CHEGG, INC, 10-Q filed on 11/10/2025
Quarterly Report
v3.25.3
Cover Page - shares
9 Months Ended
Sep. 30, 2025
Nov. 05, 2025
Cover [Abstract]    
Document Type 10-Q  
Document Quarterly Report true  
Document Period End Date Sep. 30, 2025  
Document Transition Report false  
Entity File Number 001-36180  
Entity Registrant Name CHEGG, INC  
Entity Incorporation, State or Country Code DE  
Entity Tax Identification Number 20-3237489  
Entity Address, Address Line One 3990 Freedom Circle  
Entity Address, City or Town Santa Clara  
Entity Address, State or Province CA  
Entity Address, Postal Zip Code 95054  
City Area Code 408  
Local Phone Number 855-5700  
Title of 12(b) Security Common stock, $0.001 par value per share  
Trading Symbol CHGG  
Security Exchange Name NYSE  
Entity Current Reporting Status Yes  
Entity Interactive Data Current Yes  
Entity Filer Category Accelerated Filer  
Entity Small Business false  
Entity Emerging Growth Company false  
Entity Shell Company false  
Entity Common Stock, Shares Outstanding   109,273,108
Entity Central Index Key 0001364954  
Current Fiscal Year End Date --12-31  
Document Fiscal Year End 2025  
Document Fiscal Period Focus Q3  
Amendment Flag false  
v3.25.3
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Current assets    
Cash and cash equivalents $ 38,180 $ 161,475
Short-term investments 58,209 154,249
Accounts receivable, net of allowance of $147 and $190 at September 30, 2025 and December 31, 2024, respectively 15,440 23,641
Prepaid expenses 18,742 17,100
Other current assets 72,788 81,094
Total current assets 203,359 437,559
Long-term investments 15,277 212,650
Property and equipment, net 125,598 170,648
Intangible assets, net 7,117 10,347
Right of use assets 18,088 22,256
Other assets 8,832 15,491
Total assets 378,271 868,951
Current liabilities    
Accounts payable 8,850 15,159
Deferred revenue 32,148 39,217
Accrued liabilities 111,048 115,360
Current portion of convertible senior notes, net 62,558 358,605
Total current liabilities 214,604 528,341
Long-term liabilities    
Convertible senior notes, net 0 127,344
Long-term operating lease liabilities 15,355 18,509
Other long-term liabilities 2,259 1,776
Total long-term liabilities 17,614 147,629
Total liabilities 232,218 675,970
Commitments and contingencies (Note 8)
Stockholders' equity:    
Preferred stock, $0.001 par value per share, 10,000,000 shares authorized, no shares issued and outstanding 0 0
Common stock, $0.001 par value per share: 400,000,000 shares authorized; 108,776,132 and 104,880,048 shares issued and outstanding at September 30, 2025 and December 31, 2024, respectively 109 105
Additional paid-in capital 1,139,266 1,114,550
Accumulated other comprehensive loss (33,263) (32,233)
Accumulated deficit (960,059) (889,441)
Total stockholders' equity 146,053 192,981
Liabilities and Equity, Total $ 378,271 $ 868,951
v3.25.3
CONDENSED CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Statement of Financial Position [Abstract]    
Accounts receivable, net of allowance $ 147 $ 190
Preferred stock, par value (in dollars per share) $ 0.001 $ 0.001
Preferred stock, shares authorized (in shares) 10,000,000 10,000,000
Preferred stock, shares issued (in shares) 0 0
Preferred stock, shares outstanding (in shares) 0 0
Common stock, par value (in dollars per share) $ 0.001 $ 0.001
Common stock, shares authorized (in shares) 400,000,000 400,000,000
Common stock, shares issued (in shares) 108,776,132 104,880,048
Common stock, shares outstanding (in shares) 108,776,132 104,880,048
v3.25.3
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Income Statement [Abstract]        
Net revenues $ 77,742 $ 136,593 $ 304,249 $ 474,090
Cost of revenues 31,701 43,420 121,152 135,328
Gross profit 46,041 93,173 183,097 338,762
Operating expenses:        
Research and development 18,350 41,337 76,495 129,423
Sales and marketing 11,583 26,508 54,614 80,428
General and administrative 33,232 51,910 132,572 161,460
Impairment expense 0 195,708 2,000 677,239
Total operating expenses 63,165 315,463 265,681 1,048,550
Loss from operations (17,124) (222,290) (82,584) (709,788)
Interest expense, net and other income, net:        
Interest expense, net (41) (658) (549) (1,959)
Other income, net 1,377 7,586 16,433 25,485
Total interest expense, net and other income, net 1,336 6,928 15,884 23,526
Loss before provision for income taxes (15,788) (215,362) (66,700) (686,262)
(Provision for) benefit from income taxes (1,683) 2,723 (3,918) (144,681)
Net loss $ (17,471) $ (212,639) $ (70,618) $ (830,943)
Net loss per share, basic (in dollars per share) $ (0.16) $ (2.05) $ (0.66) $ (8.08)
Net loss per share, diluted (in dollars per share) $ (0.16) $ (2.05) $ (0.66) $ (8.08)
Weighted average shares used to compute net loss per share, basic (in shares) 108,450 103,723 106,851 102,893
Weighted average shares used to compute net loss per share, diluted (in shares) 108,450 103,723 106,851 102,893
v3.25.3
CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE LOSS - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Statement of Comprehensive Income [Abstract]        
Net loss $ (17,471) $ (212,639) $ (70,618) $ (830,943)
Other comprehensive income (loss)        
Change in unrealized gains and losses on investments 44 5,060 (514) 2,971
Change in foreign currency translation adjustments 43 4,806 (516) 1,719
Other comprehensive income (loss) 87 9,866 (1,030) 4,690
Total comprehensive loss $ (17,384) $ (202,773) $ (71,648) $ (826,253)
v3.25.3
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-In Capital
Accumulated Other Comprehensive Loss
Accumulated Deficit
Beginning balance (in shares) at Dec. 31, 2023   102,824,000      
Beginning balance at Dec. 31, 2023 $ 944,618 $ 103 $ 1,031,627 $ (34,739) $ (52,373)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Repurchase of common stock (in shares)   (2,116,000)      
Repurchase of common stock (114) $ (2) (112)    
Issuance of common stock upon issuance of ESPP (in shares)   557,000      
Issuance of common stock upon issuance of ESPP 2,188   2,188    
Net share settlement of equity awards (in shares)   2,703,000      
Net share settlement of equity awards (8,645) $ 3 (8,648)    
Share-based compensation expense 73,187   73,187    
Other comprehensive (loss) income 4,690     4,690  
Net loss (830,943)       (830,943)
Ending balance (in shares) at Sep. 30, 2024   103,968,000      
Ending balance at Sep. 30, 2024 184,981 $ 104 1,098,242 (30,049) (883,316)
Beginning balance (in shares) at Dec. 31, 2023   102,824,000      
Beginning balance at Dec. 31, 2023 $ 944,618 $ 103 1,031,627 (34,739) (52,373)
Ending balance (in shares) at Dec. 31, 2024 104,880,048 104,880,000      
Ending balance at Dec. 31, 2024 $ 192,981 $ 105 1,114,550 (32,233) (889,441)
Beginning balance (in shares) at Jun. 30, 2024   103,361,000      
Beginning balance at Jun. 30, 2024 365,500 $ 103 1,075,989 (39,915) (670,677)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon issuance of ESPP (in shares)   0      
Issuance of common stock upon issuance of ESPP 0   0    
Net share settlement of equity awards (in shares)   607,000      
Net share settlement of equity awards (822) $ 1 (823)    
Share-based compensation expense 23,076   23,076    
Other comprehensive (loss) income 9,866     9,866  
Net loss (212,639)       (212,639)
Ending balance (in shares) at Sep. 30, 2024   103,968,000      
Ending balance at Sep. 30, 2024 $ 184,981 $ 104 1,098,242 (30,049) (883,316)
Beginning balance (in shares) at Dec. 31, 2024 104,880,048 104,880,000      
Beginning balance at Dec. 31, 2024 $ 192,981 $ 105 1,114,550 (32,233) (889,441)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon issuance of ESPP (in shares)   558,000      
Issuance of common stock upon issuance of ESPP 389 $ 1 388    
Net share settlement of equity awards (in shares)   3,338,000      
Net share settlement of equity awards (1,639) $ 3 (1,642)    
Share-based compensation expense 25,970   25,970    
Other comprehensive (loss) income (1,030)     (1,030)  
Net loss $ (70,618)       (70,618)
Ending balance (in shares) at Sep. 30, 2025 108,776,132 108,776,000      
Ending balance at Sep. 30, 2025 $ 146,053 $ 109 1,139,266 (33,263) (960,059)
Beginning balance (in shares) at Jun. 30, 2025   107,821,000      
Beginning balance at Jun. 30, 2025 157,856 $ 108 1,133,686 (33,350) (942,588)
Increase (Decrease) in Stockholders' Equity [Roll Forward]          
Issuance of common stock upon issuance of ESPP (in shares)   0      
Issuance of common stock upon issuance of ESPP 0 $ 0 0    
Net share settlement of equity awards (in shares)   955,000      
Net share settlement of equity awards (604) $ 1 (605)    
Share-based compensation expense 6,185   6,185    
Other comprehensive (loss) income 87     87  
Net loss $ (17,471)       (17,471)
Ending balance (in shares) at Sep. 30, 2025 108,776,132 108,776,000      
Ending balance at Sep. 30, 2025 $ 146,053 $ 109 $ 1,139,266 $ (33,263) $ (960,059)
v3.25.3
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Cash flows from operating activities    
Net loss $ (70,618) $ (830,943)
Adjustments to reconcile net loss to net cash provided by operating activities:    
Share-based compensation expense 25,094 69,267
Depreciation and amortization expense 63,641 58,966
Deferred tax assets 319 141,103
Operating lease expense, net of accretion 2,883 4,647
Amortization of debt issuance costs 459 1,628
Loss from write-offs of property and equipment 793 2,024
Gain on early extinguishment of debt (7,360) 0
Realized gain on sale of investments (752) 0
Impairment expense 2,000 677,239
Impairment of lease related assets 3,004 2,189
Impairment of strategic equity investment 6,000 0
Loss contingency 0 5,100
Other non-cash items 1,049 222
Change in assets and liabilities:    
Accounts receivable 8,592 8,019
Prepaid expenses and other current assets 7,822 (55,725)
Other assets 1,323 (469)
Accounts payable (4,977) (8,308)
Deferred revenue (8,195) (11,763)
Accrued liabilities (3,301) 46,849
Other liabilities (3,277) (2,968)
Net cash provided by operating activities 24,499 107,077
Cash flows from investing activities    
Purchases of property and equipment (21,651) (61,659)
Purchases of investments (793) (134,213)
Maturities of investments 111,124 96,907
Proceeds from sale of investments 181,158 0
Proceeds from sale of strategic equity investment 0 15,500
Net cash provided by (used in) investing activities 269,838 (83,465)
Cash flows from financing activities    
Repayment of convertible senior notes (416,492) 0
Payment of taxes related to the net share settlement of equity awards (1,642) (8,648)
Proceeds from common stock issued under stock plans 392 2,191
Net cash used in financing activities (417,742) (6,457)
Effect of exchange rate changes (160) (149)
Net (decrease) increase in cash, cash equivalents and restricted cash (123,565) 17,006
Cash, cash equivalents and restricted cash, beginning of period 164,359 137,976
Cash, cash equivalents and restricted cash, end of period 40,794 154,982
Supplemental cash flow data:    
Interest 224 449
Income taxes, net of refunds 2,205 3,531
Cash paid for amounts included in the measurement of lease liabilities:    
Operating cash flows from operating leases 5,429 6,329
Right of use assets obtained in exchange for lease obligations:    
Operating leases 1,636 9,686
Non-cash investing and financing activities:    
Accrued purchases of long-lived assets $ 1,750 $ 4,771
v3.25.3
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (PARENTHETICAL) - USD ($)
$ in Thousands
Sep. 30, 2025
Sep. 30, 2024
Reconciliation of cash, cash equivalents and restricted cash:    
Cash and cash equivalents $ 38,180 $ 152,073
Restricted cash included in other current assets 912 454
Restricted cash included in other assets 1,702 2,455
Total cash, cash equivalents and restricted cash $ 40,794 $ 154,982
v3.25.3
Background and Basis of Presentation
9 Months Ended
Sep. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Background and Basis of Presentation Background and Basis of Presentation
Company and Background

