CHGG

Interested in Chegg, Inc.? Here are five stocks we like better. Chegg beat Q1 expectations on revenue, profitability, and free cash flow, with management saying the company has been reshaped around AI and is now operating with a much leaner cost structure. Chegg Skilling is the growth engine, posting $17.6 million in revenue, up 9% year over year, while management reiterated it expects double-digit full-year growth and highlighted new enterprise partnerships, including Cornerstone and Woolf. Profitability improved sharply as non-GAAP operating expenses fell 55% year over year, adjusted EBITDA reached a 24% margin, and Chegg reported positive net income for the first time in two years while continuing to target debt repayment and lower capex. Chegg Chokes on AI Attempt, CEO Talks it Up as He Passes Torch Chegg (NYSE:CHGG) reported first-quarter 2026 results that exceeded its internal expectations for revenue, profitability and free cash flow, as executives said the company continues to reshape itself around artificial intelligence and a growing workforce-skilling business. President and CEO Dan Rosensweig said Chegg’s financials, corporate structure and product experience have been “optimized around AI,” adding that the company is now leaner and better positioned for future growth with higher margins. He said Chegg has removed approximately 40% of its costs over the past six months, increased free cash flow, and put the company “on a path to 0 debt.” → Uber's Annual Product Showcase Reveals It Is Coming for Airbnb and Booking Duolingo Speaks the Language of Growth for Investors “Q1 was a strong quarter,” Rosensweig said. “We exceeded our expectations for revenue, profitability, free cash flow, while still significantly reducing debt, and we continue to optimize our cost base and capital expenditure.” Chegg Skilling generated $17.6 million in revenue in the first quarter, up 9% from the prior year, according to CFO David Longo. Management said it continues to expect double-digit revenue growth for Chegg Skilling for full-year 2026, with acceleration as the year progresses. → Wells Fargo’s Comeback Is Real—But Not Risk-Free AI Boosts Duolingo As Company Posts First Profit Rosensweig said the company is seeing traction across Chegg Skilling, including new enterprise and channel partners, and momentum in manufacturing, consulting, professional services and techno...

Chegg (CHGG) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.03 per share. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +200.00%. A quarter ago, it was expected that this an online learning platform would post a loss of $0.11 per share when it actually produced a loss of $0.01, delivering a surprise of +90.91%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Chegg, which belongs to the Zacks Internet - Software industry, posted revenues of $63.26 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.88%. This compares to year-ago revenues of $121.39 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Chegg shares have added about 33.3% since the beginning of the year versus the S&P 500's gain of 6%. While Chegg has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Chegg was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks h...

