Gaotu Techedu (GOTU) Q2 FY26 earnings call

Gaotu Techedu delivered a strong quarter, driven by sustained user-focused investments and increasing AI integration across its operations, leading to healthier unit economics and improved efficiency. The company is strategically prioritizing profitable growth, optimizing resource allocation, and leveraging online-offline synergies, while continuing its share repurchase program to balance growth and financial strength. Management highlighted the importance of user value, brand building, and AI capability development as core pillars for sustainable long-term growth.