Recent 8-K filings for NRDY

• May 22, 2026, 4:45 PM ET leadership materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change

  Nerdy signs consulting agreement with former CFO Jason Pello; $223K plus RSU vesting

  Former CFO Jason Pello will serve as consultant through Oct 3, 2026, receiving $223,125 in aggregate payments.

• May 7, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Nerdy Q1 revenue $48.7M beats guidance; positive adj. EBITDA $1.0M; member decline narrows to 9% YoY

  Revenue $48.7M (+2% YoY), above $46-48M guidance; gross margin 66.2% vs 58.0% YoY.

• April 6, 2026, 7:59 PM ET leadership materiality 0.75 neutral item 5.02item 9.01

  Nerdy appoints Atul Bagga as CFO, issues FY2026 revenue guidance $180-190M

  Jason Pello's service as CFO ended April 3, 2026; Atul Bagga appointed effective April 6, 2026.

• March 6, 2026, 6:59 PM ET regulatory materiality 0.65 negative item 3.01item 9.01 ◈ Listing & Compliance Notices

  Nerdy receives NYSE non-compliance notice for stock price below $1.00

  NYSE notified Nerdy on March 5, 2026 that average closing price of Class A common stock was below $1.00 over 30 consecutive trading days.

• February 26, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Nerdy Q4 revenue $49.1M (+2% YoY), first positive adjusted EBITDA $1.3M, guides FY26 rev $180-190M

  Q4 revenue $49.1M (top end of $45-47M guidance), up 2% YoY; net loss $14.0M vs $15.8M YoY.

• November 6, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Nerdy Q3 revenue $37.0M (-1% YoY); adjusted EBITDA loss $10.2M beats guidance; Q4 rev guidance $45-47M

  Net loss $18.7M vs $25.0M a year ago; non-GAAP adjusted EBITDA loss $10.2M beats guidance range ($11M-$13M loss).

• November 6, 2025, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Nerdy enters $50M loan facility with Hercules Capital; draws $20M initially

  Initial draw of $20M from first tranche; remaining $10M available until Dec 31, 2026.

• August 7, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Nerdy Q2 revenue $45.3M (-11% YoY); EBITDA loss $2.7M beats guidance; Learning Membership rev +4%

  Total revenue $45.3M, down 11% YoY due to non-recurring state-funded program and lower Institutional revenue.

• May 8, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Nerdy Q1 revenue $47.6M beats guidance but down 11% YoY; net loss widens to $16.2M

  Revenue of $47.6M beat top end of $45-47M guidance; down from $53.7M YoY due to fewer Learning Memberships.

• February 27, 2025, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Nerdy Q4 revenue $48M (-13% YoY), adjusted EBITDA loss $5.5M, beats guidance

  Consumer revenue $41.0M (-6% YoY); Institutional revenue $6.8M (-40% YoY).

• November 12, 2024, 6:59 PM ET regulatory materiality 0.75 negative item 3.01item 9.01

  Nerdy receives NYSE non-compliance notice; average stock price below $1.00 for 30 days

  NYSE notified Nerdy on Nov 12, 2024 that its avg closing price was <$1.00 over 30 consecutive trading days.

• November 7, 2024, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Nerdy Q3 revenue $37.5M (-7% YoY); net loss $25.0M; adj. EBITDA loss $14.0M beats guidance

  Revenue $37.5M (down 7% YoY from $40.3M); gross margin 70.5% vs. 72.4% a year ago.

• August 8, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Nerdy Q2 revenue $51M (+4% YoY), net loss $14.4M; cuts guidance

  Revenue $51.0M (+4% YoY) in line with guidance; net loss $14.4M vs $5.6M loss last year.

• May 7, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  Nerdy Q1 revenue $53.7M (+9% YoY); Learning Memberships up 34%; positive adj EBITDA $24K

  Consumer Learning Membership revenue $39.9M (+34% YoY), 74% of total revenue; Active Members 46.1K (+40% YoY).

