{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-24-029026","form_type":"8-K","ticker":"STRA","cik":"0001013934","company_name":"Strategic Education, Inc.","filed_at":"2024-02-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.101095+00:00","generated_at":"2026-06-05T06:02:30.019156+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Strategic Education Q4 2023 revenue $302.7M (+12.1%), operating income $54.2M","bullets":["Revenue $302.7M, up 12.1% YoY from $269.9M; constant currency basis +12.5% to $303.6M.","Income from operations $54.2M (17.9% margin) vs $27.6M (10.2% margin) in Q4 2022.","Adjusted income from operations $56.6M (18.7% margin) vs $27.2M (10.1%) prior year.","CEO cites strong enrollment and earnings growth; expects continued U.S. Higher Ed strength and Australia/New Zealand enrollment recovery."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-24-029026","json":"https://secwatch.observer/filing/0001104659-24-029026.json","markdown":"https://secwatch.observer/filing/0001104659-24-029026.md","text":"https://secwatch.observer/filing/0001104659-24-029026.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1013934/000110465924029026/0001104659-24-029026-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1013934/000110465924029026/tm247540d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T06:02:30.019156+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"f084b4b738e4dec38dfd16fd526975498b116782","claim":"Strategic Education, Inc. reported the period ended December 31, 2023 results: revenue $302.7 million.","evidence_excerpt":"a return to total enrollment growth in the Australia/New Zealand segment.” STRATEGIC EDUCATION CONSOLIDATED RESULTS Three Months Ended December 31 · Revenue increased 12.1% to $302.7 million compared to $269.9 million for the same period in 2022. Revenue on a constant currency basis increased 12.5% to $303.6 million in the fourth quarter of 2023 compared to $269.9","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1013934/000110465924029026/0001104659-24-029026-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the period ended December 31, 2023"},{"label":"Revenue","value":"$302.7 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}