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Chegg (CHGG) Reports Narrower-than-Expected Loss in Q3

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Chegg, Inc. (CHGG - Free Report) ), a student-first connected learning platform, reported third-quarter 2016 adjusted loss of 13 cents per share, which was narrower than the Zacks Consensus Estimate of a loss of 17 cents.

Total net revenue of $71.3 million surpassed the Zacks Consensus Estimate of $67.67 million by 5.4% but declined 12% year over year. However, non-GAAP total net revenue of $55.5 million increased 22% year over year driven by 44% growth at Chegg Services.

Chegg Services revenues of $29.7 million increased 44% year over year. Required Materials revenues of $41.7 million deteriorated 31.3% from $60.7 million in the prior-year quarter.

Chegg Service subscriber base totaled 800,000 in the quarter – a new record for Chegg – representing more than 40% growth over last year.

Adjusted gross profit of $32.7 million increased 46.2% during the quarter. Adjusted gross margin of 45.8% was a significant improvement from 27.5% in the prior-year quarter, owing to increased benefits and synergies from its learning services.

Q4 Guidance

Total revenue is projected in the $48–$52 million band. Chegg Service revenues are expected in the range of $41 million and $44 million.

Gross margin is estimated between 65% and 67% while adjusted EBITDA will likely be between $12 million and $14 million.

Fiscal 2016 Guidance

Total net revenue is expected in the $191 million to $195 million range while Chegg Service revenues are projected in the $126 million to $129 million band.

Gross margin is anticipated between 51% and 53% while adjusted EBITDA is expected in the range of $18 million to $20 million.

Fiscal 2017 Guidance

Total net revenue is projected at $230 million while Chegg Service revenues are estimated at around $172 million.  Adjusted EBITDA is projected at $35 million.

Financials

Chegg had cash and cash equivalents of $90.2 million as of Sep 30, 2016, compared with $67,029 million as of Dec 31, 2015.

CHEGG INC Price, Consensus and EPS Surprise

 

Chegg currently carries a Zacks Rank #3 (Hold).

Stocks to Consider

Better-ranked stocks in the Internet software industry include Apigee Corp. , Castlight Health, Inc. (CSLT - Free Report) and Evolent Health, Inc. (EVH - Free Report) .

All the three companies carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Castlight’s full-year 2016 earnings are expected to witness a 29.89% increase while that of Grand Canyon are expected to grow 65.5%.

For fiscal 2017, Apigee’s earnings are projected to increase 14.7%.

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