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3P Learning (3PL) investor relations material
3P Learning H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary29 Aug, 2025
Executive summary
Underlying EBITDA rose 30% year-over-year to $15.5M, reflecting improved profitability and cost management, with net cash at $11.6M, up $6.5M from last year and no debt.
Revenue was $109.1M, down 1% year-over-year, mainly due to lower retention of acquired U.S. school customers and challenging market conditions.
Major product launches included Three Essentials in APAC/EMEA and Homeschool Max in the U.S., expanding market reach.
Completed the acquisition of Literacy Planet for less than 1x revenue, expanding product offerings.
Cost management and transition from product investment to sales execution improved profitability.
Financial highlights
Underlying EBITDA reached $15.5M, up from $12M last year, with EBITDA margin improving to 14% from 11%.
Revenue: $109.1M, down 1% year-over-year.
Net cash at year-end was $11.6M, including $3.1M restricted cash, $6.5M higher than prior year.
B2B annual recurring revenue was $61.6M, down 1%; B2C billings were flat at $42.9M.
Gross margin remained strong at 95%.
Outlook and guidance
Focus remains on expanding Three Essentials in APAC/EMEA and growing U.S. school and homeschool billings.
Productivity gains expected from AI integration and process simplification.
Product development costs expected to decrease as focus shifts to sales and marketing execution.
Plans to review dividend policy in light of improved cash position.
Continued cost discipline and margin improvement targeted for FY 2026.
What is the average revenue uplift for 3 Essentials?
What is the Homeschool Max pricing strategy?
How will AI adoption affect the cost base?
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Next 3P Learning earnings date
H1 202616 Feb, 2026
Next 3P Learning earnings date
H1 202616 Feb, 2026
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Frequently asked questions
3P Learning Limited is an Australian educational technology company that develops online learning resources for students, teachers, and schools. The company offers interactive, curriculum-aligned software in subjects such as mathematics, literacy, and science, with popular products like Mathletics, Reading Eggs, and Mathseeds. These platforms support individualized learning, enabling students to engage with content at their own pace, while also providing teachers with tools to monitor progress and tailor instruction. The company is headquartered in Sydney, New South Wales, and its shares are listed on the ASX.
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