China Online Education Group (COE)
XASE:COE
Earnings Data
Report Date
Jun 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.25Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong growth story: triple-digit percentage increases in full-year and quarterly top-line metrics, high gross margins, and positive operating cash flow, indicating the business is scaling. However, the quarter also showed significant near-term profit pressure from aggressive spending (S&M, G&A, product) that produced larger operating and net losses and negative EPS. Management frames the higher expenses as deliberate, front-loaded investments expected to improve unit economics in 2026. There are short-term regional and seasonal risks and a sizable advance-from-students balance to monitor. Overall, growth and cash-generation signals outweigh the current profitability pressures but require successful execution of the 2026 harvesting strategy.Company Guidance
Strong Full-Year Top-Line Growth
Full-year gross billings reached $127.6M, up 83.4% YoY; full-year net revenues were $95.6M, up 88.6% YoY, signaling successful scaling of the global expansion strategy.
Robust Fourth-Quarter Revenue Performance
Q4 net revenue was $30.6M, an 88.6% increase YoY; Q4 gross billings were $36.8M, up 72.0% YoY.
High Gross Margin
Q4 gross margin was 72.4%, indicating strong unit economics at the gross-profit level despite higher operating investments.
Positive Operating Cash Flow
Net operating cash inflow for 2025 was $11.8M, surpassing the $10M mark and demonstrating cash-generating capability.
Solid Liquidity Position
Total cash, cash equivalents and time deposits were $39.0M at quarter end, providing runway as investments continue.
Confidence in 2026 Growth Trajectory
Management expects continued growth in gross billings, net revenues and operating cash flow in 2026 and plans to improve unit economics after front-loaded investments in 2025.
COE Earnings History
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 |
|---|---|---|---|
Mar 27, 2026 | $18.43 | $18.90 | +2.55% |
Dec 08, 2025 | $41.24 | $36.21 | -12.20% |
Sep 03, 2025 | $39.09 | $40.64 | +3.97% |
Jun 09, 2025 | $24.56 | $27.89 | +13.56% |
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 Jun 16, 2026, Before Open (Confirmed).
What is China Online Education Group (COE) earnings time?
China Online Education Group (COE) earnings time is at Jun 16, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is COE EPS forecast?
Currently, no data Available