Stride Inc
stridelearning.comWhat Do They Do?
Provides online core education, instruction, and school-support services to public and private schools, school districts, and charter boards.
10-K for FY2026, filed Aug 5, 2026Our platform addresses two markets in the K-12 space: General Education and Career Learning. Products and services for the General…View ↗
For both the General Education and Career Learning markets, the majority of revenue is derived from our comprehensive school-as-a-service…View ↗
The majority of our revenue is derived from these school-as-a-service service agreements with the governing authorities of our public…View ↗
How Do They Make Money?
Public virtual and blended schools pay for an integrated package of curriculum, instruction, technology and support tied mainly to per-student state funding, with services delivered across the school year. Schools and individuals also buy curriculum or courses under subscriptions or contracts, while employers pay for training based on the number of students trained.
10-K for FY2026, filed Aug 5, 2026The Company provides an integrated package of systems, services, products, and professional expertise that is administered together to…View ↗
To determine the ratable amount of revenue to recognize in a fiscal quarter, the Company estimates the total expected funds each school…View ↗
The Company provides certain online curriculum and services to schools and school districts under subscription agreements. Revenues from…View ↗
In addition, the Company contracts with individual customers who have access for one to two years to company-provided online curriculum and…View ↗
The Company provides online job training over a specified contract period to enterprises. Each of these contracts is considered to be one…View ↗
-
10-K for FY2026, filed Aug 5, 2026
FY2026 revenue by product or service ↗
$2.5B
-
10-K for FY2026, filed Aug 5, 2026
$2.5B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
General Education
Recurring
10-K for FY2026, filed Aug 5, 2026 |
56%
FY2023: 62%
|
General Education, FY2026
$1.4B Sources
|
Recurring |
|
Middle - High School
Recurring
10-K for FY2026, filed Aug 5, 2026 |
41%
FY2023: 32%
|
Middle - High School, FY2026
$1B Sources
|
Recurring |
|
Adult
Recurring
|
2.3%
FY2023: 6.5%
|
Adult, FY2026
$56.6M Sources
|
Recurring |
Who Are Their Customers?
Public schools, school districts and charter boards buy integrated virtual-school programs and digital curriculum through negotiated agreements. Families buy online schooling or supplemental courses directly; employers and government agencies contract directly for adult training.
10-K for FY2026, filed Aug 5, 2026We are a technology company providing an educational platform to deliver online learning to students throughout the U.S. Our platform hosts…View ↗
Our educational platform can be offered in an integrated package of systems, services, products, and professional expertise to support a…View ↗
We also distribute our educational platform to schools and school districts across the U.S. and provide access to our digital content…View ↗
Our educational platform also offers the ability to deliver products and services directly to families. These purchasers desire to offer…View ↗
We also provide focused post-secondary career learning programs to adult learners, for the software engineering, healthcare, and medical…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 13 cents of every revenue dollar as net income in FY2026 and turned 17 cents into free cash flow.
10-K for FY2026, filed Aug 5, 2026
$450.8MView ↗
10-K for FY2026, filed Aug 5, 2026
$338.2MView ↗
10-K for FY2026, filed Aug 5, 2026
$433.2MView ↗
How Are They Changing?
10-Q for Q1 FY2027, filed Oct 21, 2026
Open tableView ↗
Growing. Revenue grew 49% in 4 years, from $1.7B in FY2022 to $2.5B in FY2026, about 11% a year.
Who Do They Compete With?
Competes with Pearson, Lincoln Learning Solutions, StrongMind, Pansophic Learning, Inspire Charter Schools, Charter Schools USA, Curriculum Associates, Imagine Learning, Edmentum, Discovery Education, Houghton Mifflin Harcourt, McGraw Hill, Khan Academy, Duolingo, IXL, Renaissance Learning, The Laurel Springs School, Penn Foster, General Assembly, and Bloom Institute of Technology
10-K for FY2026, filed Aug 5, 2026As a general matter, we face varying degrees of competition from a variety of education companies because the scope of our offerings and…View ↗
Loading...