Chegg, Inc. (“we,” “us,” “our,” “Company” or “Chegg”), headquartered in Santa Clara, California, was incorporated as a Delaware corporation in July 2005. Chegg is a learning platform helping businesses bring new skills to their workforce and giving lifelong learners and students the skills and confidence to succeed. Focused on the large and growing skilling market, Chegg offers innovative tools for workplace readiness, professional upskilling, and language learning. Chegg also continues to offer students artificial intelligence (AI)-driven, personalized support. Chegg remains committed to its mission of improving learning outcomes and career opportunities for millions around the world.

Basis of Presentation

The accompanying unaudited condensed consolidated financial statements have been prepared in accordance with generally accepted accounting principles in the United States (“GAAP”) and applicable rules and regulations of the U.S. Securities and Exchange Commission (“SEC”) regarding interim financial reporting. The condensed consolidated financial statements include the results of Chegg, Inc. and its wholly-owned subsidiaries. Significant intercompany balances and transactions have been eliminated. In the opinion of management, the accompanying unaudited condensed consolidated financial statements contain all adjustments, including normal recurring adjustments, necessary to present fairly our financial position as of September 30, 2025, our results of operations, results of comprehensive loss, and stockholders' equity for the three and nine months ended September 30, 2025 and 2024, and cash flows for the nine months ended September 30, 2025 and 2024. Our results of operations, results of comprehensive loss, stockholders' equity, and cash flows for the nine months ended September 30, 2025 are not necessarily indicative of the results to be expected for the full year.

We have a single operating and reportable segment and operating unit structure. The condensed consolidated financial statements and related financial information should be read in conjunction with the audited consolidated financial statements and the related notes thereto that are included in our Annual Report on Form 10-K for the year ended December 31, 2024 (the Annual Report on Form 10-K) filed with the SEC.

Except for the following change to our policy on revenue recognition and deferred revenue, there have been no material changes to our significant accounting policies as compared to the significant accounting policies described in our Annual Report on Form 10-K. Our policy on revenue recognition and deferred revenue has been updated to address the revenue recognition of content licensing.

Revenue Recognition and Deferred Revenue

Revenues from content licensing are recognized upon fulfillment.

Use of Estimates

The preparation of financial statements in conformity with generally accepted accounting principles in the United States (U.S. GAAP) requires management to make estimates, judgments, and assumptions that affect the reported amounts of assets and liabilities; the disclosure of contingent liabilities at the date of the financial statements; and the reported amounts of revenues and expenses during the reporting periods. We base our estimates on historical experience, knowledge of current business conditions, and various other factors we believe to be reasonable under the circumstances. These estimates are based on management’s knowledge about current events and expectations about actions we may undertake in the future. Actual results could differ from these estimates, and such differences could be material to our financial position and results of operations. There have been no material changes in our use of estimates during the nine months ended September 30, 2025 as compared to the use of estimates disclosed in Part II, Item 8 “Consolidated Financial Statements and Supplementary Data” contained in our Annual Report on Form 10-K for the year ended December 31, 2024.

Reclassification of Prior Period Presentation

In order to conform with current period presentation, $1.0 million of deferred tax assets have been reclassified from deferred tax assets to other assets on our condensed consolidated balance sheet as of December 31, 2024. This change in presentation does not affect previously reported results.
Goodwill Impairment

Goodwill is tested for impairment at least annually or when certain events or indicators of impairment occur between annual impairment tests. In September 2024 and June 2024, in consideration of the sustained decline in our stock price, industry developments, and our financial performance, we evaluated our current operating performance. Accordingly, we determined that there were indicators of impairment and a quantitative assessment was necessary. In the quantitative assessment, we estimated the fair value of our reporting unit utilizing an income approach, based on the present value of future discounted cash flows, which is classified as Level 3 in the fair value hierarchy. Significant estimates used to determine fair value include the weighted average cost of capital, growth rates, and amount and timing of expected future cash flows. As a result of the quantitative assessment, we determined that goodwill was impaired as the fair value of our reporting unit was less than the carrying value. As such, during the three and nine months ended September 30, 2024, we recorded impairment expense of $195.7 million and $635.4 million, respectively, equal to the excess of the carrying value of our reporting unit over the estimated fair value, limited to the remaining balance of goodwill, which was classified as impairment expense on our condensed consolidated statements of operations.

Recent Accounting Pronouncements

Recently Issued Accounting Pronouncements Not Yet Adopted

In September 2025, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2025-06, Intangibles—Goodwill and Other—Internal-Use Software. ASU 2025-06 modernizes the accounting for software costs that are accounted for under Accounting Standards Codification (ASC) 350-40 and 350-50 by removing references to prescriptive and sequential software development stages and specifying that disclosures under 360-10 are required for all capitalized internal-use software costs, regardless of how those costs are presented in the financial statements. Early adoption is permitted and the guidance may be applied on either a prospective, retrospective or modified basis. The guidance is effective for annual periods beginning after December 15, 2027 and interim periods within those annual periods. We did not early adopt ASU 2025-06 and we are currently in the process of evaluating the impact of this guidance.

In July 2025, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2025-05, Financial Instruments—Credit Losses. ASU 2025-05 introduces a practical expedient related to applying Accounting Standards Codification (ASC) 326-20 to current accounts receivable and contract assets. Early adoption is permitted, and the guidance will be applied on a prospective basis. The guidance is effective for annual periods beginning after December 15, 2025 and interim periods within those annual periods. We did not early adopt ASU 2025-05 and we are currently in the process of evaluating the impact of this guidance.

In November 2024, the FASB issued ASU 2024-04, Debt—Debt with Conversion and Other Options. ASU 2024-04 improves the relevance and consistency in application of the induced conversion guidance requirements in ASC 470-20—Debt. Early adoption is permitted, and the guidance can be applied on either a prospective or retrospective basis. The guidance is effective for annual periods beginning after December 15, 2025 and interim periods within those annual periods. We did not early adopt ASU 2024-04 and we are currently in the process of evaluating the impact of this guidance.

In November 2024, the Financial Accounting Standards Board (FASB) issued ASU 2024-03, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures. ASU 2024-03 requires disclosure of specified information about certain costs and expenses in the notes to financial statements. Early adoption is permitted, and the guidance will be applied prospectively with the option to apply retrospectively. The guidance is effective for annual periods beginning after December 15, 2026 and interim periods beginning after December 15, 2027. We did not early adopt ASU 2024-03 and we are currently in the process of evaluating the impact of this guidance.

In March 2024, the FASB issued ASU 2024-02, Codification Improvements—Amendments to Remove References to the Concepts Statements. ASU 2024-02 removes various references to the FASB’s Concepts Statements from the FASB’s Accounting Standards Codification. Early adoption is permitted, and the guidance will be applied prospectively with the option to apply retrospectively. The guidance is effective for annual periods beginning after December 15, 2024. We did not early adopt ASU 2024-02 and do not believe it will have a significant impact on our financial statements, however, we are currently in the process of evaluating the impact.
In December 2023, the FASB issued ASU 2023-09, Improvements to Income Tax Disclosures. ASU 2023-09 requires disaggregated information about our effective tax rate reconciliation as well as information on income taxes paid that meet a quantitative threshold. Early adoption is permitted, and the guidance will be applied prospectively with the option to apply retrospectively. The guidance is effective for annual periods beginning after December 15, 2024. We did not early adopt ASU 2023-09 and we are currently in the process of evaluating the impact of this guidance.
v3.25.3
Revenues
9 Months Ended
Sep. 30, 2025
Revenue from Contract with Customer [Abstract]  
Revenues Revenues
Revenue Recognition

Revenues are recognized when control of the promised goods or services is transferred to our customers, in an amount that reflects the consideration we expect to be entitled to in exchange for those goods or services. The majority of our revenues are recognized over time as services are performed, with certain revenues being recognized at a point in time.

The following tables present our total net revenues for the periods shown disaggregated for our Subscription Services and Skills and Other product lines (in thousands, except percentages):
 Three Months Ended
September 30,
Change
 20252024$%
Subscription Services$69,100 $119,804 $(50,704)(42)%
Skills and Other8,642 16,789 (8,147)(49)
Total net revenues$77,742 $136,593 $(58,851)(43)
 Nine Months Ended
September 30,
Change
 20252024$%
Subscription Services$266,393 $420,668 $(154,275)(37)%
Skills and Other37,856 53,422 (15,566)(29)
Total net revenues$304,249 $474,090 $(169,841)(36)

During the three and nine months ended September 30, 2025, we recognized revenues of $22.5 million and $38.0 million, respectively, that were included in our deferred revenue balance at the beginning of each respective reporting period. During the three and nine months ended September 30, 2024, we recognized revenues of $33.3 million and $52.3 million, respectively, that were included in our deferred revenue balance at the beginning of each respective reporting period.

Contract Balances

The following table presents our accounts receivable, net, contract assets and deferred revenue balances (in thousands, except percentages):
 Change
 September 30,
2025
December 31, 2024$%
Accounts receivable, net$15,440 $23,641 $(8,201)(35)%
Contract assets6,440 7,027 (587)(8)
Deferred revenue32,148 39,217 (7,069)(18)

During the nine months ended September 30, 2025, our accounts receivable, net balance decreased by $8.2 million, or 35%, primarily due to lower bookings, higher cash collections, and seasonality of our business. During the nine months ended September 30, 2025, our contract assets balance decreased by $0.6 million, or 8%, primarily due to cash collections from our Chegg Skills service. During the nine months ended September 30, 2025, our deferred revenue balance decreased by $7.1 million, or 18%, primarily due to lower bookings and seasonality of our business.
v3.25.3
Net Loss Per Share
9 Months Ended
Sep. 30, 2025
Earnings Per Share [Abstract]  
Net Loss Per Share Net Loss Per Share
The following table presents the computation of basic and diluted net loss per share (in thousands, except per share amounts):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
Numerator:
Net loss
$(17,471)$(212,639)$(70,618)$(830,943)
Denominator:
Weighted average shares used to compute net loss per share, basic and diluted
108,450 103,723 106,851 102,893 
Net loss per share, basic and diluted
$(0.16)$(2.05)$(0.66)$(8.08)

During the three and nine months ended September 30, 2025 and 2024, basic and diluted net loss per share was the same, as the inclusion of all potential common shares outstanding would have been anti-dilutive.

