当地时间12月3日，2025世界慕课与在线教育大会在墨西哥城举办。活动由世界慕课与在线教育联 盟、联合国教科文组织教育信息技术研究所联合主办，以"教育无界·智慧未来"为主题配套活动"智慧教 育成果展"同步开展。 "创新引领·智慧教育未来生态"展区聚焦未来教育形态探索，激活教育发展无限可能：清华大学类 脑架构通用模型，以前沿技术突破引领通用智能教育研究；复旦大学AI-best课程体系，以系统化教学改 革培育复合型拔尖人才；南京大学"智学、智用、智研、智创"拔尖人才培养模式，构建全链条创新能力 培养体系；西安电子科技大学SwanLab AI训练工具，赋能大学生开展前沿技术创新实践。 在"技术筑基·智慧教育数字基石"展区，多维教育图谱与教育领域垂直大模型成为关注焦点：东南 大学"AI4SEU"行动积极打造未来学习新范式；大连理工大学构建数智平台与数字书院，搭建全场景智 能教学生态；吉林大学AI+实验中心实现教学闭环，有效推动教学提质增效；浙江大学"AIM"力学大模 型依托专业语料优化与场景化微调，为个性化学习路径规划及精准教学评估筑牢技术根基；北京航空航 天大学"AI知识中心"构建"知识—能力—素质"三位一体数据体 ...

Core Viewpoint - The silver economy in China is rapidly growing, with a market size of 7.1 trillion yuan in 2023 and an expected compound annual growth rate of 11.8% over the next five years, driven by the increasing demand for education and leisure activities among the elderly [2]. Group 1: Market Growth and Trends - The silver economy's market size reached 7.1 trillion yuan in 2023, with a projected growth rate of 11.8% annually over the next five years [2]. - The market for interest-based education for the elderly has expanded, with a scale of 256.1 billion yuan in 2023, expected to grow to 429.6 billion yuan by 2028 [2]. - The penetration rate of interest education among the elderly reached 24.5% in 2023, with 72.8 million participants [2]. Group 2: Learning Preferences and Experiences - Many elderly individuals are actively engaging in learning activities, such as recitation, calligraphy, and traditional arts, to enrich their lives post-retirement [1][3]. - Online education platforms are becoming increasingly popular among the elderly, with over 30% of learners being over 50 years old, indicating a shift in learning demographics [3][4]. - The use of digital technology has made learning more accessible, allowing elderly individuals to learn at their own pace and convenience [7]. Group 3: Challenges and Opportunities - Despite the growing interest in learning, the current market for silver products often fails to meet the diverse needs of the elderly, with issues such as limited service offerings and quality concerns [4][5]. - The demand for personalized and diversified educational products is evident, as many elderly learners express dissatisfaction with traditional learning environments [4][5]. - AI technology is emerging as a valuable tool in enhancing the learning experience for the elderly, providing personalized feedback and support [9]. Group 4: Social and Emotional Aspects - Learning is increasingly viewed as a vital part of life for the elderly, contributing to personal growth and emotional well-being [8][10]. - The pursuit of education among the elderly is not only about acquiring knowledge but also about finding joy and fulfillment in their later years [8][10]. - There is a cultural shift towards accepting the idea of elderly individuals investing in their education, paralleling the societal norm of spending on children's education [9].

