The earnings call presented strong revenue growth and improvements in operational efficiency, alongside a strategic focus on integrating AI and enhancing learning services. However, the company continues to face challenges with operating losses and cash outflows, although these have improved compared to previous periods.

Company Guidance

During Gao2Tech's third-quarter 2025 earnings call, the company provided guidance indicating a projected revenue growth of 17.2% to 18.7% year-over-year for the next quarter, with expected net revenues between $1,628 million and $1,648 million. The company announced a revenue increase of 30.7% year-over-year for the current quarter, reaching nearly RMB 1.6 billion. Additionally, Gao2Tech reported a significant narrowing of non-GAAP losses, with the loss from operations and net loss reduced by 64.6% and 69.9%, respectively. The Chief Financial Officer highlighted a focus on balancing growth with profitability in 2026, aiming for a 15% year-over-year revenue growth and sustainable net profitability. The company's strategic initiatives, including the integration of AI across operations and expanding its online and offline services, are expected to contribute to this trajectory.

Revenue Growth

Revenue grew by 30.7% year over year to nearly RMB 1,600,000,000. Non-GAAP loss from operations and net loss narrowed significantly by 64.6% and 69.9% respectively.

Improved Financial Management

Excluding the impact of share repurchases, the cash position increased year over year, strengthening the balance sheet.

Share Repurchase Program

Completed the full amount of the initial share repurchase program and commenced a new $100,000,000 program.

Learning Services Growth

Traditional and non-academic learning services recorded over 55% year over year growth. Revenue from new initiatives increased by around 60% year over year.

Enhanced Operational Efficiency

Marketing expenses decreased by 1.4% year over year, improving customer acquisition efficiency by 12.8%.

Strategic Growth and AI Integration

Continued integration of AI across operations and partnerships with universities to enhance educational services.

Gaotu Techedu (GOTU) Earnings, Revenues Date & History

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GOTU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 03, 2026	2025 (Q4)	0.05 / -	-0.075	―	―	―
Nov 26, 2025	2025 (Q3)	-0.10 / -0.09	-0.258	66.67% (+0.17)	―
Aug 26, 2025	2025 (Q2)	-0.13 / -0.12	-0.233	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	-0.065	-15.22% (>-0.01)	―
Dec 04, 2024	2024 (Q3)	-0.24 / -0.26	-0.047	-454.55% (-0.21)
Aug 27, 2024	2024 (Q2)	-0.22 / -0.23	0.03	-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	-0.051	8.33% (<+0.01)	―

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
Nov 26, 2025	$2.61	$2.40	-8.05%
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%

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.