SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a global AI-powered skills acceleration platform, today unveiled a suite of new instructor-focused offerings, reinforcing the essential role of human expertise in an era reshaped by artificial intelligence. The announcements were made at the company's semiannual Front Row event, which brings together more than 5,000 global Udemy instructors to share company strategy, and come as the world undergoes one of the fastest skill transformations in history. Glo ...

Key Takeaways DUOL has dropped 59% in six months while its industry and the S&P 500 posted gains.AI and proprietary data power rapid content growth, including 148 new language courses in April.A 2.82 current ratio and sharply higher 2025 earnings estimates highlight DUOL's solid outlook.Duolingo, Inc. (DUOL) has been facing heavy selling pressure, sliding 59% over the past six months. This sharp decline stands out when compared to the broader industry, which climbed 20% in the same period and the Zacks S&P ...

With this partnership, professionals and organizations will gain access to: Together, these offerings equip teams across industries, roles, and regions to implement AI in ways that are practical, ethical, and sustainable—empowering a future-ready workforce with the skills, judgment, and accountability needed to lead in an AI-powered world. Learn more about this new partnership on the Udemy blog and get a head start on upskilling by checking out some of Udemy's existing AI upskilling initiatives. About Udemy ...

Caledonia added shares of the beleaguered learning stock while its shares were near 52-week highs.Caledonia (Private) Investments Pty Ltd disclosed a buy of 1,935,803 additional Coursera shares, increasing its position by an estimated $44.43 million, per Nov. 14, 2025, SEC filings.What happenedAccording to a Securities and Exchange Commission (SEC) filing dated Nov. 14, 2025, Caledonia (Private) Investments increased its position in Coursera (COUR +1.02%) by 1,935,803 shares during the third quarter. The fu ...

Group 1 - Youdao (DAO) experienced a significant stock sell-off following the release of its Q3 FY2025 report on November 20, causing it to fall below a support line [1] - The company specializes in developing and supplying technologies for online learning content, applications, and solutions [1]

Core Insights - Coursera has appointed Michael Foley as interim finance chief and treasurer, effective immediately, following the transition of previous CFO Ken Hahn to an advisory role [6] - The appointment comes at a crucial time for Coursera as it focuses on expanding its consumer segment and leveraging artificial intelligence under the leadership of CEO Greg Hart [5][6] Company Background - Michael Foley has a diverse background, including roles as CEO of Branch, head of finance at Google, and CFO at Unity Technologies, along with experience in audit roles at Big Four firms [3] - Ken Hahn served as Coursera's CFO for five years and played a significant role in the company's IPO in 2021; he will remain as an advisor for 12 months [6] Financial Details - Foley's interim appointment includes a monthly salary of $166,667 and eligibility for a cash bonus of up to $200,000 based on performance [4] - Coursera's consumer segment reported a 13% year-over-year revenue increase for the third quarter [5]

Core Viewpoint - A class action lawsuit has been announced against Stride, Inc. for alleged misconduct related to its securities during a specified class period from October 22, 2024, to October 28, 2025 [1] Company Overview - Stride, Inc. is identified as a technology company that provides online learning services to students across the United States [1] Legal Context - The lawsuit is being led by Rosen Law Firm, which specializes in investor rights [1] - The class action is aimed at purchasers and acquirers of Stride, Inc. securities during the defined class period [1]

Financial Performance - Total revenue for Q3 2025 was $78 million, a 43% decrease year-over-year[35] - Adjusted EBITDA for Q3 2025 was $13 million, compared to $22 million in Q3 2024[37] - Free cash flow for Q3 2025 was -$1 million, impacted by $55 million in severance payments and a $75 million settlement payment[39] - Capital Expenditures (CapEx) in Q3 2025 were $6 million, down 63% year-over-year[39] - The company ended the quarter with $112 million in cash and investments, resulting in a net cash balance of $49 million[42] Business Strategy and Outlook - The company is splitting into two units: Chegg Skilling (growth business) and legacy academic services (cash flow generation)[8] - Chegg Skilling is expected to have sustainable double-digit growth[8] - Chegg Skilling revenue is expected to increase approximately 14% year-over-year in Q4 2025, driving total revenue of approximately $70 million for the year[10] - Q4 2025 total net revenue is guided to be between $70 million and $72 million[44] - Q4 2025 Adjusted EBITDA is guided to be between $10 million and $11 million[44] - Full-year 2025 CapEx is anticipated to be approximately $27 million, with a targeted further reduction of approximately 60% in 2026[39]

Core Insights - The small cap growth market performed well in Q3, with significant gains driven by speculative companies with weak fundamentals, indicating a potential broadening of the rally in the future [2][4][20] Market Performance - The Russell 2000 Growth Index returned 12.2% in Q3, marking its second consecutive quarter of 12% returns, outperforming the S&P 500's 8.1% [5] - The majority of gains in the Russell 2000 Growth Index were attributed to speculative companies lacking profitability, particularly those with high P/E ratios [5][6] Fund Performance - The Osterweis Opportunity Fund gained 5.14% in Q3 but underperformed the index due to a focus on avoiding speculative stocks [6] - The fund's long-term performance has outpaced the index since its inception and over the past decade, emphasizing a valuation discipline approach [6] Sector Analysis - Underperformance in Q3 was primarily due to security selection in Health Care, Consumer Discretionary, and Information Technology sectors [7] - Health Care stocks, particularly PROCEPT BioRobotics, faced challenges due to management changes, while Artivion saw strong growth driven by its Onyx heart valve product [8][9] - In Consumer Discretionary, Duolingo's user growth stagnated, leading to an exit from the stock, while Boot Barn performed well but was exited due to valuation concerns [10][11] - Information Technology saw mixed results, with semiconductors performing well while traditional software companies faced negative sentiment [12][13] - Rambus was a standout in IT, reporting a 43% year-over-year growth in product revenue, driven by demand for its memory interface chips [14][15] Sector Allocation - Sector allocation had a minor negative impact on relative performance, with underweights in Financials and Communication Services being beneficial, while underweights in Industrials and Materials detracted from returns [19] Future Outlook - The expectation is for a shift away from speculative stocks towards companies demonstrating sales and earnings growth, with a favorable environment for small cap stocks due to accommodative Fed policies [20][21]

Core Insights - Chegg Inc. is cutting approximately 45% of its workforce, equating to around 388 employees, due to significant declines in traffic and revenue attributed to generative AI and reduced Google search traffic [1][7][9] - The company plans to reduce non-GAAP expenses by $100 million to $110 million by 2026, with expected charges of $15 million to $19 million primarily for cash severance [2] - Chegg will remain an independent public company after evaluating options for sale or going private, as the Board believes this offers the best opportunity for long-term shareholder value [5][7] Financial Impact - The layoffs are expected to lead to a reduction in expenses, with a projected $100 million to $110 million decrease in non-GAAP expenses by 2026 [2] - Chegg anticipates generating approximately $70 million in revenue from new business segments focused on skills training by 2025, with double-digit growth expected in 2026 [11] Strategic Direction - The company is shifting its focus from traditional study help to a "skilling-focused business-to-business organization," which will include programs in language learning, workplace readiness, and AI-related skills [11] - Executive Chairman Dan Rosensweig is returning as CEO to lead the company through this transition, expressing confidence in Chegg's future and commitment to enhancing shareholder value [4][5] Market Context - Chegg's restructuring is a response to the evolving landscape of AI and its impact on content publishers, which has led to a notable decline in traffic and revenue [7][9] - The company aims to adapt by streamlining operations and investing in the growing $40 billion-plus skilling market [9]