Classover Announces Full Year 2025 Financial Results: Gross Margin Expands, Makes Strategic Advances in AI and Robotics

Rhea-AI Summary

Classover (NASDAQ:KIDZ) reported full-year 2025 results with service revenue of $3.37M (flat vs 2024) and a net loss of $7.04M, driven mainly by non-cash fair-value adjustments and one-time de-SPAC and financing fees. Annual gross margin expanded to 57.0%, up from 56.0%.

Registered users rose to 72,850 and educator partners to 1,200. Cost reductions included COGS -10.4% and S&M -22.6%. Classover launched an AI Robotics division and advanced AI Tutor, Nexus, and AI Learning Genome in 2025.

Positive

• Gross margin expanded to 57.0%
• Registered users grew to 72,850
• Educator partners increased to 1,200
• Selling & marketing expenses reduced by 22.6%
• New revenue stream from AI Robotics launched in Dec 2025
• Staking rewards added $291,333 to other income

Negative

• Net loss widened to $7.04M from $0.84M
• Increase in non-cash fair-value adjustments and impairments
• One-time de-SPAC professional and financing fees increased expenses

News Market Reaction – KIDZ

-3.71%

26 alerts

-3.71% Session close to close

+14.8% Peak Tracked

-16.4% Trough Tracked

$2.15M Market Cap

0.3x Rel. Volume

In the Apr 2 session, KIDZ declined 3.71%, reflecting a moderate negative market reaction. Argus tracked a peak move of +14.8% during that session. Argus tracked a trough of -16.4% from its starting point during tracking. Our momentum scanner triggered 26 alerts that day, indicating elevated trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights stable 2025 service revenue of $3.37 million, gross margin expansion to...

Analysis

This announcement highlights stable 2025 service revenue of $3.37 million, gross margin expansion to 57.0%, and notable reductions in selling, marketing, and cost of revenues, alongside a larger net loss of $7.04 million driven by non-cash items and one-time fees. It underscores Classover’s shift toward AI-driven tutoring and robotics, including staking-derived income of $291,333. Investors may watch future revenue growth, margin trends, and execution of the AI Robotics and AI Tutor platforms as key markers.

Key Figures

Service revenue 2025: $3.37 million Net loss 2025: $7.04 million Gross margin 2025: 57.0% +5 more

8 metrics

Service revenue 2025 $3.37 million Full year 2025 service revenue vs $3.38 million in 2024

Net loss 2025 $7.04 million Full year 2025 net loss vs $0.84 million in 2024

Gross margin 2025 57.0% Full year 2025 gross margin vs 56.0% in 2024

Cost of revenues 2025 $1.45 million Full year 2025, down 10.4% year-over-year

Selling & marketing 2025 $0.51 million Full year 2025, down 22.6% year-over-year

Staking rewards 2025 $291,333 Full year 2025 staking yield rewards under digital asset treasury strategy

Cash & SOL per share $7.70 As of December 31, 2025, based on cash and SOL value

Registered users 2025 72,850 users As of December 31, 2025 vs 61,387 in 2024

Historical Context

5 past events · Latest: Mar 31 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Mar 31	Nasdaq compliance	Positive	+50.2%	Regained compliance with Nasdaq $1.00 minimum bid price requirement.
Mar 13	AI partnership	Positive	+7.7%	MOU with Walimaker to expand K‑12 robotics and AI learning programs.
Mar 05	Reverse stock split	Neutral	-22.2%	1-for-50 reverse split to help meet Nasdaq bid price requirement.
Mar 04	AI collaboration	Positive	+17.5%	Strategic collaboration with YuGuang AI on AI-driven curriculum and content.
Mar 02	Facility termination	Mixed	-6.8%	Terminated $400M equity purchase facility to pivot from Solana strategy.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent KIDZ news often triggered sizable price swings, with compliance and AI/partnership updates frequently met by double‑digit moves in both directions.

Recent Company History

Over the past month, KIDZ has experienced several major events. A 1-for-50 reverse split and related resale registrations were followed by a notice that the company regained Nasdaq $1.00 bid compliance, which saw a 50.24% move. Strategic AI and robotics collaborations with Walimaker and YuGuang AI produced positive single- to double-digit reactions, while termination of a $400 million equity purchase facility drew a negative response. Today’s earnings and AI execution update fit into this ongoing restructuring and AI-focused repositioning.

