Financial Data and Key Metrics Changes - Revenue in Q2 increased by 12.4% to $503.4 million, driven by all three segments, with Walden contributing significantly due to a one-week academic calendar shift [17][26] - Adjusted EBITDA grew to $154.9 million, up 23.9% year-over-year, with an adjusted EBITDA margin of 30.8%, expanding 290 basis points from last year [18][25] - Adjusted net income for the quarter was $87.9 million, a 26.7% increase compared to last year, with adjusted earnings per share rising to $2.43, a 34.3% increase [19][20] Business Line Data and Key Metrics Changes - Chamberlain reported revenue of $183.8 million, a 1.6% increase, but total student enrollment declined by 1% [22] - Walden's revenue reached $217.6 million, a 27% increase, with total student enrollment up 13% [23] - The Medical and Veterinary segment generated $102 million in revenue, a 6.9% increase, with adjusted EBITDA increasing by 17.6% [24][25] Market Data and Key Metrics Changes - Total enrollment across the company grew over 6% to 97,000 students, with Walden achieving record total enrollments of 52,400 students [7][11] - Chamberlain's pre-licensure BSN programs have grown for 14 consecutive quarters, while post-licensure programs faced declines [22][10] Company Strategy and Development Direction - The company is focused on addressing the healthcare workforce crisis by expanding capacity and creating new revenue streams [6][7] - A disciplined, returns-focused approach to capital allocation is being maintained, with $165 million deployed to share repurchases [4][20] - The upcoming Investor Day will outline a multi-year growth framework and capacity expansion plans [7][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year revenue guidance of 6%-8.5% growth and raised adjusted EPS guidance to 17%-20% growth [4][27] - The healthcare workforce crisis is intensifying, creating opportunities for the company to expand its role in healthcare education [6][7] - Management noted that application volumes for nursing programs are up, indicating potential future enrollment growth [10][39] Other Important Information - The company repurchased 1.7 million shares at an average price of $95, completing a prior $150 million authorization and announcing a new $750 million authorization [20] - The trailing twelve months operating cash flow generation reached $428 million, up $146 million year-over-year [20] Q&A Session Summary Question: Update on Walden's growth and market share - Management noted balanced growth across programs, particularly in behavioral sciences and nursing, indicating potential market share gains [32] Question: Regulatory changes and partnership with Sallie Mae - Management confirmed ongoing work with Sallie Mae on documentation for a partnership to provide loan dollars, particularly for the medical and veterinary segment [33] Question: Chamberlain's enrollment and marketing effectiveness - Management discussed improvements in application volumes and marketing effectiveness, expressing confidence in a positive enrollment trajectory for the fall cycle [39][40]

Financial Data and Key Metrics Changes - Total revenue increased by 12.4% to $503.4 million, driven by all three segments [15] - Adjusted EBITDA grew to $154.9 million, up 23.9% year-over-year, with an adjusted EBITDA margin of 30.8% [16] - Adjusted net income for the quarter was $87.9 million, a 26.7% increase compared to last year, with adjusted earnings per share rising to $2.43, a 34.3% increase [17] Business Line Data and Key Metrics Changes - Chamberlain reported revenue of $183.8 million, a 1.6% increase, but total student enrollment declined by 1% [19] - Walden's revenue reached $217.6 million, a 27% increase, with total student enrollment up 13% [20][21] - The Medical and Veterinary segment generated $102 million in revenue, a 6.9% increase, with adjusted EBITDA rising by 17.6% [22][23] Market Data and Key Metrics Changes - Total enrollment across the company grew over 6% to 97,000 students [6] - Chamberlain's pre-licensure BSN programs have seen growth for 14 consecutive quarters, while post-licensure programs faced declines [19] - Walden's growth was particularly strong in behavioral sciences and nursing programs [29] Company Strategy and Development Direction - The company is focused on addressing the healthcare workforce crisis by expanding capacity and creating new revenue streams [6] - A multi-year growth framework will be presented at the upcoming Investor Day, emphasizing sustainable earnings growth [6][43] - The company aims to maintain a disciplined, returns-focused approach to capital allocation, having repurchased $165 million in shares [4] Management's Comments on Operating Environment and Future Outlook - The healthcare workforce crisis is intensifying, with significant gaps expected in rural and underserved urban areas [6] - Management remains confident in achieving full-year revenue guidance of 6%-8.5% growth and has raised adjusted EPS guidance to 17%-20% growth [4][25] - The company anticipates that application growth at Chamberlain will translate into future enrollment growth [25] Other Important Information - The company has approximately $728 million remaining on its current share repurchase authorization [4] - A one-week academic calendar shift contributed an additional $18 million in revenue for Walden in Q2 [15][24] Q&A Session Summary Question: Can you elaborate on Walden's growth and market share? - Management noted that Walden's growth is consistent across programs, particularly in behavioral sciences and nursing, indicating a balanced growth across the program mix [29] Question: What is the status of the partnership with Sallie Mae regarding loan caps? - Management confirmed they are working on definitive documentation for the partnership and are excited about its potential impact on the portfolio [30] Question: What are the expectations for Chamberlain's enrollment and lead time? - Management expressed confidence in the trajectory of recovery for Chamberlain, with positive early signals in application volumes and a focus on the fall enrollment cycle [36]

