LRN Earnings Prediction
The chart below shows how LRN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LRN sees a +0.99% change in stock price 10 days leading up to the earnings, and a +13.59% change 10 days following the report. On the earnings day itself, the stock moves by -0.03%. This data can give you a slight idea of what to expect for the next quarter's release.
LRN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
504.87M
10.13%
5.14%
Gross Margin
39.85%
7.41%
10.69%
Operating Margin
16.67%
12.41%
2388.06%
Net Margin
13.24%
19.71%
1198.04%
EPS
1.54
29.41%
1300.00%
No Data Available
LRN Earnings Analysis
Stride Inc Corporation (LRN.N) Earnings Conference Call
Positive
Enrollment Growth Trend: Record enrollments reached over 230,000 students, marking three consecutive years of growth in demand for Stride's programs.
Quarterly Revenue Increase: Revenue for the quarter was $58.72 million, reflecting a 16% increase year-over-year, driven by strong enrollment growth.
Operating Income Increase: Adjusted operating income rose to $13.56 million, a significant 43% increase compared to the previous year, indicating improved operational efficiency.
Career Learning Revenue Growth: Career learning revenue grew by 29% to $21.31 million, supported by a 30.9% year-over-year increase in enrollment in this segment.
Free Cash Flow Surge: Free cash flow increased to $20.86 million, up $48 million from the prior year, demonstrating strong cash generation capabilities.
Negative
Adult Learning Revenue Decline: Softness in adult learning business with revenue down $610,000 year-over-year to $1,980,000, indicating ongoing challenges in this segment.
Revenue per Enrollment Trends: Total revenue per enrollment across both lines of revenue was $2,395, essentially flat to last year, with expectations of finishing the year down 1% to 2% in revenue per enrollment.
Career Funnel Challenges: Despite overall enrollment growth, the incremental career funnel has not materialized as strongly as expected, suggesting potential missed opportunities in this area.
SG&A Expense Increase: Selling, general and administrative expenses are expected to increase slightly in the back half of the year, reversing the declining trend seen in the first half.
Stock-Based Compensation Impact: Stock-based compensation for the quarter was $790,000, with expectations to finish the year between $33,000,000 and $37,000,000, indicating a significant financial burden.
LRN FAQs
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LRN Earning Call Sentiment
Earnings call transcript: Stride Q2 2024 beats earnings forecast, stock rises
LRN.N
4.9%Positive
The company's financial performance is strong, with significant revenue and earnings growth, improved margins, and increased guidance. Despite some concerns about enrollment funnel challenges and adult learning revenue, overall sentiment is positive. The market cap suggests a moderate reaction, likely in the 2% to 8% range, supported by strong financial metrics and optimistic guidance.