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Nerdy (NRDY) investor relations material

Nerdy 28th Annual Needham Growth Conference Virtual summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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28th Annual Needham Growth Conference Virtual summary16 Jan, 2026

Business overview and strategy

  • Operates a leading live learning platform in the U.S., offering 3,000 subjects and multiple learning modalities for both consumers and institutions.

  • Consumer business is 85% of revenue, with 35,000 active families paying $375/month for memberships.

  • Institutional business targets school districts, providing AI-powered intervention and personalized learning at scale.

  • Focuses on delivering longitudinal, highly personalized learning journeys using AI and live instruction.

  • Differentiates by combining AI tools with human expertise, enhancing both online and offline learning experiences.

Technology and AI integration

  • Completed a full replatforming to AI-native services by year-end, reducing tech debt and enabling rapid innovation.

  • AI enables real-time lesson preparation, tutor suggestions, and post-session content creation, deeply personalizing the experience.

  • AI tools support both students and tutors, increasing engagement and learning outcomes.

  • Platform now supports rapid testing and deployment of new features and subject-specific content.

  • AI-driven automation has reduced manual processes and headcount by 27% year-over-year.

Market trends and growth outlook

  • Sequential revenue growth accelerated each quarter in 2025, expected to continue and further accelerate in 2026.

  • Product-led growth and new marketing channels are driving consumer business expansion.

  • Institutional market is benefiting from increased openness to AI and normalization of federal funding.

  • High-dosage tutoring and AI-enhanced live instruction are positioned as key solutions for learning recovery.

  • Offline-to-online market shift remains a significant growth opportunity.

Nerdy's AI vs. free AI tutors: key differentiators?
Specific drivers for 2026 revenue acceleration?
AI & new team: sustainable profitability drivers?
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Frequently asked questions

Nerdy Inc operates a digital learning platform that connects students and professionals with experts for personalized instruction. The company offers one-on-one tutoring, group classes, and self-study tools across academic and professional subjects through its Varsity Tutors brand. It serves users primarily in the United States. The company is headquartered in St. Louis, Missouri, and its shares are listed on the NYSE.

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