Gaotu Techedu Inc. (GOTU) Earnings Call Transcripts
Gaotu Techedu Inc.'s Latest Earnings Call - Q1 FY2026
In the first quarter of 2026, Gaotu Techedu Inc. (GOTU:US) reported a revenue increase of 13.2% year-over-year to approximately RMB 1.7 billion, alongside a non-GAAP net profit of RMB 41.4 million. Management highlighted a strong deferred revenue position of RMB 1.8 billion, up 24.1% year-over-year, which provides visibility into future revenue recognition. The company maintained its guidance for the second quarter, projecting revenue between RMB 1,578 million and RMB 1,598 million, representing a year-over-year increase of 13.6% to 15.0%.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | RMB 1.7 billion (beat) |
| Non-GAAP Net Profit | RMB 41.4 million (beat) |
| Deferred Revenue | RMB 1.8 billion (positive) |
| Gross Margin | 69.5% (inline) |
| Operating Cash Flow | RMB -828.4 million (negative) |
| R&D Expenses | RMB 159.0 million (negative) |
Guidance from management
Gaotu expects total net revenue for Q2 2026 to be between RMB 1,578 million and RMB 1,598 million, representing a year-over-year increase of 13.6% to 15.0%. This guidance was maintained from previous expectations.
What management said
Yes. Thank you, everyone, for joining our call tonight. And if you have any further questions, please don't hesitate to contact our Investor Relations department or our management via e-mail at ir@gaotu.cn directly. You are also welcome to subscribe to our news alert on the company's IR website. Thank you very much again for your time. Have a great night.
What analysts pressed on
Analysts expressed concerns regarding the rising operating cash outflow, which increased 73.6% year-over-year. There were also questions about the sustainability of profitability given the increase in operating expenses, particularly in R&D and G&A.
Main topics on the call
- Revenue Growth — Gaotu's revenue grew by 13.2% year-over-year to approximately RMB 1.7 billion, indicating a strong performance in a competitive market. Larry Chen stated, "We remain confident in delivering continued improvement in opera...
- Profitability — The company achieved a non-GAAP net profit of RMB 41.4 million, reflecting ongoing improvements in operational efficiency. Willa Yao noted, "We are enjoying operational efficiency for almost 6 consecutive quarters."
- Deferred Revenue — Deferred revenue increased by 24.1% year-over-year to RMB 1.8 billion, providing a solid foundation for future revenue recognition. This growth is crucial for maintaining operational momentum in upcoming quarters.
- AI Integration — Management emphasized the integration of AI into various aspects of the business, enhancing operational efficiency and user experience. Larry Chen stated, "AI is evolving from a mere productivity tool into a key fundamen...
Read the full Gaotu Techedu Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Gaotu Techedu Inc.
Gaotu Techedu Inc. (GOTU) is a publicly listed company in the Diversified Consumer Services industry, within the Consumer Discretionary sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 26 calls on record spanning February 18, 2020 to June 2, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 26 Gaotu Techedu Inc. earnings call transcripts on record, spanning February 18, 2020 to June 2, 2026. Based on this history, Gaotu Techedu Inc. reports quarterly. The most recent call on file is dated June 2, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- GOTU
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Diversified Consumer Services
- Calls on record
- 26
- First call
- February 18, 2020
- Most recent
- June 2, 2026
- Reporting cadence
- quarterly