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    Yi Lee

    Senior Software Equity Research Analyst at Cantor Fitzgerald

    Yi Fu Lee is a Senior Software Equity Research Analyst at Cantor Fitzgerald, specializing in the coverage of educational technology and software companies. He provides research and recommendations on firms such as Nerdy, Udemy, Coursera, Docebo, and Domo, routinely issuing detailed reports and price targets for these stocks; his average 12-month return and recommendation success rates, while tracked by platforms like MarketBeat, are not publicly quantified. Lee's career at Cantor Fitzgerald has focused on software and technology equities, contributing to earnings call discussions and sector insights, with his tenure at the firm documented at least since early 2025; specific prior experience is not publicly available. He is recognized for his in-depth sector knowledge and regular participation in market-moving events, though details about his formal FINRA registrations or securities licenses are not disclosed.

    Yi Lee's questions to Nerdy (NRDY) leadership

    Yi Lee's questions to Nerdy (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.

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