QuantaSing Group Limited (NASDAQ:QSG ) Q4 2025 Earnings Call September 17, 2025 7:00 AM EDT Company Participants Leah Guo - Associate Director of Investor Relations Peng Li - Founder, Chairman of the Board & CEO Dong Xie - CFO & Director Conference Call Participants Yijing Cai - Citigroup Inc., Research Division Liping Zhao - China International Capital Corporation Limited, Research Division Presentation Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by, and welcome to the QuantaSing's Earnings Conference Call.
Initiate coverage on QuantaSing (QSG) with a bullish rating and $19 target, citing 107% upside potential driven by the Letsvan acquisition. Letsvan transforms QSG's growth, shifting from China's challenged education sector to the fast-growing, resilient pop toy market with global scalability. QSG trades at a significant valuation discount to peers like Pop Mart; we expect this gap to narrow as Letsvan's IP gains traction and visibility.
QuantaSing is transforming from financial education to a diversified Silver Economy and consumer goods player, highlighted by the Letsvan Pop Toys acquisition. Despite a double-miss in Q3 FY25, margins and user growth hit record highs as the company shifts to higher-margin, premium offerings and trims low-ROI segments. Letsvan's asset-light, IP-driven Pop Toys model shows strong early traction, with blockbuster launches and promising omnichannel expansion in China and SEA.
QuantaSing Group Limited (NASDAQ:QSG ) Q3 2025 Earnings Conference Call June 6, 2025 7:00 AM ET Company Participants Dong Xie - CFO & Director Leah Guo - Associate Director of Investor Relations Peng Li - Founder, Chairman of the Board & CEO Conference Call Participants Sung-Chul Kim - Zacks Small-Cap Research Yijing Cai - Citigroup Inc., Research Division Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by, and welcome to QuantaSing's Earnings Conference Call.
QuantaSing has diversified from EdTech into Consumer Goods and Business Services, focusing on the silver economy with products like Baijiu YUNTING and senior learning platforms. Despite a decline in Educational Services revenue, QuantaSing's restructuring has led to higher margins and profitability, with a significant EBIT increase and improved ROA. The market undervalues QuantaSing due to revenue drops, but its strong margins and low valuation multiples present a compelling investment opportunity.
QuantaSing Group Limited (NASDAQ:QSG ) Q2 2025 Earnings Conference Call March 11, 2025 7:00 AM ET Company Participants Leah Guo - Investor Relations, Associate Director Peng Li - Founder, Chairman and CEO Tim Xie - Chief Financial Officer Conference Call Participants Michael Kim - Zacks Small-Cap Research Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by.
QuantaSing Group Limited (NASDAQ:QSG ) Q1 2025 Earnings Conference Call November 27, 2024 7:00 AM ET Company Participants Leah Guo - Investor Relations, Associate Director Peng Li - Founder, Chairman and CEO Tim Xie - CFO Conference Call Participants Michael Kim - Zacks Small-Cap Research Steve Silver - Argus Research Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by and welcome to QuantaSing's Earnings Conference Call.
QuantaSing Group Limited (NASDAQ:QSG ) Q4 2024 Earnings Conference Call August 28, 2024 7:00 AM ET Company Participants Leah Guo - Investor Relations, Associate Director Peng Li - Founder, Chairman and CEO Tim Xie - CFO Conference Call Participants Steve Silver - Argus Research Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by and welcome to QuantaSing's Earnings Conference Call.
QuantaSing Group Limited (NASDAQ:QSG ) Q3 2024 Earnings Conference Call June 6, 2024 7:00 AM ET Company Participants Leah Guo - Investor Relations Peng Li - Founder, Chairman and CEO Tim Xie - CFO Conference Call Participants Steve Silver - Argus Research Howard Halpern - Taglich Brothers Hunter Diamond - Diamond Equity Research Michael Kopinski - Noble Capital Markets Jackson Temple - Global Investors BJ Cook - Singular Research Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by.
In the latest trading session, QuantaSing Group Limited Unsponsored ADR (QSG) closed at $2.27, marking a +1.79% move from the previous day.