Key Terms

de-SPAC, fair value adjustments, convertible debt, staking rewards, +4 more

8 terms

de-SPAC financial

"one-time de-SPAC related professional service fees, and financing transaction fees."

A de-spac occurs when a company that was created through a special type of public listing, called a SPAC, officially becomes a regular publicly traded company. This process is similar to a startup moving out of its temporary workspace into a permanent office, allowing investors to see the company's true value and operations. For investors, de-spacs are important because they mark the transition to a more established company, often leading to clearer financial information and investment opportunities.

fair value adjustments financial

"increase driven largely by non-cash fair value adjustments, one-time de-SPAC related"

Adjustments made in a company's financial records to update the reported value of assets or liabilities so they reflect current estimated worth instead of original purchase cost. They matter to investors because these bookkeeping updates can change reported profit, net worth and perceived risk—like re-tagging items in a store when market prices shift—so they affect valuation, comparisons between firms, and buy/sell decisions.

convertible debt financial

"changes in fair value of crypto assets and convertible debt, as well as impairment"

A convertible debt is a loan a company takes that gives the lender the option to swap the owed money for a set number of the company’s shares instead of getting cash back. It matters to investors because it can change who owns the company and how much their shares are worth: if lenders convert, existing shareholders can be diluted, but conversion can also signal confidence and reduce a company’s cash pressure — like getting a coupon that can be redeemed for store ownership rather than a refund.

staking rewards financial

"Staking Yield Rewards generated in the year totaled $291,333 under digital asset"

Staking rewards are incentives given to individuals who commit their cryptocurrency holdings to support a blockchain network's operations, such as confirming transactions and maintaining security. Think of it like earning interest or dividends for locking up your savings or investments, encouraging people to keep their assets engaged in keeping the system running smoothly. For investors, staking rewards provide a way to earn passive income while helping to secure the network.

digital asset treasury strategy financial

"Staking Yield Rewards generated in the year totaled $291,333 under digital asset treasury strategy"

A digital asset treasury strategy is a plan for managing a company's or organization's digital assets, such as cryptocurrencies or digital tokens, to support its financial goals. It involves deciding how to acquire, hold, and use these assets efficiently, much like managing cash or investments, to optimize value and minimize risks. For investors, understanding this strategy helps gauge how well an organization controls its digital resources and its overall financial health.

AI Robotics Division technical

"officially launched its AI Robotics Division in December 2025."

A business unit focused on designing, building and selling robots that use artificial intelligence to sense, decide and act without constant human control. Investors care because this division can drive future sales, cut costs or open new markets the way a carmaker’s electric-vehicle arm can change its growth profile; its success affects revenue, margins and how much the company may need to spend on research and equipment.

Real-Time Adaptive Instruction technical

"now feature Real-Time Adaptive Instruction-an autonomous decision system that adjusts"

A system that updates its guidance or commands instantly as new data arrives, using algorithms or automated rules to change behavior on the fly — like a GPS that reroutes when traffic changes. For investors, it matters because those quick adjustments can improve performance, reduce losses, or unlock efficiency, but they also add technical complexity and potential hidden risks, so transparency, testing history, and how decisions are made are important to evaluate.

impairment loss on intangible assets financial

"as well as impairment loss on intangible assets. In addition, the Company incurred"

An impairment loss on intangible assets is an accounting write-down when a company determines that non-physical assets — such as patents, trademarks, software or goodwill — are worth less than recorded on the books. It matters to investors because the loss reduces reported profit and asset values, signaling that expected future cash flows from those assets have fallen; think of it like discovering a bought painting is damaged and cutting its price, which can change valuation and credit metrics.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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• Service revenue for the full year 2025 was $3.37 million, essentially flat compared to $3.38 million in 2024. Net loss for the full year 2025 was $7.04 million, compared to a net loss of $0.84 million in 2024, with the increase driven largely by non-cash fair value adjustments, one-time de-SPAC related professional service fees, and financing transaction fees.

• Cash and Cryptocurrency (SOL) value per share is $7.70 as of December 31, 2025 (calculated based on the cash and SOL value as of December 31, 2025, divided by outstanding shares as of March 31, 2026)

• Annual gross margin expanded to 57.0%, up from 56.0% in 2024, driven by AI-powered operational efficiencies and optimized instructor productivity.

• Cost optimization achieved significant results: selling and marketing expenses decreased by 22.6% year-over-year, and cost of revenues decreased by 10.4%.

• Staking Yield Rewards generated in the year totaled $291,333 under digital asset treasury strategy, enhancing capital efficiency and supporting future innovation.