Core Viewpoint - ATA Creativity Global ("ACG") has successfully closed a registered direct offering of American Depositary Shares (ADSs), raising approximately US$8.85 million in gross proceeds [1] Group 1: Offering Details - The company sold 11,067,547 ADSs, each representing two common shares, at a purchase price of US$0.80 per ADS, which is equivalent to US$0.40 per common share [1] - The offering was conducted under a subscription agreement dated November 17, 2025, involving three investors [1] - The gross proceeds received by the company from this issuance were approximately US$8.85 million before deducting offering expenses [1]

New Oriental Education & Technology Group (NYSE:EDU) Q2 2026 Earnings call January 28, 2026 08:00 AM ET Company ParticipantsFelix Liu - Executive DirectorSisi Zhao - Head of Investor RelationsStephen Yang - CFOYi Kuen Cheng - DirectorConference Call ParticipantsAlice Cai - VP of Equity Research AnalystDS Kim - Research AnalystElsie Sheng - Senior Equity AnalystLucy Yu - Investment Banking AnalystTimothy Zhao - Equity Research AnalystOperatorGood evening, and thank you for standing by for New Oriental's FY 2 ...

New Oriental Education & Technology Group (NYSE:EDU) Q2 2026 Earnings call January 28, 2026 08:00 AM ET Company ParticipantsFelix Liu - Executive DirectorSisi Zhao - Head of Investor RelationsStephen Yang - CFOYi Kuen Cheng - DirectorConference Call ParticipantsAlice Cai - VP of Equity Research AnalystDS Kim - Research AnalystLucy Yu - Investment Banking AnalystTimothy Zhao - Equity Research AnalystOperatorGood evening, and thank you for standing by for New Oriental's FY 2026 second quarter results earnings ...

