QuantaSing Group

QSG

Market cap $391M

BEIJING, Sept. 30, 2025 (GLOBE NEWSWIRE) -- QuantaSing Group Limited (NASDAQ: QSG) (the “Company”), a pop toy company dedicated to creating beloved collectibles and trend-defining experiences, today announced that in furtherance of its strategy to pursue product-driven growth with the pop toy business, the Company intends to enter into a series of transactions to restructure its established businesses, which includes its individual online learning services business. This restructuring will be accompanied by a planned rebranding to “Here Group Limited” and a change of its ticker symbol to “HERE,” subject to shareholder approval at an extraordinary general meeting scheduled for November 6, 2025.

QuantaSing is pivoting to focus exclusively on Pop Toys via Letsvan, exiting non-core segments and targeting higher-growth consumer markets. QSG expects to raise $150–170 million from divestitures, boosting cash reserves to $300 million for buybacks, dividends, and strategic investments. Letsvan's IPs, especially WAKUKU and SIINONO, are driving rapid sales growth, with FY 2026 revenue guidance of $105–112 million and strong market momentum.

QuantaSing Group Limited (NASDAQ:QSG ) Q4 2025 Earnings Call September 17, 2025 7:00 AM EDT Company Participants Leah Guo - Associate Director of Investor Relations Peng Li - Founder, Chairman of the Board & CEO Dong Xie - CFO & Director Conference Call Participants Yijing Cai - Citigroup Inc., Research Division Liping Zhao - China International Capital Corporation Limited, Research Division Presentation Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by, and welcome to the QuantaSing's Earnings Conference Call.

BEIJING, Sept. 17, 2025 (GLOBE NEWSWIRE) -- QuantaSing Group Limited (NASDAQ: QSG) (“QuantaSing” or the “Company”), a leading lifestyle solution provider, today announced its fourth quarter and full year unaudited financial results for the fiscal year ended June 30, 2025 (the “fourth quarter of FY 2025”, which refers to the quarter from April 1, 2025 to June 30, 2025, and “FY 2025”, which refers to the year from July 1, 2024 to June 30, 2025).

QuantaSing (QSG) is poised for growth as Letsvan's first full quarter results are integrated, fueling strong market excitement and analyst upgrades. Letsvan's Wakuku pop-toy brand is gaining traction, with expansion through MINISO (MNSO) and potential to capture significant market share from Pop Mart. Despite a 33% share dilution, QSG's valuation remains attractive, with a sum-of-the-parts approach supporting a long-term price target of $16–$16.50.

BEIJING, Sept. 11, 2025 (GLOBE NEWSWIRE) -- QuantaSing Group Limited (NASDAQ: QSG) (“QuantaSing” or the “Company”), a leading lifestyle solution provider empowering adults to live better and longer, today announced that it plans to release its unaudited financial results for the fourth fiscal quarter and the full fiscal year ended June 30, 2025, before the U.S. market opens on Wednesday, September 17, 2025.

Initiate coverage on QuantaSing (QSG) with a bullish rating and $19 target, citing 107% upside potential driven by the Letsvan acquisition. Letsvan transforms QSG's growth, shifting from China's challenged education sector to the fast-growing, resilient pop toy market with global scalability. QSG trades at a significant valuation discount to peers like Pop Mart; we expect this gap to narrow as Letsvan's IP gains traction and visibility.

QuantaSing is transforming from financial education to a diversified Silver Economy and consumer goods player, highlighted by the Letsvan Pop Toys acquisition. Despite a double-miss in Q3 FY25, margins and user growth hit record highs as the company shifts to higher-margin, premium offerings and trims low-ROI segments. Letsvan's asset-light, IP-driven Pop Toys model shows strong early traction, with blockbuster launches and promising omnichannel expansion in China and SEA.

The adult education company's shares have tripled since it disclosed a plan to enter the collectible toy business through a major acquisition that closed on March 31

QuantaSing Group Limited (NASDAQ:QSG ) Q3 2025 Earnings Conference Call June 6, 2025 7:00 AM ET Company Participants Dong Xie - CFO & Director Leah Guo - Associate Director of Investor Relations Peng Li - Founder, Chairman of the Board & CEO Conference Call Participants Sung-Chul Kim - Zacks Small-Cap Research Yijing Cai - Citigroup Inc., Research Division Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by, and welcome to QuantaSing's Earnings Conference Call.