Achieved GAAP Net Income for the Quarter SAN FRANCISCO, May 06, 2026--(BUSINESS WIRE)--Chegg, Inc. (NYSE:CHGG), a global learning company, today reported financial results for the quarter ended March 31, 2026. "Q1 was a strong quarter. We exceeded expectations for revenue, adjusted EBITDA, free cash flow, and delivered positive net income for the first time in two years," said Dan Rosensweig, CEO and Executive Chairman of Chegg. "The foundation for future growth is now in place, and we are focused on expanding our skilling business where we continue to expect double-digit revenue growth for full-year 2026 and the market opportunity has never been clearer." First Quarter 2026 Highlights Total Net Revenues of $63.3 million, a decrease of 48% year-over-year Chegg Skilling Revenues of $17.6 million, an increase of 9% year-over-year Gross Margin of 60% Non-GAAP Gross Margin of 62% Net Income was $0.2 million Non-GAAP Net Income was $3.5 million Adjusted EBITDA was $15.5 million For more information about non-GAAP gross margin, non-GAAP net income, and adjusted EBITDA, as well as a reconciliation of gross margin to non-GAAP gross margin, net income (loss) to non-GAAP net income (loss), and net income (loss) to adjusted EBITDA, see the sections of this press release titled, "Use of Non-GAAP Measures," "Reconciliation of Net Income (Loss) to EBITDA and Adjusted EBITDA," and "Reconciliation of GAAP to Non-GAAP Financial Measures." Business Outlook Second Quarter 2026 Chegg Skilling Revenues in the range of $17.5 million to $18 million Total Net Revenues in the range of $49 million to $50 million Gross Margin between 51% and 52% Adjusted EBITDA in the range of $5 million to $6 million For more information about the use of forward-looking non-GAAP measures, a reconciliation of forward-looking net loss to EBITDA and adjusted EBITDA for the second quarter 2026, see the below sections of the press release titled "Use of Non-GAAP Measures," and "Reconciliation of Forward-Looking Net Loss to EBITDA and Adjusted EBITDA." An updated investor presentation and an investor data sheet can be found on Chegg’s Investor Relations website https://investor.chegg.com (such items are not incorporated into any filings Chegg may make with the Securities and Exchange Commission, unless otherwise noted). Prepared Remarks - Dan Rosensweig, CEO & Executive Chairman Chegg, Inc. Thank you, Trac...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 4:30 p.m. ET President and CEO — Daniel Rosensweig Chief Financial Officer — David Longo Vice President of Investor Relations — Tracey Ford Need a quote from a Motley Fool analyst? Email [email protected] Operator: Good afternoon, ladies and gentlemen, and welcome to the Chegg, Inc. First Quarter 2026 Earnings Conference Call. All participants will be in listen-only mode. The question and answer session will follow the formal presentation. Please note that this event is being recorded. I will now hand over to Tracey Ford, VP of Investor Relations. Please go ahead. Tracey Ford: Good afternoon. Thank you for joining Chegg, Inc.'s First Quarter 2026 Conference Call. On today's call are Daniel Rosensweig, President and CEO, and David Longo, Chief Financial Officer. A copy of our earnings press release along with our presentation is available on our Investor Relations website, investor.chegg.com. A replay of this call will also be available on our website. We routinely post information on our website and intend to make important announcements on our media center website at chegg.com/mediacenter. We encourage you to make use of these resources. Before we begin, I would like to point out that during the course of this call, we will make forward-looking statements regarding future events, including the future financial and operating performance of the company. These forward-looking statements are subject to material risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. We caution you to consider the important factors that could cause actual results to differ materially from those in the forward-looking statements. In particular, we refer you to the cautionary language included in today's earnings release and the risk factors described in Chegg, Inc.'s Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission, as well as our other filings with the SEC. Any forward-looking statements that we make today are based on assumptions we believe to be reasonable as of this date. We undertake no obligation to update these statements as a result of new information or future events. During this call, we will present both GAAP and non-GAAP financial measures. Our GAAP results and GAAP-to-non-GAAP reconcili...

Compass, Inc. (COMP) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of a loss of $0.17 per share. This compares to a loss of $0.05 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +118.18%. A quarter ago, it was expected that this company would post a loss of $0.06 per share when it actually produced a loss of $0.07, delivering a surprise of -16.67%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Compass, which belongs to the Zacks Internet - Software industry, posted revenues of $2.7 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.94%. This compares to year-ago revenues of $1.36 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Compass shares have lost about 33.2% since the beginning of the year versus the S&P 500's gain of 5.2%. While Compass has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Compass was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. I...

4% revenue growth in Q1 gave Pearson a “good start to 2026,” with management reaffirming full‑year guidance and citing broad momentum led by Virtual Learning (+21%) alongside steady gains in Higher Education, ELL and Enterprise learning. Assessment & Qualifications fell 1% as expected but is forecast to return to growth in Q2, supported by new and extended contracts (including the U.K. STA, ACCA, Google Cloud and NCT) and management says it is “very confident” about A&Q’s recovery. Pearson is accelerating strategic AI and enterprise partnerships—launching initiatives like a Foundations of AI course and an Adobe Firefly certification—and says partners have committed “hundreds of millions” of incremental revenue to 2030, while completing an accelerated share buyback and managing a CFO transition. Interested in Pearson, PLC? Here are five stocks we like better. Will ChatGPT Be the Final Nail in the Coffin for Chegg? Pearson (NYSE:PSO) reported a “good start to 2026,” posting 4% revenue growth in its first-quarter trading update, as management reiterated confidence in achieving full-year guidance and reconfirmed its medium-term outlook. Chief Executive Officer Omar Abbosh said the performance reflected “continued strong execution from all our teams,” with momentum across much of the portfolio despite a modest decline in Assessment & Qualifications that the company said was anticipated. → Meta Posted Its Best Sales Growth Since 2021—So Why Did Shares Fall? Abbosh outlined results across Pearson’s business units, highlighting strength in Virtual Learning and steady growth in several other segments. Assessment & Qualifications (A&Q): Revenue declined 1%, which Abbosh said was expected. He said the business is “on track to return to growth in Q2 and beyond,” supported by new business including the U.K. Standards and Testing Agency and extended or awarded contracts such as ACCA and Google Cloud. Virtual Learning: Revenue increased 21%, which Abbosh called “another standout result,” driven by strong enrollment trends that “accelerated from the fall semester.” He added that preliminary market share data indicates Pearson is gaining share. Higher Education: Revenue grew 2% on what Abbosh described as “another solid performance” in Pearson’s U.S. core courseware business. He said Pearson expects Higher Education revenue growth this year to be higher than 2025, citing imp...

