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Nerdy Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0300 |
| EPS Surprise | 40.00% |
| Revenue estimate | 47.329M |
| Revenue actual | 48.735M |
| Revenue Surprise | 2.97% |
| Release date | Feb 26, 2026 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0800 |
| EPS Surprise | -33.33% |
| Revenue estimate | 45.802M |
| Revenue actual | 49.1M |
| Revenue Surprise | 7.20% |
| Release date | Nov 06, 2025 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.100 |
| EPS Surprise | 37.50% |
| Revenue estimate | 45.755M |
| Revenue actual | 37.019M |
| Revenue Surprise | -19.09% |
| Release date | Aug 07, 2025 |
| EPS estimate | -$0.100 |
| EPS actual | -$0.0700 |
| EPS Surprise | 30.00% |
| Revenue estimate | 42.011M |
| Revenue actual | 45.263M |
| Revenue Surprise | 7.74% |
Last 4 Quarters for Nerdy
Below you can see how NRDY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $1.50 |
| EPS estimate | -$0.100 |
| EPS actual | -$0.0700 |
| EPS surprise | 30.00% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $1.43 |
| Aug 04, 2025 | $1.48 |
| Aug 05, 2025 | $1.47 |
| Aug 06, 2025 | $1.40 |
| Aug 07, 2025 | $1.50 |
| Aug 08, 2025 | $1.28 |
| Aug 11, 2025 | $1.27 |
| Aug 12, 2025 | $1.30 |
| Aug 13, 2025 | $1.33 |
| 4 days before | 4.90% |
| 4 days after | -11.33% |
| On release day | -14.67% |
| Change in period | -6.99% |
| Release date | Nov 06, 2025 |
| Price on release | $0.96 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.100 |
| EPS surprise | 37.50% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $0.99 |
| Nov 03, 2025 | $1.00 |
| Nov 04, 2025 | $0.96 |
| Nov 05, 2025 | $0.97 |
| Nov 06, 2025 | $0.96 |
| Nov 07, 2025 | $0.86 |
| Nov 10, 2025 | $0.90 |
| Nov 11, 2025 | $0.89 |
| Nov 12, 2025 | $0.90 |
| 4 days before | -2.79% |
| 4 days after | -6.49% |
| On release day | -10.57% |
| Change in period | -9.10% |
| Release date | Feb 26, 2026 |
| Price on release | $0.93 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0800 |
| EPS surprise | -33.33% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $0.96 |
| Feb 23, 2026 | $0.92 |
| Feb 24, 2026 | $0.89 |
| Feb 25, 2026 | $0.93 |
| Feb 26, 2026 | $0.93 |
| Feb 27, 2026 | $0.96 |
| Mar 02, 2026 | $0.94 |
| Mar 03, 2026 | $0.91 |
| Mar 04, 2026 | $0.93 |
| 4 days before | -3.25% |
| 4 days after | 0.205% |
| On release day | 3.93% |
| Change in period | -3.05% |
| Release date | May 07, 2026 |
| Price on release | $0.89 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0300 |
| EPS surprise | 40.00% |
| Date | Price |
|---|---|
| May 01, 2026 | $0.90 |
| May 04, 2026 | $0.88 |
| May 05, 2026 | $0.88 |
| May 06, 2026 | $0.87 |
| May 07, 2026 | $0.89 |
| May 08, 2026 | $0.86 |
| May 11, 2026 | $0.87 |
| May 12, 2026 | $0.84 |
| May 13, 2026 | $0.83 |
| 4 days before | -1.28% |
| 4 days after | -6.24% |
| On release day | -2.70% |
| Change in period | -7.44% |
Nerdy Earnings Call Transcript Summary of Q1 2026
Nerdy reported Q1 2026 revenue of $48.7M, beating the top end of guidance and up 2% year-over-year. The company delivered positive non-GAAP adjusted EBITDA of $1.0M (vs. a $6.4M loss a year ago) and expanded adjusted EBITDA margin by ~1,500 basis points year-over-year, driven by AI-enabled product and efficiency gains. Gross margin reached 66.2% (up ~820 bps YoY). Management highlighted accelerated product velocity after completing an AI-native replatform (V3 learner experience) and the rollout of Maya, an AI concierge; early cohorts on V3 show improved retention signals. Active members were 36,900 (down 9% YoY), but the rate of decline has narrowed for three consecutive quarters and management expects a return to positive active-member growth by the end of 2026. Cash was $44.7M at quarter end; free cash flow improved to -$3M vs -$7.6M last year. Key near-term risks/heads-up: weaker institutional bookings in Q1 (impacting Q2 institutional revenue), seasonality (Q2 and Q3 typically weaker), and the need to scale retention improvements across the base. Guidance: Q2 revenue $42M–$44M and adjusted EBITDA -$2M to breakeven; full-year 2026 revenue $180M–$190M and adjusted EBITDA approximately breakeven; expected year-end cash $40M–$45M (inclusive of $20M drawn on term loan). Management's priorities are scaling retention via the new platform, recovering institutional bookings (Varsity Tutors for Schools), and reaching free-cash-flow positivity while continuing disciplined investment.