The following table presents potential weighted-average shares of common stock outstanding that were excluded from the computation of diluted net loss per share because including them would have been anti-dilutive (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
Shares related to stock plan activity3,226 9,262 8,177 7,551 
Shares related to convertible senior notes583 9,234 2,573 9,234 
Total common stock equivalents3,809 18,496 10,750 16,785 
v3.25.3
Cash and Cash Equivalents, Investments and Fair Value Measurements
9 Months Ended
Sep. 30, 2025
Cash and Cash Equivalents [Abstract]  
Cash and Cash Equivalents, Investments and Fair Value Measurements Cash and Cash Equivalents, Investments and Fair Value Measurements
The following tables present our cash and cash equivalents, and investments’ fair value level classification, adjusted cost, unrealized gain, unrealized loss and fair value as of September 30, 2025 and December 31, 2024 (in thousands):
 September 30, 2025
 Fair Value LevelAdjusted CostUnrealized GainUnrealized LossFair Value
Cash and cash equivalents:   
Cash$25,699 $— $— $25,699 
Money market fundsLevel 112,481 — — 12,481 
Total cash and cash equivalents$38,180 $— $— $38,180 
Short-term investments:
Corporate debt securitiesLevel 2$57,988 $221 $— $58,209 
Long-term investments:
Corporate debt securitiesLevel 2$15,164 $113 $— $15,277 
 December 31, 2024
 Fair Value LevelAdjusted CostUnrealized GainUnrealized LossFair Value
Cash and cash equivalents:   
Cash$28,716 $— $— $28,716 
Money market fundsLevel 1132,759 — — 132,759 
Total cash and cash equivalents$161,475 $— $— $161,475 
Short-term investments:   
Corporate debt securitiesLevel 2$113,968 $157 $(29)$114,096 
U.S. treasury securitiesLevel 140,162 — (9)40,153 
Total short-term investments$154,130 $157 $(38)$154,249 
Long-term investments:   
Corporate debt securitiesLevel 2$133,516 $736 $(78)$134,174 
U.S. treasury securitiesLevel 178,405 97 (26)78,476 
Total long-term investments$211,921 $833 $(104)$212,650 

During the three and nine months ended September 30, 2025 and 2024, we did not recognize any losses on our investments due to credit related factors and our realized gains and losses on investments were not significant.


The following table presents our cash equivalents and investments' adjusted cost and fair value by contractual maturity as of September 30, 2025 (in thousands):
 Adjusted CostFair Value
Due within one year$57,988 $58,209 
Due after one year through three years15,164 15,277 
Investments not due at a single maturity date12,481 12,481 
Total$85,633 $85,967 

Investments not due at a single maturity date in the preceding table consisted of money market funds.

Strategic Investments

In July 2022, we completed an investment of $6.0 million in Knack Technologies, Inc. (Knack), a privately held U.S. based peer-to-peer tutoring platform for higher education institutions. We do not have the ability to exercise significant influence over Knack's operating and financial policies and have elected to account for our investment at cost as it does not have a readily determinable fair value. During the nine months ended September 30, 2025, we recorded a $6.0 million impairment charge on our investment in Knack included within general and administrative expense on our condensed consolidated statements of operations. Our impairment assessment was the result of changes in our rights as an investor and uncertainty around Knack's ability to support their future operations.

Financial Instruments Not Recorded at Fair Value on a Recurring Basis

We report our financial instruments at fair value with the exception of the 2026 notes. The estimated fair value of the 2026 notes was determined based on the trading price as of the last day of trading for the period. We consider the fair value of the 2026 notes to be a Level 2 measurement due to the limited trading activity. The estimated fair value of the 2026 notes as of September 30, 2025 and December 31, 2024 was $52.6 million and $105.8 million, respectively. For further information on the 2026 notes, refer to Note 7, “Convertible Senior Notes.”
v3.25.3
Property and Equipment, Net
9 Months Ended
Sep. 30, 2025
Property, Plant and Equipment [Abstract]  
Property and Equipment, Net Property and Equipment, Net
Property and equipment, net consisted of the following (in thousands):
September 30, 2025December 31, 2024
Content$347,680 $381,629 
Software
44,912 67,612 
Leasehold improvements7,898 8,207 
Furniture and fixtures2,419 3,346 
Computer and equipment2,456 2,953 
Property and equipment405,365 463,747 
Less accumulated depreciation(279,767)(293,099)
Property and equipment, net$125,598 $170,648 

Depreciation expense during the three and nine months ended September 30, 2025 was $14.2 million and $60.4 million, respectively. Depreciation expense during the three and nine months ended September 30, 2024 was $18.2 million and $50.0 million, respectively.

During the nine months ended September 30, 2025, we streamlined our product experiences. As a result, we elected to abandon certain content and internal-use software assets and recorded charges of $18.2 million, consisting of $16.2 million of accelerated depreciation classified as cost of revenues on our condensed consolidated statements of operations and $2.0 million of impairment of in-progress internal-use software assets classified as impairment expense on our condensed consolidated statements of operations.
v3.25.3
Balance Sheet Details
9 Months Ended
Sep. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Balance Sheet Details Balance Sheet Details
Other Current Assets

Other current assets consisted of the following (in thousands):
September 30, 2025December 31, 2024
Insurance loss recovery$55,000 $55,000 
Restricted cash912 956 
Other16,876 25,138 
Other current assets$72,788 $81,094 
    

Accrued Liabilities

Accrued liabilities consisted of the following (in thousands):
September 30, 2025December 31, 2024
Loss contingency$62,000 $62,000 
Taxes payable11,366 11,319 
Current operating lease liabilities5,123 5,625 
Restructuring liability8,373 7,310 
Other24,186 29,106 
Accrued liabilities$111,048 $115,360 
v3.25.3
Convertible Senior Notes
9 Months Ended
Sep. 30, 2025
Debt Disclosure [Abstract]  
Convertible Senior Notes Convertible Senior Notes
In March/April 2019, we issued $800 million in aggregate principal amount of 0.125% convertible senior notes due in 2025 (2025 notes). The 2025 notes matured on March 15, 2025 and we paid $358.9 million to repay them which was classified as a financing activity on our condensed consolidated statements of cash flows.

In August 2020, we issued $1.0 billion in aggregate principal amount of 0% convertible senior notes due in 2026 (2026 notes, together with the 2025 notes, the notes). The 2026 notes bear no interest and will mature on September 1, 2026, unless repurchased, redeemed or converted in accordance with their terms prior to such date.

Each $1,000 principal amount of the 2026 notes will initially be convertible into 9.2978 shares of our common stock. This is equivalent to an initial conversion price of approximately $107.55 per share, which is subject to adjustment in certain circumstances. Prior to the close of business on the business day immediately preceding June 1, 2026 for the 2026 notes, the notes are convertible at the option of holders only upon satisfaction of certain circumstances. During the three months ended September 30, 2025, the circumstances allowing holders of the 2026 notes to convert were not met. On or after June 1, 2026 for the 2026 notes until the close of business on the second scheduled trading day immediately preceding the maturity date, holders may convert their notes at any time, regardless of the circumstances. As of September 30, 2025, the 2026 notes were classified as a current liability on our condensed consolidated balance sheets as they will be convertible at the option of the holders at any time beginning June 1, 2026 and will mature on September 1, 2026, both of which are within the next twelve months.

In March 2025, in connection with our securities repurchase program, we extinguished $65.2 million aggregate principal amount of the 2026 notes in privately-negotiated transactions for a total consideration of $57.4 million, which was paid to the holders in cash. We also incurred approximately $0.2 million in fees resulting in a total reacquisition price of $57.6 million. The carrying amount of the extinguished notes was $64.9 million resulting in a $7.4 million gain on early extinguishment of debt. We elected to reacquire and not cancel the extinguished 2026 notes and left the associated capped call transactions outstanding.

The following table presents the net carrying amount of the notes (in thousands):

September 30, 2025December 31, 2024
2026 Notes2025 Notes2026 Notes2025 Notes
Principal$62,710 $— $127,906 $358,914 
Unamortized issuance costs(152)— (562)(309)
Net carrying amount$62,558 $— $127,344 $358,605 

The following table presents the total interest expense recognized related to the notes (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
2026 notes:
Contractual interest expense$— $— $— $— 
Amortization of issuance costs41 163 151 484 
Total 2026 notes interest expense$41 $163 $151 $484 
2025 notes:
Contractual interest expense$— $111 $90 $331 
Amortization of issuance costs— 384 308 1,144 
Total 2025 notes interest expense$— $495 $398 $1,475 

Capped Call Transactions

Concurrently with the offering of the 2026 notes, we used $103.4 million of the net proceeds to enter into privately negotiated capped call transactions which are expected to reduce or offset potential dilution to holders of our common stock upon conversion of the notes or offset the potential cash payments we would be required to make in excess of the principal amount of any converted notes. The capped call transactions automatically exercise upon conversion of the notes and as of September 30, 2025, cover 9,297,800 shares of our common stock for the 2026 notes. These are intended to effectively increase the overall conversion price from $107.55 to $156.44 per share for the 2026 notes. The effective increase in conversion price as
a result of the capped call transactions serves to reduce potential dilution to holders of our common stock and/or offset the cash payments we are required to make in excess of the principal amount of any converted notes. As these transactions meet certain accounting criteria, they are recorded in stockholders’ equity as a reduction of additional paid-in capital on our condensed consolidated balance sheets and are not accounted for as derivatives. The fair value of the capped call instrument is not remeasured each reporting period. The cost of the capped call is not expected to be deductible for tax purposes.
v3.25.3
Commitments and Contingencies
9 Months Ended
Sep. 30, 2025
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies Commitments and Contingencies
We may from time to time be involved in certain legal proceedings and regulatory compliance matters in the ordinary course of business, including claims of alleged infringement of trademarks, patents, copyrights, and other intellectual property rights; employment claims; and contractual and related disputes brought through private actions, class actions, administrative proceedings, regulatory actions or other litigation. We may also, from time to time, be involved in various legal or government claims, demands, disputes, investigations, or requests for information. Such matters may include, but not be limited to, claims, disputes, or investigations related to warranty, refund, breach of contract, employment, intellectual property, government regulation, or compliance or other matters.

