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

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COE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 20, 2026	2025 (Q4)	- / -	-0.236	―	―	―
Dec 08, 2025	2025 (Q3)	- / -0.01	-0.015	34.86% (<+0.01)	―
Sep 03, 2025	2025 (Q2)	- / -0.52	-0.216	-139.81% (-0.30)	―
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	-54.93% (-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	-0.071	85.80% (+0.06)	―

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
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%
Mar 21, 2025	$22.72	$20.80	-8.45%

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 Mar 20, 2026, Before Open (Confirmed).

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

China Online Education Group (COE) earnings time is at Mar 20, 2026, 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