Financial Data and Key Metrics Changes - Total revenue for the third quarter was $129 million, down $8.2 million or 6% year over year [13] - Adjusted EBITDA was $28 million, down about 12% compared to $31.9 million last year, with an adjusted EBITDA margin of 21.7% compared to 23.3% last year [15] - GAAP net loss was $41.3 million, compared to a GAAP net loss of $23.6 million in the prior year period, primarily due to a non-cash Goodwill Impairment loss of $20.8 million related to the GK segment [16] Business Line Data and Key Metrics Changes - Revenue for Talent Development Solutions (TDS) was $100.8 million for the third quarter, down 2.1% year over year, with around 70% of the decline coming from the B2C learner product [12][11] - Global Knowledge (GK) revenue was $28.2 million, down approximately $6 million or 17.6% year over year, impacted by a shift in customer purchasing preferences and spending reductions from the U.S. government shutdown [13][9] - TDS's dollar retention rate (DRR) improved to 99% from 98% year over year, reflecting higher customer upgrades [14] Market Data and Key Metrics Changes - The enterprise portion of TDS, which represents around 91% of TDS, was down slightly due to customer churn from earlier in the year [11] - The public sector business showed signs of recovery with a DRR of 103-104, indicating stabilization after the government shutdown [34] Company Strategy and Development Direction - The company is focused on the talent development market, aiming to reach revenue inflection and return to growth while maintaining strong profitability and cash flow [5] - A strategic review of the GK segment has been initiated, with a shift towards a partnership-driven model rather than continued ownership [9][20] - The company is investing in AI capabilities to enhance its platform and address skills management needs, positioning itself for sustained growth [6][10] Management's Comments on Operating Environment and Future Outlook - Management highlighted the urgency of improving cash flow and the importance of the transformation strategy to align with market demands [23] - The company is optimistic about growth opportunities in FY27, with plans to roll out new branding and sales models [29][55] - Management emphasized the need for organizations to adapt to AI-driven skills management, viewing it as a generational reskilling opportunity [9][10] Other Important Information - Free Cash Flow for the quarter was negative $23.6 million, compared to a positive $4.1 million in the prior year period, with expectations of positive free cash flow of between $0 and $5 million for fiscal 2026 [17][18] - The company has restructured its cost structure, resulting in lower operating expenses year over year [15] Q&A Session Summary Question: What is the timeline for the strategic review of the GK segment? - Management indicated that it is inappropriate to speculate on the exact timing but emphasized the urgency of improving cash flow for the company overall [23] Question: How does the underperformance of GK affect TDS margins? - Management stated that TDS is the flagship for growth and profitability, and they are focused on maintaining profitability while investing in growth [26] Question: How is the public sector business shaping up post-government shutdown? - The public sector business is showing signs of recovery, with a healthy DRR and positive wins in Q3 [34] Question: What is the approach to investment cadence moving forward? - The focus will be on creating a track record in hitting TDS EBITDA while looking for ways to drive productivity before shifting to growth investments [51]

由 Anchor 联合创始人、前 Spotify 高管尼尔・齐切曼与迈克尔・米尼亚诺创立的学习类初创公司 Oboe 今日宣布，已完成 1600 万美元 A 轮融资，本轮融资由 a16z 领投，现有投资方 Eniac、Haystack、 Offline、Factorial 跟投。此外，亚当・丹杰罗、加里・谭、伦尼・拉奇茨基、马蒂・斯坦尼谢夫斯基、 米奇・舒尔曼、贾里德・赫克特以及 M.G． 西格勒等多位个人投资者也参与了此次融资。 该平台于今年 9 月正式上线，用户可在平台上设定学习目标，借助人工智能为自己生成专属课程。 此次融资距其应用上线仅三个月，距 400 万美元种子轮融资则时隔一年。齐切曼表示，新一轮融资的目 的是为规模化增长提供动力。 他在接受 TechCrunch 电话采访时称："我们希望触达全球数十亿有学习新课题需求的人群，这是一个巨 大的机遇。为实现这一愿景，我们需要加快执行速度，大规模触达更广泛的受众。" 他补充道："我们的团队汇聚了一批成功的消费级产品打造者，具备出色的执行能力，这让我们相比市 场上其他初创公司具备了竞争优势。" 齐切曼表示，公司发现用户对理工科（科学、技术、工程、数学）类课 ...