SAN FRANCISCO, April 16, 2026--(BUSINESS WIRE)--Chegg, Inc. (NYSE: CHGG), a global learning company, announced today that it will release its earnings results for the first quarter of 2026, which ended on March 31, 2026, on Wednesday, May 6, 2026. Chegg will host a conference call to discuss the first quarter financial results at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) on the same day. To access the call, please dial 1-877-407-4018 or outside the U.S. +1-201-689-8471. A live webcast of the call will also be available at https://investor.chegg.com under the Events & Presentations menu. Participants can also access the call using the Call me™ link for instant telephone access to the event, which will be active 15 minutes before the scheduled start time. An audio replay will be available from 7:30 p.m. Eastern Time on May 6, 2026 until 11:59 p.m. Eastern Time on May 20, 2026 by calling 1-844-512-2921 or outside the U.S. +1-412-317-6671 with Access ID 13760028. An audio archive of the call will also be available at https://investor.chegg.com. About Chegg Chegg is a learning platform helping businesses bring new skills to their workforce and giving lifelong learners and students the skills and confidence to succeed. Focused on the skilling market, which is $40 billion and growing, Chegg offers innovative tools for workplace readiness, professional upskilling, and language learning. Chegg also continues to offer students artificial intelligence (AI)-driven, personalized support. Chegg remains committed to its mission of improving learning outcomes and career opportunities for millions around the world. Chegg is a publicly held company and trades on the NYSE under the symbol CHGG. For more information, visit www.chegg.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260416211510/en/ Contacts Investor Relations Tracey Ford, [email protected] Media [email protected]

As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the consumer subscription industry, including Chegg (NYSE:CHGG) and its peers. Consumers today expect goods and services to be hyper-personalized and on demand. Whether it be what music they listen to, what movie they watch, or even finding a date, online consumer businesses are expected to delight their customers with simple user interfaces that magically fulfill demand. Subscription models have further increased usage and stickiness of many online consumer services. The 7 consumer subscription stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 1.8% while next quarter’s revenue guidance was in line. In light of this news, share prices of the companies have held steady as they are up 3.4% on average since the latest earnings results. Started as a physical textbook rental service, Chegg (NYSE:CHGG) is now a digital platform addressing student pain points by providing study and academic assistance. Chegg reported revenues of $72.66 million, down 49.4% year on year. This print exceeded analysts’ expectations by 2.3%. Overall, it was a strong quarter for the company with EBITDA guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates. Chegg delivered the slowest revenue growth of the whole group. Unsurprisingly, the stock is down 14.1% since reporting and currently trades at $0.64. Is now the time to buy Chegg? Access our full analysis of the earnings results here, it’s free. With a name meaning six in Japanese because it was the founder's sixth company that he started, Roku (NASDAQ: ROKU) makes hardware players that offer access to various online streaming TV services. Roku reported revenues of $1.39 billion, up 16.1% year on year, outperforming analysts’ expectations by 3%. The business had an exceptional quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates. Roku pulled off the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 18.5% since reporting. It currently trades at $98.28. Is now the time to buy Roku? Access our full analysis of the earnings results here, it’s free. Founded by a Carnegie Mellon computer science pr...

Opendoor Technologies Inc. OPEN is scheduled to release fourth-quarter 2025 results on Feb. 19. The Zacks Consensus Estimate for OPEN’s fourth-quarter earnings per share (EPS) is pegged at a loss of 8 cents, suggesting an improvement of 27.3% from a loss of 11 cents reported in the prior-year quarter. The consensus mark for earnings has remained unchanged in the past 60 days. Image Source: Zacks Investment Research The consensus mark for fourth-quarter revenues is pegged at $596.4 million, indicating a decline of 45% from the year-ago quarter’s reported figure. Opendoor has an impressive track record of earnings surprises. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with an average surprise of 6.3%. Image Source: Zacks Investment Research Our proven model does not conclusively predict an earnings beat for Opendoor this time around. A stock needs to have a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) to beat on earnings. But that's not the case here. OPEN’s Earnings ESP: Opendoor has an Earnings ESP of -8.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Opendoor’s Zacks Rank: The company carries a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Revenue Drivers Opendoor’s fourth-quarter performance is expected to have reflected early traction from its strategic reset toward a higher-velocity, software-driven operating model. Management’s shift to “Opendoor 2.0” — centered on scaling acquisitions, tightening execution and embedding AI across workflows — is likely to have influenced transaction volumes and overall operational momentum in the to-be-reported quarter. The company’s renewed focus on accelerating high-quality home acquisitions is expected to have been a primary driver. With stronger first offers, reduced average spreads and improved selection discipline, Opendoor aimed to increase contract activity while mitigating adverse selection risk. The rollout of standardized, AI-powered inspection and underwriting processes likely enhanced conversion rates and shortened the time from initial assessment to contract execution, supporting improved top-of-funnel throughput. Reactivation of direct-to-consumer (D2C) channels is expected to have aided the company’s fourth-quar...

