Core Insights - Stride has been recognized in the 2026 GSV 150 list, highlighting its role in transforming digital learning and workforce skills globally [1][2] - The GSV 150 selection process involved over 3,000 companies, emphasizing Stride's strong business performance and social impact in education and training [2] Company Overview - Stride has been redefining education for 25 years, focusing on serving diverse learners and expanding educational choices for families [3] - The company operates in all 50 states and over 100 countries, offering a variety of education and career training brands, including K12-powered schools and professional skills training [3][5] Industry Context - The ASU+GSV Summit is a significant global event for stakeholders in the education and skills sector, with a focus on unlocking opportunities through innovation [6] - The education and skills sector is valued at $8 trillion, indicating substantial market potential for companies like Stride [6]

Core Insights - Stride's stock has surged 35% in 2025, reaching new all-time highs, driven by its growth and resilience in the face of economic challenges [1][10] - The company has demonstrated significant long-term performance, with a 760% increase over the past decade, outperforming the S&P 500's 174% [1][10] - Despite its strong performance, Stride's stock trades at a 67% discount to its historical peaks in terms of forward earnings [11] Financial Performance - Stride's revenue grew from $400 million in 2010 to $2.04 billion in FY24, with an average growth rate of 10% over the last three years following a 48% increase during the COVID-19 pandemic [5] - In Q2 FY25, Stride reported a 16% increase in revenue and a 32% increase in earnings, with enrollments averaging 230.6K, up 19% year-over-year [8] - The company is projected to grow sales by 15% in FY25 and 7% in FY26, with adjusted EPS expected to increase by 48% and 10%, respectively [8] Market Position and Strategy - Stride is capitalizing on the digitalization of education, offering a range of services for K–12 students, adult learners, and professionals [3][4] - The company is expanding its career learning segment, particularly among middle and high school students, and boasts a 90% job placement rate for its Tech Elevator program [4][3] - Stride's strong balance sheet supports its growth prospects in the evolving education landscape [15]