Strategic Education, Inc. · NASDAQ:STRA
Strategic Education — Q1 2025 Earnings Presentation
11 slides from Strategic Education's earnings presentation, Apr 24, 2025
Slide 1: Investor Presentation April 2025
I N V E S T O R P R E S E N TAT I O N APRIL 2025
Slide 2: Forward-looking statements
Forward-looking statements Statements Under the Private Securities Litigation Reform Act of 1995 Statements in this presentation are “forward-looking statements” under the federal securities laws. Such statements may be identified by the use of words such as “expect,” “estimate,” “assume,” “believe,
Slide 3: SEI is a global leader in digital education
SEI is a global leader in digital education We own the best education assets in the markets we serve Mission driven We exist to create substantive returns on our students’ education investments. Student centric Our students’ best interests are at the center of everything we do. ANZ Quality focused D
Slide 4: SEI broad, deep, innovative and flexible portfolio
SEI broad, deep, innovative and flexible portfolio Employer Technology that growth disseminates opportunities Skills-based learning products International Flagship brands Current U.S. revenue drivers S T R A T E G I C E D U C A T I O N I N C | 4
Slide 5: Strategic Education Overview
Strategic Education Overview Headquartered in Herndon, VA, with Annual revenue of $1.2 billion* significant presence in Minneapolis, MN, Australia, and New Zealand USHE: $858 million ANZ: $258 million ETS: $105 million Total enrollment of 108,685 students* ANZ enrollments 19,825 Strong balance sheet
Slide 6: Financial Results
Financial Results S T R A T E G I C E D U C A T I O N I N C | 6
Slide 7: Q1 2025 Highlights – Constant Currency
Q1 2025 Highlights – Constant Currency Strategic Education Adjusted Financial Segments* Performance1 (YoY) Consolidated2 U.S. Higher Education Education Technology Services Australia/New Zealand2 $305.7 million $221.0 million $34.3 million $50.4 million Adjusted Revenue +5.3% +0.8% +45.2% +6.4% $264
Slide 8: Q1 2025 Highlights - Current Currency
Q1 2025 Highlights - Current Currency Strategic Education Segments Education Technology Enrollment Performance (YoY) Consolidated U.S. Higher Education Services Australia/New Zealand3 Total Enrollment 107,936 (flat YoY) 87,854 +0.1% NA1 20,082 -0.6% Adjusted Financial Performance2 (YoY) $303.6 milli
Slide 9: Segment Reporting
Segment Reporting Segment Description Capella University and Strayer University, including the Jack U.S. Higher Education Welch Management Institute, Devmountain, and Hackbright Academy Education Technology Services Enterprise Partnerships, Sophia Learning, and Workforce Edge Australia/New Zealand T
Slide 10: Non-GAAP financial measures
Non-GAAP financial measures These materials report certain financial measures that are not required by, or presented in accordance with, accounting principles generally accepted in the United States of America ("GAAP"). We discuss management's reasons for reporting these non-GAAP measures below, and
Slide 11: Investor Presentation April 2025
I N V E S T O R P R E S E N TAT I O N APRIL 2025