Jul. 12 at 3:16 AM
$GOTU has
$500M USD cash on hand (CCE). 90% retention rate of their clients, Revenue up 58% year-over-year over
$200M USD in Q1. The company repurchased shares worth
$19M USD, or 9.0% of total outstanding shares.
$100M USD repurchase program has just been approved. They invested a ton of cash into strategic initiatives, including integrating AI into educational products, which have driven revenue growth, operational efficiency, and profitability. Expecting
$180M USD to be reported in Q2 up 30% YOY. Market cap
$850M currently. I expect Earnings run up over the next month