Core Insights - NetEase (NTES) is set to announce its second-quarter 2025 results on August 14, with revenue expectations of $3.86 billion, reflecting a 10.02% year-over-year growth [1] - The consensus estimate for earnings per share (EPS) is $2.04, an increase of 2 cents over the past month, compared to $1.66 in the same quarter last year [1][9] - NTES has exceeded earnings expectations in three of the last four quarters, with an average surprise of 9.17% [2] Revenue Drivers - The anticipated growth in Q2 2025 is attributed to strong gaming revenues and successful global launches, building on the momentum from Q1 [3] - Key titles such as Marvel Rivals, FragPunk, and Once Human are expected to contribute significantly to revenue, with Marvel Rivals maintaining high engagement after its Season 2 update [4][9] - Established titles like Where Winds Meet and Identity V are also projected to provide stable contributions, supported by ongoing content releases and regional expansions [5] Challenges - Despite the positive outlook, certain segments are expected to face challenges, particularly Youdao's learning services and NetEase Cloud Music, which may continue to struggle with revenue pressures [6] - The innovative businesses segment, including the Yanxuan e-commerce platform, is likely to experience intensified competition, impacting revenue growth [6] Earnings Expectations - The Zacks model indicates that NTES currently has an Earnings ESP of -0.25% and a Zacks Rank of 2 (Buy), suggesting a lower likelihood of an earnings beat compared to previous quarters [7]

Core Insights - American Public Education (APEI) is set to announce its second-quarter 2025 results on August 6, after market close, with previous quarter earnings and revenues exceeding Zacks Consensus Estimates by 173.3% and 1.6% respectively [1] Financial Performance - APEI's earnings have surpassed consensus estimates in three of the last four quarters, with an average surprise of 122.5% [2] - For the upcoming quarter, the Zacks Consensus Estimate for loss per share has widened to seven cents from six cents, indicating an 800% decline from the previous year's earnings of one cent per share [3] - Revenue expectations for the second quarter are pegged at $161 million, reflecting a year-over-year growth of 5.3% [3] Revenue Drivers - The anticipated revenue growth is attributed to strong market trends in nursing and healthcare education programs, alongside increased demand for healthcare professionals [4] - APEI expects net course registrations for the American Public University System (APUS) to rise by 4% to 7%, totaling between 93,500 and 96,100 [5] - Enrollment in the Hondros College of Nursing (HCN) is projected to grow by 14% to 3,700, while Rasmussen University (RU) is expected to see an 8% increase to 14,600 [5] Revenue Projections - Total revenues for the quarter are expected to increase by 4% to 5%, reaching between $160 million and $162 million [6] - Revenue from the APUS segment is anticipated to rise by 2.8% year-over-year to $79.2 million, while RU and HCN segments are expected to grow by 7.2% to $56.9 million and 10.9% to $18.2 million respectively [6] Margin Expectations - Despite revenue growth, margins may be compressed due to higher employee compensation and marketing costs [9] - Adjusted EBITDA is projected to grow between 6% and 28%, reaching $11.5 million to $14 million [11] - Total costs and expenses are expected to rise by 3.9% year-over-year to $156.5 million, with gross margin anticipated to decline by 30 basis points to 49.9% [11] Challenges - Challenges in graduate school performance due to shifting federal priorities and policies may impact quarterly results, although market tailwinds and internal capabilities are expected to mitigate these effects [7]

[Music] Asalam alaikum. Hello. Good morning everyone.I'm very honored to be standing here first of all um in the circle. So let me start my presentation by asking you a question. How many of you in here have at some point when you are learning English walked into a classroom, English language classroom.Naturally, you're an outgoing person, social, very happy, but you leave that day feeling subdued, a little disappointed, maybe a little stressed or anxious. Anyone in here. Does that sound familiar.This is al ...

