The earnings call reflects a positive outlook with significant increases in gross billings and net revenues, and a reduction in net loss. However, these are tempered by increased operating expenses and a reported operating loss.
Company Guidance
During the first quarter of 2025, 51Talk Online Education Group reported a significant 74.6% increase in gross billings compared to the same period last year, reaching USD 21.9 million. Net revenues rose by 93.1% to USD 18.2 million, driven by a rise in active students and lesson consumption. The gross margin was 77%, while operating expenses increased by 35.6% to USD 15.3 million, largely due to a 42.7% increase in sales and marketing expenses, which amounted to USD 11.1 million. Despite an operating loss of USD 1.3 million, the net loss attributable to ordinary shareholders decreased by 53.2% to USD 1.5 million. Looking ahead, the company anticipates second-quarter gross billings to be between USD 24.5 million and USD 25.5 million, reflecting positive momentum and strategic investments.
Significant Increase in Gross Billings
Gross billings increased by 74.6% compared to the same period last year, reaching USD 21.9 million.
Substantial Growth in Net Revenues
Net revenues for the first quarter were USD 18.2 million, representing a 93.1% increase from the same quarter last year.
High Gross Margin
The gross margin for the first quarter was 77%, indicating strong profitability.
Reduction in Net Loss
Net loss attributable to ordinary shareholders decreased by 53.2% from the same quarter last year.
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
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
Sep 03, 2025
$39.09
$40.64
+3.97%
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%
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 Dec 01, 2025, Before Open (Confirmed).
What is China Online Education Group (COE) earnings time?
China Online Education Group (COE) earnings time is at Dec 01, 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.