On June 27, 2025, Alicia Freeman, individually and on behalf of all others similarly situated, filed a complaint in California Superior Court, Santa Clara County asserting violations of certain California privacy laws and seeking declaratory relief and compensatory, punitive, and statutory damages, and attorneys’ fees. The parties have agreed that the matter be referred to binding arbitration and this case be stayed pending completion of the arbitration. Currently, losses are reasonably possible, but not estimable. The Company disputes these claims and intends to vigorously defend itself in this matter.

On March 1, 2023, Plaintiff Shiva Stein, derivatively on behalf of Chegg, filed a stockholder derivative complaint in the Court of Chancery of the State of Delaware (Case No. 2023-0244-NAC) asserting breach of fiduciary duty, unjust enrichment, and waste of corporate asset claims against members of Chegg’s Board and certain Chegg officers. The matter is stayed. The Company disputes these claims and intends to vigorously defend itself in this matter.

On December 22, 2022, JPMorgan Chase Bank, N.A. (JPMC) asserted a demand for repayment by the Company of certain investment proceeds received by the Company in its capacity as an investor in TAPD, Inc. (more commonly known as “Frank”). JPMC seeks such repayment pursuant to certain provisions in the existing Support Agreement between JPMC and the Company that was entered into in connection with JPMC's acquisition of Frank. JPMC has alleged fraud on the part of certain former Frank executives regarding the quantity and quality of its customer accounts. The Company is not at fault, however, is pursuing resolution with JPMC.

On March 30, 2022, Joseph Robinson, derivatively on behalf of Chegg, filed a shareholder derivative complaint against Chegg and certain of its current and former directors and officers in the United States District Court for the Northern District of California, alleging violations of securities laws and breaches of fiduciary duties. On February 22, 2023, Plaintiff filed an Amended Shareholder Derivative Complaint. This matter has been consolidated with Choi, below, and both matters are stayed. The Company disputes these claims and intends to vigorously defend itself in this matter.

On January 12, 2022, Rak Joon Choi, derivatively on behalf of Chegg, filed a shareholder derivative complaint against Chegg and certain of its current and former directors and officers in the United States District Court for the Northern District of California, alleging violations of securities laws, breaches of fiduciary duties, unjust enrichment, abuse of control, gross mismanagement, and waste of corporate assets. On February 22, 2023, Plaintiff filed an Amended Shareholder Derivative Complaint. This matter has been consolidated with Robinson, above, and both matters are stayed. The Company disputes these claims and intends to vigorously defend itself in this matter.

On December 22, 2021, Steven Leventhal, individually and on behalf of all others similarly situated, filed a purported securities fraud class action on behalf of all purchasers of Chegg common stock between May 5, 2020 and November 1, 2021, inclusive, against Chegg and certain of its current and former officers in the United States District Court for the Northern District of California (Case No. 5:21-cv-09953), alleging that Chegg and several of its officers made materially false and misleading statements in violation of Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 as amended (the Exchange Act). On September 7, 2022, KBC Asset Management and The Pompano Beach Police & Firefighters Retirement System were appointed as lead plaintiff in the case. On December 8, 2022, Plaintiff filed his Amended Complaint seeking unspecified compensatory damages, costs, and expenses, including counsel and expert fees. On September 26, 2024, the parties participated in an in-person mediation and reached a settlement in principle to pay $55.0 million wherein the Company denies any and all allegations of fault, liability, wrongdoing, or damages. On November 6, 2024, Plaintiffs filed a motion for preliminary approval of the settlement. The Court held a final approval hearing on April 24, 2025 and issued its final order
approving of the settlement on May 21, 2025. The Court entered its Final Judgment and Order of Dismissal on June 20, 2025. On October 29, 2025, Plaintiffs filed their final Motion for Distribution with the Court, which will result in final approval for all accepted claims and will direct distribution of funds. Insurance funds are now expected to be disbursed in the fourth quarter of fiscal year 2025 or the first quarter of fiscal year 2026. The estimated contingent liability for the loss contingency recorded was $55.0 million as of September 30, 2025 and was included within accrued liabilities on our condensed consolidated balance sheets. The same amount was recorded for expected insurance loss recoveries, which is included within other current assets on our condensed consolidated balance sheets.

On September 13, 2021, Pearson Education, Inc. (Pearson) filed a complaint captioned Pearson Education, Inc. v. Chegg, Inc. (Pearson Complaint) in the United States District Court for the District of New Jersey against the Company (Case 2:21-cv-16866), alleging infringement of Pearson’s registered copyrights and exclusive rights under copyright in violation of the United States Copyright Act. Pearson is seeking injunctive relief, monetary damages, costs, and attorneys’ fees. The Company filed its answer to the Pearson Complaint on November 19, 2021. Pearson’s June 29, 2022 Motion for Leave to File Amended Complaint seeking to add Bedford, Freeman & Worth Publishing Group, LLC d/b/a Macmillan Learning as a plaintiff was denied. Pearson filed an Amended Complaint on May 10, 2023, and the Company filed an amended answer on June 7, 2023. Chegg and Pearson have resolved this litigation. Pursuant to the terms of the parties' confidential settlement, the Court dismissed the case with prejudice on December 20, 2024. While the terms of the settlement are confidential, Chegg’s decision to settle the lawsuit was driven by the expense, burden and uncertainty of ongoing protracted litigation.

On June 18, 2020, we received a Civil Investigative Demand (CID) from the Federal Trade Commission (FTC) regarding certain alleged deceptive or unfair acts or practices related to consumer privacy and/or data security. On October 31, 2022, the FTC published the parties’ agreed-upon consent order regarding Chegg’s privacy and data security practices. On January 27, 2023, the FTC finalized its order (Final Order) requiring Chegg to implement a comprehensive information security program, limit the data the Company can collect and retain, offer users multi factor authentication to secure their accounts, and allow users to request access to and delete their data. The FTC investigated our implementation of the final order, and that investigation has been resolved without any requirements or payments.

We also cooperated with the FTC with respect to another CID (the "ROSCA CID") relating to our compliance with the Federal Trade Commission Act and the Restore Online Shoppers' Confidence Act. The investigation concerned certain of our practices related to online transactions and consumer cancellation options. On September 28, 2025 a federal district court entered a settlement agreement between us and the FTC in connection with the ROSCA CID that contains injunctive provisions and a monetary component of $7.5 million, which we have paid. The Court entered its Order approving the parties Stipulated Order for Permanent Injunction, Monetary Judgment, and Other Relief on September 18, 2025 and resolving the matter. As such, we have relieved the $7.5 million contingent liability previously included within accrued liabilities on our condensed consolidated balance sheets with the associated general and administrative expense remaining on our condensed consolidated statements of operations as of September 30, 2025.

We record a contingent liability for loss contingencies related to legal matters when a loss is both probable and reasonably estimable. Additionally, we record an insurance loss recovery up to the recognized loss contingency when realization is probable. Related to the above matters, as of September 30, 2025, the net impact of contingent liabilities less the related insurance loss recovery is $7.0 million. For those matters upon which we have sufficient insurance coverage, we have recorded contingent liabilities within accrued liabilities and the loss recovery from insurance within other current assets on our condensed consolidated balance sheets. We are not aware of any other pending legal matters or claims, individually or in the aggregate, which are expected to have a material adverse impact on our consolidated financial position, results of operations, or cash flows. Our analysis of whether a claim will proceed to litigation cannot be predicted with certainty, nor can the results of litigation be predicted with certainty. Nevertheless, defending any of these actions, regardless of the outcome, may be costly, time consuming, distract management personnel and have a negative effect on our business. In the ordinary course of business and for certain of the above matters, we are actively pursuing all avenues and strategies to resolve these matters, including available legal remedies, remediation and settlement negotiations with the parties. An adverse outcome in any of these actions, including a judgment or settlement, may cause a material adverse effect on our future business, operating results or financial condition.
v3.25.3
Guarantees and Indemnifications
9 Months Ended
Sep. 30, 2025
Guarantees And Indemnifications [Abstract]  
Guarantees and Indemnifications Guarantees and Indemnifications
We have agreed to indemnify our directors and officers for certain events or occurrences, subject to certain limits, while such persons are or were serving at our request in such capacity. We may terminate the indemnification agreements with these persons upon termination of employment, but termination will not affect claims for indemnification related to events occurring prior to the effective date of termination. We have a directors’ and officers’ insurance policy that covers our potential exposure up to the limits of our insurance coverage. In addition, we also have other indemnification agreements with various vendors against certain claims, liabilities, losses, and damages. The maximum amount of potential future indemnification is unlimited.

We believe the fair value of these indemnification agreements is immaterial. We have not recorded any liabilities for these agreements as of September 30, 2025.
v3.25.3
Stockholders' Equity
9 Months Ended
Sep. 30, 2025
Share-Based Payment Arrangement [Abstract]  
Stockholders' Equity Stockholders' Equity
Share Repurchases

During the nine months ended September 30, 2025, we had no cash repurchases of our common stock.

During the year ended December 31, 2024, we repurchased 2,115,952 shares of our common stock related to the final delivery of our November 2023 accelerated share repurchase (ASR) agreement. The November 2023 ASR settled, and we were not required to make any additional cash payments or delivery of common stock to the financial institution upon settlement.

Securities Repurchase Program

In November 2024, our board of directors approved a $300.0 million increase to our existing securities repurchase program authorizing the repurchase of our common stock and/or convertible notes, through open market purchases, block trades, and/or privately negotiated transactions or pursuant to Rule 10b5-1 plans, in compliance with applicable securities laws and other legal requirements. The timing, volume, and nature of the repurchases will be determined by management based on the capital needs of the business, market conditions, applicable legal requirements, alternative investment opportunities, and other factors. As of September 30, 2025, we had $150.1 million remaining under the securities repurchase program, which has no expiration date and will continue until otherwise suspended, terminated or modified at any time for any reason by our board of directors.

Share-based Compensation Expense

The following table presents total share-based compensation expense recorded (in thousands):
 Three Months Ended
September 30,
Nine Months Ended
September 30,
 2025202420252024
Cost of revenues$102 $471 $471 $1,450 
Research and development1,141 7,492 5,937 23,824 
Sales and marketing352 2,100 1,826 5,966 
General and administrative4,330 11,868 16,860 38,027 
Total share-based compensation expense$5,925 $21,931 $25,094 $69,267 

During the three and nine months ended September 30, 2025, we capitalized share-based compensation expense of $0.3 million and $0.9 million, respectively. During the three and nine months ended September 30, 2024, we capitalized share-based compensation expense of $1.2 million and $3.9 million, respectively. As of September 30, 2025, total unrecognized share-based compensation expense was approximately $15.6 million, which is expected to be recognized over the remaining weighted-average vesting period of approximately 1.2 years.
The following table presents activity for outstanding RSUs and PSUs:
 RSUs and PSUs Outstanding
 Shares OutstandingWeighted Average Grant Date Fair Value
Balance at December 31, 20247,386,965 $10.58 
Granted6,375,000 1.49 
Released(5,025,248)6.88 
Forfeited(1,934,971)15.33 
Balance at September 30, 20256,801,746 $3.32 
v3.25.3
Restructuring Charges
9 Months Ended
Sep. 30, 2025
Restructuring and Related Activities [Abstract]  
Restructuring Charges Restructuring Charges
May 2025 Restructuring Plan

In May 2025, we announced a workforce reduction that resulted in a management approved restructuring plan. As of September 30, 2025, we recorded $27.5 million of cumulative restructuring charges, primarily related to one-time employee termination benefits, which were classified primarily within operating expenses on our condensed consolidated statement of operations based on employees' job function. The restructuring liability is included within accrued liabilities on our condensed consolidated balance sheets. We estimate we will incur between $2 million and $3 million of additional restructuring charges over the next fiscal quarter and we expect the plan to be substantially completed by the first quarter of the fiscal year 2026.

