No meaningful updates yet on LRN related to the pending class action. I spoke with a couple of parties close to the situation, but their commentary felt overly supportive of Stride and lacked substance, so I’m not leaning on those conversations.
Right now we’re still in the early procedural phase. There are 48 days left before the court selects a lead plaintiff, which is why you’re seeing so many law firms promoting announcements, it makes the legal activity look larger than it really is. These cases move slowly, so clarity will take time.
My sense is we’ll learn more from Stride’s operational performance and disclosures in the next earnings release on January 22, 2026.
This was a fantastic write-up — I especially loved how you kicked things off with that example. Great lead in! I’m personally bullish on the education sector too, especially given how AI is about to reshape it. I think we’re heading toward a world where every student has their own personalized AI tutor.
On that note, I recently wrote a deep dive on CURI. At first glance, it might look like just another overvalued streaming company — but dig a little deeper and you’ll see they’ve quietly pivoted into licensing their factual documentary content (which they fully own) to train AI models. That segment is still relatively new, but it’s already responsible for over 50% of their revenue and played a key role in driving them to their first profitable quarter. Definitely one to watch.
Hi George, any updated insights on LRN with recent pending class action lawsuit? Thank you!
Hi JB,
No meaningful updates yet on LRN related to the pending class action. I spoke with a couple of parties close to the situation, but their commentary felt overly supportive of Stride and lacked substance, so I’m not leaning on those conversations.
Right now we’re still in the early procedural phase. There are 48 days left before the court selects a lead plaintiff, which is why you’re seeing so many law firms promoting announcements, it makes the legal activity look larger than it really is. These cases move slowly, so clarity will take time.
My sense is we’ll learn more from Stride’s operational performance and disclosures in the next earnings release on January 22, 2026.
Thank you. Appreciate the update.
This was a fantastic write-up — I especially loved how you kicked things off with that example. Great lead in! I’m personally bullish on the education sector too, especially given how AI is about to reshape it. I think we’re heading toward a world where every student has their own personalized AI tutor.
On that note, I recently wrote a deep dive on CURI. At first glance, it might look like just another overvalued streaming company — but dig a little deeper and you’ll see they’ve quietly pivoted into licensing their factual documentary content (which they fully own) to train AI models. That segment is still relatively new, but it’s already responsible for over 50% of their revenue and played a key role in driving them to their first profitable quarter. Definitely one to watch.
https://sniperpearl.substack.com/p/curiositystream-curi?r=3lnljs