The earnings call revealed significant progress in AI integration and product enhancements, leading to growth in Learning Membership revenue and school bookings. However, the company faced a decline in total revenue due to specific non-recurring factors. Despite these challenges, the company remains on track to achieve profitability by Q4 2025, with sequential improvements anticipated throughout the year.

Company Guidance -

Q3 2025

In the second quarter of 2025, Nerdy, Inc. reported significant metrics and guidance that signal a positive trajectory for the company's financial and operational performance. The company achieved a total revenue of $45.3 million, despite an 11% decrease year-over-year, attributed primarily to the absence of a non-recurring state-funded program. However, the Consumer Learning Membership revenue grew by 4% year-over-year to $37.8 million, accounting for 84% of total revenue, with Active Members standing at 30,600 and an Average Revenue Per Member (ARPM) increasing by 24% year-over-year to $348. The gross margin expanded sequentially by 350 basis points from Q1, and Nerdy anticipates continued sequential improvements throughout 2025. The company's non-GAAP adjusted EBITDA loss of $2.7 million was better than expected, reflecting operational efficiencies and product enhancements. Looking forward, Nerdy expects consumer revenue growth to accelerate each quarter, driven by higher customer engagement and retention, as well as AI-powered product innovations. The company also projects to achieve profitability by the fourth quarter of 2025, with a full-year revenue forecast between $191 million and $197 million and ending the year with cash reserves of $30 million to $35 million and no debt.

AI-Powered Product Enhancements

Nerdy advanced its Live+AI vision, integrating AI at all stages of learning to increase engagement and retention, resulting in improved customer satisfaction and operational efficiency.

Learning Membership Revenue Growth

Learning Membership revenue returned to year-over-year growth for the first time since Q2 2024, with a 4% increase to $37.8 million, representing 84% of total revenue.

Varsity Tutors for Schools Bookings Growth

Bookings grew 21% year-over-year, driven by demand for high-dosage tutoring and positive response to the Live+AI platform.

Gross Margin Expansion

Gross margin expanded 350 basis points sequentially from the first quarter.

AI Tools for Schools

Over 30 new AI tools were launched for educators, helping to streamline tasks and personalize learning, aiming to improve student outcomes.

Impressive Retention and Engagement Metrics

Nerdy reported improvements in retention, customer onboarding, and activation, with higher frequency Learning Memberships driving engagement.

Nerdy (NRDY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NRDY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2025 (Q3)	-0.13 / -	-0.14	―	―	―
Aug 07, 2025	2025 (Q2)	-0.07 / -0.04	-0.025	-64.00% (-0.02)	―
May 08, 2025	2025 (Q1)	-0.09 / -0.09	-0.009	-900.00% (-0.08)	―
Feb 27, 2025	2024 (Q4)	-0.09 / -0.06	0.059	-201.69% (-0.12)	―
Nov 07, 2024	2024 (Q3)	-0.15 / -0.14	-0.011	-1172.73% (-0.13)	―
Aug 08, 2024	2024 (Q2)	-0.03 / -0.03	0	―	―
May 07, 2024	2024 (Q1)	-0.02 / >-0.01	-0.09	90.00% (+0.08)	―
Feb 27, 2024	2023 (Q4)	-0.01 / 0.06	-0.08	173.75% (+0.14)	―
Nov 07, 2023	2023 (Q3)	-0.09 / -0.01	-0.11	90.00% (+0.10)	―
Aug 08, 2023	2023 (Q2)	-0.07 / 0.00	-0.135	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NRDY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$1.50	$1.28	-14.67%
May 08, 2025	$1.63	$1.53	-6.13%
Feb 27, 2025	$1.59	$1.52	-4.40%
Nov 07, 2024	$0.89	$0.82	-7.87%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Nerdy (NRDY) report earnings?

Nerdy (NRDY) is schdueled to report earning on Nov 17, 2025, After Close (Confirmed).

What is Nerdy (NRDY) earnings time?

Nerdy (NRDY) earnings time is at Nov 17, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NRDY EPS forecast?

NRDY EPS forecast for the fiscal quarter 2025 (Q3) is -0.13.

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