI session summaries and Tutor Copilot, which are designed to enhance learner engagement and operational efficiency.Increased Average Revenue per Member
Average Revenue per Member per Month (ARPM) increased to $335, a 14% improvement year-over-year, indicating a positive shift in revenue quality.
Successful Consumer Price Increases
Higher ARPM due to price increases and a shift to higher frequency Learning Memberships contributed to stronger revenue performance.
AI Product Innovations
Introduction of AI-driven features such as AI session insights and Tutor Copilot enhanced learning experiences and customer engagement.
Strong Institutional Bookings
Varsity Tutors for Schools executed 90 contracts, yielding $4 million in bookings, demonstrating interest in the Live + AI platform.
Cost Reductions and Efficiency Gains
Reduced headcount by about 16% and improved marketing efficiency, leading to lower sales and marketing expenses.
Positive Trajectory for Profitability
Company expects to become adjusted EBITDA and operating cash flow positive in Q4 2025.
NRDY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NRDY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $1.63 | $1.53 | -6.13% |
Feb 27, 2025 | $1.59 | $1.52 | -4.40% |
Nov 07, 2024 | $0.89 | $0.82 | -7.87% |
Aug 08, 2024 | $1.59 | $0.82 | -48.43% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nerdy (NRDY) report earnings?
Nerdy (NRDY) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Nerdy (NRDY) earnings time?
Nerdy (NRDY) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NRDY EPS forecast?
NRDY EPS forecast for the fiscal quarter 2025 (Q2) is -0.07.