Loading...
01/10 16:34
Loading...
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call reveals strong financial performance with a 5% revenue increase, 16% adjusted operating income growth, and a 16% EPS rise. The ETS division's 45% revenue growth and strategic partnerships, including an expanded Best Buy collaboration, are positive indicators. Despite regulatory challenges in Australia, domestic enrollment focus and shareholder returns through dividends and share repurchases provide optimism. The market cap suggests moderate volatility, leading to a positive prediction of 2% to 8% stock price increase.
Revenue $X million, a 5% increase year-over-year, driven by strong performance in the ETS division and employer strategy.
Adjusted Operating Income Increased by 16% year-over-year, reflecting improved operational efficiency.
Operating Margin 13.6%, an increase from the previous year, indicating better cost management.
Adjusted Earnings Per Share (EPS) $1.29, a 16% increase from $1.11 in Q1 2024, exceeding expectations.
US Higher Education Revenue Grew by 1% year-over-year, with operating income increasing by 7%.
ANZ Revenue Increased by 6% on a constant currency basis, primarily driven by pricing.
ANZ Operating Loss Reported at $2.2 million, showing slight improvement from the previous year.
ETS Revenue Grew by 45% year-over-year, driven by Sofia Learning subscriptions and new employer partnerships.
ETS Operating Income Increased by 37% year-over-year, reflecting strong demand.
ETS Operating Margin 40.3%, a decline of 240 basis points due to increased marketing and staffing investments.
Sofia Learning Subscribers Grew by 37% year-over-year, with revenue increasing by 36%.
Workforce Edge Enrollments Increased nearly 50%, reaching approximately 2,300 students.
Share Repurchase Approximately 390,000 shares repurchased for a total of $32 million, with $197 million remaining in authorization.
Sofia Learning: Sofia Learning subscriptions grew by 37% and revenue by 36%, serving as a key component of many strategic corporate partnerships.
Workforce Edge: Workforce Edge added two additional corporate partners, bringing the total to 78, collectively employing about 3.9 million employees.
Best Buy Partnership: Expanded partnership with Best Buy to include an all-inclusive program enabling employees to earn a degree at no cost.
Revenue Growth: SEI’s revenue grew by 5% in Q1 2025, with adjusted operating income increasing by 16%.
Operating Margin: Operating margin increased to 13.6%.
ANZ Revenue: ANZ revenue increased by 6% on a constant currency basis, primarily driven by pricing.
Corporate Partnerships: 31% of total US higher education enrollment now comes from corporate partnerships, marking an all-time high.
Domestic Market Focus: Shifting enrollment growth strategy towards the domestic market in Australia and New Zealand.
Regulatory Challenges: The company is navigating a shifting regulatory environment in Australia, which has impacted international student enrollment.
Supply Chain Challenges: The decrease in international enrollment in Australia is attributed to regulatory changes affecting international students.
Economic Factors: The overall growth in U.S. higher education enrollment is offset by lower unaffiliated enrollment, indicating potential economic pressures.
Competitive Pressures: The company faces competitive pressures in the higher education market, particularly with the need to maintain and grow employer-affiliated enrollment.
Revenue Growth: SEI’s revenue grew by 5% in Q1 2025, driven by strong employer-affiliated enrollment.
Operating Margin: Operating margin increased to 13.6%.
Enrollment Strategy: Total enrollment in U.S. higher education slightly increased, with employer-affiliated enrollment rising 7%.
Corporate Partnerships: 31% of total U.S. higher education enrollment now comes from corporate partnerships, an all-time high.
Education Technology Services Growth: ETS revenue grew by 45%, driven by Sofia Learning subscriptions and new Workforce Edge partnerships.
Workforce Edge Expansion: Workforce Edge added two corporate partners, totaling 78 partners.
Best Buy Partnership: Expanded partnership with Best Buy to include an all-inclusive education benefits program.
Capital Allocation: Repurchased approximately 390,000 shares for $32 million, with $197 million remaining in share repurchase authorization.
Future Enrollment Strategy: Shifting enrollment growth focus to the domestic market in Australia and New Zealand.
Operating Loss in ANZ: ANZ reported an operating loss of $2.2 million, reflecting slight improvement from the previous year.
Quarterly Dividend: In addition to our regular quarterly dividend.
Share Repurchase: We repurchased approximately 390,000 shares of our common stock for a total of $32 million during the quarter, leaving us with $197 million remaining in our share repurchase authorization through the end of this year.
The earnings call highlights strong growth in key areas like ETS and Sophia Learning, with stable margins despite increased expenses. The Q&A reveals positive sentiment towards margin improvements and cost-saving strategies. However, challenges in the ANZ market and cautious guidance on future growth temper the outlook slightly. Overall, the company's strategic focus on high-growth areas and effective cost management suggest a positive stock price movement, especially given its small-cap status and potential for strong short-term reactions.
The earnings call highlights strong financial performance with increased revenue, operating income, and margins, along with a positive outlook from new corporate partnerships and a stable ETS segment. Despite minor enrollment declines, revenue per student and employer-affiliated enrollment growth offset these concerns. The Q&A session provided reassurance about legislative impacts and growth expectations, though some management responses lacked clarity. The market cap suggests a moderate reaction, aligning with a positive stock movement prediction within 2% to 8%.
The earnings call reveals strong financial performance with a 5% revenue increase, 16% adjusted operating income growth, and a 16% EPS rise. The ETS division's 45% revenue growth and strategic partnerships, including an expanded Best Buy collaboration, are positive indicators. Despite regulatory challenges in Australia, domestic enrollment focus and shareholder returns through dividends and share repurchases provide optimism. The market cap suggests moderate volatility, leading to a positive prediction of 2% to 8% stock price increase.
The earnings call highlights strong financial performance, particularly in the ETS division with a 45% revenue increase and a 37% operating income rise. Share repurchases and a stable cash position are positive indicators. Despite regulatory challenges affecting ANZ enrollment, the company maintains strong corporate partnerships and optimistic guidance for 2025. The market cap suggests moderate volatility, leading to a positive stock price movement prediction of 2% to 8% over the next two weeks.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