The following table presents a reconciliation of the beginning and ending restructuring liability balance (in thousands):
Nine Months Ended
September 30, 2025
Beginning balance
$— 
Restructuring charges
27,496 
Restructuring payments
(19,757)
Ending balance
$7,739 

November 2024 Restructuring Plan

In November 2024, we announced a workforce reduction that resulted in a management approved restructuring plan. As of September 30, 2025, we recorded $17.1 million of cumulative restructuring charges, primarily related to one-time employee termination benefits, which were classified primarily within operating expenses on our condensed consolidated statement of operations based on employees' job function. The restructuring liability is included within accrued liabilities on our condensed consolidated balance sheets. The total amount of restructuring charges has been recorded and we expect the plan to be substantially completed by the end of fiscal year 2025.

The following table presents a reconciliation of the beginning and ending restructuring liability balance (in thousands):
Nine Months Ended
September 30, 2025
Beginning balance
$3,915 
Restructuring charges
2,458 
Restructuring payments
(6,311)
Ending balance
$62 
June 2024 Restructuring Plan

In June 2024, we announced a workforce reduction that resulted in a management approved restructuring plan. As of September 30, 2025, we recorded $11.0 million of cumulative restructuring charges. During the three and nine months ended September 30, 2024, we recorded $2.1 million and $8.8 million of restructuring charges, respectively. Restructuring charges are primarily related to one-time employee termination benefits, which were classified primarily within operating expenses on our condensed consolidated statement of operations based on employees' job function. The restructuring liability is included within accrued liabilities on our condensed consolidated balance sheets. The total amount of restructuring charges has been recorded and we expect the plan to be substantially completed by the end of fiscal year 2026.

The following table presents a reconciliation of the beginning and ending restructuring liability balance (in thousands):
Nine Months Ended
September 30, 2025
Beginning balance
$3,395 
Restructuring charges
1,020 
Restructuring payments
(3,843)
Ending balance
$572 
v3.25.3
Segment Information
9 Months Ended
Sep. 30, 2025
Segment Reporting [Abstract]  
Segment Information Segment Information
Our chief operating decision maker is our Chief Executive Officer who makes resource allocation decisions and reviews financial information presented on a consolidated basis. Accordingly, we have determined that we have a single operating and reportable segment and operating unit structure.

Our chief operating decision maker uses net loss in assessing performance and determining how to allocate resources and is regularly provided with cost of revenues, paid marketing expenses, and consolidated operating expenses when reviewing financial information as part of the annual budgeting and forecasting process as well as the review over quarterly budget to actual variances.
The following table presents information about our significant segment expenses and includes a reconciliation to net loss (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
Net revenues$77,742 $136,593 $304,249 $474,090 
Less:
Cost of revenues31,701 43,420 121,152 135,328 
Research and development18,350 41,337 76,495 129,423 
Paid marketing expenses(1)
4,403 15,625 27,836 40,076 
Other sales and marketing(2)
7,180 10,883 26,778 40,352 
General and administrative33,232 51,910 132,572 161,460 
Impairment expense— 195,708 2,000 677,239 
Total segment expenses94,866 358,883 386,833 1,183,878 
Other segment items(3)
(347)9,651 11,966 (121,155)
Net loss$(17,471)$(212,639)$(70,618)$(830,943)
_____________________________________________________
(1)Paid marketing expenses consist primarily of online advertising and marketing promotional expenditures.
(2)Other sales and marketing primarily consists of employee related expenses, including share-based compensation expense, and depreciation and amortization expenses.
(3)Other segment items consist of interest expense, other income, and provision for income taxes.

We derive our revenues from our Subscription Services and Skills and Other product lines. Our Subscription Services include Chegg Study Pack, Chegg Study, Chegg Writing, Chegg Math, and Busuu. Our Skills and Other product line includes revenues from Chegg Skills, advertising services, content licensing, print textbooks and eTextbooks.

The following table presents our total net revenues for our Subscription Services and Skills and Other product lines (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
Subscription Services$69,100 $119,804 $266,393 $420,668 
Skills and Other8,642 16,789 37,856 53,422 
Total net revenues$77,742 $136,593 $304,249 $474,090 

The following table presents our total net revenues by geographic area (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
United States$64,841 $119,038 $260,483 $412,823 
International12,901 17,555 43,766 61,267 
Total net revenues$77,742 $136,593 $304,249 $474,090 

The following table presents our long-lived assets by geographic area (in thousands):
September 30, 2025December 31, 2024
United States$121,876 $172,483 
International21,810 20,421 
Total long-lived assets$143,686 $192,904 
v3.25.3
Subsequent Events
9 Months Ended
Sep. 30, 2025
Subsequent Events [Abstract]  
Subsequent Events Subsequent Events
October 2025 Restructuring Plan

In October 2025, we announced a restructuring plan that includes a reduction of our global workforce as well as other actions to streamline our operations. We estimate that we will incur charges of approximately $15 million to $19 million in connection with these actions, primarily consisting of expenditures for employee transition and severance payments, employee benefits and other related costs. We expect that substantially all of these charges will be incurred by the first quarter of 2026, with approximately $12 million to $16 million by the fourth quarter of 2025. The accounting for the October 2025 restructuring plan is in process as of the issuance date of our condensed consolidated financial statements and therefore we are unable to make any additional disclosures.
v3.25.3
Insider Trading Arrangements
3 Months Ended
Sep. 30, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.3
Background and Basis of Presentation (Policies)
9 Months Ended
Sep. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Basis of Presentation
Basis of Presentation

The accompanying unaudited condensed consolidated financial statements have been prepared in accordance with generally accepted accounting principles in the United States (“GAAP”) and applicable rules and regulations of the U.S. Securities and Exchange Commission (“SEC”) regarding interim financial reporting. The condensed consolidated financial statements include the results of Chegg, Inc. and its wholly-owned subsidiaries. Significant intercompany balances and transactions have been eliminated. In the opinion of management, the accompanying unaudited condensed consolidated financial statements contain all adjustments, including normal recurring adjustments, necessary to present fairly our financial position as of September 30, 2025, our results of operations, results of comprehensive loss, and stockholders' equity for the three and nine months ended September 30, 2025 and 2024, and cash flows for the nine months ended September 30, 2025 and 2024. Our results of operations, results of comprehensive loss, stockholders' equity, and cash flows for the nine months ended September 30, 2025 are not necessarily indicative of the results to be expected for the full year.
We have a single operating and reportable segment and operating unit structure. The condensed consolidated financial statements and related financial information should be read in conjunction with the audited consolidated financial statements and the related notes thereto that are included in our Annual Report on Form 10-K for the year ended December 31, 2024 (the Annual Report on Form 10-K) filed with the SEC.
Consolidation
The accompanying unaudited condensed consolidated financial statements have been prepared in accordance with generally accepted accounting principles in the United States (“GAAP”) and applicable rules and regulations of the U.S. Securities and Exchange Commission (“SEC”) regarding interim financial reporting. The condensed consolidated financial statements include the results of Chegg, Inc. and its wholly-owned subsidiaries. Significant intercompany balances and transactions have been eliminated. In the opinion of management, the accompanying unaudited condensed consolidated financial statements contain all adjustments, including normal recurring adjustments, necessary to present fairly our financial position as of September 30, 2025, our results of operations, results of comprehensive loss, and stockholders' equity for the three and nine months ended September 30, 2025 and 2024, and cash flows for the nine months ended September 30, 2025 and 2024. Our results of operations, results of comprehensive loss, stockholders' equity, and cash flows for the nine months ended September 30, 2025 are not necessarily indicative of the results to be expected for the full year.
Revenue Recognition and Deferred Revenue
Revenue Recognition and Deferred Revenue

Revenues from content licensing are recognized upon fulfillment.
Use of Estimates
Use of Estimates

The preparation of financial statements in conformity with generally accepted accounting principles in the United States (U.S. GAAP) requires management to make estimates, judgments, and assumptions that affect the reported amounts of assets and liabilities; the disclosure of contingent liabilities at the date of the financial statements; and the reported amounts of revenues and expenses during the reporting periods. We base our estimates on historical experience, knowledge of current business conditions, and various other factors we believe to be reasonable under the circumstances. These estimates are based on management’s knowledge about current events and expectations about actions we may undertake in the future. Actual results could differ from these estimates, and such differences could be material to our financial position and results of operations. There have been no material changes in our use of estimates during the nine months ended September 30, 2025 as compared to the use of estimates disclosed in Part II, Item 8 “Consolidated Financial Statements and Supplementary Data” contained in our Annual Report on Form 10-K for the year ended December 31, 2024.
Reclassification of Prior Period Presentation Reclassification of Prior Period Presentation
In order to conform with current period presentation, $1.0 million of deferred tax assets have been reclassified from deferred tax assets to other assets on our condensed consolidated balance sheet as of December 31, 2024. This change in presentation does not affect previously reported results.
Goodwill Impairment
Goodwill Impairment

Goodwill is tested for impairment at least annually or when certain events or indicators of impairment occur between annual impairment tests. In September 2024 and June 2024, in consideration of the sustained decline in our stock price, industry developments, and our financial performance, we evaluated our current operating performance. Accordingly, we determined that there were indicators of impairment and a quantitative assessment was necessary. In the quantitative assessment, we estimated the fair value of our reporting unit utilizing an income approach, based on the present value of future discounted cash flows, which is classified as Level 3 in the fair value hierarchy. Significant estimates used to determine fair value include the weighted average cost of capital, growth rates, and amount and timing of expected future cash flows. As a result of the quantitative assessment, we determined that goodwill was impaired as the fair value of our reporting unit was less than the carrying value. As such, during the three and nine months ended September 30, 2024, we recorded impairment expense of $195.7 million and $635.4 million, respectively, equal to the excess of the carrying value of our reporting unit over the estimated fair value, limited to the remaining balance of goodwill, which was classified as impairment expense on our condensed consolidated statements of operations.
Recent Accounting Pronouncements
Recent Accounting Pronouncements

Recently Issued Accounting Pronouncements Not Yet Adopted

In September 2025, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2025-06, Intangibles—Goodwill and Other—Internal-Use Software. ASU 2025-06 modernizes the accounting for software costs that are accounted for under Accounting Standards Codification (ASC) 350-40 and 350-50 by removing references to prescriptive and sequential software development stages and specifying that disclosures under 360-10 are required for all capitalized internal-use software costs, regardless of how those costs are presented in the financial statements. Early adoption is permitted and the guidance may be applied on either a prospective, retrospective or modified basis. The guidance is effective for annual periods beginning after December 15, 2027 and interim periods within those annual periods. We did not early adopt ASU 2025-06 and we are currently in the process of evaluating the impact of this guidance.

