Yi Lee's questions to Nerdy Inc (NRDY) leadership • Q1 2025
Question
Yi Lee of Cantor Fitzgerald asked about Nerdy's resilience to macroeconomic pressures, the monetization timeline for its new AI products, and the potential for further AI-driven operational efficiencies.
Answer
CEO Chuck Cohn asserted that Nerdy's performance is not correlated with macro trends and that demand remains healthy. He clarified 'Live + AI' is the unified product offering, with 'AI Session Summaries' being a key feature already driving value. CFO Jason Pello stated Nerdy is halfway through its AI efficiency journey, enabling future scaling without significant headcount growth and keeping costs below target.