Strategic Education Inc (NAS:STRA)
$ 89.26 +1.06 (+1.2%) Market Cap: 2.16 Bil Enterprise Value: 2.07 Bil PE Ratio: 19.07 PB Ratio: 1.32 GF Score: 69/100
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Q4 2024 Strategic Education Inc Earnings Call Transcript

Feb 27, 2025 / 03:00 PM GMT
Release Date Price: $79.8 (-18.52%)

Key Points

Positve
  • Strategic Education Inc (STRA) reported an 8% increase in revenue and a 26% increase in operating income for the full year 2024.
  • The company's adjusted earnings per share grew by 31% to $4.87.
  • US higher education segment saw a 6% increase in average total enrollment, with employer-affiliated enrollment growing by 16%.
  • The Australia and New Zealand segment experienced a 5% increase in average total enrollment and an 11% revenue growth on a constant currency basis.
  • The education technology services segment had a record year, with revenue growing by more than 30% and operating income by almost 50%.
Negative
  • US higher education revenue was down slightly in the fourth quarter due to higher scholarships and a shift towards employer-affiliated students.
  • Enrollment growth slowed in the back half of the year, with some quarters falling below expectations.
  • The regulatory environment in Australia remains uncertain, with potential impacts on international student enrollment due to visa processing changes.
  • Operating expenses were higher in the fourth quarter due to one-time implementation-related costs associated with a new partnership.
  • Revenue per student in US higher education declined more steeply than expected, driven by a shift to employer channels and higher scholarships.


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

STRA.OQ - Strategic Education Inc
Q4 2024 Strategic Education Inc Earnings Call
Feb 27, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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One Welcome to Strategic Education's 4th quarter 2024 results conference call. I will now turn the call over to Terese Wilke, senior director of Investor relations for strategic Education. Ms. Wilke, please go ahead.

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Unidentified_2 [2]
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Thank you. Hello everyone, and welcome to Strategic Education's conference call in which we will discuss 4th quarter and full year 2024 results. With us today are Robert Silberman, Chairman Carl McDonnell, President and Chief Executive Officer, and Daniel Jackson, executive Vice President and Chief Financial Officer
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