The earnings call highlighted robust revenue growth, significant advancements in AI integration, and strong cash flow, indicating a positive trajectory. However, ongoing net losses and increased general and administrative expenses were notable challenges. Overall, the positive aspects notably outweighed the negatives.

Company Guidance

In the second quarter of fiscal year 2025, Gaotu Techedu Inc. provided guidance on its financial and operational performance, reporting a year-over-year revenue increase of 37.6% to nearly RMB 1.4 billion, surpassing their guidance by 5.4%. Gross billings rose by 36.2% to approximately RMB 2.3 billion, while net loss narrowed by 50.5% on a non-GAAP basis. The company achieved a net operating cash inflow of RMB 588.8 million, marking an increase of RMB 202.6 million from the previous year. Gaotu's deferred revenue grew by 38.9% year over year to about RMB 2.2 billion, supported by a cash position totaling over RMB 3.8 billion. The company projected third-quarter 2025 net revenues between RMB 1.5 billion and RMB 1.578 billion, indicating a year-over-year growth of 28.9% to 30.6%. These metrics highlight Gaotu's strategic focus on AI integration, operational efficiency, and diversified product offerings, driving both financial performance and user satisfaction.

Significant Revenue Growth

Revenue increased by 37.6% year over year to nearly RMB 1.4 billion, with gross billings up by 36.2% to approximately RMB 2.3 billion.

Reduction in Net Loss

Net loss narrowed by 50.5% year over year on a non-GAAP basis.

AI Integration and Innovation

Developed a tri-teacher model integrating AI, enhancing teaching models and technology infrastructure for personalized learning.

Strong Cash Flow

Achieved a net operating cash inflow of RMB 588.8 million, an increase of RMB 202.6 million from the same period last year.

Diversified Product Portfolio

Expanded product offerings with innovations like the Gaotu Reading App and AI flash learning model, contributing to user engagement.

Increase in Deferred Revenue

Deferred revenue increased by 38.9% year over year to about RMB 2.2 billion.

High Retention and Referral Rates

Student retention rates and referral rates improved significantly, with referral rates increasing by 75% year over year.

Strong Performance in Learning Services

Learning services contributed over 95% of net revenues, with academic tutoring services increasing by 50% year over year.

Gaotu Techedu (GOTU) 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 >

GOTU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 20, 2025	2025 (Q3)	-0.12 / -	-0.256	―	―	―
Aug 26, 2025	2025 (Q2)	-0.13 / -0.12	-0.231	46.67% (+0.11)	―
May 15, 2025	2025 (Q1)	0.04 / 0.07	-0.007	1080.00% (+0.08)	―
Feb 26, 2025	2024 (Q4)	-0.08 / -0.07	-0.064	-15.22% (>-0.01)	―
Dec 04, 2024	2024 (Q3)	-0.24 / -0.26	-0.046	-454.55% (-0.21)
Aug 27, 2024	2024 (Q2)	-0.21 / -0.23	0.029	-885.71% (-0.26)	―
May 21, 2024	2024 (Q1)	>-0.01 / >-0.01	0.059	-111.90% (-0.07)	―
Feb 27, 2024	2023 (Q4)	-0.07 / -0.06	0.005	-1310.53% (-0.07)	―
Nov 22, 2023	2023 (Q3)	- / -0.05	-0.05	8.33% (<+0.01)	―
Aug 30, 2023	2023 (Q2)	- / 0.03	-0.027	210.53% (+0.06)

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

GOTU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	$3.78	$3.64	-3.70%
May 15, 2025	$3.80	$3.91	+2.89%
Feb 26, 2025	$2.53	$3.32	+31.23%
Dec 04, 2024	$2.98	$2.65	-11.07%

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.