In July 2025, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2025-05, Financial Instruments—Credit Losses. ASU 2025-05 introduces a practical expedient related to applying Accounting Standards Codification (ASC) 326-20 to current accounts receivable and contract assets. Early adoption is permitted, and the guidance will be applied on a prospective basis. The guidance is effective for annual periods beginning after December 15, 2025 and interim periods within those annual periods. We did not early adopt ASU 2025-05 and we are currently in the process of evaluating the impact of this guidance.

In November 2024, the FASB issued ASU 2024-04, Debt—Debt with Conversion and Other Options. ASU 2024-04 improves the relevance and consistency in application of the induced conversion guidance requirements in ASC 470-20—Debt. Early adoption is permitted, and the guidance can be applied on either a prospective or retrospective basis. The guidance is effective for annual periods beginning after December 15, 2025 and interim periods within those annual periods. We did not early adopt ASU 2024-04 and we are currently in the process of evaluating the impact of this guidance.

In November 2024, the Financial Accounting Standards Board (FASB) issued ASU 2024-03, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures. ASU 2024-03 requires disclosure of specified information about certain costs and expenses in the notes to financial statements. Early adoption is permitted, and the guidance will be applied prospectively with the option to apply retrospectively. The guidance is effective for annual periods beginning after December 15, 2026 and interim periods beginning after December 15, 2027. We did not early adopt ASU 2024-03 and we are currently in the process of evaluating the impact of this guidance.

In March 2024, the FASB issued ASU 2024-02, Codification Improvements—Amendments to Remove References to the Concepts Statements. ASU 2024-02 removes various references to the FASB’s Concepts Statements from the FASB’s Accounting Standards Codification. Early adoption is permitted, and the guidance will be applied prospectively with the option to apply retrospectively. The guidance is effective for annual periods beginning after December 15, 2024. We did not early adopt ASU 2024-02 and do not believe it will have a significant impact on our financial statements, however, we are currently in the process of evaluating the impact.
In December 2023, the FASB issued ASU 2023-09, Improvements to Income Tax Disclosures. ASU 2023-09 requires disaggregated information about our effective tax rate reconciliation as well as information on income taxes paid that meet a quantitative threshold. Early adoption is permitted, and the guidance will be applied prospectively with the option to apply retrospectively. The guidance is effective for annual periods beginning after December 15, 2024. We did not early adopt ASU 2023-09 and we are currently in the process of evaluating the impact of this guidance.
v3.25.3
Revenues (Tables)
9 Months Ended
Sep. 30, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The following tables present our total net revenues for the periods shown disaggregated for our Subscription Services and Skills and Other product lines (in thousands, except percentages):
 Three Months Ended
September 30,
Change
 20252024$%
Subscription Services$69,100 $119,804 $(50,704)(42)%
Skills and Other8,642 16,789 (8,147)(49)
Total net revenues$77,742 $136,593 $(58,851)(43)
 Nine Months Ended
September 30,
Change
 20252024$%
Subscription Services$266,393 $420,668 $(154,275)(37)%
Skills and Other37,856 53,422 (15,566)(29)
Total net revenues$304,249 $474,090 $(169,841)(36)
Schedule of Accounts Receivable
The following table presents our accounts receivable, net, contract assets and deferred revenue balances (in thousands, except percentages):
 Change
 September 30,
2025
December 31, 2024$%
Accounts receivable, net$15,440 $23,641 $(8,201)(35)%
Contract assets6,440 7,027 (587)(8)
Deferred revenue32,148 39,217 (7,069)(18)
v3.25.3
Net Loss Per Share (Tables)
9 Months Ended
Sep. 30, 2025
Earnings Per Share [Abstract]  
Schedule of Net (Loss) Income Per Share, Basic and Diluted
The following table presents the computation of basic and diluted net loss per share (in thousands, except per share amounts):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
Numerator:
Net loss
$(17,471)$(212,639)$(70,618)$(830,943)
Denominator:
Weighted average shares used to compute net loss per share, basic and diluted
108,450 103,723 106,851 102,893 
Net loss per share, basic and diluted
$(0.16)$(2.05)$(0.66)$(8.08)
Schedule of Antidilutive Securities Excluded from Computation of Net (Loss) Income Per Share
The following table presents potential weighted-average shares of common stock outstanding that were excluded from the computation of diluted net loss per share because including them would have been anti-dilutive (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
Shares related to stock plan activity3,226 9,262 8,177 7,551 
Shares related to convertible senior notes583 9,234 2,573 9,234 
Total common stock equivalents3,809 18,496 10,750 16,785 
v3.25.3
Cash and Cash Equivalents, Investments and Fair Value Measurements (Tables)
9 Months Ended
Sep. 30, 2025
Cash and Cash Equivalents [Abstract]  
Schedule of Cash, Cash Equivalents and Investments
The following tables present our cash and cash equivalents, and investments’ fair value level classification, adjusted cost, unrealized gain, unrealized loss and fair value as of September 30, 2025 and December 31, 2024 (in thousands):
 September 30, 2025
 Fair Value LevelAdjusted CostUnrealized GainUnrealized LossFair Value
Cash and cash equivalents:   
Cash$25,699 $— $— $25,699 
Money market fundsLevel 112,481 — — 12,481 
Total cash and cash equivalents$38,180 $— $— $38,180 
Short-term investments:
Corporate debt securitiesLevel 2$57,988 $221 $— $58,209 
Long-term investments:
Corporate debt securitiesLevel 2$15,164 $113 $— $15,277 
 December 31, 2024
 Fair Value LevelAdjusted CostUnrealized GainUnrealized LossFair Value
Cash and cash equivalents:   
Cash$28,716 $— $— $28,716 
Money market fundsLevel 1132,759 — — 132,759 
Total cash and cash equivalents$161,475 $— $— $161,475 
Short-term investments:   
Corporate debt securitiesLevel 2$113,968 $157 $(29)$114,096 
U.S. treasury securitiesLevel 140,162 — (9)40,153 
Total short-term investments$154,130 $157 $(38)$154,249 
Long-term investments:   
Corporate debt securitiesLevel 2$133,516 $736 $(78)$134,174 
U.S. treasury securitiesLevel 178,405 97 (26)78,476 
Total long-term investments$211,921 $833 $(104)$212,650 
Schedule of Available-for-sale Securities Reconciliation
The following table presents our cash equivalents and investments' adjusted cost and fair value by contractual maturity as of September 30, 2025 (in thousands):
 Adjusted CostFair Value
Due within one year$57,988 $58,209 
Due after one year through three years15,164 15,277 
Investments not due at a single maturity date12,481 12,481 
Total$85,633 $85,967 
v3.25.3
Property and Equipment, Net (Tables)
9 Months Ended
Sep. 30, 2025
Property, Plant and Equipment [Abstract]  
Schedule of Property and Equipment, Net
Property and equipment, net consisted of the following (in thousands):
September 30, 2025December 31, 2024
Content$347,680 $381,629 
Software
44,912 67,612 
Leasehold improvements7,898 8,207 
Furniture and fixtures2,419 3,346 
Computer and equipment2,456 2,953 
Property and equipment405,365 463,747 
Less accumulated depreciation(279,767)(293,099)
Property and equipment, net$125,598 $170,648 
v3.25.3
Balance Sheet Details (Tables)
9 Months Ended
Sep. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Schedule of Other Current Assets
Other current assets consisted of the following (in thousands):
September 30, 2025December 31, 2024
Insurance loss recovery$55,000 $55,000 
Restricted cash912 956 
Other16,876 25,138 
Other current assets$72,788 $81,094 
Schedule of Accrued Liabilities
Accrued liabilities consisted of the following (in thousands):
September 30, 2025December 31, 2024
Loss contingency$62,000 $62,000 
Taxes payable11,366 11,319 
Current operating lease liabilities5,123 5,625 
Restructuring liability8,373 7,310 
Other24,186 29,106 
Accrued liabilities$111,048 $115,360 
v3.25.3
Convertible Senior Notes (Tables)
9 Months Ended
Sep. 30, 2025
Debt Disclosure [Abstract]  
Schedule of Debt
The following table presents the net carrying amount of the notes (in thousands):

September 30, 2025December 31, 2024
2026 Notes2025 Notes2026 Notes2025 Notes
Principal$62,710 $— $127,906 $358,914 
Unamortized issuance costs(152)— (562)(309)
Net carrying amount$62,558 $— $127,344 $358,605 
Schedule of Interest Expense Recognized
The following table presents the total interest expense recognized related to the notes (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
2026 notes:
Contractual interest expense$— $— $— $— 
Amortization of issuance costs41 163 151 484 
Total 2026 notes interest expense$41 $163 $151 $484 
2025 notes:
Contractual interest expense$— $111 $90 $331 
Amortization of issuance costs— 384 308 1,144 
Total 2025 notes interest expense$— $495 $398 $1,475 
v3.25.3
Stockholders' Equity (Tables)
9 Months Ended
Sep. 30, 2025
Share-Based Payment Arrangement [Abstract]  
Schedule of Stock-Based Compensation Expense for Employees and Non-Employees
The following table presents total share-based compensation expense recorded (in thousands):
 Three Months Ended
September 30,
Nine Months Ended
September 30,
 2025202420252024
Cost of revenues$102 $471 $471 $1,450 
Research and development1,141 7,492 5,937 23,824 
Sales and marketing352 2,100 1,826 5,966 
General and administrative4,330 11,868 16,860 38,027 
Total share-based compensation expense$5,925 $21,931 $25,094 $69,267 
Schedule of Restricted Stock Unit Activity
The following table presents activity for outstanding RSUs and PSUs:
 RSUs and PSUs Outstanding
 Shares OutstandingWeighted Average Grant Date Fair Value
Balance at December 31, 20247,386,965 $10.58 
Granted6,375,000 1.49 
Released(5,025,248)6.88 
Forfeited(1,934,971)15.33 
Balance at September 30, 20256,801,746 $3.32 
v3.25.3
Restructuring Charges (Tables)
9 Months Ended
Sep. 30, 2025
Restructuring and Related Activities [Abstract]  
Schedule of Changes in Restructuring Liability Balance
The following table presents a reconciliation of the beginning and ending restructuring liability balance (in thousands):
Nine Months Ended
September 30, 2025
Beginning balance
$— 
Restructuring charges
27,496 
Restructuring payments
(19,757)
Ending balance
$7,739 
The following table presents a reconciliation of the beginning and ending restructuring liability balance (in thousands):
Nine Months Ended
September 30, 2025
Beginning balance
$3,915 
Restructuring charges
2,458 
Restructuring payments
(6,311)
Ending balance
$62 
The following table presents a reconciliation of the beginning and ending restructuring liability balance (in thousands):
Nine Months Ended
September 30, 2025
Beginning balance
$3,395 
Restructuring charges
1,020 
Restructuring payments
(3,843)
Ending balance
$572 
v3.25.3
Segment Information (Tables)
9 Months Ended
Sep. 30, 2025
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information, by Segment
The following table presents information about our significant segment expenses and includes a reconciliation to net loss (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
Net revenues$77,742 $136,593 $304,249 $474,090 
Less:
Cost of revenues31,701 43,420 121,152 135,328 
Research and development18,350 41,337 76,495 129,423 
Paid marketing expenses(1)
4,403 15,625 27,836 40,076 
Other sales and marketing(2)
7,180 10,883 26,778 40,352 
General and administrative33,232 51,910 132,572 161,460 
Impairment expense— 195,708 2,000 677,239 
Total segment expenses94,866 358,883 386,833 1,183,878 
Other segment items(3)
(347)9,651 11,966 (121,155)
Net loss$(17,471)$(212,639)$(70,618)$(830,943)
_____________________________________________________
(1)Paid marketing expenses consist primarily of online advertising and marketing promotional expenditures.
(2)Other sales and marketing primarily consists of employee related expenses, including share-based compensation expense, and depreciation and amortization expenses.
(3)Other segment items consist of interest expense, other income, and provision for income taxes.
Schedule of Revenue from External Customers by Products and Services
The following table presents our total net revenues for our Subscription Services and Skills and Other product lines (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
Subscription Services$69,100 $119,804 $266,393 $420,668 
Skills and Other8,642 16,789 37,856 53,422 
Total net revenues$77,742 $136,593 $304,249 $474,090 
Schedule of Revenue from External Customers by Geographic Areas
The following table presents our total net revenues by geographic area (in thousands):
Three Months Ended
September 30,
Nine Months Ended
September 30,
2025202420252024
United States$64,841 $119,038 $260,483 $412,823 
International12,901 17,555 43,766 61,267 
Total net revenues$77,742 $136,593 $304,249 $474,090 

