Gaotu Techedu

GOTU

Market cap $738M

I maintain my Buy rating on Gaotu Techedu after reviewing its 2Q 2025 results and disclosures. GOTU's 2Q 2025 sales rose +38% YoY thanks to the outperformance of the non-academic learning services sub-segment. A sharp increase in the deferred revenue balance, management's bullish Q3 outlook, and AI-driven tailwinds support my forecast for above-guidance FY25 revenue.

Gaotu Techedu Inc. (NYSE:GOTU ) Q2 2025 Earnings Conference Call August 26, 2025 8:00 AM ET Company Participants Catherine Chen - Corporate Participant Nan Shen - CFO & Senior VP Xiangdong Chen - Founder, Chairman & CEO Conference Call Participants Yiran Sheng - CLSA Limited, Research Division Yishan Li - China Merchants Securities (HK) Co., Ltd, Research Division Operator Hello, ladies and gentlemen. Thank you for standing by, and welcome to the Gaotu Techedu Inc. Second Quarter 2025 Earnings Conference Call.

BEIJING , Aug. 26, 2025 /PRNewswire/ -- Gaotu Techedu Inc. (NYSE: GOTU) ("Gaotu" or the "Company"), a leading technology-driven education company in China focused on enabling lifelong learning through AI-powered solutions, today announced its unaudited financial results for the second quarter ended June 30, 2025. Second Quarter 2025 Highlights[1] Net revenues were RMB1,389.4 million, increased by 37.6% from RMB1,009.8 million in the same period of 2024.

BEIJING , Aug. 11, 2025 /PRNewswire/ -- Gaotu Techedu Inc. (NYSE: GOTU) ("Gaotu" or the "Company"), a leading technology-driven education company in China focused on enabling lifelong learning through AI-powered solutions, today announced that it will report its financial results for the second quarter ended June 30, 2025, before U.S. markets open on Tuesday, August 26, 2025. Gaotu's management will hold an earnings conference call at 8:00 AM U.S. Eastern Time on Tuesday, August 26, 2025 (8:00 PM on the same day, Beijing/Hong Kong Time).

I'm upgrading Gaotu Techedu to a Buy following an assessment of its results and prospects. GOTU outperformed peers with 58% YoY revenue growth in 1Q, driven by K-12 segment strength and effective cost controls; its quarterly earnings also came in above consensus forecasts. Management expects operating cash flow to triple in FY25, supporting both reinvestments and a new $100M buyback plan.

Gaotu Techedu Inc. (NYSE:GOTU ) Q1 2025 Earnings Conference Call May 15, 2025 8:00 AM ET Company Participants Catherine Chen - Head of Investor Relations Larry Chen - Founder, Chairman and Chief Executive Officer Shannon Shen - Chief Financial Officer Conference Call Participants Crystal Li - CMS Elsie Chang - CLSA Eunice Liu - Goldman Sachs Operator Hello, ladies and gentlemen, thank you for standing by, and welcome to the Gaotu Techedu First Quarter 2025 Earnings Conference Call. At this time all participants will be in listen-only mode.

BEIJING , May 15, 2025 /PRNewswire/ -- Gaotu Techedu Inc. (NYSE: GOTU) ("Gaotu" or the "Company"), a leading technology-driven education company in China focused on enabling lifelong learning through AI-powered solutions, today announced its unaudited financial results for the first quarter ended March 31, 2025. First Quarter 2025 Highlights [1] Net revenues were RMB1,493.0 million, increased by 57.7% from RMB946.9 million in the same period of 2024.

BEIJING , April 30, 2025 /PRNewswire/ -- Gaotu Techedu Inc. ("Gaotu" or the "Company") (NYSE: GOTU), a technology-driven education company and online large-class tutoring service provider in China, today announced that it will report its financial results for the first quarter ended March 31, 2025, before U.S. markets open on Thursday, May 15, 2025. Gaotu's management will hold an earnings conference call at 8:00 AM U.S. Eastern Time on Thursday, May 15, 2025 (8:00 PM on the same day, Beijing/Hong Kong Time).

BEIJING , April 22, 2025 /PRNewswire/ -- Gaotu Techedu Inc. (NYSE: GOTU) ("Gaotu" or the "Company"), a technology-driven education company and online large-class tutoring service provider in China, today filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the U.S. Securities and Exchange Commission. The annual report on Form 20-F can be accessed on the Company's investor relations website at https://ir.gaotu.cn/.

BEIJING , April 22, 2025 /PRNewswire/ -- Gaotu Techedu Inc. (NYSE: GOTU) ("Gaotu" or the "Company"), a technology-driven education company and online large-class tutoring service provider in China, today announced that Mr. Ming Liao has tendered his resignation as an independent director of the Company for personal reasons, effective on April 22, 2025.