Research analysts who have asked questions during Gaotu Techedu earnings calls.
CL
Crystal Li
CMS
6 questions for GOTU
Also covers: DUOL
ES
Elsie Sheng
CLSA Limited
2 questions for GOTU
Also covers: EDU
YS
Yiran Sheng
Morgan Stanley
2 questions for GOTU
Also covers: EDU
Y(
Yishan (Crystal) Li
China Merchants Securities
2 questions for GOTU
AC
Alice Cai
Citigroup Global Markets Inc.
1 question for GOTU
Also covers: EDU, QSG, TAL
CC
CH Chan
CLSA
1 question for GOTU
EL
Eunice Liu
Goldman Sachs
1 question for GOTU
TZ
Timothy Zhao
Goldman Sachs
1 question for GOTU
Also covers: BEKE, BZ, EDU +5 more
Recent press releases and 8-K filings for GOTU.
Gaotu Techedu Inc. Provides Q3 2025 Results and 2026 Outlook
GOTU
Earnings
Guidance Update
- Gaotu Techedu Inc. reported 53.8% year-over-year revenue growth in 2024 and expects close to 35% year-over-year growth in 2025.
- For 2026, the company anticipates approximately 15% year-over-year revenue growth.
- The primary focus for 2026 will be profitability, with expectations for further improvements in operating cash flows and a move towards sustainable net profitability.
Nov 26, 2025, 1:00 PM
GOTU Updates Revenue Guidance and Shifts Focus to Profitability
GOTU
Guidance Update
New Projects/Investments
- GOTU achieved 53.8% year-over-year revenue growth in 2024.
- The company projects close to 35% year-over-year revenue growth for 2025 and anticipates approximately 15% year-over-year revenue growth in 2026.
- For 2026, GOTU's strategy will primarily focus on profitability, with the goal of achieving sustainable net profitability and further improvements in operating cash flows.
Nov 26, 2025, 1:00 PM
Gaotu Techedu Inc. Provides Revenue Growth Expectations and Shifts Focus to Profitability
GOTU
Guidance Update
Revenue Acceleration/Inflection
Demand Weakening
- Gaotu Techedu Inc. (GOTU) reported 53.8% year-over-year revenue growth in 2024.
- The company expects close to 35% year-over-year revenue growth in 2025.
- For 2026, Gaotu Techedu Inc. anticipates approximately 15% year-over-year revenue growth, with profitability becoming the major focus of its strategy.
- The company aims for further improvements in operating cash flows and sustainable net profitability in 2026.
Nov 26, 2025, 1:00 PM
Gaotu Techedu Announces Third Quarter 2025 Unaudited Financial Results
GOTU
Earnings
Guidance Update
Share Buyback
- Gaotu Techedu Inc. reported net revenues of RMB1,579.0 million for the third quarter ended September 30, 2025, marking a 30.7% increase from the same period in 2024.
- The company's net loss significantly narrowed by 68.8% year-over-year to RMB147.1 million in Q3 2025, compared to RMB471.3 million in Q3 2024. Non-GAAP net loss also narrowed by 69.9% to RMB137.7 million.
- Gross billings increased by 11.2% year-over-year to RMB1,188.9 million in Q3 2025, driven by strong market demand and improved product recognition.
- For the fourth quarter of 2025, Gaotu Techedu expects total net revenues to be between RMB1,628 million and RMB1,648 million, representing a year-over-year increase of 17.2% to 18.7%.
- The company completed its US$80 million share repurchase program as of September 22, 2025, and initiated a new US$100 million program in May 2025, having cumulatively repurchased approximately 27.5 million ADSs for about US$85.6 million under both programs as of November 25, 2025.
Nov 26, 2025, 11:01 AM
Gaotu Techedu Announces Third Quarter 2025 Financial Results
GOTU
Earnings
Share Buyback
Guidance Update
- Gaotu Techedu reported net revenues of RMB1,579.0 million for the third quarter ended September 30, 2025, a 30.7% increase from the same period in 2024. The company's net loss significantly narrowed by 68.8% to RMB147.1 million compared to Q3 2024.
- For the nine months ended September 30, 2025, net revenues grew by 41.0% to RMB4,461.5 million, and the net loss decreased by 73.8% to RMB239.1 million from the prior year period.
- The company's net operating cash outflow narrowed to RMB660.2 million in Q3 2025, and it held RMB3,040.4 million in cash, cash equivalents, restricted cash, short-term and long-term investments as of September 30, 2025.
- Gaotu Techedu completed its US$80 million share repurchase program in Q3 2025 and initiated a new US$100 million program in May 2025.
- Management expects net revenues for the fourth quarter of 2025 to be between RMB1,628 million and RMB1,648 million, representing an increase of 17.2% to 18.7% year-over-year.
Nov 26, 2025, 6:11 AM
Gaotu Techedu Reports Strong Q2 2025 Results, Raises Full-Year Outlook
GOTU
Earnings
Guidance Update
Share Buyback
- Gaotu Techedu reported Q2 2025 net revenues of nearly CNY 1.4 billion, a 37.6% year-over-year increase, with gross billings up 36.2% to approximately CNY 2.3 billion. The company narrowed its non-GAAP net loss by 50.5% year over year and achieved a net operating cash inflow of CNY 588.8 million.
- The company is deepening its investment in AI to enhance teaching models, technology infrastructure, and organizational productivity, which has contributed to improved operational efficiency and a 38.6% increase in selling expenses ROI.
- Offline learning center revenue grew by more than 20% year over year in Q2 2025, contributing over 5% of gross billings, indicating strong momentum and a new growth engine.
- As of August 25, 2025, Gaotu Techedu had repurchased approximately 25 million ADS for nearly CNY 557 million.
- For Q3 2025, total net revenues are expected to be between CNY 1.54 billion and CNY 1.578 billion, representing a 28.9% to 30.6% year-over-year increase, and the company has raised its full-year revenue growth expectations, with the first nine months' growth exceeding 40%.
Aug 26, 2025, 2:20 PM
Quarterly earnings call transcripts for Gaotu Techedu.
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