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Stock impact report

Nerdy targets Q4 revenue of $45M-$47M amid accelerated AI platform overhaul and cost reductions [Seeking Alpha]

Nerdy Inc. Class A (NRDY) 
Company Research Source: Seeking Alpha
Founder, Chairman, President & CEO Charles Cohn acknowledged operational and product challenges in the back-to-school season, stating delays in key product launches pushed back anticipated growth and profitability inflection by a quarter. Cohn described technical debt Quick Insights Nerdy, Inc. faced delays in product launches, technical debt, lower Institutional revenue due to funding delays, and a decline in Active Members, challenging revenue growth and ability to capitalize on peak periods. The company is overhauling its platform with AI-written code to reduce costs, increase reliability, and improve user experience. Leadership hires and centralizing control aim to accelerate product launches and improve operational efficiency. Q4 2025 revenue is projected at $45–$47 million and full year at $175–$177 million. Guidance expects adjusted EBITDA loss to narrow and year-end cash to increase, supported by a term loan draw, with ongoing focus on ARPM and cost control to offset Show less Read more
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