The earnings call presented a mixed outlook with significant growth in key segments such as U.S. Higher Education and the Work segment, driven by digital transformation and AI initiatives. However, challenges in the School and English Language Learning segments due to market conditions and technical issues affecting cash flow balance the positive developments.
Company Guidance
In the Cengage Group's second quarter fiscal year 2026 call, the company reported a slight decline in adjusted cash revenue of 2% year-over-year, totaling $872 million, while adjusted cash EBITDA decreased by 8%. The U.S. Higher Education segment performed well, with a 4% increase in first-half adjusted cash revenue, driven by a 7% growth in digital sales. The Work segment experienced robust growth, with a 28% increase in first-half adjusted cash revenue, showcasing the success of its ed2go initiative. However, the K-12 and English Language Learning segments faced challenges due to a low adoption year and funding restrictions, impacting overall results. The company emphasized a strategic focus on generative AI, launching new digital platforms, and preparing for the implementation of Workforce Pell in July 2026. Despite headwinds, Cengage remains committed to sustainable growth, leveraging digital acceleration and operational efficiencies to enhance its financial performance.
Strong U.S. Higher Education Performance
U.S. Higher Ed adjusted cash revenue was up 4% year-over-year, driven by continued digital growth of 7%. Institutional sales were over $200 million year-to-date, up 20% year-on-year.
Growth in Work Segment
The work segment saw first half adjusted cash revenue up 28%, with Q2 adjusted cash revenues up 9% year-on-year. ed2go was a significant contributor, up 32% year-on-year for the quarter.
Digital and AI Initiatives
Launch of new unified digital platform Explore, and generative AI products like Student Assistant 2.0 are live in over 100 products. Instructor Assistant is on track for release in January 2026.
Cengage Learning Holdings II (CNGO) 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
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
CNGO Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 18, 2025
$23.50
$23.50
0.00%
Aug 14, 2025
$23.50
$23.50
0.00%
Jun 05, 2025
$20.75
$23.50
+13.25%
Feb 06, 2025
$19.50
$20.75
+6.41%
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 Cengage Learning Holdings II Inc (CNGO) report earnings?
Cengage Learning Holdings II Inc (CNGO) is schdueled to report earning on Feb 05, 2026, TBA (Confirmed).
What is Cengage Learning Holdings II Inc (CNGO) earnings time?
Cengage Learning Holdings II Inc (CNGO) earnings time is at Feb 05, 2026, TBA (Confirmed).
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