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Gaotu Techedu Inc
NYSE:GOTU

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Gaotu Techedu Inc
NYSE:GOTU
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Price: 1.98 USD 0.51% Market Closed
Market Cap: $503.6m

Gaotu Techedu Inc
Investor Relations

Gaotu Techedu, Inc. is a technology-driven education company. The company is headquartered in Beijing, Beijing. The company went IPO on 2019-06-06. Through its subsidiaries, the Company is engaged in the provision of online K-12 after-school tutoring services. The company also offers foreign language, professional and interest courses. The firm conducts its businesses in Mainland China.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Mar 5, 2026
AI Summary
Q4 2025

Revenue: Q4 revenue was RMB 1.7 billion, up 21.4% year-over-year; full-year 2025 revenue was RMB 6.1 billion, up 35.0% YoY.

Profitability: Operating loss narrowed — loss from operations RMB 118.0 million (7.0% margin); net loss RMB 84.2 million (5.0% margin); management highlighted five consecutive quarters of operating leverage.

Cash & Buybacks: Total cash and investments about RMB 4.0 billion; the company repurchased ~RMB 670 million of shares (about 30.6 million ADS, ~12.8% of shares).

AI & Strategy: Management emphasized AI as a core operational priority (“All with AI, always AI”) to improve teaching, product personalization and operational efficiency.

Offline expansion: Offline learning centers are a top strategic priority, scaled quickly since 2023, and management expects school-level profitability this year and overall offline profitability next year.

User metrics: Deferred revenue rose to RMB 2.6 billion (up 23.0% YoY); retention for existing students exceeded 75% in the quarter; user acquisition efficiency improved 10.8% YoY in 2025.

Near-term outlook: Q1 2026 revenue guidance RMB 1,578–1,598 million, +5.7% to +7.0% YoY (seasonality); management expects growth rates to return to double digits in Q2.

Key Financials
Revenue (Q4 2025)
RMB 1.7 billion
Revenue (FY 2025)
RMB 6.1 billion
Net operating cash inflow
RMB 964.8 million
Cash, cash equivalents and restricted cash
RMB 712 million
Short-term investments
RMB 2.7 billion
Long-term investments
RMB 551.6 million
Total cash and investments
nearly RMB 4.0 billion
Deferred revenue
RMB 2.6 billion
Cost of revenue (Q4 2025)
RMB 540.9 million
Gross profit (Q4 2025)
over RMB 1.1 billion
Gross margin (Q4 2025)
67.9%
Total operating expenses (Q4 2025)
nearly RMB 1.3 billion
Selling expenses (Q4 2025)
RMB 885.3 million
R&D expenses (Q4 2025)
RMB 165.4 million
General and administrative expenses (Q4 2025)
RMB 211.8 million
Loss from operations (Q4 2025)
RMB 118.0 million
Non-GAAP loss from operations (Q4 2025)
RMB 110.7 million
Net loss (Q4 2025)
RMB 84.2 million
Net loss margin (Q4 2025)
5.0%
Non-GAAP net loss (Q4 2025)
RMB 76.8 million
Non-GAAP net loss margin (Q4 2025)
4.6%
Repurchases
RMB 670 million (aggregate); ~30.6 million ADS repurchased (~12.8% of shares)
Q1 2026 revenue guidance
RMB 1,578 million to RMB 1,598 million
Gross billings growth (Q4, new initiatives)
over 30% year-over-year
Revenue growth (Q4, new initiatives)
45% year-over-year
Retention (existing students, Q4)
exceeded 75%
User acquisition efficiency (2025)
improved 10.8% year-over-year
Earnings Call Recording
Other Earnings Calls

Management

Mr. Xiangdong Chen Ph.D.
Founder, Chairman & CEO
No Bio Available
Ms. Nan Shen CPA
CFO & Senior VP
No Bio Available
Ms. Sherry Liu
IR Manager
No Bio Available
Mr. Bin Luo
Senior VP and Head of College Students & Adults Business
No Bio Available

Contacts

Address
BEIJING
Beijing
Tower C, Beyondsoft Building, 7 East Zone, 10 Xibeiwang East Road, Haidian District
Contacts
+861082826826.0
ir.gaotu.cn
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