Arco Platform Ltd

Arco Platform Ltd. engages in the provision of complete pedagogical system with technology-enabled features to deliver educational content to private schools and students.It operates through the following Core and Supplemental segments. The Core segment offers solutions that address the Brazilian K-12 curriculum requirements through a personalized and interactive learning experience. The Supplemental segment is involved primarily in English as a second language, technological solutions for communication, Learning Management System platform, and content to develop socio emotional skills. The company was founded by Ari de Sá Cavalcante Neto in 2004 and is headquartered in Consolacao, Brazil.

Earnings data Q4 2019

Earnings data Q1 2020

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q1 2024

Arco Platform (ARCE) posts robust Q4 earnings, focuses on churn reduction

Arco Platform reported strong financial results for Q4 2022, showcasing revenue growth, improved cash flow metrics, and a focus on ESG initiatives. The company addressed challenges such as G&A expense management and churn reduction while highlighting opportunities in driving combined churn lower and leveraging revenue recognition differences between Core and Supplemental solutions.

Arco Platform excels in Q1 2023, driven by strong segment growth

Arco Platform delivered a robust performance in Q1 2023, showcasing growth in key segments and improved cash flow generation. The acquisition of ISAAC significantly boosted net revenue, setting the stage for continued expansion and revenue growth. While facing challenges with printing costs, the company remains optimistic about future improvements and growth opportunities.

Arco Platform impresses with strong Q2 performance and strategic decisions

Arco Platform's Q2 2023 earnings call highlighted robust financial performance, strategic decision-making, and challenges in managing costs and revenue. The company's move to go private and confidence in cost reduction strategies underscore a proactive approach to enhancing shareholder value and sustaining growth.

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Arco Platform Ltd. engages in the provision of complete pedagogical system with technology-enabled features to deliver educational content to private schools and students. It operates through the following segments: Core and Supplemental. The Core segment provides solutions that address the Brazilian K-12 curriculum requirements through a personalized and interactive learning experience. The Supplemental segment is involved primarily in English as a second language, technological solutions for communication, Learning Management System platform, and content to develop socio emotional skills. The company was founded by Ari de Sá Cavalcante Neto in 2004 and is headquartered in Consolacao, Brazil.

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AAP, ATSG and ARCE have been added to the Zacks Rank #5 (Strong Sell) List on March 3, 2023.

New Strong Sell Stocks for March 3rd

SÃO PAULO--( BUSINESS WIRE )--Arco Platform Limited, or “Arco” or “Company” (Nasdaq: ARCE), today announced that its board of directors (the “Board”) formed in December 2022 a special committee (the “Special Committee”) consisting of four independent and disinterested directors, Beatriz Amary, Carla Schmitzberger, Edward Ruiz and Stelleo Tolda, to evaluate and consider the previously announced preliminary non-binding proposal, dated November 30, 2022 (the “Proposal”), from General Atlantic L.P. (“General Atlantic”) and Dragoneer Investment Group, LLC (“Dragoneer”) to acquire all of the outstanding Class A common shares of the Company that are not held by such parties or Oto Brasil de Sá Cavalcante and Ari de Sá Cavalcante Neto or their respective affiliates (the “Public Shares”) and any potential alternative transactions with respect to the acquisition of the Public Shares by General Atlantic and Dragoneer or by any other party or parties. The Special Committee retained (i) Evercore Group L.L.C. and Seneca Evercore Advisors Ltda.as its financial advisor, (ii) Skadden, Arps, Slate, Meagher & Flom LLP as its U.S. legal counsel, (iii) Carey Olsen Cayman Limited as its Cayman Islands legal counsel and (iv) BMA - Barbosa Müssnich Aragão Advogados as its Brazilian legal counsel, in each case to assist it in its mandate.

Arco Provides Update Related to the Non-binding Proposal

Fintel reports that Brasil de Sa Cavalcante Oto has filed a 13D form with the SEC disclosing ownership of 19,103,363 shares of Arco Platform Ltd (ARCE).

Arco Platform Founders, General Atlantic Jointly Bid $11 a Share to Acquire Company

Arco Platform Limited (NASDAQ:ARCE ) Q3 2022 Earnings Conference Call December 1, 2022 5:00 PM ET Company Participants Carina Carreira - Director, IR Ari de Sa Cavalcante Neto - CEO Roberto Otero - CFO Conference Call Participants Vitor Tomita - Goldman Sachs Lucca Marquezini - Itau BBA Fred Mendes - Bank of America Javier Martinez - Morgan Stanley Operator Good afternoon, everyone. Thank you for standing by, and welcome to Arco Platform's Third Quarter 2022 Earnings Call.

