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
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.