Financial Data and Key Metrics Changes - Total net revenue grew 14.7% year-over-year to $1.19 billion [4] - Non-GAAP operating income increased 206.9% to $89.1 million [4] - Non-GAAP net income attributable to New Oriental rose 68.6% to $72.9 million [4] - Operating income was $66.3 million, representing a 264.4% increase year-over-year [12] - Net cash flow generated from operations was approximately $323.5 million [13] Business Line Data and Key Metrics Changes - K-9 educational business and high school tutoring business recorded accelerated revenue growth [5] - Overseas test prep business revenue increased by 4% year-over-year [5] - Overseas study consulting business saw a slight decrease of about 3% year-over-year [5] - Adults and university students business revenue increased by 13% year-over-year [5] - Revenue from non-academic tutoring grew 22% year-over-year [5] Market Data and Key Metrics Changes - The top 10 cities contributed over 60% of revenue from non-academic tutoring [6] - The top 10 cities contributed over 50% of revenue from intelligent learning systems and devices [6] - Domestic and international study tours were held in 55 cities, with the top 10 cities contributing over 50% of revenue [6] Company Strategy and Development Direction - The company is focused on operational efficiency and disciplined resource management to support sustainable profitability [4] - Continued investments in new education initiatives, including non-academic tutoring and intelligent learning systems, are expected to deliver solid results [5] - The company is exploring opportunities in the health and wellness sector for seniors [7] - The OMO (Online Merge Offline) teaching platform is being developed to provide advanced education services [7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding the business outlook, expecting total net revenue for Q3 FY 2026 to be in the range of $1,313.2 million to $1,348.7 million, representing a year-over-year increase of 11%-14% [17] - For the full fiscal year 2026, total net revenue guidance has been raised to $5,292.3 million to $5,488.3 million, reflecting an 8%-12% year-over-year increase [18] - Management emphasized a balanced approach to revenue and profitability growth while maintaining cost discipline [16] Other Important Information - The company announced a share repurchase program to buy back up to $300 million of its ADS or common shares [19] - As of January 27, 2026, approximately 1.6 million ADS had been repurchased for about $86.3 million [20] Q&A Session Summary Question: Request for breakdown on segment growth and key drivers for full year guidance - Management highlighted the K-12 business growth of around 20% year-over-year and overseas test prep growth of 4% year-over-year, with expectations for college business growth of 14-15% [24][25] Question: Expected margin expansion from merging test prep and consulting units - Management indicated that merging these units aims to provide better service and reduce costs, with more details expected in the next quarter [30][31] Question: Elaboration on margin expansion in Q2 - Management noted that margin expansion was driven by better utilization, higher operating leverage, and cost control, with optimism for continued margin improvement in the second half of the year [36] Question: Future trends for overseas business - Management acknowledged challenges but expressed confidence in the team's ability to gain market share, expecting low single-digit growth in the second half of the year [42] Question: Updates on AI initiatives - Management reported progress on new AI offerings and emphasized that AI is helping improve student retention and operational efficiency [56]

Core Insights - K12 (LRN) reported a revenue of $631.26 million for the quarter ended December 2025, marking a year-over-year increase of 7.5% and exceeding the Zacks Consensus Estimate by 0.62% [1] - The earnings per share (EPS) for the same period was $2.50, up from $2.03 a year ago, representing a surprise of 7.14% over the consensus EPS estimate of $2.33 [1] Revenue Breakdown - General Education revenue was reported at $341.4 million, which fell short of the estimated $376.01 million [4] - Total Career Learning revenue reached $289.86 million, surpassing the average estimate of $259.56 million [4] - Career Learning revenue for Adults was $14.27 million, below the estimated $17.54 million [4] - Career Learning revenue for Middle - High School was $275.59 million, exceeding the average estimate of $242.02 million [4] Stock Performance - K12 shares have returned +7.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  Phoenix Education Partners, Inc. (“Phoenix” or the “Company”) (NYSE: PXED).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Phoenix and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Phoenix Education Partners, Inc. due to allegations of materially misleading business information issued to the investing public [1]. Group 1: Legal Action and Compensation - Shareholders who purchased Phoenix Education securities may be entitled to compensation through a contingency fee arrangement, with no out-of-pocket costs [2]. - A class action is being prepared by Rosen Law Firm to seek recovery of investor losses [2]. Group 2: Data Breach Incident - A significant data breach at the University of Phoenix has affected nearly 3.5 million individuals, with the breach traced back to August when sensitive information was stolen [3]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for securities class action settlements in 2017 [3]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3].

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Phoenix Education Partners, Inc. due to allegations of materially misleading business information [1] Group 1: Investigation and Allegations - The investigation is prompted by a major data breach at the University of Phoenix, affecting approximately 3.5 million individuals, which may have led to misleading information being issued to investors [3] - The breach occurred in August 2025, when attackers accessed the university's network and stole sensitive information [3] Group 2: Class Action Details - Shareholders who purchased Phoenix Education securities may be entitled to compensation through a class action lawsuit, with no out-of-pocket fees due to a contingency fee arrangement [2] - Interested parties can join the class action by submitting a form or contacting the Rosen Law Firm directly [2] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked highly for settlements since 2013 [3] - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for clients [3]