• Classover Nexus and AI Tutor advanced to real-time adaptive instruction, autonomously generating curriculum and automating internal workflows.

• Newly launched AI Robotics program began generating revenue in 2025, establishing a new growth engine bridging digital and physical education.

NEW YORK CITY, NY / ACCESS Newswire / April 2, 2026 / Classover Holdings, Inc. (NASDAQ:KIDZ) ("Classover" or the "Company"), a leading provider in K-12 educational AI, today announced its financial results for the fourth quarter and full year ended December 31, 2025, and provided an update on its operational and strategic progress.

FOURTH QUARTER 2025 HIGHLIGHTS & SUBSEQUENT UPDATES

Transition from AI strategy to execution:

During the fourth quarter of 2025 and into early 2026, the Company achieved several key milestones across its AI education business, advancing both product development and commercial execution.

• Operationally, the Company officially launched its AI Robotics Division in December 2025. This strategic expansion integrates adaptive physical robotics into Classover's established AI learning platform, developing sophisticated, interactive robotic tools designed to serve as physical co-teachers working seamlessly alongside Classover's AI Tutor and human instructors.

• The Company advanced its Classover AI Tutor, moving beyond simple Q&A to now feature Real-Time Adaptive Instruction-an autonomous decision system that adjusts explanations and difficulty based on live student performance.

• In September 2025, the Company launched the AI Learning Genome, equipping the AI Tutor with long-term memory to recall and build upon each child's unique learning journey.

• Classover is utilizing AI to autonomously generate lesson videos and interactive courseware directly from curriculum materials. These AI-generated materials are now integrated into both the live tutoring platform and the robotics hardware program, creating a unified content ecosystem.

Strengthening AI System and Operational Efficiency:

Governance, internal controls, and operational capabilities were further strengthened during the quarter to drive commercialization.

• In November 2025, the Company launched Classover Nexus, an AI-powered support reasoning and autonomous workflow platform. Nexus delivers real-time AI capabilities across student and family support operations.

• This technology has automated scheduling, customer engagement, and other internal workflows. This automation leading reduction in operating expenses, allowing Classover to improve instructor productivity and scale growth without a proportional increase in costs.

RESULTS FOR FULL YEAR 2025

Revenue and Gross Margin: Service revenue for the full year 2025 was $3.37 million, essentially flat compared to $3.38 million in 2024, despite the absence of one-time consulting revenue in 2025 that was included in the prior year. In 2025, the Company focused on profitability, prioritizing sustainable operations over aggressive spending that could lead to further losses. Despite these transitional headwinds, the Company successfully maintained its revenue base. Furthermore, despite the flat revenue, annual gross margin improved to 57.0% for FY2025, up from 56.0% in FY2024. This margin expansion was directly driven by enhanced operational efficiencies and optimized instructor productivity enabled by the new AI platform. The Company also demonstrated business growth and increasing market acceptance. As of December 31, 2025, registered users grew to 72,850, up from 61,387 as of December 31, 2024. The educator network also expanded, with 1,200 educator partners working with the Company as of December 31, 2025, compared to 936 in the prior year. Net loss for the full year 2025 was $7.04 million, compared to a net loss of $0.84 million in 2024. The increase in net loss was primarily attributable to non-cash items including changes in fair value of crypto assets and convertible debt, as well as impairment loss on intangible assets. In addition, the Company incurred one-time de-SPAC related professional service fees and financing transaction fees during the year, which also contributed to the higher loss.

Operating Expenses: The Company successfully streamlined its operations. Cost of revenues decreased by 10.4% year-over-year to $1.45 million in FY2025. Selling and marketing expenses were reduced by 22.6% year-over-year to $0.51 million in FY2025. This reduction demonstrates the highly scalable nature of the AI-driven model, where AI has begun to replace certain manual operations and automate marketing and new-student lead acquisition processes. The Company believes the lowered customer acquisition cost effectively prepares the Company for future growth in 2026.

Staking Yield Rewards: As part of its digital asset treasury strategy, the Company generated $291,333 in staking rewards during FY2025, recorded under other income. This strategy supports capital efficiency and provides optionality for future innovation alongside the Company's core educational business.

SOL Value Per Share: Cash and Cryptocurrency (SOL) value per share is $7.70 as of December 31, 2025 (calculated based on the cash and SOL value as of December 31, 2025, divided by the outstanding shares as of March 31, 2026).