来源：朝阳永续 | 载据来源:朝阳水续盘利预测载招房 贯币单位:亿元人民币 | | | | | | | 日時 香港電影 更多反境调测 展注朝阳水线会负责 | | --- | --- | --- | --- | --- | --- | --- | --- | | 机构面积了 | 发布日期 | 要业收入 | 125-5回比 | 净利润 | 同比 | 经调整净利润 | 同比 | | 实方预测区间 | | 268.97~303.47 | 0.6%-13.5% | 75.81~115.85 | -13.5%-32.2% | 84.54-99.78 | -12.7%~3.1% | | 平均收 | | 287.46 | 7.5% | 84.40 | -3.7% | 91.12 | -5.9% | | 中位数 | | 287,37 | 7.4% | 81.82 | -6.7% | 90.29 | -6.7% | | 第一上海证券 | 2025-12-09 | 292.77 | 9.5% | 77.22 | -11.9% | == | == | | 东方证券 | 2025-11-27 | 284.01 | 6.2% | 87. ...

转自：贝壳财经 【#小米或进军AI教育#，正招聘多个相关岗位，聚焦多终端K12教育方向】近日，招聘网站页面显示， 小米集团招聘页面上出现了多个与AI教育相关的岗位，涵盖高级商务、儿童与教育高级产品经理、教 研产品经理等岗位。以儿童与教育高级产品经理岗位为例，其薪资范围在26 - 50K。该岗位主要职责是 为小米人车家全生态中的儿童和家长用户提供行业领先的产品及内容体验，涉及手机、平板、音箱、车 机等多种设备。具体工作包括：通过行业研究、用户调研和数据分析，深入了解K12用户群体的需求和 使用场景，并提出产品迭代方向；结合GPT前沿技术和教育大模型，探索AI +教育的落地方案，为用户 带来全新的个性化学习体验。高级商务岗位的薪资在25 - 35K之间。该岗位要求负责小米至少一个业务 领域（包括但不限于在线教育、电视互联网OTT、IoT终端）的战略客户开发、商务合作谈判及业务对 接工作，深度挖掘各领域的合作机会。同时，还需拓展并维护指定业务方向（如K12教育集团/省级教育 局、视频平台高层、OTT大客户、音频内容提供方/开发者）的头部客户资源及高层关系，建立并巩固 长期战略合作关系。事实上，小米此前在教育领域已有 ...

Core Insights - The core theme of the speech by Chen Xiangdong, founder and CEO of Gaotu, is "resilient growth," emphasizing the importance of sustainable growth through understanding market trends and adapting to changes [1][10] - Gaotu has shifted its strategic focus to prioritize profitability as the core goal for the fiscal year 2026, moving from rapid growth to high-quality development [1][8] Strategic Insights - Resilience is defined not only as the ability to persevere through adversity but also as maintaining recovery and inner joy during favorable conditions [3][11] - Chen reflects on the entrepreneurial saying "seeing is believing," proposing instead that "believing comes from seeing," which underscores the need for clear insights into trends and market changes [3][11] - The current era is characterized by significant changes, particularly with AI technology reshaping industries, necessitating a reevaluation of traditional growth models that relied on scale and traffic [4][12] Six Pillars of High-Quality Growth - Companies must acknowledge the obsolescence of old growth models and embrace new paradigms, particularly in light of AI as a structural transformation rather than just a tool [4][12] - Insight is built on continuous learning and understanding trends, technology, and user needs, which is crucial for strategic decision-making [5][14] - The philosophy of "winning before the battle" emphasizes the importance of strategic planning and differentiation in product and channel development [5][14] - Leadership is defined by sincerity, service to others, and a desire for learning, which fosters trust and enables organizations to navigate uncertainties [5][14] - All strategies must translate into measurable results, with a focus on financial accountability and sustainable profitability [6][15] - These six elements are interconnected and form the methodology for Gaotu's transition from survival to prosperity [7][16] Financial Performance - Gaotu's recent financial report for Q3 of fiscal year 2025 shows a quarterly revenue of 1.58 billion yuan, a year-on-year increase of 30.7%, and a cumulative revenue of 4.46 billion yuan for the first three quarters, up 41% [8][17] - The company has successfully transitioned from a single K12 business model to a diversified educational ecosystem, with over 95% of revenue coming from learning services, particularly non-academic courses [8][17] - The online non-academic segment achieved its first quarterly profit, with expectations for meaningful profit margins for the year [8][17] - The university and adult education segments also showed strong performance, with quarterly revenue exceeding 237 million yuan and significant growth in net profit [8][17] - Offline learning services have made substantial progress, contributing over 10% of total revenue, driven by improved local course offerings and AI-enhanced teaching [8][17] Future Outlook - Gaotu aims to focus on a healthy unit economic model rather than blind scale pursuit, with a target revenue growth of approximately 15% for fiscal year 2026 [9][18] - The company is committed to enhancing product quality, teacher training, and user experience for early-stage businesses while scaling mature operations for profitability [9][18] - Chen emphasizes that the coming years will reveal a transformed Gaotu, highlighting the importance of rationality, sincerity, and systematic capabilities in achieving resilient growth [9][18]