The following table presents our long-lived assets by geographic area (in thousands):
September 30, 2025December 31, 2024
United States$121,876 $172,483 
International21,810 20,421 
Total long-lived assets$143,686 $192,904 
v3.25.3
Background and Basis of Presentation - Narrative (Details)
$ in Millions
3 Months Ended 9 Months Ended
Sep. 30, 2024
USD ($)
Sep. 30, 2025
segment
Sep. 30, 2024
USD ($)
Dec. 31, 2024
USD ($)
Debt Instrument [Line Items]        
Number of operating segments | segment   1    
Number of reportable segments | segment   1    
Goodwill, impairment loss | $ $ 195.7   $ 635.4  
Revision of Prior Period, Reclassification, Adjustment        
Debt Instrument [Line Items]        
Deferred tax assets | $       $ 1.0
v3.25.3
Revenues - Disaggregation of Revenue (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Disaggregation of Revenue [Line Items]        
Total net revenues $ 77,742 $ 136,593 $ 304,249 $ 474,090
Change, Total net revenues $ (58,851)   $ (169,841)  
Change, Total net revenues, percent (43.00%)   (36.00%)  
Subscription Services        
Disaggregation of Revenue [Line Items]        
Total net revenues $ 69,100 119,804 $ 266,393 420,668
Change, Total net revenues $ (50,704)   $ (154,275)  
Change, Total net revenues, percent (42.00%)   (37.00%)  
Skills and Other        
Disaggregation of Revenue [Line Items]        
Total net revenues $ 8,642 $ 16,789 $ 37,856 $ 53,422
Change, Total net revenues $ (8,147)   $ (15,566)  
Change, Total net revenues, percent (49.00%)   (29.00%)  
v3.25.3
Revenues - Narrative (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Revenue from Contract with Customer [Abstract]        
Contract with customer, liability, revenue recognized $ 22,500 $ 33,300 $ 38,000 $ 52,300
Decrease in accounts receivable, net     $ 8,201  
Decrease in accounts receivable, net, percent     35.00%  
Decrease in contract assets     $ 587  
Decrease in contract assets, percent     8.00%  
Decrease in deferred revenue     $ 7,069  
Decrease in deferred revenue, percent     18.00%  
v3.25.3
Revenues - Contract Balances (Details) - USD ($)
$ in Thousands
9 Months Ended
Sep. 30, 2025
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]    
Accounts receivable, net $ 15,440 $ 23,641
Change, accounts receivable, net $ (8,201)  
Change, accounts receivable, net, percent (35.00%)  
Contract assets $ 6,440 7,027
Change in contract assets $ (587)  
Change in contract assets, percent (8.00%)  
Deferred revenue $ 32,148 $ 39,217
Change in deferred revenue $ (7,069)  
Change in deferred revenue, percent (18.00%)  
v3.25.3
Net Loss Per Share - Computation of Basic and Diluted Net (Loss) Income Per Share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Numerator:        
Net loss $ (17,471) $ (212,639) $ (70,618) $ (830,943)
Denominator:        
Weighted average shares used to compute net loss per share, basic (in shares) 108,450 103,723 106,851 102,893
Weighted average shares used to compute net loss per share, diluted (in shares) 108,450 103,723 106,851 102,893
Net loss per share, basic (in dollars per share) $ (0.16) $ (2.05) $ (0.66) $ (8.08)
Net loss per share, diluted (in dollars per share) $ (0.16) $ (2.05) $ (0.66) $ (8.08)
v3.25.3
Net Loss Per Share - Shares Excluded From Computation Of Diluted Net (Loss) Income Per Share (Details) - shares
shares in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]        
Total common stock equivalents (in shares) 3,809 18,496 10,750 16,785
Shares related to stock plan activity        
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]        
Total common stock equivalents (in shares) 3,226 9,262 8,177 7,551
Shares related to convertible senior notes        
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]        
Total common stock equivalents (in shares) 583 9,234 2,573 9,234
v3.25.3
Cash and Cash Equivalents, Investments and Fair Value Measurements - Schedule of Available For Sale Securities (Details) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Debt Securities, Available-for-sale [Line Items]    
Cash and cash equivalents $ 38,180 $ 161,475
Adjusted Cost 85,633  
Fair Value 85,967  
Cash    
Debt Securities, Available-for-sale [Line Items]    
Cash and cash equivalents 25,699 28,716
Short-term investments:    
Debt Securities, Available-for-sale [Line Items]    
Adjusted Cost   154,130
Unrealized Gain   157
Unrealized Loss   (38)
Fair Value   154,249
Long-term investments:    
Debt Securities, Available-for-sale [Line Items]    
Adjusted Cost   211,921
Unrealized Gain   833
Unrealized Loss   (104)
Fair Value   212,650
Level 1 | Money market funds    
Debt Securities, Available-for-sale [Line Items]    
Cash and cash equivalents 12,481 132,759
Corporate debt securities | Level 2 | Short-term investments:    
Debt Securities, Available-for-sale [Line Items]    
Adjusted Cost 57,988 113,968
Unrealized Gain 221 157
Unrealized Loss 0 (29)
Fair Value 58,209 114,096
Corporate debt securities | Level 2 | Long-term investments:    
Debt Securities, Available-for-sale [Line Items]    
Adjusted Cost 15,164 133,516
Unrealized Gain 113 736
Unrealized Loss 0 (78)
Fair Value $ 15,277 134,174
U.S. treasury securities | Level 1 | Short-term investments:    
Debt Securities, Available-for-sale [Line Items]    
Adjusted Cost   40,162
Unrealized Gain   0
Unrealized Loss   (9)
Fair Value   40,153
U.S. treasury securities | Level 1 | Long-term investments:    
Debt Securities, Available-for-sale [Line Items]    
Adjusted Cost   78,405
Unrealized Gain   97
Unrealized Loss   (26)
Fair Value   $ 78,476
v3.25.3
Cash and Cash Equivalents, Investments and Fair Value Measurements - Contractual Maturity (Details)
$ in Thousands
Sep. 30, 2025
USD ($)
Adjusted Cost  
Due within one year $ 57,988
Due after one year through three years 15,164
Investments not due at a single maturity date 12,481
Adjusted Cost 85,633
Fair Value  
Due within one year 58,209
Due after one year through three years 15,277
Investments not due at a single maturity date 12,481
Fair Value $ 85,967
v3.25.3
Cash and Cash Equivalents, Investments and Fair Value Measurements - Strategic Investments (Details) - USD ($)
$ in Thousands
9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Jul. 31, 2022
Schedule of Investments [Line Items]      
Impairment of strategic equity investment $ 6,000 $ 0  
Knack Technologies, Inc      
Schedule of Investments [Line Items]      
Investment without readily determinable fair value     $ 6,000
Impairment of strategic equity investment $ 6,000    
v3.25.3
Cash and Cash Equivalents, Investments and Fair Value Measurements - Debt (Details) - USD ($)
$ in Millions
Sep. 30, 2025
Dec. 31, 2024
Senior Notes due 2026 | Estimate of Fair Value Measurement | Senior Notes | Fair Value, Measurements, Nonrecurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Convertible senior notes $ 52.6 $ 105.8
v3.25.3
Property and Equipment, Net - Schedule of Property and Equipment, Net (Details) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Property, Plant and Equipment [Line Items]    
Property and equipment $ 405,365 $ 463,747
Less accumulated depreciation (279,767) (293,099)
Property and equipment, net 125,598 170,648
Content    
Property, Plant and Equipment [Line Items]    
Property and equipment 347,680 381,629
Software    
Property, Plant and Equipment [Line Items]    
Property and equipment 44,912 67,612
Leasehold improvements    
Property, Plant and Equipment [Line Items]    
Property and equipment 7,898 8,207
Furniture and fixtures    
Property, Plant and Equipment [Line Items]    
Property and equipment 2,419 3,346
Computer and equipment    
Property, Plant and Equipment [Line Items]    
Property and equipment $ 2,456 $ 2,953
v3.25.3
Property and Equipment, Net - Narrative (Details) - USD ($)
$ in Millions
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Property, Plant and Equipment [Line Items]        
Depreciation expense $ 14.2 $ 18.2 $ 60.4 $ 50.0
Accelerated depreciation     16.2  
Software and Software Development Costs and Content Assets        
Property, Plant and Equipment [Line Items]        
Accelerated depreciation     18.2  
Software        
Property, Plant and Equipment [Line Items]        
Impaired assets to be disposed of by method other than sale, amount of impairment loss     $ 2.0  
v3.25.3
Balance Sheet Details - Other Current Assets (Details) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Organization, Consolidation and Presentation of Financial Statements [Abstract]    
Insurance loss recovery $ 55,000 $ 55,000
Restricted cash 912 956
Other 16,876 25,138
Other current assets $ 72,788 $ 81,094
v3.25.3
Balance Sheet Details - Accrued Liabilities (Details) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Organization, Consolidation and Presentation of Financial Statements [Abstract]    
Loss contingency $ 62,000 $ 62,000
Taxes payable 11,366 11,319
Current operating lease liabilities 5,123 5,625
Restructuring liability 8,373 7,310
Other 24,186 29,106
Accrued liabilities $ 111,048 $ 115,360
v3.25.3
Convertible Senior Notes - Narrative (Details)
$ / shares in Units, $ in Thousands
1 Months Ended 9 Months Ended
Mar. 15, 2025
USD ($)
Mar. 31, 2025
USD ($)
Aug. 31, 2020
USD ($)
$ / shares
Sep. 30, 2025
USD ($)
$ / shares
shares
Sep. 30, 2024
USD ($)
Apr. 30, 2019
USD ($)
Debt Instrument [Line Items]            
Repayment of convertible senior notes       $ 416,492 $ 0  
Gain on early extinguishment of debt       $ 7,360 $ 0  
2025 Notes | Senior Notes            
Debt Instrument [Line Items]            
Face value           $ 800,000
Interest rate, stated percentage           0.125%
Repayment of convertible senior notes $ 358,900          
Senior Notes due 2026 | Senior Notes            
Debt Instrument [Line Items]            
Face value     $ 1,000,000      
Interest rate, stated percentage     0.00%      
Repayment of convertible senior notes   $ 57,400        