2026 OUTLOOK

• Looking ahead to 2026, Classover is focused on deepening strategic execution, aimed at driving continuous growth of business and deliveries. The Company plans to further expand its AI Robotics program, leveraging the proprietary data stream from the AI Tutor to provide timely physical demonstrations and adaptive instruction for complex subjects like STEM and coding.

• Through ongoing delivery and use case expansion, Classover intends to continue amplifying its flywheel effect. Our ambition is to build a self-reinforcing cycle where real-time student interaction data trains the AI Tutor, which improves the quality of personalized instruction, which attracts more users, which generates more data to further refine the AI models.

• With a growing suite of innovative learning tools, Classover is well-positioned to capture the growing global demand for high-quality, personalized education.

• The Company will look to continue to explore and expand the application scenarios for robotics, targeting both commercial and personal use cases to drive further hardware sales and ecosystem integration.

"2025 marked a foundational and transformative year for Classover as we successfully transitioned toward an AI education platform," said Stephanie Luo, Chief Executive Officer of Classover. "We are thrilled to see our strategic initiatives directly translating into our financial performance. By reducing our operating costs and expanding our gross margins, we have proven the scalability of our intelligent infrastructure. Looking ahead to 2026, we will continue to execute our AI-driven strategy to create long-term value for our shareholders."

About Classover

Classover Holdings Inc. (NASDAQ:KIDZ) is an AI-driven education technology company transforming extensive live teaching experience into proprietary AI-powered learning systems. By integrating artificial intelligence, AI agents, and robotics, Classover is building the next generation of global education infrastructure designed to make learning outcomes measurable, verifiable, and accessible across borders. The Board believes focused investment in AI, intelligent agents, and robotics aligns with the Company's mission and positions it to capture the next wave of educational technology innovation.

Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on Classover's current beliefs, expectations and assumptions regarding the future of Classover's business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of Classover's control including, but not limited to: Classover's ability to execute its business model, including obtaining market acceptance of its products and services; Classover's financial and business performance, including financial projections and business metrics and any underlying assumptions thereunder; Classover's ability to maintain the listing of its securities on Nasdaq; changes in Classover's strategy, future operations, financial position, estimated revenue and losses, projected costs, prospects and plans; Classover's ability to attract and retain a large number of customers; Classover's future capital requirements and sources and uses of cash; Classover's ability to attract and retain key personnel; Classover's expectations regarding its ability to obtain and maintain intellectual property protection and not infringe on the rights of others; changes in applicable laws or regulations; the possibility that Classover may be adversely affected by other economic, business, and/or competitive factors; the risk that the price of SOL, which has historically been subject to dramatic price fluctuations and is highly volatile, could fall substantially negatively impacting Classover's financial condition and results of operations; regulatory changes related to crypto assets; and fluctuations in the price of crypto assets. These risks and uncertainties also include those risks and uncertainties indicated in Classover's filings with the SEC. Classover's actual results and financial condition may differ materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements.

Any forward-looking statement made by Classover in this press release is based only on information currently available to Classover and speaks only as of the date on which it is made. Classover undertakes no obligation to publicly update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise.

Contacts

Classover Holdings Inc.
ir@classover.com
800-345-9588

SOURCE: Classover Holdings Inc.

View the original press release on ACCESS Newswire

FAQ

What were Classover's full-year 2025 revenue and net loss (KIDZ)?

Classover reported $3.37M in service revenue and a $7.04M net loss for 2025. According to the company, the larger loss reflects non-cash fair-value adjustments, impairments, and one-time de-SPAC and financing fees.

How did Classover's gross margin change in 2025 for KIDZ?

Gross margin improved to 57.0% in 2025 from 56.0% in 2024. According to the company, the expansion was driven by AI-enabled operational efficiencies and higher instructor productivity.

What cost reductions did Classover report for 2025 (KIDZ)?

Classover reduced cost of revenues by 10.4% and selling & marketing by 22.6% year-over-year. According to the company, AI automation and optimized marketing lowered customer acquisition costs.

What strategic product launches did Classover announce in 2025 (KIDZ)?

Classover launched an AI Robotics division and advanced AI Tutor, Nexus, and AI Learning Genome in 2025. According to the company, these initiatives enable real-time adaptive instruction and integrated robotics for K‑12 education.

What is Classover's 2026 outlook and growth focus for KIDZ?

Classover plans to expand its AI Robotics program and scale AI Tutor use cases in 2026. According to the company, the focus is on driving a data-driven flywheel to improve instruction and attract more users.