每经AI快讯，12月10日，小米集团发布了多个AI教育相关岗位招聘需求，涵盖教研产品经理、儿童与教育高级产品经理、高级商务等职位，表明其有意 涉足AI教育领域。 3. 结合gpt前沿和教育大模型,探索Al+教育的落地方 案，带来全新的个性化学习体验 4. 负责产品的数据分析,包括用户行为、产品使用情 况分析等,制定产品增长策略 5. 与开发团队紧密合作，确保产品按照预定计划和质 ...

Core Insights - The company reported a revenue of 20.01 million yuan for Q3 2025, with a 29.8% reduction in operating expenses and a 21.5% year-over-year narrowing of net losses under US GAAP [1] - The company has a strong cash position, with total cash, cash equivalents, restricted cash, and time deposits amounting to 342 million yuan [1] - The launch of AI-driven products, including "17 Classmate" and "Together Love Learning," marks a significant step in the company's AI strategy, enhancing personalized learning experiences [2] Financial Performance - Q3 2025 revenue reached 20.01 million yuan [1] - Operating expenses decreased by 29.8% year-over-year [1] - Net losses under US GAAP reduced by 21.5% compared to the previous year [1] - Total cash and equivalents stand at 342 million yuan [1] AI Strategy and Product Development - The company introduced the generative AI product "17 Classmate" at the 2025 Global Smart Education Conference, focusing on digital transformation in education [2] - The new C-end AI product "Together Love Learning" integrates a decade's worth of content resources and AI capabilities to provide personalized learning analysis [2] - The product combines hardware and software solutions, enhancing user engagement through tools like the "Smart Pen" and "Toby Smart Rabbit" [2] Business Model and Future Outlook - The company aims to create a synergistic ecosystem through three business lines: regional projects, single-school subscriptions, and C-end product innovation [3] - There is a commitment to expanding the educational product matrix and strengthening AI technology research and application [3] - The strategy focuses on deepening the integration of education and technology for sustainable development [3]

为了绕开境内相关监管，部分在线英语一对一玩起了以"家庭课包"为名，通过成人报名实现家庭内孩子 上课的新伎俩。 在北京商报发布《境内卖课、让家长用境外账号上课，VIPKID开启"翻墙式教学"》后，多位家长进一 步提供的线索反映，VIPKID重新推出的"家庭外教口语课"，不仅在课程名称、用户账号标注上刻意模 糊学员身份，其课程服务协议中区分学员与成人的关键表述亦被删除。这个取而代之的"家庭课包"，疑 似规避针对未成年人外语培训的监管。 更令家长不安的是，在针对VIPKID背后的北京大米科技有限公司向有关部门投诉之后，北京市海淀区 教委在回复中称，经核实，该公司仅持有营业执照开展业务，且不是海淀区教委审批的培训机构。律师 指出，机构若不具备相应资质却开展培训活动，可能构成违规经营。从课程包装到经营资质，线上外教 一对一的监管合规问题再次引发关注。 "以成人课程名义给孩子上课"的说法并非刘娜一人听过。上海家长王黎也向北京商报记者确认， VIPKID客服曾在电话中表示，可以用家长来上课的名义报名新的家庭口语外教课，由王黎的女儿实际 上课。 此前，VIPKID暂停新版主修课时，王黎女儿的课包中还有30—40节课没有上完， ...