Arco Platform Limited (ARCE) Q3 2022 Earnings Call Transcript

Arco Platform Limited (ARCE) delivered earnings and revenue surprises of 25% and 6.03%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Arco Platform Limited (ARCE) Reports Q3 Loss, Tops Revenue Estimates

SÃO PAULO--( BUSINESS WIRE )--Arco Platform Limited, or Arco or Company (Nasdaq: ARCE), today reported financial and operating results for the third quarter ended September 30th, 2022.

Arco Reports Third Quarter 2022 Results

SÃO PAULO--( BUSINESS WIRE )--Arco Platform Limited, or “Arco” or the “Company” (Nasdaq: ARCE), today announced that its board of directors has received a preliminary non-binding proposal (the “Proposal”) dated November 30, 2022 from General Atlantic L.P. (“General Atlantic”) and Dragoneer Investment Group, LLC (“Dragoneer”) to acquire all of the outstanding Class A common shares of the Company that are not held by such parties or Oto Brasil de Sá Cavalcante and Ari de Sá Cavalcante Neto (together, the “Founders”) or their respective affiliates (the “Proposed Transaction”).

Arco Announces Receipt of Non-Binding Going Private Proposal

SÃO PAULO--( BUSINESS WIRE )--Arco Platform Limited, or Arco (Nasdaq: ARCE), today announced it will report third quarter 2022 results for the period ended September 30th, 2022, after the market closes on Thursday, December 1st, 2022.

Arco to Report Third Quarter 2022 Results on December 1st, 2022

SÃO PAULO--(BUSINESS WIRE)--Arco Platform Limited, or Arco or Company (Nasdaq: ARCE), today announced that it has entered into a definitive agreement (the “Purchase Agreement”) to acquire 75.1% of the share capital of INCO Limited (d/b/a isaac), the provider of an all-in-one platform that offers a suite of financial and software products to K-12 schools (the “Transaction”). The purchase price for the Transaction will be paid in the form of Arco equity interests. Prior to the Transaction, Arco a

Arco Signs Definitive Agreement to Acquire isaac

Arco Platform is a Brazilian edtech play riding some attractive secular tailwinds in the region. Headline margins clouded its Q2 numbers, but adjusted for one-offs, the underlying business looks very strong coming out of the pandemic.

Arco Platform: Still A Pricey 'EdTech' Play

Arco Platform Limited (NASDAQ:ARCE ) Q2 2022 Earnings Conference Call August 18, 2022 5:00 PM ET Company Participants Carina Carreira - Director, Investor Relations Ari de Sá Cavalcante Neto - Chief Executive Officer Roberto Otero - Chief Financial Officer Conference Call Participants Lucca Marquezini - Itau BBA Marcelo Santos - JPMorgan Vitor Tomita - Goldman Sachs Mirela Oliveira - Bank of America Operator Good afternoon everyone. Thank you for standing by and welcome to Arco Platform Second Quarter 2022 Earnings Call.

Arco Platform Limited (ARCE) CEO Ari de Sá Cavalcante Neto on Q2 2022 Results - Earnings Call Transcript

Arco Platform Limited (ARCE) delivered earnings and revenue surprises of -900% and 15.60%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

Arco Platform Limited (ARCE) Reports Q2 Loss, Tops Revenue Estimates

SÃO PAULO, Brazil--(BUSINESS WIRE)--Arco Platform Limited, or Arco or Company (Nasdaq: ARCE), today reported financial and operating results for the second quarter ended June 30, 2022. “The resumption of in-person classes in the Brazilian private K-12 segment and consequent return of students who dropped-out during the pandemic led to great enthusiasm inside our partner schools. The significant increase in additional orders of our ACV bookings impacted our revenue recognition seasonality, as pa

Arco Reports Second Quarter 2022 Results

SÃO PAULO--(BUSINESS WIRE)--Arco Platform Limited (“Arco” or “Company”) (Nasdaq: ARCE), announced today that Companhia Brasileira de Educação e Sistemas de Ensino S.A. (“CBE” or “Issuer”), its indirect wholly-owned subsidiary, concluded the issuance of 1,200,000 non-convertible debentures, each at a par value of R$1,000 (the “Debentures”), totaling R$1,200 million (approximately US$230 million), for public distribution in Brazil with restricted placement efforts to institutional investors (the

Arco announces closing of Debentures issuance in Brazil by Companhia Brasileira de Educação e Sistemas de Ensino S.A.

