Q3 2025 Strategic Education Inc Earnings Call Transcript

Nov 6, 2025 / 03:00 PM GMT

Release Date Price: $75.31 (+0.70%)

Transcript 10-Q8-K

Key Points

Positve

Strategic Education Inc (STRA) reported a 5% increase in revenue on an adjusted constant currency basis.
Operating income grew by 39%, with a 400 basis point margin expansion.
The Education Technology Services division saw a 46% increase in revenue and a 48% increase in operating income.
Sophia Learning experienced a 42% growth in both average and total subscribers and revenue.
US higher education operating income almost doubled, with a 520 basis point increase in operating margin.

Negative

Restructuring costs impacted the difference between GAAP and adjusted results.
US higher education total enrollment decreased slightly from the prior year.
Australia and New Zealand segment saw a 2% decrease in total enrollment due to regulatory restrictions.
Operating income in the Australia and New Zealand segment decreased from $15 million to $13 million.
The company faces challenges with international student enrollment caps in Australia, impacting growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

STRA.OQ - Strategic Education Inc
Q3 2025 Strategic Education Inc Earnings Call
Nov 06, 2025 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Welcome to Strategic Education's 3rd quarter 2025 results conference call.

I will now turn the call over to Terese Wilkie, senior director of investor relations for strategic Education. Mrs. Wilkie, please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you. Hello, everyone, and welcome to Strategic Education's conference call in which we will discuss 3rd quarter 2025 results. With us today are Robert Silverman, Chairman, Carl McDonnell, President and Chief Executive Officer, and Daniel Jackson, executive Vice President and Chief Financial Officer.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.