NYSE$GOTU

Gaotu Techedu Inc. · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Gaotu reported improved revenue and narrowed losses in Q3 2025.

Gaotu delivered strong revenue growth and significantly reduced its net loss in Q3 2025, driven by increased operational efficiency and disciplined cost control.

  • Revenue rose to RMB 1,579,026,000 from RMB 1,208,253,000 in Q3 2024.
  • Net loss narrowed to RMB 147,121,000 from RMB 471,273,000 year-over-year.
  • Gross billings increased to RMB 1,188,909,000 amid strong market demand.
  • Operating loss was cut by nearly two-thirds due to cost optimization.

Headline financials

Total Revenue

$222M

Previous: $172M+28.8%
EPS (adj)

-$0.09

Previous: -$0.25+64.0%
Gross Billings

$167M

No prior period
Non-GAAP Net Loss

-$19.3M

No prior period
Deferred Revenue

$249M

No prior period
Net Income

-$20.7M

No prior period
Operating Income

-$25M

No prior period
Gross Profit

$147M

No prior period

Revenue & EPS history

Gaotu · Revenue · Quarterly

$222M

Q3 2025+28.8%vs Q3 2024
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Forward guidance

Gaotu expects Q4 2025 revenue between RMB 1,628,000,000 and RMB 1,648,000,000, indicating continued year-over-year growth.

Tailwinds

  • Q4 revenue projected to grow 17.2%–18.7% YoY
  • Deferred revenue rose to RMB 1.77 billion
  • Efficiency gains reduced cash outflow YoY
  • Share repurchase program renewed at RMB-equivalent of $100M
  • Improved visibility on future revenue

Headwinds

  • Net loss remains despite improvement
  • Cash outflow from operations continues
  • Interest income declined from prior year
  • Higher cost of revenues due to staffing and rent
  • Ongoing macroeconomic and sector risks

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 Q3 2025

Historical avgQ3 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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