Chegg Inc. (NYSE: CHGG) Earnings Report and Strategic TransformationChegg Inc. (NYSE: CHGG) is a global learning company that recently reported its earnings for the fourth quarter and full year ending December 31, 2025. The company is in the midst of a transformation, focusing on the $40 billion skilling market. This strategic shift is expected to drive significant growth, with strong margins and cash flow in the future.On February 9, 2026, Chegg reported an earnings per share (EPS) of -$0.01, which was bet ...

Chegg (NYSE:CHGG) Q4 2025 Earnings call February 09, 2026 04:30 PM ET Company ParticipantsBryan Smilek - VPDan Rosensweig - President and CEODavid Longo - CFOTracey Ford - VP of Investor RelationsConference Call ParticipantsRyan MacDonald - Senior AnalystOperatorGood evening and welcome to the Chegg, Inc. 4th Quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator ass ...

Chegg (NYSE:CHGG) Q4 2025 Earnings call February 09, 2026 04:30 PM ET Speaker3Good evening and welcome to the Chegg, Inc. 4th Quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press *0 on your telephone keypad. It is now my pleasure to introduce your host, Tracey Ford, Vice President of Investor Relations. Thank you. You may begin.Speaker5Good ...

Q4-25 Investor Presentation February 9, 2026 © 2024 Chegg, Inc. / All Rights Reserved Safe Harbor Statement Forward-Looking Statements This investor presentation contains forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, which include, without limitation, our restructuring plans, including their size, the amount and timing of the charges we will incur in connection with them and the amount and timing of cost savings; our expectati ...

Coursera (NYSE:COUR) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsCam Carey - VP of Investor RelationsDevin Au - Senior Equity Research AssociateGreg Hart - President and CEOJosh Baer - Executive Director and Equity Research for Software Small and MidcapMike Foley - CFOConference Call ParticipantsJessica Reif - Managing Director and Senior Equity Research Analyst for Consumer Services and Digital PlatformsMatt Shea - Equity Research Analyst for Digital Health SpaceNafeesa Gupta - ...

Coursera (NYSE:COUR) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsCam Carey - VP of Investor RelationsDevin Au - Senior Equity Research AssociateGreg Hart - President and CEOJosh Baer - Executive Director and Equity Research for Software Small and MidcapMike Foley - CFOConference Call ParticipantsMatt Shea - Equity Research Analyst for Digital Health SpaceNafeesa Gupta - VP of Equity Research AnalystStephen Sheldon - Research Analyst for Technology, Media, and CommunicationsNone - ...

Coursera (NYSE:COUR) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker3Ladies and gentlemen, thank you for standing by and welcome to Coursera's fourth quarter and full year 2025 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, ...

Core Insights - Chegg, Inc. has announced a strategic partnership with Woolf to create pathways connecting industry-relevant skills with academic credentials [1][3] - The partnership aims to enhance career mobility by integrating Chegg Skills programs into Woolf's academic framework, ensuring high academic integrity through independent verification [3][4] Company Overview - Chegg is a global learning platform focused on the skilling market, which is valued at $40 billion and growing, providing tools for workplace readiness and professional upskilling [5] - Chegg continues to offer AI-driven personalized support to enhance learning outcomes and career opportunities for millions [5] Woolf Overview - Woolf is an accredited higher education institution that enables education providers to offer recognized degrees through a shared platform, compliant with the European Qualifications Framework [6] - Degrees from Woolf are recognized across more than 60 countries, supporting portability for learners [4][6]

Core Viewpoint - Youdao, Inc. will report its fourth quarter and fiscal year 2025 financial results on February 11, 2026, before the U.S. markets open [1] Group 1: Financial Results Announcement - The earnings teleconference call will occur at 5:00 a.m. Eastern Time on February 11, 2026, with management discussing quarterly results and answering questions [2] - Dial-in details for the earnings conference call include toll-free numbers for the United States, Mainland China, and Hong Kong, as well as an international number [2] - A live and archived webcast of the conference call will be available on the Company's investor relations website [2] Group 2: Company Overview - Youdao, Inc. is an AI-powered solutions provider specializing in artificial intelligence applications for learning and advertising [4] - The company offers learning services, online marketing services, and smart devices, all powered by advanced technologies [4] - Youdao was founded in 2006 as part of NetEase, Inc., a leading internet technology company in China [4]

Core Insights - Skillsoft (SKIL) and Udemy (UDMY) are direct competitors in the online learning and corporate training sector, focusing on workforce development and lifelong learning [1] Group 1: Skillsoft (SKIL) - Skillsoft experienced a turbulent growth trajectory, with a 6% year-over-year revenue decline in Q3 of fiscal 2026, primarily due to an 18% drop in the Global Knowledge (GK) segment, which constitutes 22% of total revenue [2][3] - The GK segment incurred a $20.8 million non-cash goodwill impairment loss, resulting in a $4.9 million adjusted net loss, prompting management to consider strategic alternatives for this segment [3] - The Talent Development Solutions (TDS) segment saw a 2% year-over-year decline, but management remains optimistic about its AI-native roadmap, having signed its first four large enterprise customers [3] - Cost reductions led to a $28 million adjusted EBITDA, despite a 130 basis points dip in adjusted EBITDA margin year-over-year, indicating resilience amid declining GK revenues [5] - Skillsoft is trading at a forward P/E ratio of 1.92, significantly lower than Udemy's 10.25, making it more attractive to investors [12] Group 2: Udemy (UDMY) - Udemy reported $195.7 million in revenue for Q3 of 2025, reflecting a marginal year-over-year increase, with subscription revenues growing 8% and accounting for 74% of total revenues [6] - The company achieved an 88% year-over-year increase in paid subscribers in the consumer segment, alongside a 2% rise in total enterprise customers, attributed to AI integration and a focus on high-value recurring revenue streams [7] - Udemy's adjusted EBITDA margin expanded by 600 basis points to 12%, driven by operational discipline and a shift towards high-margin subscriptions [7] - Despite these positives, Udemy faces challenges, including a 5% year-over-year increase in Udemy Business revenues and a net dollar retention rate of 93%, impacted by the downsizing of legacy contracts [8] - The consensus estimate for Udemy's 2026 sales is $806 million, reflecting a 2.2% year-over-year increase, while EPS is projected to decline by 5.5% [11] Group 3: Investment Recommendation - Skillsoft is recommended for investment due to its lower valuation and potential for long-term returns as it focuses on becoming a leaner AI-first entity [14][16] - Udemy is advised to be retained for now, pending further justification of revenue growth from customer and subscriber increases [16]