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

$114.12M

PER (TTM)

-2.8

36.3

配当利回り

52週高値

$1.90

52週安値

$0.77

52週レンジ

13%

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

Q4 2025 データ

売上高

$49.11M+0.00%

直近4四半期の推移

EPS

-$0.08+0.00%

直近4四半期の推移

フリーCF

-$4.25M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Decline Narrowed Total revenue $179.0M USD, down 6% from 2024; Consumer revenue up 2% driven by higher ARPM $364 USD.

AI Platform Modernization Complete Platform rebuilt on AI-native codebases (Live Learning Platform 2.0); improved tutor vetting and site conversion metrics.

Net Loss Reduction Achieved Net Loss $60.9M USD in 2025, improving from $67.1M loss in 2024; operating loss also narrowed significantly.

Consumer ARPM Growth Strong Average Revenue per Member per Month reached $364 USD, marking 21% increase compared to prior year period.

リスク要因

Unpredictable Operating Results Evolving offerings make future financial and operating results difficult to predict; investment recovery remains unproven.

Historical Negative Cash Flows Incurred significant net losses and negative operating cash flows since formation; profitability achievement remains challenging.

Regulatory Classification Uncertainty Risk from potential mandated reclassification of Experts from independent contractors to employees, impacting unit economics.

Active Member Base Shrinking Active Members count 33.2K, down 11% from prior year due to operational challenges and incentive structure changes.

見通し

Continued AI Investment Focus Investing heavily in AI capabilities to deepen personalization, enhance platform efficiency, and drive future growth potential.

Scaling Institutional Offerings Strategy focuses on scaling Varsity Tutors for Schools; managing risks associated with government contracting cycles and renewals.

Enhance Consumer Membership Value Focus on unifying user experience and enhancing Learning Memberships for stronger long-term retention and lifetime value.

Manage Growth and Liquidity Must effectively manage growth strain; secured new $50.0M USD Term Loan for working capital and expansion needs.

同業比較

売上高 (TTM)

DSP

$344.20M

+19.0%

MYPS

$247.48M

-17.2%

NRDY

$178.99M

-5.9%

粗利益率 (最新四半期)

MAPS

94.9%

-0.3pp

MYPS

76.4%

+1.4pp

AISP

51.2%

-23.8pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
DSP	$798.53M	8.6	56.9%	4.6%
TROO	$304.87M	-24.9	-17.6%	0.0%
ASYS	$184.11M	-5.9	-59.0%	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

1.1%

緩やかな成長

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

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5月6日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし