This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest Events2U(0LHP)株式概要2U, Inc.は、オンライン教育プラットフォーム企業として、米国内外で事業を展開している。 詳細0LHP ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績0/6財務の健全性0/6配当金0/6報酬同業他社や業界と比較して、良好な取引価格 リスク分析UK市場と比較して、過去 3 か月間の株価の変動が非常に大きい意味のある時価総額がありません ( $858K )キャッシュランウェイが1年未満である マイナスの株主資本 +2 さらなるリスクすべてのリスクチェックを見る0LHP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$0.1799.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-597m971m2016201920222025202620282031Revenue US$871.9mEarnings US$100.0mAdvancedSet Fair ValueView all narratives2U, Inc. 競合他社Malvern InternationalSymbol: AIM:MLVNMarket cap: UK£7.5mNorthcoders GroupSymbol: AIM:CODEMarket cap: UK£2.0mSkillcast GroupSymbol: AIM:SKLMarket cap: UK£39.9mTribal GroupSymbol: AIM:TRBMarket cap: UK£129.5m価格と性能株価の高値、安値、推移の概要2U過去の株価現在の株価€0.1752週高値€87.2952週安値€0.15ベータ0.841ヶ月の変化-64.58%3ヶ月変化-97.08%1年変化-99.80%3年間の変化-99.98%5年間の変化-99.97%IPOからの変化-99.99%最新ニュースお知らせ • Sep 06The Nasdaq Stock Market to Delist Common Stock of 2UThe Nasdaq Stock Market announced that it will delist the common stock of 2U, Inc. The company's securities were suspended on August 7, 2024, and have not traded on Nasdaq since that time.お知らせ • Aug 072U, Inc.(OTCPK:TWOU.Q) dropped from NASDAQ Composite Index2U, Inc. has been dropped from NASDAQ Composite Index.お知らせ • Aug 03Nasdaq Determines to Delist 2U, Inc.'s Common StockOn July 29, 2024, 2U, Inc. was notified by the Listing Qualifications Department of The Nasdaq Stock Market LLC (Nasdaq") that Nasdaq had determined to delist the Company's common stock, par value $0.001 per share (the Common Stock"). Nasdaq reached its decision that the Company is no longer suitable for listing pursuant to Nasdaq Listing Rules 5101, 5110(b), and IM-5101-1 as a result of the Debtors' commencement of the Chapter 11 Cases on the Petition Date. The Company does not intend to appeal this determination. Trading of the Common Stock will be suspended at the opening of business on August 7, 2024, and a Form 25-NSE will be filed with the U.S. Securities and Exchange Commission (the SEC"), which will remove the Common Stock from listing and registration on Nasdaq.お知らせ • Jul 30Interim DIP Financing Approved for 2U, Inc.The US Bankruptcy Court gave an order to 2U, Inc. to obtain DIP financing on an interim basis on July 29, 2024. As per the order, the debtor has been authorized to obtain a term loan facility in the amount of $60 million out of the aggregate $64 million with Wilmington Savings Fund Society, FSB acting as the administrative agent. The DIP loan would either carry an interest rate of SOFR plus 8.5% p.a., along with an additional 2% p.a. interest in the event of default. The DIP facility would mature either on January 24, 2025, or on the effective date of the plan or on the date of consummation of the sale of substantially all assets, whichever is earlier. Adequate protection would be provided to the DIP lenders in the form of super-priority administrative expense claims which is subject to a carve-out of $5 million towards unpaid professional fees / administrative expenses and priority lien upon and security interest in the debtor’s collateral. The final hearing has been scheduled for September 6, 2024.お知らせ • Jul 262U, Inc. Filed for Bankruptcy2U, Inc., along with its eight affiliates, filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the Southern District of New York on July 25, 2024. The debtor listed both its assets and liabilities in the range of $1 billion to $10 billion. The debtor is represented by George A Davis of Latham & Watkins LLP as its legal counsel. AlixPartners, LLP and Moelis & Company LLC shall be appointed as financial advisor and investment banker, respectively. Epiq Bankruptcy Solutions, LLC is appointed as claims and noticing agent.お知らせ • Jun 15Kirby McInerney LLP Announces the Filing of a Securities Class Action on Behalf of 2U, Inc. InvestorsKirby McInerney LLP announced that a class action lawsuit has been filed in the U.S. District Court for the District of Maryland on behalf of those who acquired 2U, Inc. securities during the period of February 9, 2022 through February 12, 2024, inclusive (‘the Class Period’). Investors have until August 12, 2024 to apply to the Court to be appointed as lead plaintiff in the lawsuit. On November 9, 2023, the Company announced that 2U and the University of Southern California (USC) would wind down their 15-year collaboration in the Company’s major programs, and that USC would pay approximately $40 million in connection with this exit. The Company also announced it would recognize a total of $80 million in the fourth quarter related to partners seeking a negotiated exit from certain degree programs, which the Company referred to as ‘portfolio management activities. The Company disclosed these portfolio management activities would offset a 21% decrease in full course equivalent enrollment, which was primarily driven by the impact of transition to a new marketing framework in mid-2022. The Company also revealed fiscal quarterly results, showing Degree Program revenue was flat year over year, that total revenue had decreased 1%, and that the Alternative Credential Segment revenue decreased 3%. On this news, the price of 2U shares declined by $1.35, or approximately 56.72%, from $2.38 on November 9, 2023 to close at $1.03 on November 10, 2023. Then, on February 12, 2024, after the market closed, 2U disclosed that due to the Company’s debt, there is substantial doubt about its ability to continue as a going concern. The Company further disclosed it recognized $88.0 million of revenue from portfolio management activities (i.e., fees negotiated for early partnership contract termination) in the year and it would assume another $10 million from such activities in the first quarter of 2024 and at least $15 million in full-year 2024. The lawsuit alleges that: the Company was unable to sustain relationships with key universities and organizations; as a result, certain degree programs and partnerships failed to materialize or were cancelled; the Company’s transition to a platform company would lead to a decrease in full course equivalent enrollments; and accordingly, the Company had overstated the stability and/or longevity of its contractual agreements and/or revenue sources.最新情報をもっと見るRecent updatesお知らせ • Sep 06The Nasdaq Stock Market to Delist Common Stock of 2UThe Nasdaq Stock Market announced that it will delist the common stock of 2U, Inc. The company's securities were suspended on August 7, 2024, and have not traded on Nasdaq since that time.お知らせ • Aug 072U, Inc.(OTCPK:TWOU.Q) dropped from NASDAQ Composite Index2U, Inc. has been dropped from NASDAQ Composite Index.お知らせ • Aug 03Nasdaq Determines to Delist 2U, Inc.'s Common StockOn July 29, 2024, 2U, Inc. was notified by the Listing Qualifications Department of The Nasdaq Stock Market LLC (Nasdaq") that Nasdaq had determined to delist the Company's common stock, par value $0.001 per share (the Common Stock"). Nasdaq reached its decision that the Company is no longer suitable for listing pursuant to Nasdaq Listing Rules 5101, 5110(b), and IM-5101-1 as a result of the Debtors' commencement of the Chapter 11 Cases on the Petition Date. The Company does not intend to appeal this determination. Trading of the Common Stock will be suspended at the opening of business on August 7, 2024, and a Form 25-NSE will be filed with the U.S. Securities and Exchange Commission (the SEC"), which will remove the Common Stock from listing and registration on Nasdaq.