SÃO PAULO--(BUSINESS WIRE)--Arco Platform Limited, or Arco (Nasdaq: ARCE), today announced it will report second quarter 2022 results for the period ended June 30, 2022, after the market closes on Thursday, August 18, 2022. The Company will host a corresponding conference call and webcast at 5 p.m. Eastern Time on that day. Investors may listen to the conference call by dialing +1 (412) 717-9627, +1 (844) 204-8942 or +55 (11) 4090-1621. For enhanced audio connection, investors may connect throu

Arco to Report Second Quarter 2022 Results on August 18, 2022

Arco Platform Limited (ARCE) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Arco Platform Limited (ARCE) Loses 12% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

The consensus price target hints at a 93.3% upside potential for Arco Platform Limited (ARCE). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts Think Arco Platform Limited (ARCE) Could Surge 93%: Read This Before Placing a Bet

Arco Platform Limited (ARCE) delivered earnings and revenue surprises of -28.57% and 7.76%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Arco Platform Limited (ARCE) Q1 Earnings and Revenues Miss Estimates

Arco Platform Limited (NASDAQ:ARCE ) Q1 2022 Earnings Conference Call May 24, 2022 5:00 PM ET Company Participants Carina Carreira - Investor Relations Director Ari de Sá Cavalcante Neto - Chief Executive Officer Roberto Otero - Chief Financial Officer Conference Call Participants Lucca Marchesini - Itau BBA Vitor Tomita - Goldman Sachs Javier Martinez - Morgan Stanley Operator Good afternoon, everyone. Thank you for standing by, and welcome to Arco Platform First Quarter 2022 Earnings Call.

Arco Platform Limited (ARCE) CEO Ari de Sá Cavalcante Neto on Q1 2022 Results - Earnings Call Transcript

SÃO PAULO--(BUSINESS WIRE)--Arco Platform Limited, or Arco or Company (Nasdaq: ARCE), today reported financial and operating results for the first quarter ended March 31, 2022. “The year started at a very strong pace, favored by the resumption of classes in the Brazilian private K-12 schools and the return of students who dropped-out during the pandemic. There was a significant increase in additional orders of our bookings during the quarter and, for some of these orders that were received late

Arco Reports First Quarter 2022 Results

SÃO PAULO--(BUSINESS WIRE)--Arco Platform Limited, or Arco (Nasdaq: ARCE), today announced it will report first quarter 2022 financial results for the period ended March 31, 2022, after the market closes on Tuesday, May 24, 2022. The Company will host a corresponding conference call and webcast at 5 p.m. Eastern Time on that day. Investors may listen to the conference call by dialing +1 (412) 717-9627, +1 (844) 204-8942 or +55 (11) 4090-1621. For enhanced audio connection investors may connect

Arco to Report First Quarter 2022 Financial Results on May 24, 2022

Arco Platform Ltd (ARCE) CEO Ari de Sa Cavalcante Neto on Q4 2021 Results - Earnings Call Transcript

SÃO PAULO--(BUSINESS WIRE)--Arco Platform Limited, or Arco (Nasdaq: ARCE), today released its 2021 Environmental, Social and Governance (ESG) Report, updating its main metrics, detailing its 2025 Goals and main projects to achieve. Arco's goals and indicators follows the three material pillars defined in 2021: Promote the Impact on Education and Focus on People through a Strong and Sustainable Structure. For 2022, the company main focus will be on: measuring the evolution in learning in its par

Arco Releases its 2021 ESG Report

SÃO PAULO--(BUSINESS WIRE)--Arco Platform Limited, or Arco or Company (Nasdaq: ARCE), today reported financial and operating results for the fourth quarter and full year ended December 31, 2021. “We are excited with the conclusion of our 2022 commercial cycle and the outlook for the school year. As schools returned to in person classes and restrictions related to the COVID-19 pandemic were, and continue to be, gradually lifted, Arco resumed its growth trajectory, outpacing industry peers, as a

Arco Reports Fourth Quarter and Full Year 2021 Results

SÃO PAULO--(BUSINESS WIRE)--Arco Platform Limited, or Arco (Nasdaq: ARCE), today announced it has changed the time of its fourth quarter and fiscal year 2021 earnings call. To minimize scheduling conflicts amongst our analyst community, the conference call will now be held at 6 p.m. ET on Thursday, March 31, 2022. The conference call was previously scheduled for 5 p.m. ET. There is no change to the dial-in information. A press release with the fourth quarter and fiscal year 2021 results will be

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