Core Points - Stride Inc. plans to discuss its first quarter fiscal year 2026 financial results on October 28, 2025 at 5:00 p.m. ET [1] - A live webcast of the conference call will be available for investors and analysts [2] - Stride Inc. offers a variety of educational services across primary, secondary, and postsecondary levels, reaching learners in all 50 states and over 100 countries [3] Company Overview - Stride Inc. is focused on redefining lifelong learning through innovative education solutions [3] - The company provides K-12 education, career learning, professional skills training, and talent development [3] - Stride's services cater to a diverse range of learners globally [3]

Core Insights - Stride, Inc. has partnered with Chama Valley Independent Schools and Santa Rosa Consolidated Schools to operate the Destinations Career Academy of New Mexico (NMDCA) starting in the fall of 2025, with over 3,000 students already enrolled for the 2025–2026 school year [1][2][3] Company Overview - Stride, Inc. is focused on redefining lifelong learning through innovative education solutions, serving learners in primary, secondary, and postsecondary settings across all 50 states and over 100 countries [4] - NMDCA is an online public school program that combines academic excellence with career-readiness pathways and dual-credit opportunities for K–12 students statewide [5] Partnership Impact - The partnership is seen as a strategic move to expand educational access and innovation in rural communities, creating new opportunities for students and positioning the districts as forward-thinking hubs for learning [2][3] - The collaboration aims to meet the evolving needs of students by providing high-quality virtual education options [2][3] Enrollment Information - Enrollment for the 2025–2026 school year is currently open, with families encouraged to learn more and begin the application process through the NMDCA website [3]

Core Viewpoint - Stride Inc. is set to discuss its fourth quarter and full fiscal year 2025 financial results in an upcoming conference call scheduled for August 5, 2025 [1] Group 1: Conference Call Details - The conference call will take place at 5:00 p.m. eastern time (ET) [1] - Investors can access a live webcast of the call at investors.stridelearning.com/events-and-presentations [2] - Participants can join the call by dialing (800) 715-9871 for domestic calls or +1 (646) 307-1963 for international calls, using conference ID number 8901384 [2] Group 2: Company Overview - Stride Inc. is focused on redefining lifelong learning through innovative and high-quality education solutions [3] - The company serves learners across primary, secondary, and postsecondary settings, offering a variety of services including K-12 education, career learning, professional skills training, and talent development [3] - Stride reaches learners in all 50 states and over 100 countries [3]

Financial Data and Key Metrics Changes - In Q4 2024, the company reported net revenue of RMB483.5 million, a decrease of 10.8% from RMB541.7 million in Q4 2023 [33] - Full year revenue for 2024 was RMB1.99 billion, reflecting a 7.8% decline compared to the previous year [9] - Net income for Q4 2024 was RMB57.8 million, down from RMB155.2 million in Q4 2023, with basic and diluted net income per share at RMB8.55 [36] - The gross profit margin for the full year remained at 84%, while the net profit margin was 17.2% [29] Business Line Data and Key Metrics Changes - Degree and diploma-oriented post-secondary programs accounted for 10% of total revenue in 2024, with a strategic shift away from this segment [14] - Interest, professional skills, and professional certification preparation programs collectively made up 75.3% of total revenues, indicating a focus on interest-based programs [15] - New student enrollments increased by 9.5% year-over-year, attributed to the expansion of the product portfolio and positive market feedback [30] Market Data and Key Metrics Changes - The senior education sector is projected to grow significantly, with a combined annual growth rate of 14.7% from 2019 to 2023, highlighting rising demand for lifelong learning among the elderly [19] - The penetration rate of China's senior interest education sector was reported at 24.5% in 2023 [18] - The silver tourism market in China is projected to reach RMB2.8 trillion by 2028, presenting substantial growth opportunities [22] Company Strategy and Development Direction - The company is strategically refining its product mix, transitioning to more accessible short-term programs to align with evolving customer preferences [10] - There is a commitment to deepen offerings in senior education and explore diversified business opportunities, including e-commerce and study tours [20][24] - The integration of advanced technology, such as DeepSeek, aims to enhance personalized learning experiences and operational efficiency [25] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate market fluctuations and capitalize on growth opportunities as China's economy recovers [12] - The outlook for Q1 2025 anticipates net revenues between RMB470 million to RMB490 million, representing a year-over-year decrease of 6.4% to 10.2% [38] - Management emphasized the importance of prudent cash management as a strategic advantage to adapt swiftly to market changes [12] Other Important Information - The company maintained a deferred revenue balance of RMB916.5 million as of December 31, 2024, down from RMB1,113.9 million a year earlier [37] - Operating expenses in Q4 2024 were RMB351.3 million, with a slight increase in sales and marketing expenses but a decrease in general and administrative expenses [35] Q&A Session Summary - No questions were raised during the Q&A session, leading to the conclusion of the call [40]