お知らせ • Jul 30Interim DIP Financing Approved for 2U, Inc.The US Bankruptcy Court gave an order to 2U, Inc. to obtain DIP financing on an interim basis on July 29, 2024. As per the order, the debtor has been authorized to obtain a term loan facility in the amount of $60 million out of the aggregate $64 million with Wilmington Savings Fund Society, FSB acting as the administrative agent. The DIP loan would either carry an interest rate of SOFR plus 8.5% p.a., along with an additional 2% p.a. interest in the event of default. The DIP facility would mature either on January 24, 2025, or on the effective date of the plan or on the date of consummation of the sale of substantially all assets, whichever is earlier. Adequate protection would be provided to the DIP lenders in the form of super-priority administrative expense claims which is subject to a carve-out of $5 million towards unpaid professional fees / administrative expenses and priority lien upon and security interest in the debtor’s collateral. The final hearing has been scheduled for September 6, 2024.お知らせ • Jul 262U, Inc. Filed for Bankruptcy2U, Inc., along with its eight affiliates, filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the Southern District of New York on July 25, 2024. The debtor listed both its assets and liabilities in the range of $1 billion to $10 billion. The debtor is represented by George A Davis of Latham & Watkins LLP as its legal counsel. AlixPartners, LLP and Moelis & Company LLC shall be appointed as financial advisor and investment banker, respectively. Epiq Bankruptcy Solutions, LLC is appointed as claims and noticing agent.お知らせ • Jun 15Kirby McInerney LLP Announces the Filing of a Securities Class Action on Behalf of 2U, Inc. InvestorsKirby McInerney LLP announced that a class action lawsuit has been filed in the U.S. District Court for the District of Maryland on behalf of those who acquired 2U, Inc. securities during the period of February 9, 2022 through February 12, 2024, inclusive (‘the Class Period’). Investors have until August 12, 2024 to apply to the Court to be appointed as lead plaintiff in the lawsuit. On November 9, 2023, the Company announced that 2U and the University of Southern California (USC) would wind down their 15-year collaboration in the Company’s major programs, and that USC would pay approximately $40 million in connection with this exit. The Company also announced it would recognize a total of $80 million in the fourth quarter related to partners seeking a negotiated exit from certain degree programs, which the Company referred to as ‘portfolio management activities. The Company disclosed these portfolio management activities would offset a 21% decrease in full course equivalent enrollment, which was primarily driven by the impact of transition to a new marketing framework in mid-2022. The Company also revealed fiscal quarterly results, showing Degree Program revenue was flat year over year, that total revenue had decreased 1%, and that the Alternative Credential Segment revenue decreased 3%. On this news, the price of 2U shares declined by $1.35, or approximately 56.72%, from $2.38 on November 9, 2023 to close at $1.03 on November 10, 2023. Then, on February 12, 2024, after the market closed, 2U disclosed that due to the Company’s debt, there is substantial doubt about its ability to continue as a going concern. The Company further disclosed it recognized $88.0 million of revenue from portfolio management activities (i.e., fees negotiated for early partnership contract termination) in the year and it would assume another $10 million from such activities in the first quarter of 2024 and at least $15 million in full-year 2024. The lawsuit alleges that: the Company was unable to sustain relationships with key universities and organizations; as a result, certain degree programs and partnerships failed to materialize or were cancelled; the Company’s transition to a platform company would lead to a decrease in full course equivalent enrollments; and accordingly, the Company had overstated the stability and/or longevity of its contractual agreements and/or revenue sources.お知らせ • May 112U, Inc. Appoints Ivona Smith as Class II DirectorOn May 9, 2024, 2024, the Board of Directors of 2U, Inc. increased its size to nine members in accordance with the Company’s Eighth Amended and Restated Certificate of Incorporation, and appointed Ivona Smith as a Class II Director to fill the vacancy created by such increase in size, both effective as of May 9, 2024. Ms. Smith’s term will expire at the Company's 2025 Annual Meeting of Stockholders, subject to the election and qualification of her successor and her earlier death, resignation or removal. The Company does not currently expect that Ms. Smith will serve on any committee of the Board.Reported Earnings • May 03First quarter 2024 earnings released: US$0.66 loss per share (vs US$0.68 loss in 1Q 2023)First quarter 2024 results: US$0.66 loss per share. Revenue: US$198.4m (down 17% from 1Q 2023). Net loss: US$54.6m (loss widened 1.1% from 1Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Services industry in the United Kingdom.お知らせ • May 032U, Inc. Re-Affirms Earnings Guidance for the Second Quarter of 2024 and Full Year 20242U, Inc. re-affirmed earnings guidance for the second quarter of 2024 and full year 2024. For the quarter, the company expects revenue to range from $191 million to $194 million and Net loss to range from $37.5 million to $32.5 million.For the year, the company expects revenue to range from $805 million to $815 million and net loss to range from $103 million to $98 million.お知らせ • Apr 242U, Inc. to Report Q1, 2024 Results on May 02, 20242U, Inc. announced that they will report Q1, 2024 results on May 02, 2024お知らせ • Mar 182U, Inc. Receives A Letter from the Listing Qualifications Department of the Nasdaq Stock Market LLCOn March 14, 2024, 2U, Inc. (the Company") received a letter from the Listing Qualifications Department (the Staff") of The Nasdaq Stock Market LLC (Nasdaq") notifying the Company that, for the last 30 consecutive business days, the closing bid price for the Company's common stock, par value $0.001 per share (the Common Stock"), was below the $1.00 per share minimum required for continued listing on Nasdaq Global Select Market pursuant to Nasdaq Listing Rule 5450(a)(1) (the Minimum Bid Price Rule"). The notification has no immediate effect on the listing of the Common Stock, which continues to trade on Nasdaq Global Select Market under the symbol TWOU." In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has a period of 180 calendar days, or until September 10, 2024 (the Compliance Period"), to regain compliance with the Minimum Bid Price Rule. The Company has notified Nasdaq that it intends to cure the stock price deficiency and to return to compliance with the Minimum Bid Price Rule within the Compliance Period. The Company can regain compliance at any time during the Compliance Period if the Common Stock has a closing bid price of at least $1.00 per share for a minimum of ten consecutive business days (unless the Staff exercises its discretion to extend this ten-day period pursuant to Nasdaq Listing Rule 5810(c)(3)(H)). The Company intends to actively monitor the closing bid price of the Common Stock and may, if appropriate, evaluate available options, including, without limitation, seeking to effect a reverse stock split, in order to resolve the deficiency and regain compliance with the Minimum Bid Price Rule. The Company's Common Stock will continue to be listed and traded on Nasdaq Global Select Market during the Compliance Period, subject to the Company's compliance with the other Nasdaq continued listing requirements.Reported Earnings • Mar 08Full year 2023 earnings released: US$3.93 loss per share (vs US$4.17 loss in FY 2022)Full year 2023 results: US$3.93 loss per share (improved from US$4.17 loss in FY 2022). Revenue: US$946.0m (down 1.8% from FY 2022). Net loss: US$317.6m (loss narrowed 1.4% from FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Consumer Services industry in the United Kingdom.