Nerdy, Inc.

NYSE•NRDY

執行長: Mr. Charles Cohn

板塊: Technology

行業: Software - Application

上市日期: 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.

聯絡資訊

8001 Forsyth Boulevard, Suite 1050, Saint Louis, MO, 63105, United States

314-412-1227

www.nerdy.com

市值

$112.83M

本益比 (TTM)

-2.8

27.6

股息率

52周最高

$1.90

52周最低

$0.75

52周範圍

14%

排名54Top 78.1%

2.7

F-Score

改良版 Piotroski 分析

基於 7 年期基本面

疲弱 • 2.7 / 9 分

評分區間 (0-9)

8-9: 價值優異

6-7: 基本面強勁

4-5: 整體穩健

0-3: 表現疲弱

資料區間: 2019-2025

財務儀表板

Q4 2025 數據

營業收入

$49.11M+0.00%

近4季度走勢

每股收益

-$0.08+0.00%

近4季度走勢

自由現金流

-$4.25M+0.00%

近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (TTM)

DSP

$344.20M

+19.0%

MYPS

$235.10M

-18.8%

NRDY

$178.99M

-5.9%

毛利率 (最新季度)

DSP

166.2%

+2.4pp

MAPS

63.8%

-0.3pp

AISP

51.2%

-23.8pp

關鍵指標

股票代碼	市值	本益比 (TTM)	股東權益報酬率 (TTM)	負債率
DSP	$635.74M	19.7	19.7%	4.6%
TROO	$259.46M	-21.2	-17.6%	0.0%
ASYS	$240.01M	-7.7	-59.0%	20.3%

長期趨勢

近4季度

營業收入

淨利

營運現金流

4季度營業收入複合增長率

1.1%

溫和增長

4季度淨利複合增長率

N/M

盈利狀態轉變

現金流穩定性

現金流需要關注

深度研究

下次財報:2026年5月6日

每股收益:-

營業收入:-

財務數據

電話會議

財務報告

新聞

損益表

資產負債表

現金流量表

財務比率

變化率

損益表	過去12個月

無資料