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Nerdy (NRDY) investor relations material
Nerdy 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and strategy
Operates a leading live learning platform in the U.S., offering 3,000 subjects and multiple learning modalities for both consumers and institutions.
Consumer business is 85% of revenue, with 35,000 active families paying $375/month for memberships.
Institutional business targets school districts, providing AI-powered intervention and personalized learning at scale.
Focuses on delivering longitudinal, highly personalized learning journeys using AI and live instruction.
Differentiates by combining AI tools with human expertise, enhancing both online and offline learning experiences.
Technology and AI integration
Completed a full replatforming to AI-native services by year-end, reducing tech debt and enabling rapid innovation.
AI enables real-time lesson preparation, tutor suggestions, and post-session content creation, deeply personalizing the experience.
AI tools support both students and tutors, increasing engagement and learning outcomes.
Platform now supports rapid testing and deployment of new features and subject-specific content.
AI-driven automation has reduced manual processes and headcount by 27% year-over-year.
Market trends and growth outlook
Sequential revenue growth accelerated each quarter in 2025, expected to continue and further accelerate in 2026.
Product-led growth and new marketing channels are driving consumer business expansion.
Institutional market is benefiting from increased openness to AI and normalization of federal funding.
High-dosage tutoring and AI-enhanced live instruction are positioned as key solutions for learning recovery.
Offline-to-online market shift remains a significant growth opportunity.
- TimeTickerHeadlineOpen
- SKY
Net sales up 1.8%, margins and net income down, $50M in shares repurchased. - TRVG
Q4 2025 revenue rose 27% with record profitability; double-digit growth targeted for 2026. - EMCURE
Q3 FY26 delivered 20.4% revenue growth, 48% PAT rise, and margin expansion to 19.5% amid robust global growth. - CME
Record revenues, earnings, and volumes in 2025, driven by innovation and global client demand. - SNP
Q4 2025 clean CCS operating result rose 41%, but net income was hit by E&P impairments. - FOXA
Revenue up 2% to $5.18B, net income down, $1.8B in buybacks, strong digital and sports growth. - GAIN
NAV per share climbed to $14.95, led by portfolio gains and strong investment activity. - TROW
AUM up over 10% to $1.78T–$1.8T, EPS $9.72, with strong ETF and alternatives growth. - ACB
Record medical cannabis revenue and strategic exits drive margin and profit growth. - BOTX
Record sales, profit, and gold output; investments drive growth and strong 2026 outlook.
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