お知らせ • Feb 132U, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 20242U, Inc. provided earnings guidance for the first quarter and full year of 2024. For the quarter, the company expects revenue to range from $195 million to $198 million, Net loss to range from $60 million to $55 million. For the full-year 2024, the company expects Revenue to range from $805 million to $815 million and Net loss to range from $90 million to $85 million.Reported Earnings • Feb 13Full year 2023 earnings released: US$3.93 loss per share (vs US$4.17 loss in FY 2022)Full year 2023 results: US$3.93 loss per share (improved from US$4.17 loss in FY 2022). Revenue: US$946.0m (down 1.8% from FY 2022). Net loss: US$317.6m (loss narrowed 1.4% from FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 1.6% growth forecast for the Consumer Services industry in the United Kingdom.New Risk • Feb 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$57m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$57m free cash flow). Share price has been highly volatile over the past 3 months (22% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$77m net loss in 2 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (US$70.9m market cap).お知らせ • Feb 022U, Inc. to Report Q4, 2023 Results on Feb 12, 20242U, Inc. announced that they will report Q4, 2023 results on Feb 12, 2024Buy Or Sell Opportunity • Jan 26Now 29% overvaluedOver the last 90 days, the stock has fallen 47% to US$1.03. The fair value is estimated to be US$0.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 0.01% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.Recent Insider Transactions • Dec 17Insider recently bought US$51k worth of stockOn the 12th of December, Aaron Mccullough bought around 52k shares on-market at roughly US$0.99 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$192k more in shares than they have sold in the last 12 months.お知らせ • Nov 192U, Inc. Announces Appointment of Paul Lalljie as Chief Executive Officer2U, Inc. announced a change of leadership to spearhead the next stage of its evolution as it focuses on improving operational efficiency and delivering profitable growth and cash flow. The Board of Directors has appointed Paul Lalljie, the company's current Chief Financial Officer, to succeed Christopher Chip Paucek as Chief Executive Officer and as a member of the Board of Directors, effective immediately. Additionally, Matt Norden, the company's Chief Legal Officer, will also assume the role of Chief Financial Officer. Paucek will remain an employee of the company through December 15, 2023, at which time he will transition to Special Advisor. Lalljie brings significant experience in finance management in the high-growth technology sector to his new role. Before joining 2U in 2019, he spent 18 years at Neustar, Inc., a billion-dollar information services business, where he served as CFO for nine years. During his tenure, Lalljie had global financial and operational responsibility for repositioning Neustar as an information services company. Norden has over a decade of experience at 2U and played a leadership role in the company's IPO in 2014 and in all subsequent capital markets and M&A activities. Prior to 2U, he was the General Counsel at TOMS Shoes, where he played an integral role in the company's strategic planning, international expansion and business development efforts, in addition to overseeing the legal function. Prior to that, Norden was an associate in the M&A practice group in the Washington, DC office of Skadden, Arps, Slate, Meagher & Flom LLP.お知らせ • Nov 182U, Inc. Announces Appointment of Paul Lalljie as A Member of the Board of Directors2U, Inc. announced a change of leadership to spearhead the next stage of its evolution as it focuses on improving operational efficiency and delivering profitable growth and cash flow. The Board of Directors has appointed Paul Lalljie, the company's current Chief Financial Officer, to succeed Christopher Chip Paucek as Chief Executive Officer and as a member of the Board of Directors, effective immediately. Additionally, Matt Norden, the company's Chief Legal Officer, will also assume the role of Chief Financial Officer. Paucek will remain an employee of the company through December 15, 2023, at which time he will transition to Special Advisor. Lalljie brings significant experience in finance management in the high-growth technology sector to his new role. Before joining 2U in 2019, he spent 18 years at Neustar, Inc., a billion-dollar information services business, where he served as CFO for nine years. During his tenure, Lalljie had global financial and operational responsibility for repositioning Neustar as an information services company. Norden has over a decade of experience at 2U and played a leadership role in the company's IPO in 2014 and in all subsequent capital markets and M&A activities. Prior to 2U, he was the General Counsel at TOMS Shoes, where he played an integral role in the company's strategic planning, international expansion and business development efforts, in addition to overseeing the legal function. Prior to that, Norden was an associate in the M&A practice group in the Washington, DC office of Skadden, Arps, Slate, Meagher & Flom LLP.お知らせ • Nov 112U, Inc. Provides Earning Guidance for 20232U, Inc. provided earning guidance for 2023. For the period, the company expects revenue to range from $965 million to $990 million, representing growth of 1.5% at the midpoint, including expected revenue of $80 million in the fourth quarter related to portfolio management activities and Net loss to range from $250 million to $240 million.New Risk • Nov 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$84.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (20% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$57m). Currently unprofitable and not forecast to become profitable over next 2 years (US$79m net loss in 2 years). Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (US$84.5m market cap).Buying Opportunity • Nov 10Now 36% undervalued after recent price dropOver the last 90 days, the stock is down 74%. The fair value is estimated to be US$1.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.6% in 2 years. Earnings is forecast to grow by 73% in the next 2 years.Reported Earnings • Nov 10Third quarter 2023 earnings released: US$0.58 loss per share (vs US$1.57 loss in 3Q 2022)Third quarter 2023 results: US$0.58 loss per share (improved from US$1.57 loss in 3Q 2022). Revenue: US$229.7m (down 1.1% from 3Q 2022). Net loss: US$47.4m (loss narrowed 61% from 3Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Services industry in the United Kingdom.お知らせ • Oct 252U, Inc. to Report Q3, 2023 Results on Nov 09, 20232U, Inc. announced that they will report Q3, 2023 results on Nov 09, 2023Recent Insider Transactions • Aug 23Insider recently bought US$143k worth of stockOn the 17th of August, Aaron Mccullough bought around 46k shares on-market at roughly US$3.14 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Aug 102U, Inc. Provides Earnings Guidance for 20232U, Inc. provided earnings guidance for 2023. For the period, the company expects Revenue to range from $985 million to $995 million, representing growth of 3% at the midpoint. Net loss to range from $225 million to $220 million.New Risk • Aug 09New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$76m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$76m). Currently unprofitable and not forecast to become profitable over next 2 years (US$16m net loss in 2 years). Shareholders have been diluted in the past year (5.1% increase in shares outstanding).Breakeven Date Change • Aug 09Forecast to breakeven in 2025The 13 analysts covering 2U expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 62% per year to 2024. The company is expected to make a profit of US$43.1m in 2025. Average annual earnings growth of 113% is required to achieve expected profit on schedule.