Chegg’s fourth quarter was met with a significant negative market reaction, as investors focused on the sharp year-over-year revenue decline and the company’s ongoing restructuring. Management attributed the performance to continued headwinds in its legacy academic business, including traffic losses from changes in search engine interfaces. CEO Daniel Rosensweig emphasized that, despite these challenges, the company saw "high retention rates" in its core Chegg Study service, while the new Skilling business delivered early revenue traction. Efforts to streamline operations and reduce costs were highlighted as necessary steps to preserve cash flow and fund future growth initiatives. Is now the time to buy CHGG? Find out in our full research report (it’s free). Revenue: $72.66 million vs analyst estimates of $71 million (49.4% year-on-year decline, 2.3% beat) Adjusted EPS: -$0.01 vs analyst estimates of -$0.02 (in line) Adjusted EBITDA: $12.89 million vs analyst estimates of $10.76 million (17.7% margin, 19.8% beat) Revenue Guidance for Q1 CY2026 is $61 million at the midpoint, below analyst estimates of $64.58 million EBITDA guidance for Q1 CY2026 is $11.5 million at the midpoint, above analyst estimates of $7.23 million Operating Margin: -18.9%, down from -2.3% in the same quarter last year Market Capitalization: $62.56 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Bryan Smilek (JPMorgan) asked about the primary drivers of skilling growth and the focus between different credentialing areas. CEO Daniel Rosensweig explained that the core business is now skilling and noted strong retention in the legacy academic business, while skilling growth is fueled by expanding distribution partners and curriculum. Bryan Smilek (JPMorgan) inquired about early results from pricing tests and product mix in the legacy business. Rosensweig stated that retention remains high, which is positive for free cash flow, but emphasized it is too early to draw definitive conclusions from ongoing price testing. Ryan MacDonald (Needham & Company) asked about potential opportunities arising from the Coursera-Udemy merger in the B2B skilli...

Chegg, Inc. CHGG reported fourth-quarter 2025 results, with earnings and revenues surpassing the Zacks Consensus Estimate. Meanwhile, on a year-over-year basis, both the top and bottom lines declined. Following the results, shares of CHGG declined 2.7% in the after-hours trading session yesterday. The quarterly results were pressured by a sharp year-over-year revenue decline, continued traffic headwinds from changes in search interfaces, negative free cash flow due to restructuring-related severance payments and a NYSE compliance notice, underscoring the challenges associated with Chegg’s transition toward a skilling-focused business model. However, double-digit growth in the Chegg Skilling segment, strong retention in the Academic Services business, expansion of enterprise and institutional partnerships and meaningful cost reductions driven by restructuring initiatives and AI-enabled efficiencies position the company to support long-term growth, improved profitability and a more sustainable operating model. The company reported an adjusted loss per share of 1 cent, which came narrower than the Zacks Consensus Estimate of a loss of 11 cents. In the year-ago period, the company reported an earnings per share (EPS) of 17 cents. Chegg, Inc. price-consensus-eps-surprise-chart | Chegg, Inc. Quote Net revenues of $72.7 million surpassed the consensus mark of $71 million by 1.9% but declined 49.4% year over year. Revenues from the Skills and Other product line totaled $17.7 million, reflecting double-digit growth that underscores both the significant market opportunity and strong momentum, while Academic Services revenues reached $54.9 million. Gross profit in the fourth quarter was down 57.4% year over year to $41.7 million, with the gross margin contracting 1,100 basis points (bps) to 57%. Total operating expenses declined year over year by 39.4% to $75.9 million from $125.2 million. Adjusted EBITDA was $12.9 million, down from the prior-year quarter’s level of $36.6 million. As of Dec. 31, 2025, Chegg had cash and cash equivalents of $31.1 million compared with $161.5 million as of 2024. For 2025, net cash provided by operating activities totaled $15.5 million, down from $125.2 million in the year-ago period. Free cash flow at the end of the fourth quarter was negative $12.6 million, down from $50.3 million a year ago. Total net revenues for 2025 came in at $376...