Gaotu(US:GOTU) Xin Lang Zheng Quan·2025-08-26 09:11Core Insights - HighTu Group reported a revenue of approximately 1.39 billion yuan for Q2 2025, representing a year-on-year growth of 37.6% [1] - The company achieved cash revenue of 2.25 billion yuan, up 36.2% year-on-year, and operating net cash inflow of 590 million yuan [1] - For the first half of 2025, total revenue reached 2.88 billion yuan, a 47.3% increase year-on-year, with cash revenue growing by 31.8% to 3.14 billion yuan [1] - As of June 30, 2025, the company held cash and cash equivalents, restricted funds, and short-term and long-term investments totaling 3.82 billion yuan [1] Financial Performance - The company’s non-GAAP net loss decreased by 50.5% year-on-year, reflecting improved operational efficiency and organizational effectiveness [2] - Operating net cash inflow increased by over 200 million yuan year-on-year, indicating a strong growth trajectory while maintaining operational quality [2] - Management and R&D expenses as a percentage of revenue have decreased for two consecutive quarters, demonstrating effective resource allocation [2] Strategic Initiatives - The company is focusing on optimizing service models through AI technology, product innovation, and enhancing organizational capabilities to establish a clear growth path and sustainable competitive advantage [2] - HighTu Group's CFO highlighted a commitment to the "healthy growth" strategy, with Q2 revenue exceeding guidance by 5.4% and cash revenue growth accelerating by 14.4 percentage points compared to the previous quarter [2] Future Outlook - The forecast for Q3 2025 indicates expected revenue between 1.558 billion yuan and 1.578 billion yuan, with a year-on-year growth rate projected between 28.9% and 30.6% [2]