お知らせ • Jul 292U, Inc. to Report Q2, 2023 Results on Aug 08, 20232U, Inc. announced that they will report Q2, 2023 results on Aug 08, 2023Reported Earnings • Apr 28First quarter 2023 earnings released: US$0.68 loss per share (vs US$1.65 loss in 1Q 2022)First quarter 2023 results: US$0.68 loss per share (improved from US$1.65 loss in 1Q 2022). Revenue: US$238.5m (down 5.9% from 1Q 2022). Net loss: US$54.1m (loss narrowed 57% from 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Services industry in the United Kingdom.Reported Earnings • Feb 05Full year 2022 earnings released: US$4.17 loss per share (vs US$2.61 loss in FY 2021)Full year 2022 results: US$4.17 loss per share (further deteriorated from US$2.61 loss in FY 2021). Revenue: US$963.1m (up 1.8% from FY 2021). Net loss: US$322.2m (loss widened 65% from FY 2021). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Feb 032U, Inc. Provides Earnings Guidance for the Fiscal Year 20232U, Inc. provided earnings guidance for the fiscal year 2023. For the year, the company's revenue to range from $985 million to $995 million, representing growth of 3% at the midpoint and net loss to range from $95 million to $90 million.お知らせ • Jan 272U, Inc. to Report Q4, 2022 Results on Feb 02, 20232U, Inc. announced that they will report Q4, 2022 results on Feb 02, 2023お知らせ • Jan 102U, Inc. announced that it expects to receive $147 million in funding2U, Inc. announced hat it has entered into a purchase agreement of 4.50% Senior Unsecured Convertible Notes due 2030 for gross proceeds of $147 million on January 9, 2023. The Notes will bear interest at 4.50% payable semi-annually in arrears and will mature on February 1, 2030. The notes are redeemable. The Notes will be convertible by holders thereof following issuance at an initial conversion price of $9.00 per share, or a conversion rate of 111.1111 shares of the company’s common stock per $1,000.00 principal amount of Notes.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 11 highly experienced directors. Member of Advisory Board Joe Rospars was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Third quarter 2022 earnings released: US$1.57 loss per share (vs US$0.81 loss in 3Q 2021)Third quarter 2022 results: US$1.57 loss per share (further deteriorated from US$0.81 loss in 3Q 2021). Revenue: US$232.2m (flat on 3Q 2021). Net loss: US$121.7m (loss widened 102% from 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.82 loss per share (vs US$0.29 loss in 2Q 2021)Second quarter 2022 results: US$0.82 loss per share (down from US$0.29 loss in 2Q 2021). Revenue: US$241.5m (up 1.8% from 2Q 2021). Net loss: US$62.9m (loss widened 188% from 2Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 20% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 06First quarter 2022 earnings released: US$1.65 loss per share (vs US$0.62 loss in 1Q 2021)First quarter 2022 results: US$1.65 loss per share (down from US$0.62 loss in 1Q 2021). Revenue: US$253.3m (up 9.0% from 1Q 2021). Net loss: US$125.8m (loss widened 176% from 1Q 2021). Over the next year, revenue is forecast to grow 14%, compared to a 31% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 11 highly experienced directors. Member of Advisory Board Joe Rospars was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Feb 17Independent Chairman recently bought US$1.0m worth of stockOn the 14th of February, Paul Maeder bought around 110k shares on-market at roughly US$9.43 per share. This was the largest purchase by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months.Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$2.61 loss per share (up from US$3.22 loss in FY 2020). Revenue: US$945.7m (up 22% from FY 2020). Net loss: US$194.8m (loss narrowed 10.0% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 18%, compared to a 21% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 10Third quarter 2021 earnings released: US$0.81 loss per share (vs US$0.77 loss in 3Q 2020)The company reported a solid third quarter result with improved revenues and control over costs, although losses increased. Third quarter 2021 results: Revenue: US$232.4m (up 16% from 3Q 2020). Net loss: US$60.1m (loss widened 14% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 28% per year.Reported Earnings • Jul 30Second quarter 2021 earnings released: US$0.29 loss per share (vs US$1.03 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$237.2m (up 30% from 2Q 2020). Net loss: US$21.8m (loss narrowed 67% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 30First quarter 2021 earnings released: US$0.62 loss per share (vs US$0.94 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: US$232.5m (up 33% from 1Q 2020). Net loss: US$45.6m (loss narrowed 24% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 28Full year 2020 earnings released: US$3.22 loss per share (vs US$3.83 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$774.5m (up 35% from FY 2019). Net loss: US$216.5m (loss narrowed 8.0% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 65% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 20%, compared to a 7.8% growth forecast for the Software industry in the United Kingdom.Reported Earnings • Feb 13Full year 2020 earnings released: US$3.22 loss per share (vs US$3.83 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$774.5m (up 35% from FY 2019). Net loss: US$216.5m (loss narrowed 8.0% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 65% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 18%, compared to a 7.4% growth forecast for the Software industry in the United Kingdom.お知らせ • Nov 192U, Inc. Releases Inaugural Transparency Report2U, Inc. released its first-ever Transparency Report, offering students, universities, and policymakers data on outcomes, quality, access, affordability, and more for the degree and non-degree offerings 2U powers in partnership with non-profit colleges and universities around the world. Delivering on 2U's commitment to transparency announced last year, the 2019 Transparency Report is grounded in six core pillars—University Oversight & Accountability; Marketplace Openness; Access; Affordability; Quality; and Outcomes—and provides an overview of portfolio-wide data across 2U-powered degree programs, boot camps, and short courses. The report is designed to help students, universities, and policymakers better understand and assess the role and value that responsible education technology providers like 2U play in building high-quality educational offerings that deliver great student outcomes. Key data highlights from the 2019 Transparency Report include: The company has invested $1.3 billion in its non-profit partners' degree programs to date. The graduation rate for 2U-powered degree programs was 72% and the average course completion rate for 2U's non-degree offerings (short courses and boot camps) was 90%. The company’s portfolio of degree and non-degree offerings support a diverse cross-section of learners, regardless of gender, race, age, and geography. In 2019, 66% of students in 2U-powered degree programs and 31% of students in 2U-powered boot camps identified as female. 34% of students in 2U-powered degree programs and 23% of students in 2U-powered boot camps identified as Black/African American or Hispanic/Latino. In 2019, 2U invested $19.5 million in scholarships and fellowships for students in 2U-powered degree programs. The Transparency Report follows the release, earlier this year, of the inaugural Gallup-2U Graduate Outcomes Benchmark Report, which found that alumni from 2U-powered degree programs felt engaged and academically challenged and have thrived post graduation. Also this year, 2U released its Learning Experience Framework (LXF), a collection of research and learning science-supported principles for designing rigorous and engaging online learning experiences. Together, the Transparency Report, Gallup data, and LXF demonstrate 2U's commitment to delivering high-quality online education and fostering greater openness.