The earnings call reflects a positive sentiment due to significant growth in gross billings and net revenues, along with improved operating and net loss figures. However, there are concerns regarding increased operating expenses, particularly in sales and marketing.

Company Guidance -

Q2 2025

During the first quarter of 2025 earnings call for 51Talk Online Education Group, significant metrics were shared, indicating robust growth and strategic positioning in the market. The company's gross billings grew by an impressive 74.6% year-over-year, reaching USD 21.9 million, while net revenues surged by 93.1% to USD 18.2 million. The gross margin was reported at 77%, demonstrating operational efficiency. Despite a 35.6% increase in operating expenses, primarily due to a 42.7% rise in sales and marketing costs, the company managed to significantly reduce its operating loss and net loss attributable to ordinary shareholders by 67.6% and 53.2%, respectively. Looking ahead, 51Talk projects second-quarter gross billings between USD 24.5 million and USD 25.5 million, reflecting their optimistic outlook and strategic advancements in key markets. Additionally, the company reported having USD 29.5 million in cash, cash equivalents, and time deposits, with student advances totaling USD 47.9 million at the end of Q1.

Significant Increase in Gross Billings

First quarter gross billings increased by 74.6% compared to the same period last year, reaching USD 21.9 million.

Surge in Net Revenues

First quarter net revenues were USD 18.2 million, reflecting a 93.1% increase from the same quarter last year.

Improvement in Operating Loss and Net Loss

Q1 operating loss was USD 1.3 million, while net loss attributable to ordinary shareholders was USD 1.5 million, a 67.6% and 53.2% decrease from the same quarter last year, respectively.

Strong Gross Margin

Gross margin for the first quarter was 77%.

China Online Education Group (COE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

COE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 22, 2025	2025 (Q2)	- / -	-0.216	―	―	―
Jun 09, 2025	2025 (Q1)	- / -0.25	-0.647	61.21% (+0.40)	―
Mar 21, 2025	2024 (Q4)	- / -0.24	-0.812	70.94% (+0.58)	―
Dec 13, 2024	2024 (Q3)	- / -0.11	-0.071	-53.52% (-0.04)	―
Aug 23, 2024	2024 (Q2)	- / -0.22	-0.073	-195.89% (-0.14)	―
Jun 12, 2024	2024 (Q1)	- / -0.65	-0.069	-837.68% (-0.58)	―
Mar 22, 2024	2023 (Q4)	- / -0.81	-0.069	-1076.81% (-0.74)	―
Dec 18, 2023	2023 (Q3)	- / >-0.01	-0.07	85.80% (+0.06)	―
Aug 25, 2023	2023 (Q2)	- / -0.01	-0.154	93.39% (+0.14)	―
Apr 26, 2023	2023 (Q1)	- / >-0.01	-0.225	95.71% (+0.21)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

COE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 09, 2025	$24.56	$27.89	+13.56%
Mar 21, 2025	$22.72	$20.80	-8.45%
Dec 13, 2024	$17.50	$16.75	-4.29%
Aug 23, 2024	$14.48	$14.52	+0.28%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does China Online Education Group (COE) report earnings?

China Online Education Group (COE) is schdueled to report earning on Aug 22, 2025, Before Open (Confirmed).

What is China Online Education Group (COE) earnings time?

China Online Education Group (COE) earnings time is at Aug 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is COE EPS forecast?

Currently, no data Available

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