• February 27, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Nerdy Q4 revenue $55.1M (+32% YoY); non-GAAP EBITDA positive $3.0M, beats guidance

  Q4 revenue $55.1M (+32% YoY); Consumer subscription rev $43.5M (+109%); Institutional rev $11.3M (+160%).

• November 7, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Nerdy Q3 revenue $40.3M (+27% YoY) beats guidance; Q4 outlook $54-56M

  Revenue $40.3M, above $38-40M guidance; net loss $20.6M vs $32.3M loss YoY.

• August 21, 2023, 7:59 PM ET other material materiality 0.60 neutral item 8.01

  Nerdy commences exchange offer for public warrants and consent solicitation to simplify capital structure

  0.250 shares of Class A per public warrant tendered; non-tendered warrants forced at 0.225 shares.

• August 8, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Nerdy Q2 revenue $48.8M (+16% YoY), beats guidance; positive adjusted EBITDA $1.3M

  Revenue $48.8M (+16% YoY) above guidance $45-47M; GAAP net loss $5.6M, adjusted EBITDA positive $1.3M (beat -$3M to $0).

• May 9, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Nerdy Q1 rev $49.2M above guidance; turns EBITDA positive at $1.4M

  Revenue of $49.2M up 5% YoY, above $45-47M guidance; returned to growth after J-Curve transition.

• February 28, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Nerdy Q4 revenue $41.8M beats guidance; Learning Memberships hit 50% of revenue; guides FY23 revenue $190-200M

  Q4 revenue $41.8M (above $39-41M guidance); FY22 revenue $162.7M (+16% YoY).

• November 14, 2022, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Nerdy Q3 revenue $31.8M in line; Learning Membership run-rate $50.2M; guides Q4 rev $39-41M

  Revenue $31.8M (guidance $30-33M); net loss $(32.3)M vs $(57.7)M prior year; adjusted EBITDA loss $(14.0)M at high end of guidance.

• August 15, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Nerdy Q2 revenue $42.2M beats guidance; Active Learners up 36% YoY; FY22 outlook reaffirmed

  Revenue $42.2M (+29% YoY) above guidance range of $37-40M; gross profit $28.8M (+35.2% YoY).

• May 16, 2022, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 5.02item 9.01 ◈ executive_change

  Nerdy posts record Q1 revenue $46.9M (+36% YoY); COO Ian Clarkson departs

  Revenue $46.9M (record), bookings $48.5M, net loss ($31.7M) vs ($5.7M) YoY.

• February 28, 2022, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Nerdy reports record Q4 revenue of $42M, full year $140.7M; guides FY2022 revenue $196-200M

  Full-year revenue $140.7M (+35% YoY); Q4 revenue $42.0M (+27% YoY); bookings $159.9M (+48% YoY).

• November 15, 2021, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Nerdy Q3 revenue $31.3M (+19%), launches K12 institutional strategy; guides Q4 rev $40-43M

  Revenue $31.3M (+19% YoY); net loss $57.7M incl $7.2M transaction costs; adjusted EBITDA loss $11.7M.

• September 24, 2021, 7:59 PM ET M&A materiality 0.75 neutral item 3.02item 1.01item 1.02item 2.01item 9.01item 3.01item 3.03item 4.01item 5.01item 5.02item 5.03item 5.06

  Nerdy Inc. completes de-SPAC merger with Nerdy LLC; $336.8M cash + equity consideration

  Legacy Nerdy holders received $336.8M cash, 18.58M Class A shares, 392,580 warrants, and 76.73M OpCo Units.

• September 16, 2021, 7:59 PM ET M&A materiality 0.85 neutral item 5.07item 8.01item 9.01

  TPG Pace stockholders approve Nerdy merger; expects >$575M proceeds, closing Sept 20

  Business Combination approved by ~95% of votes cast; all 13 proposals passed.

• August 23, 2021, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 8.01item 9.01

  TPG Pace sets Sept 14 vote for Nerdy merger after SEC declares S-4 effective

  SEC declared effective Form S-4 for TPG Pace's business combination with Nerdy.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

12 positive 7 negative 22 neutral

source · NRDY on sec.gov