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$223.4m, with losses widening by 20% from the prior year. Total revenue was US$722.4m over the last 12 months, up 37% from the prior year.株主還元0LHPGB Consumer ServicesGB 市場7D-39.3%0.5%0.9%1Y-99.8%-7.3%19.8%株主還元を見る業界別リターン: 0LHP過去 1 年間で-7.3 % の収益を上げたUK Consumer Services業界を下回りました。リターン対市場: 0LHPは、過去 1 年間で19.8 % のリターンを上げたUK市場を下回りました。価格変動Is 0LHP's price volatile compared to industry and market?0LHP volatility0LHP Average Weekly Movement53.7%Consumer Services Industry Average Movement5.4%Market Average Movement5.8%10% most volatile stocks in GB Market12.0%10% least volatile stocks in GB Market3.1%安定した株価: 0LHPの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 0LHPの 週次ボラティリティ は、過去 1 年間で32%から54%に増加しました。会社概要設立従業員CEO(最高経営責任者ウェブサイト20084,265Paul Lalljie2u.com2U, Inc.は、オンライン教育プラットフォーム企業として、米国および海外で事業を展開している。同社は、学位プログラムと代替資格の2つのセグメントで事業を展開している。学位プログラム部門は、学位プログラムのオンライン配信を可能にするテクノロジーとサービスを非営利カレッジや大学に提供している。このセグメントでは、学部または大学院の学位取得を目指す学生を対象としている。オルタナティブ・クレデンシャル部門は、非営利カレッジや大学、その他の組織を通じて、オンライン・オープン・コース、エグゼクティブ教育プログラム、技術・スキルベースのブートキャンプ、マイクロ・クレデンシャル・プログラムなどを提供している。この部門は、短期間・低価格の提供を通じて、キャリアや自己啓発のための再スキルアップやスキルアップを目指す学生を対象としている。edX.orgは、無料提供や大学院の学位を含む様々なオンライン教育カタログにアクセスできるマーケットプレイスである。同社は以前は2Tor Inc.として知られ、2012年10月に2U, Inc.に社名を変更した。は2008年に法人化され、メリーランド州ランハムに本社を置いている。2024年7月25日、2U, Inc.は関連会社とともに、ニューヨーク州南部地区連邦破産裁判所に連邦破産法第11条に基づく任意整理を申請した。もっと見る2U, Inc. 基礎のまとめ2U の収益と売上を時価総額と比較するとどうか。0LHP 基礎統計学時価総額US$858.40k収益(TTM)-US$596.98m売上高(TTM)US$864.42m0.0xP/Sレシオ0.0xPER(株価収益率0LHP は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計0LHP 損益計算書(TTM)収益US$864.42m売上原価US$229.88m売上総利益US$634.54mその他の費用US$1.23b収益-US$596.98m直近の収益報告Jun 30, 2024次回決算日該当なし一株当たり利益(EPS)-208.85グロス・マージン73.41%純利益率-69.06%有利子負債/自己資本比率-327.7%0LHP の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2024/09/16 19:40終値2024/09/16 00:00収益2024/06/30年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋2U, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Brett KnoblauchBerenbergJeffrey SilberBMO Capital Markets Equity ResearchBrett KnoblauchCantor Fitzgerald & Co.11 その他のアナリストを表示
お知らせ • Sep 06The Nasdaq Stock Market to Delist Common Stock of 2UThe Nasdaq Stock Market announced that it will delist the common stock of 2U, Inc. The company's securities were suspended on August 7, 2024, and have not traded on Nasdaq since that time.
お知らせ • Aug 072U, Inc.(OTCPK:TWOU.Q) dropped from NASDAQ Composite Index2U, Inc. has been dropped from NASDAQ Composite Index.
お知らせ • Aug 03Nasdaq Determines to Delist 2U, Inc.'s Common StockOn July 29, 2024, 2U, Inc. was notified by the Listing Qualifications Department of The Nasdaq Stock Market LLC (Nasdaq") that Nasdaq had determined to delist the Company's common stock, par value $0.001 per share (the Common Stock"). Nasdaq reached its decision that the Company is no longer suitable for listing pursuant to Nasdaq Listing Rules 5101, 5110(b), and IM-5101-1 as a result of the Debtors' commencement of the Chapter 11 Cases on the Petition Date. The Company does not intend to appeal this determination. Trading of the Common Stock will be suspended at the opening of business on August 7, 2024, and a Form 25-NSE will be filed with the U.S. Securities and Exchange Commission (the SEC"), which will remove the Common Stock from listing and registration on Nasdaq.
お知らせ • Jul 30Interim DIP Financing Approved for 2U, Inc.The US Bankruptcy Court gave an order to 2U, Inc. to obtain DIP financing on an interim basis on July 29, 2024. As per the order, the debtor has been authorized to obtain a term loan facility in the amount of $60 million out of the aggregate $64 million with Wilmington Savings Fund Society, FSB acting as the administrative agent. The DIP loan would either carry an interest rate of SOFR plus 8.5% p.a., along with an additional 2% p.a. interest in the event of default. The DIP facility would mature either on January 24, 2025, or on the effective date of the plan or on the date of consummation of the sale of substantially all assets, whichever is earlier. Adequate protection would be provided to the DIP lenders in the form of super-priority administrative expense claims which is subject to a carve-out of $5 million towards unpaid professional fees / administrative expenses and priority lien upon and security interest in the debtor’s collateral. The final hearing has been scheduled for September 6, 2024.
お知らせ • Jul 262U, Inc. Filed for Bankruptcy2U, Inc., along with its eight affiliates, filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the Southern District of New York on July 25, 2024. The debtor listed both its assets and liabilities in the range of $1 billion to $10 billion. The debtor is represented by George A Davis of Latham & Watkins LLP as its legal counsel. AlixPartners, LLP and Moelis & Company LLC shall be appointed as financial advisor and investment banker, respectively. Epiq Bankruptcy Solutions, LLC is appointed as claims and noticing agent.
お知らせ • Jun 15Kirby McInerney LLP Announces the Filing of a Securities Class Action on Behalf of 2U, Inc. InvestorsKirby McInerney LLP announced that a class action lawsuit has been filed in the U.S. District Court for the District of Maryland on behalf of those who acquired 2U, Inc. securities during the period of February 9, 2022 through February 12, 2024, inclusive (‘the Class Period’). Investors have until August 12, 2024 to apply to the Court to be appointed as lead plaintiff in the lawsuit. On November 9, 2023, the Company announced that 2U and the University of Southern California (USC) would wind down their 15-year collaboration in the Company’s major programs, and that USC would pay approximately $40 million in connection with this exit. The Company also announced it would recognize a total of $80 million in the fourth quarter related to partners seeking a negotiated exit from certain degree programs, which the Company referred to as ‘portfolio management activities. The Company disclosed these portfolio management activities would offset a 21% decrease in full course equivalent enrollment, which was primarily driven by the impact of transition to a new marketing framework in mid-2022. The Company also revealed fiscal quarterly results, showing Degree Program revenue was flat year over year, that total revenue had decreased 1%, and that the Alternative Credential Segment revenue decreased 3%. On this news, the price of 2U shares declined by $1.35, or approximately 56.72%, from $2.38 on November 9, 2023 to close at $1.03 on November 10, 2023. Then, on February 12, 2024, after the market closed, 2U disclosed that due to the Company’s debt, there is substantial doubt about its ability to continue as a going concern. The Company further disclosed it recognized $88.0 million of revenue from portfolio management activities (i.e., fees negotiated for early partnership contract termination) in the year and it would assume another $10 million from such activities in the first quarter of 2024 and at least $15 million in full-year 2024. The lawsuit alleges that: the Company was unable to sustain relationships with key universities and organizations; as a result, certain degree programs and partnerships failed to materialize or were cancelled; the Company’s transition to a platform company would lead to a decrease in full course equivalent enrollments; and accordingly, the Company had overstated the stability and/or longevity of its contractual agreements and/or revenue sources.
お知らせ • Sep 06The Nasdaq Stock Market to Delist Common Stock of 2UThe Nasdaq Stock Market announced that it will delist the common stock of 2U, Inc. The company's securities were suspended on August 7, 2024, and have not traded on Nasdaq since that time.
