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Gaotu Techedu (GOTU) investor relations material
Gaotu Techedu Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary26 Nov, 2025
Executive summary
Revenue grew 53.8% year-over-year in 2024 and 30.7% in Q3 2025, more than doubling over the past two years, driven by increased engagement, product expansion, and brand influence.
Integration of online and offline solutions and AI enhancements are progressing steadily to support user experience improvements.
Loss from operations narrowed by 63.7% to RMB178.0 million in Q3 2025, with net loss decreasing by 68.8% to RMB147.1 million.
Deferred revenue grew 23.2% year-over-year to nearly RMB1.8 billion, enhancing revenue visibility.
Completed US$80 million share repurchase program and initiated a new US$100 million program.
Financial highlights
2024 revenue increased 53.8% year-over-year; Q3 2025 net revenues rose 30.7% to RMB1,579.0 million.
Gross profit for Q3 2025 increased 34.0% to RMB1,043.5 million, with gross margin rising to 66.1%.
Operating expenses decreased 3.7% year-over-year, reflecting efficiency gains.
For the first nine months of 2025, net revenues rose 41.0% to RMB4,461.5 million, and net loss narrowed by 73.8% to RMB239.1 million.
Net operating cash outflow for Q3 2025 was RMB660.2 million, a 7.6% improvement year-over-year.
Outlook and guidance
2025 revenue is expected to grow close to 35% year-over-year, with Q4 2025 net revenues projected between RMB1,628 million and RMB1,648 million, up 17.2% to 18.7% year-over-year.
2026 revenue growth is anticipated at approximately 15% year-over-year, with a focus on achieving full profitability.
Ongoing improvements in operating cash flows are expected, aiming for sustainable net profitability in 2026.
Explain 2026 profitability as major focus
Context for 2026 15% revenue growth
AI and online/offline integration progress
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Next Gaotu Techedu earnings date
Q4 202527 Feb, 2026
Next Gaotu Techedu earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Gaotu Techedu Inc is a China-based online education company offering K-12 tutoring services, vocational education, and digital learning content. The company provides live courses and learning tools through web and mobile platforms. Its operations focus on academic performance and professional development. Gaotu Techedu Inc is headquartered in Beijing, China, and its shares are listed on the NYSE.
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