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Gaotu Techedu Inc. (GOTU) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Gaotu reported Q4 2025 earnings with revenue of $244.54 million, a 27.84% year-over-year increase, surpassing estimates by $6.64 million despite ongoing industry challenges. The company posted an EPS of -$0.05, beating expectations by $0.03, signaling cost-control progress amid China’s evolving education sector regulations. CEO Larry Chen highlighted strategic pivots toward vocational training and adult education, reducing reliance on K-12 tutoring after regulatory crackdowns. CFO Shannon Shen emphasized improved margins and operational efficiency, attributing gains to streamlined expenses and diversified revenue streams. Analysts questioned growth sustainability, with management citing AI-driven course personalization and overseas expansion as key 2026 priorities.
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SA Transcripts158.82K FollowersFollow5ShareSaveCommentsQ4: 2026-03-05 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of -$0.05 beats by $0.03 | Revenue of $244.54M (27.84% Y/Y) beats by $6.64M Gaotu Techedu Inc. (GOTU) Q4 2025 Earnings Call March 5, 2026 8:00 AM EST Company Participants Catherine ChenLarry Chen - Founder, Chairman & CEONan Shen - CFO & Senior VP Conference Call Participants Crystal Li - China Merchants Securities (HK) Co., Ltd, Research Division Presentation Operator Hello, ladies and gentlemen. Thank you for standing by, and welcome to the Gaotu Techedu Inc. Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Today's conference call is being recorded. I would now like to turn the conference over to your first speaker today, Ms. Catherine Chen, Head of Investor Relations. Please go ahead, Catherine.

Catherine Chen Thank you, operator. Good evening, everyone. Thank you for joining Gaotu's Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. My name is Catherine, and I'll help host the earnings call today. Gaotu's earnings release for the quarter was distributed earlier and is available on the company's IR website at ir.gaotu.cn as well as through PR Newswire services. Joining the call with me tonight from Gaotu's senior management is Mr. Larry Chen, Gaotu's Founder, Chairman and Chief Executive Officer; and Ms. Shannon Shen, Gaotu's Chief Financial Officer. Larry will first provide the business highlights for the quarter. And then afterwards, Shannon will discuss our financial performance in more detail. Following their prepared remarks, we will open the floor to questions from analysts. Before we begin, I'd like to remind you that this conference call will contain forward-looking statements made under the safe harbor provision of the U.S.

Private Securities Litigation Reform Act of 1995. These forward-looking statements are based upon management's current beliefs and expectations as well as the current market and operating conditions, and they involve known and unknown risks, uncertainties and other factors, all of which are difficult to predict and many of which are

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