お知らせ • Aug 072U, Inc.(OTCPK:TWOU.Q) dropped from NASDAQ Composite Index2U, Inc. has been dropped from NASDAQ Composite Index.
お知らせ • Aug 03Nasdaq Determines to Delist 2U, Inc.'s Common StockOn July 29, 2024, 2U, Inc. was notified by the Listing Qualifications Department of The Nasdaq Stock Market LLC (Nasdaq") that Nasdaq had determined to delist the Company's common stock, par value $0.001 per share (the Common Stock"). Nasdaq reached its decision that the Company is no longer suitable for listing pursuant to Nasdaq Listing Rules 5101, 5110(b), and IM-5101-1 as a result of the Debtors' commencement of the Chapter 11 Cases on the Petition Date. The Company does not intend to appeal this determination. Trading of the Common Stock will be suspended at the opening of business on August 7, 2024, and a Form 25-NSE will be filed with the U.S. Securities and Exchange Commission (the SEC"), which will remove the Common Stock from listing and registration on Nasdaq.
お知らせ • Jul 30Interim DIP Financing Approved for 2U, Inc.The US Bankruptcy Court gave an order to 2U, Inc. to obtain DIP financing on an interim basis on July 29, 2024. As per the order, the debtor has been authorized to obtain a term loan facility in the amount of $60 million out of the aggregate $64 million with Wilmington Savings Fund Society, FSB acting as the administrative agent. The DIP loan would either carry an interest rate of SOFR plus 8.5% p.a., along with an additional 2% p.a. interest in the event of default. The DIP facility would mature either on January 24, 2025, or on the effective date of the plan or on the date of consummation of the sale of substantially all assets, whichever is earlier. Adequate protection would be provided to the DIP lenders in the form of super-priority administrative expense claims which is subject to a carve-out of $5 million towards unpaid professional fees / administrative expenses and priority lien upon and security interest in the debtor’s collateral. The final hearing has been scheduled for September 6, 2024.
お知らせ • Jul 262U, Inc. Filed for Bankruptcy2U, Inc., along with its eight affiliates, filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the Southern District of New York on July 25, 2024. The debtor listed both its assets and liabilities in the range of $1 billion to $10 billion. The debtor is represented by George A Davis of Latham & Watkins LLP as its legal counsel. AlixPartners, LLP and Moelis & Company LLC shall be appointed as financial advisor and investment banker, respectively. Epiq Bankruptcy Solutions, LLC is appointed as claims and noticing agent.
お知らせ • Jun 15Kirby McInerney LLP Announces the Filing of a Securities Class Action on Behalf of 2U, Inc. InvestorsKirby McInerney LLP announced that a class action lawsuit has been filed in the U.S. District Court for the District of Maryland on behalf of those who acquired 2U, Inc. securities during the period of February 9, 2022 through February 12, 2024, inclusive (‘the Class Period’). Investors have until August 12, 2024 to apply to the Court to be appointed as lead plaintiff in the lawsuit. On November 9, 2023, the Company announced that 2U and the University of Southern California (USC) would wind down their 15-year collaboration in the Company’s major programs, and that USC would pay approximately $40 million in connection with this exit. The Company also announced it would recognize a total of $80 million in the fourth quarter related to partners seeking a negotiated exit from certain degree programs, which the Company referred to as ‘portfolio management activities. The Company disclosed these portfolio management activities would offset a 21% decrease in full course equivalent enrollment, which was primarily driven by the impact of transition to a new marketing framework in mid-2022. The Company also revealed fiscal quarterly results, showing Degree Program revenue was flat year over year, that total revenue had decreased 1%, and that the Alternative Credential Segment revenue decreased 3%. On this news, the price of 2U shares declined by $1.35, or approximately 56.72%, from $2.38 on November 9, 2023 to close at $1.03 on November 10, 2023. Then, on February 12, 2024, after the market closed, 2U disclosed that due to the Company’s debt, there is substantial doubt about its ability to continue as a going concern. The Company further disclosed it recognized $88.0 million of revenue from portfolio management activities (i.e., fees negotiated for early partnership contract termination) in the year and it would assume another $10 million from such activities in the first quarter of 2024 and at least $15 million in full-year 2024. The lawsuit alleges that: the Company was unable to sustain relationships with key universities and organizations; as a result, certain degree programs and partnerships failed to materialize or were cancelled; the Company’s transition to a platform company would lead to a decrease in full course equivalent enrollments; and accordingly, the Company had overstated the stability and/or longevity of its contractual agreements and/or revenue sources.
お知らせ • May 112U, Inc. Appoints Ivona Smith as Class II DirectorOn May 9, 2024, 2024, the Board of Directors of 2U, Inc. increased its size to nine members in accordance with the Company’s Eighth Amended and Restated Certificate of Incorporation, and appointed Ivona Smith as a Class II Director to fill the vacancy created by such increase in size, both effective as of May 9, 2024. Ms. Smith’s term will expire at the Company's 2025 Annual Meeting of Stockholders, subject to the election and qualification of her successor and her earlier death, resignation or removal. The Company does not currently expect that Ms. Smith will serve on any committee of the Board.
Reported Earnings • May 03First quarter 2024 earnings released: US$0.66 loss per share (vs US$0.68 loss in 1Q 2023)First quarter 2024 results: US$0.66 loss per share. Revenue: US$198.4m (down 17% from 1Q 2023). Net loss: US$54.6m (loss widened 1.1% from 1Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Services industry in the United Kingdom.
お知らせ • May 032U, Inc. Re-Affirms Earnings Guidance for the Second Quarter of 2024 and Full Year 20242U, Inc. re-affirmed earnings guidance for the second quarter of 2024 and full year 2024. For the quarter, the company expects revenue to range from $191 million to $194 million and Net loss to range from $37.5 million to $32.5 million.For the year, the company expects revenue to range from $805 million to $815 million and net loss to range from $103 million to $98 million.
お知らせ • Apr 242U, Inc. to Report Q1, 2024 Results on May 02, 20242U, Inc. announced that they will report Q1, 2024 results on May 02, 2024
お知らせ • Mar 182U, Inc. Receives A Letter from the Listing Qualifications Department of the Nasdaq Stock Market LLCOn March 14, 2024, 2U, Inc. (the Company") received a letter from the Listing Qualifications Department (the Staff") of The Nasdaq Stock Market LLC (Nasdaq") notifying the Company that, for the last 30 consecutive business days, the closing bid price for the Company's common stock, par value $0.001 per share (the Common Stock"), was below the $1.00 per share minimum required for continued listing on Nasdaq Global Select Market pursuant to Nasdaq Listing Rule 5450(a)(1) (the Minimum Bid Price Rule"). The notification has no immediate effect on the listing of the Common Stock, which continues to trade on Nasdaq Global Select Market under the symbol TWOU." In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has a period of 180 calendar days, or until September 10, 2024 (the Compliance Period"), to regain compliance with the Minimum Bid Price Rule. The Company has notified Nasdaq that it intends to cure the stock price deficiency and to return to compliance with the Minimum Bid Price Rule within the Compliance Period. The Company can regain compliance at any time during the Compliance Period if the Common Stock has a closing bid price of at least $1.00 per share for a minimum of ten consecutive business days (unless the Staff exercises its discretion to extend this ten-day period pursuant to Nasdaq Listing Rule 5810(c)(3)(H)). The Company intends to actively monitor the closing bid price of the Common Stock and may, if appropriate, evaluate available options, including, without limitation, seeking to effect a reverse stock split, in order to resolve the deficiency and regain compliance with the Minimum Bid Price Rule. The Company's Common Stock will continue to be listed and traded on Nasdaq Global Select Market during the Compliance Period, subject to the Company's compliance with the other Nasdaq continued listing requirements.