Conversion ratio     0.0092978      
Conversion price (in dollars per share) | $ / shares     $ 107.55      
Extinguishment of debt, amount   65,200        
Payment for debt extinguishment or debt prepayment cost   200        
Repayments of convertible debt and extinguishment fees   57,600        
Debt instrument, repurchased amount, carrying value   64,900        
Gain on early extinguishment of debt   $ 7,400        
Senior Notes due 2026 | Senior Notes | Capped Call            
Debt Instrument [Line Items]            
Conversion price (in dollars per share) | $ / shares       $ 156.44    
Net proceeds     $ 103,400      
Debt instrument, convertible (in shares) | shares       9,297,800    
v3.25.3
Convertible Senior Notes - Schedule of Net Carrying Amount (Details) - Senior Notes - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
2026 Notes    
Debt Instrument [Line Items]    
Principal $ 62,710 $ 127,906
Unamortized issuance costs (152) (562)
Net carrying amount 62,558 127,344
2025 Notes    
Debt Instrument [Line Items]    
Principal 0 358,914
Unamortized issuance costs 0 (309)
Net carrying amount $ 0 $ 358,605
v3.25.3
Convertible Senior Notes - Schedule of Interest Expense Recognized (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Debt Instrument [Line Items]        
Amortization of issuance costs     $ 459 $ 1,628
Senior Notes | 2026 Notes        
Debt Instrument [Line Items]        
Contractual interest expense $ 0 $ 0 0 0
Amortization of issuance costs 41 163 151 484
Total interest expense 41 163 151 484
Senior Notes | 2025 Notes        
Debt Instrument [Line Items]        
Contractual interest expense 0 111 90 331
Amortization of issuance costs 0 384 308 1,144
Total interest expense $ 0 $ 495 $ 398 $ 1,475
v3.25.3
Commitments and Contingencies (Details) - USD ($)
$ in Millions
9 Months Ended
Sep. 26, 2024
Sep. 30, 2025
Loss Contingencies [Line Items]    
Loss contingency   $ 7.0
Steven Leventhal | Settled Litigation    
Loss Contingencies [Line Items]    
Litigation settlement, amount awarded to other party $ 55.0  
Loss contingency, receivable, current   55.0
Loss contingency   55.0
ROSCA CID | Pending Litigation    
Loss Contingencies [Line Items]    
Loss contingency, receivable   $ 7.5
v3.25.3
Stockholders' Equity - Share Repurchase (Details) - USD ($)
$ in Millions
9 Months Ended 12 Months Ended
Sep. 30, 2025
Dec. 31, 2024
Securities Repurchase Program    
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]    
Cash repurchases $ 0.0  
November 2023 ASRs    
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]    
Repurchases of common stock (in shares)   2,115,952
v3.25.3
Stockholders' Equity - Securities Repurchase Program (Details) - Securities Repurchase Program - USD ($)
$ in Millions
1 Months Ended
Nov. 30, 2024
Sep. 30, 2025
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]    
Stock repurchase program, increase of authorized amount $ 300.0  
Remaining under repurchase program   $ 150.1
v3.25.3
Stockholders' Equity - Schedule of Share-based Compensation Expense (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]        
Total share-based compensation expense $ 5,925 $ 21,931 $ 25,094 $ 69,267
Cost of revenues        
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]        
Total share-based compensation expense 102 471 471 1,450
Research and development        
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]        
Total share-based compensation expense 1,141 7,492 5,937 23,824
Sales and marketing        
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]        
Total share-based compensation expense 352 2,100 1,826 5,966
General and administrative        
Employee Service Share Based Compensation Allocation Of Recognized Period Costs [Line Items]        
Total share-based compensation expense $ 4,330 $ 11,868 $ 16,860 $ 38,027
v3.25.3
Stockholders' Equity - Narrative (Details) - USD ($)
$ in Millions
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Share-based compensation expense capitalized $ 0.3 $ 1.2 $ 0.9 $ 3.9
RSUs and PSUs        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Unrecognized compensation costs related to restricted stock units $ 15.6   $ 15.6  
Weighted-average vesting period     1 year 2 months 12 days  
v3.25.3
Stockholders' Equity - Schedule of RSU and PSU Activity (Details)
9 Months Ended
Sep. 30, 2025
$ / shares
shares
Shares Outstanding  
Beginning balance (in shares) | shares 7,386,965
Granted (in shares) | shares 6,375,000
Released (in shares) | shares (5,025,248)
Forfeited (in shares) | shares (1,934,971)
Ending balance (in shares) | shares 6,801,746
Weighted Average Grant Date Fair Value  
Beginning balance (in dollars per share) | $ / shares $ 10.58
Granted (in dollars per share) | $ / shares 1.49
Released (in dollars per share) | $ / shares 6.88
Forfeited (in dollars per share) | $ / shares 15.33
Ending balance (in dollars per share) | $ / shares $ 3.32
v3.25.3
Restructuring Charges - Additional Information (Details) - USD ($)
$ in Thousands
3 Months Ended 5 Months Ended 9 Months Ended 11 Months Ended 16 Months Ended
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2025
May 2025 Restructuring Plan            
Restructuring Cost and Reserve [Line Items]            
Restructuring charges   $ 27,500 $ 27,496      
May 2025 Restructuring Plan | Minimum            
Restructuring Cost and Reserve [Line Items]            
Restructuring and related cost, expected cost remaining   2,000 2,000   $ 2,000 $ 2,000
May 2025 Restructuring Plan | Maximum            
Restructuring Cost and Reserve [Line Items]            
Restructuring and related cost, expected cost remaining   $ 3,000 3,000   3,000 3,000
November 2024 Restructuring Plan            
Restructuring Cost and Reserve [Line Items]            
Restructuring charges     2,458   $ 17,100  
June 2024 Restructuring Plan            
Restructuring Cost and Reserve [Line Items]            
Restructuring charges $ 2,100   $ 1,020 $ 8,800   $ 11,000
v3.25.3
Restructuring Charges - Schedule of Reconciliation of Changes in Restructuring Liability Balance (Details) - USD ($)
$ in Thousands
3 Months Ended 5 Months Ended 9 Months Ended 11 Months Ended 16 Months Ended
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2025
May 2025 Restructuring Plan            
Restructuring Reserve [Roll Forward]            
Beginning balance     $ 0      
Restructuring charges   $ 27,500 27,496      
Restructuring payments     (19,757)      
Ending balance   7,739 7,739   $ 7,739 $ 7,739
November 2024 Restructuring Plan            
Restructuring Reserve [Roll Forward]            
Beginning balance     3,915      
Restructuring charges     2,458   17,100  
Restructuring payments     (6,311)      
Ending balance   62 62   62 62
June 2024 Restructuring Plan            
Restructuring Reserve [Roll Forward]            
Beginning balance     3,395      
Restructuring charges $ 2,100   1,020 $ 8,800   11,000
Restructuring payments     (3,843)      
Ending balance   $ 572 $ 572   $ 572 $ 572
v3.25.3
Segment Information - Narrative (Details)
9 Months Ended
Sep. 30, 2025
segment
Segment Reporting [Abstract]  
Number of operating segments 1
Number of reportable segments 1
v3.25.3
Segment Information - Schedule of Significant Segment Expenses (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Segment Reporting Information [Line Items]        
Net revenues $ 77,742 $ 136,593 $ 304,249 $ 474,090
Cost of revenues 31,701 43,420 121,152 135,328
Research and development 18,350 41,337 76,495 129,423
General and administrative 33,232 51,910 132,572 161,460
Impairment expense 0 195,708 2,000 677,239
Net loss (17,471) (212,639) (70,618) (830,943)
Reportable Segment        
Segment Reporting Information [Line Items]        
Net revenues 77,742 136,593 304,249 474,090
Cost of revenues 31,701 43,420 121,152 135,328
Research and development 18,350 41,337 76,495 129,423
Paid marketing expenses 4,403 15,625 27,836 40,076
Other sales and marketing 7,180 10,883 26,778 40,352
General and administrative 33,232 51,910 132,572 161,460
Impairment expense 0 195,708 2,000 677,239
Total segment expenses 94,866 358,883 386,833 1,183,878
Other segment items (347) 9,651 11,966 (121,155)
Net loss $ (17,471) $ (212,639) $ (70,618) $ (830,943)
v3.25.3
Segment Information - Schedule of Revenue by Product Line and Geographic Areas (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Segment Reporting Information [Line Items]        
Net revenues $ 77,742 $ 136,593 $ 304,249 $ 474,090
United States        
Segment Reporting Information [Line Items]        
Net revenues 64,841 119,038 260,483 412,823
International        
Segment Reporting Information [Line Items]        
Net revenues 12,901 17,555 43,766 61,267
Subscription Services        
Segment Reporting Information [Line Items]        
Net revenues 69,100 119,804 266,393 420,668
Skills and Other        
Segment Reporting Information [Line Items]        
Net revenues $ 8,642 $ 16,789 $ 37,856 $ 53,422
v3.25.3
Segment Information - Schedule of Long-Lived Assets by Geographical Area (Details) - USD ($)
$ in Thousands
Sep. 30, 2025
Dec. 31, 2024
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets $ 143,686 $ 192,904
United States    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets 121,876 172,483
International    
Revenues from External Customers and Long-Lived Assets [Line Items]    
Total long-lived assets $ 21,810 $ 20,421
v3.25.3
Subsequent Events (Details) - Subsequent Event - October 2025 Restructuring Plan - USD ($)
$ in Millions
3 Months Ended
Dec. 31, 2025
Oct. 31, 2025
Minimum    
Subsequent Event [Line Items]    
Expected cost restructuring plan   $ 15
Minimum | Forecast    
Subsequent Event [Line Items]    
Payments for restructuring $ 12  
Maximum    
Subsequent Event [Line Items]    
Expected cost restructuring plan   $ 19
Maximum | Forecast    
Subsequent Event [Line Items]    
Payments for restructuring $ 16