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Nerdy, Inc.

Nerdy, Inc.

NYSE•NRDY
CEO: Mr. Charles Cohn
セクター: Technology
業種: Software - Application
上場日: 2020-11-27
Nerdy, Inc. operates platform for live online learning. The company's purpose-built proprietary platform leverages technology, including artificial intelligence to connect students, users, parents, guardians, and purchasers of various ages to tutors, instructors, subject matter experts, educators, and other professionals, delivering value on both sides of the network. Its learning destination provides learning experiences across various subjects and multiple formats, including one-on-one instruction, small group tutoring, large format classes, tutor chat, essay review, adaptive assessment, and self-study tools. The company's flagship business, Varsity Tutors, operates platforms for live online tutoring and classes. Its solutions are available directly to learners, as well as through education systems. The company was founded in 2007 and is headquartered in Saint Louis, Missouri.
連絡先情報
8001 Forsyth Boulevard, Suite 1050, Saint Louis, MO, 63105, United States
314-412-1227
www.nerdy.com
時価総額
$130.31M
PER (TTM)
-3.2
29.7
配当利回り
--
52週高値
$2.02
52週安値
$0.77
52週レンジ
23%
順位54Top 78.1%
2.7
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 2.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q3 2025 データ

売上高

$37.02M-1.36%
直近4四半期の推移

EPS

-$0.10-28.57%
直近4四半期の推移

フリーCF

-$4.14M-17.13%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Operating Loss Significantly Reduced Nine months operating loss narrowed to $(48.0) M from $(53.8) M, reflecting expense control efforts across operations.
Consumer ARPM Rises 24% Consumer ARPM reached $374, up 24% for the quarter, driven by higher frequency memberships and Q1 price increases.
Quarterly Net Loss Narrows Net loss attributable to Class A stockholders improved to $(12.3) M in Q3 2025 from $(15.9) M in Q3 2024.
Gross Margin Expansion Expected Gross margin improved sequentially; expansion expected into Q4 due to shifting mix to higher priced Learning Memberships.

リスク要因

Nine Month Revenue Declines Total revenue fell 9% for nine months to $129.9 M, impacted by lower Institutional bookings and non-recurring programs.
Operating Cash Usage Rises Net cash used in operating activities increased to $(15.9) M for nine months, straining cash reserves before new financing.
New Loan Restricts Operations New $50M Term Loan requires maintaining specific TTM Contribution Margin multiples, risking default acceleration upon non-compliance.
Consumer Engagement Slowing Active Members decreased 14% year-over-year to 34.3 M (in thousands), signaling challenges in attracting and retaining Learners.

見通し

New School Product Launch Launching new end-to-end Varsity Tutors for Schools experience in Q4 to better align with school operations and district sales.
Operational Execution Focus Appointed new Chief Operating Officer to drive enhanced operational execution and systematic process improvements immediately.
New Debt Facility Secured Secured $50,000 K Term Loan in November 2025, borrowing $20,000 K immediately for working capital and corporate purposes.
Emerging Growth Status Ending Will lose Emerging Growth Company status starting FYE 2025 Annual Report, requiring compliance with auditor attestation requirements.

同業比較

売上高 (TTM)

Viant Technology Inc.DSP
$324.13M
+23.0%
PLAYSTUDIOS, Inc.MYPS
$247.48M
-17.2%
Magnachip Semiconductor CorporationMX
$201.33M
-2.8%

粗利益率 (最新四半期)

WM Technology, Inc.MAPS
95.0%
-0.3pp
PLAYSTUDIOS, Inc.MYPS
76.4%
+1.4pp
Nerdy, Inc.NRDY
62.9%
-7.6pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
DSP$659.74M92.25.2%5.7%
TROO$428.12M-35.0-17.6%0.0%
ASYS$187.14M-6.1-58.1%20.3%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-8.3%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年2月26日
|
EPS:-$0.06
|
売上高:$45.75M
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月6日|
    売上高: $37.02M-1.4%
    |
    EPS: $-0.10-28.6%
    予想通り

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $45.26M-11.2%
    |
    EPS: $-0.07-20.6%
    予想を上回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月8日|
    売上高: $47.60M-11.4%
    |
    EPS: $-0.09+28.4%
    予想を上回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月27日|
    売上高: $190.23M-1.6%
    |
    EPS: $-0.38+7.3%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $37.53M-6.9%
    |
    EPS: $-0.14+7.7%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $50.98M+4.4%
    |
    EPS: $-0.08+137.0%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月7日|
    売上高: $53.73M+9.2%
    |
    EPS: $-0.07-80.3%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月27日|
    売上高: $193.40M+18.9%
    |
    EPS: $-0.41+0.0%
    予想を下回る