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K-12 Education Is Changing: Can Stride Lead the Next 25 Years?
ZACKS· 2025-07-25 16:56
Core Insights - Stride, Inc. (LRN) is experiencing significant growth in digital education, with a 17.8% year-over-year revenue increase to $613.4 million in fiscal Q3 2025, driven by a 21% rise in total enrollment [1][9] - The company is addressing the rising demand for non-traditional education options, as evidenced by a Gallup Poll indicating that nearly 90% of parents are exploring non-college career paths for their children [2] - Stride has raised its full-year revenue and operating income guidance for fiscal 2025, indicating strong fundamentals with adjusted operating income up 47% and gross margin expanding to 40.6% [3] Financial Performance - Career learning revenue surged 33% to $223.9 million, supported by a 34% growth in enrollment within that segment [1][9] - The company is on track to exceed its 2028 CAGR targets by three years, showcasing its robust growth trajectory [3] Competitive Landscape - Competitors like Chegg and Coursera are also evolving in the digital education space, with Chegg focusing on AI-driven learning support and Coursera expanding into online credentialing and dual-enrollment programs [5][6] - Stride must continue to differentiate its offerings to maintain its leadership position in the K-12 education sector [6] Stock Performance - Stride's stock has trended downward by 8.3% over the past three months, underperforming both the Zacks Schools industry and the S&P 500 index [7] Valuation Metrics - Stride's stock is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 2.17, indicating a discount compared to industry peers [11] Earnings Estimates - Earnings estimates for fiscal 2025 and 2026 remain unchanged at $7.09 and $7.76 per share, respectively, implying year-over-year growth of 51.2% and 9.4% [13]
Coursera Analysts Boost Their Forecasts After Upbeat Q2 Results
Benzinga· 2025-07-25 13:23
Coursera, Inc. COUR posted better-than-expected second-quarter results after Thursday’s closing bell.Coursera reported quarterly earnings of 12 cents per share, which beat the analyst consensus estimate of nine cents. Quarterly revenue clocked in at $187.1 million, which beat the Street estimate of $180.48 million."Coursera's market opportunity continues to expand with the global demand to embrace new technology and skills. This quarter, we attracted more than seven million new learners looking to master em ...
Yduqs Participações (YDUQ3) Update / Briefing Transcript
2025-07-25 13:15
Yduqs Participações (YDUQ3) Update / Briefing July 25, 2025 08:15 AM ET Speaker0Mr. Eduardo Parenci. Please, Mr. Parenci, you may proceed. Good morning, everyone.I hope you are all doing well as you saw yesterday and today. In the communication media and reports of various analysts, we are announcing a transition at Itux. I am passing the baton to Olsen. I think transition is extremely positive for the company. From time to time, companies change leadership more or less.I'm a CEO for sixteen years. I'm a bo ...
Coursera Q2 Revenue Jumps 10 Percent
The Motley Fool· 2025-07-25 13:03
Coursera (COUR 30.73%), the online education platform known for its partnerships with leading universities and companies, released its second quarter results for fiscal 2025 on July 24, 2025. The company exceeded analyst expectations with GAAP revenue of $187.1 million versus the $180.52 million estimate, and posted non-GAAP earnings per share of $0.12, surpassing the $0.09 prediction. Management raised its full-year 2025 revenue and adjusted EBITDA guidance, reflecting improved optimism about business tren ...
Global Education and Business Leaders Witnessed Learning Innovation at D2L Fusion 2025
Prnewswire· 2025-07-24 22:17
D2L announced Createspace, Accessibility+, and enhancements to D2L Brightspace and D2L Lumi at annual user conferenceTORONTO, July 24, 2025 /PRNewswire/ - D2L, a global learning innovation company, wrapped its 22nd annual Fusion user conference, in Savannah, Georgia. The theme of Fusion 2025, Ignite the Joy of Learning, explored the power of purposeful Artificial Intelligence (AI), and the joy that is possible when education technology is engaged to help build transformative human learning experiences.More ...
Coursera,(COUR) - 2025 Q2 - Earnings Call Transcript
2025-07-24 22:00
Coursera (COUR) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Ladies and gentlemen, thank you for standing by, and welcome to Coursera's Second Quarter twenty twenty five Earnings Call. All participants are in listen only mode, and this call is being recorded. Following the prepared remarks, we will hold a question and answer session. To ask a question, please click the raise hand button and be prepared to unmute your line when prompted. I would now like to turn the call over to Cam Carey, Vice Pr ...
Nelnet Introduces Propelr, an Employee Learning Company Committed to Launching Workforce Potential
Prnewswire· 2025-07-24 21:45
Core Insights - Nelnet Business Services has launched Propelr, a digital learning platform aimed at enhancing training and retention for human resources, training, and compliance leaders [1][2] Company Overview - Propelr is designed to provide scalable, engaging, and efficient training solutions, focusing on onboarding, compliance training, professional development, and customer education [2][4] - The platform is backed by Nelnet's extensive experience in education technology, emphasizing effective employee education as critical for business success [2][3] Features and Benefits - Propelr offers a human-centered approach supported by artificial intelligence (AI), simplifying course creation, tracking, and reporting while prioritizing learner engagement [5] - The platform includes dedicated support to assist businesses in designing and implementing training programs at every stage [5] - Custom learning paths are available to empower teams, improving productivity, safety, and performance on the job [5] - On-demand virtual learning modules allow for adaptable training across various shifts, facilities, and growing workforces [5] - Gamification features are integrated to keep employees engaged and motivated, supporting retention and growth goals [5]
Coursera Stock Rockets 20% Higher After Q2 Earnings Report: Here's Why
Benzinga· 2025-07-24 20:59
Financial Performance - Coursera reported quarterly earnings of 12 cents per share, exceeding the analyst consensus estimate of 9 cents [1] - Quarterly revenue reached $187.1 million, surpassing the Street estimate of $180.48 million [1] Market Opportunity - The company continues to expand its market opportunity due to the global demand for new technology and skills, attracting over 7 million new learners this quarter [2] Growth and Outlook - Coursera achieved a revenue growth of 10% year-over-year and is making significant progress in enhancing customer experiences on its platform [3] - The company raised its full year 2025 revenue outlook by $17 million, now projected to be between $738 million and $746 million [3] Stock Performance - Following the earnings report, Coursera's stock price increased by 21.37%, reaching $11.02 in extended trading [3]
Indiana Department of Education Names Road2Teach an Approved Provider for Special Education Transition to Teaching Program
GlobeNewswire News Room· 2025-07-24 13:00
RESTON, VA, July 24, 2025 (GLOBE NEWSWIRE) -- Road2Teach, an alternative teacher certification preparation program in Indiana and a Stride, Inc. company, is proud to announce it has been approved by the Indiana Department of Education to offer its Special Education Transition to Teaching program. This milestone marks a significant step forward in addressing Indiana’s urgent need for qualified special education teachers. According to the Indiana Department of Education, there are more than 188,000 students ...
Skillful Craftsman Education Technology Launches AI Communication App "Sesame Chat" in China
Globenewswire· 2025-07-24 12:30
SHENZHEN, China, July 24, 2025 (GLOBE NEWSWIRE) -- Skillful Craftsman Education Technology Limited (NASDAQ: EDTK), a company specializing in educational technology innovation, artificial intelligence skills training, and the digital transformation of educational institutions, announced today, it launched its communication enrichment app ’Sesame Chat’ on iOS platforms in China. The app employs proprietary AI technology to analyze communication contexts and relationship dynamics. Mr. Fu Bin, CEO of Skillful C ...