Summary of Southbound Trading Tracking for China/Hong Kong Consumer Sector Industry Overview - The report focuses on the **China/Hong Kong Consumer** sector, specifically analyzing **Southbound trading** trends for major HK-listed consumer stocks during July 2025 and year-to-date (YTD) 2025. Key Findings 1. **Overall Trends in July 2025** - Average Southbound holdings as a percentage of free float increased by **0.8 percentage points (ppt)** month-over-month (MoM) for the **66 major HK-listed consumer stocks** eligible for Connect trading, with **35 under coverage** [1][6] 2. **Year-to-Date Performance** - Average net flows from Southbound trading were up **3.6%** compared to the end of 2024 [2][6] - A total of **41 stocks** recorded inflows, while **25 stocks** experienced outflows, and none showed zero net flows [3][6] 3. **Inflows and Outflows in July** - **27 stocks** recorded inflows, **38 stocks** recorded outflows, and **1 stock** showed zero net flows [2][6] - **Top five stocks with inflows**: - CR Beverage: **20.8ppt** increase - Xiaocaiyuan: **15.2ppt** - Chervon: **9.5ppt** - H&H: **7.3ppt** - Tianli Education: **5.9ppt** [9][10] - **Top five stocks with outflows**: - Jiumaojiu: **-5.0ppt** - CR Beer: **-3.7ppt** - Popmart: **-3.2ppt** - Xtep: **-2.9ppt** - Samsonite: **-2.8ppt** [9][10] 4. **Category Performance** - Various categories such as **Beer, Apparel & Sportswear, Agriculture, Gold, Home Appliance, Home Improvement, Toys, Education, and Luggage** experienced average inflows during July [9][10] - Categories like **Beer, HPC, Home Appliances, Home Improvement, Education, and Luggage** recorded outflows YTD 2025, while other categories had average inflows [9][10] 5. **Detailed Stock Performance** - The report includes detailed statistics on Southbound stakes as a percentage of free float for various companies, highlighting significant changes in investor interest [11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50] Additional Insights - The report emphasizes the importance of monitoring Southbound trading trends as they reflect investor sentiment and potential shifts in market dynamics within the consumer sector in Hong Kong and China [6][7][8]

Key Takeaways LRN's Q4 revenues are expected to rise 17.7% year over year to $628.9M on strong enrollment trends.Stride's EPS is projected to grow 28.9% to $1.83, aided by top-line gains despite higher expenses.Focus on career learning and adult certification continues to fuel LRN's long-term growth momentum.Stride, Inc. (LRN) is scheduled to report its fourth-quarter fiscal 2025 results on Aug. 5, after market close.In the last reported quarter, the company’s earnings per share (EPS) missed the Zacks Conse ...

Personal Background & Challenges - The speaker experienced early life challenges including family tension due to mixed-race parentage and feelings of responsibility for a broken home [3][4] - Faced behavioral struggles and ADHD, leading to difficulties in school and social interactions [5][6] - Experienced racism and was permanently excluded from school, leading to a pupil referral unit [12][13] - Left the pupil referral unit at 16 without qualifications and worked in a supermarket [18][19] Turning Points & Resilience - Martial arts provided community, discipline, and high expectations, leading to personal improvement [20][21] - Demonstrated resilience and determination in martial arts, refusing to give up despite setbacks [23][24][25][26] - Gained admission to college despite initial rejection, driven by determination and willingness to fight for an opportunity [27][28] - Overcame academic challenges, including grammar, to succeed at university and pursue higher education [30][31][32] Advocacy & Impact - Founded "Excluded from School" to change statistics and improve outcomes for excluded or at-risk youth [34] - Advocates for marginalized students, helping them access educational opportunities and rewrite societal narratives [35][36] - Emphasizes the importance of refusing negative expectations and self-limiting beliefs to achieve dreams [39]

Britain’s universities are third-class when it comes to efficiency and innovation. The education system’s flaws will hit the country harder in the years ahead https://t.co/20wHV7VZNU ...

A Supreme Court order will allow the Trump administration's mass layoffs of Education Department employees to stand while the case continues on appeal. Here's what to know https://t.co/fWsii2NrUQ ...

[Applause] As many of you already know, I'm actually you know besides head of academics, I'm also an economics teacher for many many years now. And um you know as a teacher in humanities and you know being in this profession a lot of us you know as educators end up having you know all these friendly conversations within our class while we try to apply our concepts apply the learning and while students start making meaning of the world around them. Right.And that's partly you know what we have to do as educa ...

Welcome back to Squawk. Microsoft Open AAI and Anthropic. They're all teaming up with the American Federation of Teachers to offer free AI training um to AFT members.The $23 million initiative is going to focus on AI tools for K through2 educators. Joining us right now is Randy Weine, president of the American Federation of Teachers. Good morning to you. AI, of course, uh good morning.All sorts of controversy about uh how teachers should use it, how students should use it. tell us about uh at least how this ...