Reported Earnings • Mar 08Full year 2023 earnings released: US$3.93 loss per share (vs US$4.17 loss in FY 2022)Full year 2023 results: US$3.93 loss per share (improved from US$4.17 loss in FY 2022). Revenue: US$946.0m (down 1.8% from FY 2022). Net loss: US$317.6m (loss narrowed 1.4% from FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Consumer Services industry in the United Kingdom.
お知らせ • Feb 132U, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 20242U, Inc. provided earnings guidance for the first quarter and full year of 2024. For the quarter, the company expects revenue to range from $195 million to $198 million, Net loss to range from $60 million to $55 million. For the full-year 2024, the company expects Revenue to range from $805 million to $815 million and Net loss to range from $90 million to $85 million.
Reported Earnings • Feb 13Full year 2023 earnings released: US$3.93 loss per share (vs US$4.17 loss in FY 2022)Full year 2023 results: US$3.93 loss per share (improved from US$4.17 loss in FY 2022). Revenue: US$946.0m (down 1.8% from FY 2022). Net loss: US$317.6m (loss narrowed 1.4% from FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 1.6% growth forecast for the Consumer Services industry in the United Kingdom.
New Risk • Feb 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$57m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$57m free cash flow). Share price has been highly volatile over the past 3 months (22% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$77m net loss in 2 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (US$70.9m market cap).
お知らせ • Feb 022U, Inc. to Report Q4, 2023 Results on Feb 12, 20242U, Inc. announced that they will report Q4, 2023 results on Feb 12, 2024
Buy Or Sell Opportunity • Jan 26Now 29% overvaluedOver the last 90 days, the stock has fallen 47% to US$1.03. The fair value is estimated to be US$0.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 0.01% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.
Recent Insider Transactions • Dec 17Insider recently bought US$51k worth of stockOn the 12th of December, Aaron Mccullough bought around 52k shares on-market at roughly US$0.99 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$192k more in shares than they have sold in the last 12 months.
お知らせ • Nov 192U, Inc. Announces Appointment of Paul Lalljie as Chief Executive Officer2U, Inc. announced a change of leadership to spearhead the next stage of its evolution as it focuses on improving operational efficiency and delivering profitable growth and cash flow. The Board of Directors has appointed Paul Lalljie, the company's current Chief Financial Officer, to succeed Christopher Chip Paucek as Chief Executive Officer and as a member of the Board of Directors, effective immediately. Additionally, Matt Norden, the company's Chief Legal Officer, will also assume the role of Chief Financial Officer. Paucek will remain an employee of the company through December 15, 2023, at which time he will transition to Special Advisor. Lalljie brings significant experience in finance management in the high-growth technology sector to his new role. Before joining 2U in 2019, he spent 18 years at Neustar, Inc., a billion-dollar information services business, where he served as CFO for nine years. During his tenure, Lalljie had global financial and operational responsibility for repositioning Neustar as an information services company. Norden has over a decade of experience at 2U and played a leadership role in the company's IPO in 2014 and in all subsequent capital markets and M&A activities. Prior to 2U, he was the General Counsel at TOMS Shoes, where he played an integral role in the company's strategic planning, international expansion and business development efforts, in addition to overseeing the legal function. Prior to that, Norden was an associate in the M&A practice group in the Washington, DC office of Skadden, Arps, Slate, Meagher & Flom LLP.
お知らせ • Nov 182U, Inc. Announces Appointment of Paul Lalljie as A Member of the Board of Directors2U, Inc. announced a change of leadership to spearhead the next stage of its evolution as it focuses on improving operational efficiency and delivering profitable growth and cash flow. The Board of Directors has appointed Paul Lalljie, the company's current Chief Financial Officer, to succeed Christopher Chip Paucek as Chief Executive Officer and as a member of the Board of Directors, effective immediately. Additionally, Matt Norden, the company's Chief Legal Officer, will also assume the role of Chief Financial Officer. Paucek will remain an employee of the company through December 15, 2023, at which time he will transition to Special Advisor. Lalljie brings significant experience in finance management in the high-growth technology sector to his new role. Before joining 2U in 2019, he spent 18 years at Neustar, Inc., a billion-dollar information services business, where he served as CFO for nine years. During his tenure, Lalljie had global financial and operational responsibility for repositioning Neustar as an information services company. Norden has over a decade of experience at 2U and played a leadership role in the company's IPO in 2014 and in all subsequent capital markets and M&A activities. Prior to 2U, he was the General Counsel at TOMS Shoes, where he played an integral role in the company's strategic planning, international expansion and business development efforts, in addition to overseeing the legal function. Prior to that, Norden was an associate in the M&A practice group in the Washington, DC office of Skadden, Arps, Slate, Meagher & Flom LLP.
お知らせ • Nov 112U, Inc. Provides Earning Guidance for 20232U, Inc. provided earning guidance for 2023. For the period, the company expects revenue to range from $965 million to $990 million, representing growth of 1.5% at the midpoint, including expected revenue of $80 million in the fourth quarter related to portfolio management activities and Net loss to range from $250 million to $240 million.
New Risk • Nov 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$84.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (20% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$57m). Currently unprofitable and not forecast to become profitable over next 2 years (US$79m net loss in 2 years). Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (US$84.5m market cap).
Buying Opportunity • Nov 10Now 36% undervalued after recent price dropOver the last 90 days, the stock is down 74%. The fair value is estimated to be US$1.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 14%. Revenue is forecast to grow by 9.6% in 2 years. Earnings is forecast to grow by 73% in the next 2 years.
Reported Earnings • Nov 10Third quarter 2023 earnings released: US$0.58 loss per share (vs US$1.57 loss in 3Q 2022)Third quarter 2023 results: US$0.58 loss per share (improved from US$1.57 loss in 3Q 2022). Revenue: US$229.7m (down 1.1% from 3Q 2022). Net loss: US$47.4m (loss narrowed 61% from 3Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Services industry in the United Kingdom.
お知らせ • Oct 252U, Inc. to Report Q3, 2023 Results on Nov 09, 20232U, Inc. announced that they will report Q3, 2023 results on Nov 09, 2023
Recent Insider Transactions • Aug 23Insider recently bought US$143k worth of stockOn the 17th of August, Aaron Mccullough bought around 46k shares on-market at roughly US$3.14 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Aug 102U, Inc. Provides Earnings Guidance for 20232U, Inc. provided earnings guidance for 2023. For the period, the company expects Revenue to range from $985 million to $995 million, representing growth of 3% at the midpoint. Net loss to range from $225 million to $220 million.
New Risk • Aug 09New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$76m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$76m). Currently unprofitable and not forecast to become profitable over next 2 years (US$16m net loss in 2 years). Shareholders have been diluted in the past year (5.1% increase in shares outstanding).
