NYSE$GOTU

Gaotu Techedu Inc. · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Gaotu reported strong revenue and profitability growth, achieving a net income of RMB124.0 million and a 57.7% increase in revenue year-over-year.

In Q1 2025, Gaotu delivered robust financial performance with a 57.7% YoY increase in revenue, a return to profitability with RMB124.0 million in net income, and continued operational improvements. The company also announced a new share repurchase program worth $100 million.

  • Revenue rose 57.7% YoY to RMB1.493 billion.
  • Net income reached RMB124.0 million, reversing a loss from the prior year.
  • Non-GAAP net income surged to RMB137.3 million, up over 4400% YoY.
  • Operating income turned positive at RMB34.8 million versus a RMB77.7 million loss in Q1 2024.

Headline financials

Total Revenue

$206M

Previous: $132M+56.3%
EPS (adj)

$0.08

Previous: $0.00+7900.0%
Gross Billings

$889M

No prior period
Non-GAAP Net Loss

$137M

No prior period
Deferred Revenue

$1.44B

No prior period
Net Income

$17.1M

Previous: -$1.71M+1099.3%
Operating Income

$4.79M

Previous: -$10.8M+144.4%
Gross Profit

$143M

Previous: $94M+52.7%

Revenue & EPS history

Gaotu · Revenue · Quarterly

$206M

Q1 2025+56.3%vs Q1 2024
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Forward guidance

Gaotu expects Q2 2025 net revenue to grow by 28.5% to 30.5% YoY, driven by strong demand and strategic investments in product and technology.

Tailwinds

  • Q2 revenue guidance of 28.5–30.5% growth YoY.
  • Continued strong momentum in gross billings and user growth.
  • High-margin structure supports ongoing profitability.
  • AI-driven learning solutions fueling product differentiation.
  • Deferred revenue provides strong visibility into future earnings.

Headwinds

  • Operating cash outflow increased significantly YoY.
  • Cost of revenue grew faster than revenue.
  • Gross margin slightly decreased YoY.
  • R&D spending remains flat despite business growth.
  • Overall liquidity declined compared to December 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-1.9%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+7.8%

Avg return

30 days after

29%

8 / 28 earnings

Positive

+34.7%

Q4 2021

Best reaction

-33.8%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.0%-4.1%
Q3 2025-8.1%-7.3%-10.3%
Q2 2025-0.3%+3.2%-13.2%
Q1 2025+0.3%+0.3%+2.1%
Q3 2024-14.4%-11.7%-28.2%
Q2 2024-33.8%-22.1%-9.1%
Q1 2024-19.9%-23.8%-40.7%
Q4 2023+28.6%+36.2%+10.3%
Q3 2023-7.4%-10.3%+23.9%
Q2 2023-17.9%-16.2%-21.4%
Q1 2023-5.2%+12.0%+16.9%
Q4 2022-0.9%+47.0%+25.1%
Q3 2022+0.0%-0.9%+270.8%
Q2 2022+0.0%-6.1%-27.6%
Q1 2022+21.2%+35.6%+40.9%
Q4 2021+34.7%+6.9%+20.8%
Q3 2021-12.4%-16.5%+0.0%
Q2 2021+25.6%+28.0%+36.2%
Q1 2021-3.9%-7.1%-26.9%
Q4 2020+2.4%-3.5%-61.7%
Q3 2020-10.4%-12.7%-16.0%
Q2 2020-16.8%-15.5%-1.7%
Q1 2020+3.0%-0.1%+2.1%
Q4 2018-13.7%-21.8%-4.5%
Q4 2017-13.7%-21.8%-4.5%
Q4 2019+30.4%+23.8%+19.4%
Q3 2019-6.0%-5.6%+17.4%
Q2 2019-15.2%-20.1%-8.8%
Q1 2019
Q3 2018
Q2 2018
Q1 2018

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