Sign in

    Gregory Parrish • Morgan Stanley

    Gregory Parrish's questions to Stride Inc (LRN) leadership

    Gregory Parrish's questions to Stride Inc (LRN) leadership • Q3 2025

    Question

    Gregory Parrish of Morgan Stanley asked about Stride's marketing strategy and spending plans for the upcoming summer enrollment season, and also questioned the potential impacts of the U.S. Department of Education's pro-school-choice stance on the company.

    Answer

    CEO James Rhyu stated the marketing approach will be similar but with more rapid testing of new methods. CFO Donna Blackman added that they do not plan to significantly increase marketing spend, instead focusing on optimization and efficiency. On federal policy, Rhyu noted that the administration's focus on empowering states and promoting choice is generally positive for Stride's business model.

    Ask Fintool Equity Research AI

    Gregory Parrish's questions to Stride Inc (LRN) leadership • Q1 2025

    Question

    Gregory Parrish asked for the specific operational factors behind enrollment success beyond general demand, a breakdown of the drivers for the significant margin improvement, and an explanation for discrepancies between Stride's financials and those of the nonprofit schools it manages, particularly regarding ESSER funds.

    Answer

    CEO James Rhyu stressed that strong customer demand was the overwhelming driver of performance. CFO Donna Blackman attributed margin gains to both gross margin leverage from scale and disciplined SG&A management. Rhyu declined to comment on client financials, stating how they manage funds is proprietary to them.

    Ask Fintool Equity Research AI

    Gregory Parrish's questions to Clarivate PLC (CLVT) leadership

    Gregory Parrish's questions to Clarivate PLC (CLVT) leadership • Q1 2025

    Question

    Gregory Parrish inquired about the Academia & Government (A&G) segment, specifically the impact of U.S. government funding pressures and insights from customer advisory groups.

    Answer

    CEO Matti Shem Tov and CFO Jonathan Collins responded, stating that the Q1 impact was minimal and that a detailed risk analysis shows any potential future impact is contained within the company's guidance range. They highlighted that nearly half of direct federal contracts have already been renewed and that A&G renewal rates remain strong in the mid-90s.

    Ask Fintool Equity Research AI