Breakeven Date Change • Aug 09Forecast to breakeven in 2025The 13 analysts covering 2U expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 62% per year to 2024. The company is expected to make a profit of US$43.1m in 2025. Average annual earnings growth of 113% is required to achieve expected profit on schedule.
お知らせ • Jul 292U, Inc. to Report Q2, 2023 Results on Aug 08, 20232U, Inc. announced that they will report Q2, 2023 results on Aug 08, 2023
Reported Earnings • Apr 28First quarter 2023 earnings released: US$0.68 loss per share (vs US$1.65 loss in 1Q 2022)First quarter 2023 results: US$0.68 loss per share (improved from US$1.65 loss in 1Q 2022). Revenue: US$238.5m (down 5.9% from 1Q 2022). Net loss: US$54.1m (loss narrowed 57% from 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Services industry in the United Kingdom.
Reported Earnings • Feb 05Full year 2022 earnings released: US$4.17 loss per share (vs US$2.61 loss in FY 2021)Full year 2022 results: US$4.17 loss per share (further deteriorated from US$2.61 loss in FY 2021). Revenue: US$963.1m (up 1.8% from FY 2021). Net loss: US$322.2m (loss widened 65% from FY 2021). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Feb 032U, Inc. Provides Earnings Guidance for the Fiscal Year 20232U, Inc. provided earnings guidance for the fiscal year 2023. For the year, the company's revenue to range from $985 million to $995 million, representing growth of 3% at the midpoint and net loss to range from $95 million to $90 million.
お知らせ • Jan 272U, Inc. to Report Q4, 2022 Results on Feb 02, 20232U, Inc. announced that they will report Q4, 2022 results on Feb 02, 2023
お知らせ • Jan 102U, Inc. announced that it expects to receive $147 million in funding2U, Inc. announced hat it has entered into a purchase agreement of 4.50% Senior Unsecured Convertible Notes due 2030 for gross proceeds of $147 million on January 9, 2023. The Notes will bear interest at 4.50% payable semi-annually in arrears and will mature on February 1, 2030. The notes are redeemable. The Notes will be convertible by holders thereof following issuance at an initial conversion price of $9.00 per share, or a conversion rate of 111.1111 shares of the company’s common stock per $1,000.00 principal amount of Notes.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 11 highly experienced directors. Member of Advisory Board Joe Rospars was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Third quarter 2022 earnings released: US$1.57 loss per share (vs US$0.81 loss in 3Q 2021)Third quarter 2022 results: US$1.57 loss per share (further deteriorated from US$0.81 loss in 3Q 2021). Revenue: US$232.2m (flat on 3Q 2021). Net loss: US$121.7m (loss widened 102% from 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.82 loss per share (vs US$0.29 loss in 2Q 2021)Second quarter 2022 results: US$0.82 loss per share (down from US$0.29 loss in 2Q 2021). Revenue: US$241.5m (up 1.8% from 2Q 2021). Net loss: US$62.9m (loss widened 188% from 2Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 20% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 06First quarter 2022 earnings released: US$1.65 loss per share (vs US$0.62 loss in 1Q 2021)First quarter 2022 results: US$1.65 loss per share (down from US$0.62 loss in 1Q 2021). Revenue: US$253.3m (up 9.0% from 1Q 2021). Net loss: US$125.8m (loss widened 176% from 1Q 2021). Over the next year, revenue is forecast to grow 14%, compared to a 31% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 11 highly experienced directors. Member of Advisory Board Joe Rospars was the last director to join the board, commencing their role in 2014. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Feb 17Independent Chairman recently bought US$1.0m worth of stockOn the 14th of February, Paul Maeder bought around 110k shares on-market at roughly US$9.43 per share. This was the largest purchase by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months.
Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$2.61 loss per share (up from US$3.22 loss in FY 2020). Revenue: US$945.7m (up 22% from FY 2020). Net loss: US$194.8m (loss narrowed 10.0% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 18%, compared to a 21% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 10Third quarter 2021 earnings released: US$0.81 loss per share (vs US$0.77 loss in 3Q 2020)The company reported a solid third quarter result with improved revenues and control over costs, although losses increased. Third quarter 2021 results: Revenue: US$232.4m (up 16% from 3Q 2020). Net loss: US$60.1m (loss widened 14% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 28% per year.
Reported Earnings • Jul 30Second quarter 2021 earnings released: US$0.29 loss per share (vs US$1.03 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$237.2m (up 30% from 2Q 2020). Net loss: US$21.8m (loss narrowed 67% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 30First quarter 2021 earnings released: US$0.62 loss per share (vs US$0.94 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: US$232.5m (up 33% from 1Q 2020). Net loss: US$45.6m (loss narrowed 24% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 28Full year 2020 earnings released: US$3.22 loss per share (vs US$3.83 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$774.5m (up 35% from FY 2019). Net loss: US$216.5m (loss narrowed 8.0% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 65% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 20%, compared to a 7.8% growth forecast for the Software industry in the United Kingdom.
Reported Earnings • Feb 13Full year 2020 earnings released: US$3.22 loss per share (vs US$3.83 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$774.5m (up 35% from FY 2019). Net loss: US$216.5m (loss narrowed 8.0% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 65% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 18%, compared to a 7.4% growth forecast for the Software industry in the United Kingdom.
お知らせ • Nov 192U, Inc. Releases Inaugural Transparency Report2U, Inc. released its first-ever Transparency Report, offering students, universities, and policymakers data on outcomes, quality, access, affordability, and more for the degree and non-degree offerings 2U powers in partnership with non-profit colleges and universities around the world. Delivering on 2U's commitment to transparency announced last year, the 2019 Transparency Report is grounded in six core pillars—University Oversight & Accountability; Marketplace Openness; Access; Affordability; Quality; and Outcomes—and provides an overview of portfolio-wide data across 2U-powered degree programs, boot camps, and short courses. The report is designed to help students, universities, and policymakers better understand and assess the role and value that responsible education technology providers like 2U play in building high-quality educational offerings that deliver great student outcomes. Key data highlights from the 2019 Transparency Report include: The company has invested $1.3 billion in its non-profit partners' degree programs to date. The graduation rate for 2U-powered degree programs was 72% and the average course completion rate for 2U's non-degree offerings (short courses and boot camps) was 90%. The company’s portfolio of degree and non-degree offerings support a diverse cross-section of learners, regardless of gender, race, age, and geography. In 2019, 66% of students in 2U-powered degree programs and 31% of students in 2U-powered boot camps identified as female. 34% of students in 2U-powered degree programs and 23% of students in 2U-powered boot camps identified as Black/African American or Hispanic/Latino. In 2019, 2U invested $19.5 million in scholarships and fellowships for students in 2U-powered degree programs. The Transparency Report follows the release, earlier this year, of the inaugural Gallup-2U Graduate Outcomes Benchmark Report, which found that alumni from 2U-powered degree programs felt engaged and academically challenged and have thrived post graduation. Also this year, 2U released its Learning Experience Framework (LXF), a collection of research and learning science-supported principles for designing rigorous and engaging online learning experiences. Together, the Transparency Report, Gallup data, and LXF demonstrate 2U's commitment to delivering high-quality online education and fostering greater openness.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$223.4m, with losses widening by 20% from the prior year. Total revenue was US$722.4m over the last 12 months, up 37% from the prior year.