Nerdy Faces Execution Risks Despite Strong Q4 Results, Says Analyst

1. Nerdy exceeded fourth-quarter expectations but lowered first-quarter outlook. 2. 26% year-over-year engagement improvement noted due to AI optimizations. 3. ARPM raised by 15-20%, expected to boost future consumer revenue. 4. Institutional strategy shifted to stabilize sales amid funding uncertainties. 5. Analyst sees potential for growth, but execution risks remain.