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51Talk Online Education (COE)

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Research analysts who have asked questions during 51Talk Online Education earnings calls.

Recent press releases and 8-K filings for COE.

51Talk Online Education Group Reports Q3 2025 Results and Q4 Outlook
COE
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 51Talk Online Education Group reported gross billings of $40.5 million for Q3 2025, an increase of 104.6% year-over-year and 42.1% quarter-over-quarter, surpassing previously issued guidance.
  • Net revenues for Q3 2025 were $26.3 million, an 87.5% increase from the same quarter last year.
  • The company's active student base reached 112,600 during Q3 2025, marking the first time it surpassed 100,000 active students since embarking on its global expansion strategy.
  • Despite revenue growth, the company reported a net loss attributable to ordinary shareholders of $4.8 million for Q3 2025, with GAAP earnings per ADS at negative $0.8.
  • For the fourth quarter of 2025, 51Talk expects gross billings to be between $35 million and $38 million.
Dec 8, 2025, 1:00 PM
51Talk Online Education Group Reports Strong Q3 2025 Billings and Revenue Growth
COE
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 51Talk Online Education Group reported Q3 2025 gross billings of $40.5 million US dollars, a 104.6% year-over-year increase, and net revenues of $26.3 million US dollars, up 87.5% from the same quarter last year.
  • The active student base reached 112,600, marking the first time it surpassed 100,000 since the global expansion strategy began.
  • Despite strong top-line growth, the company recorded a Q3 operating loss of $4.2 million US dollars and a net loss attributable to ordinary shareholders of $4.8 million US dollars.
  • As of the end of Q3 2025, total cash equivalents and time deposits were $36.6 million US dollars. The company expects Q4 2025 gross billings to be between $35 million US dollars and $38 million US dollars.
Dec 8, 2025, 1:00 PM
51Talk Online Education Group Announces New Share Repurchase Program
COE
Share Buyback
  • 51Talk Online Education Group (COE) announced a new share repurchase program on December 8, 2025.
  • Under this program, the company is authorized to repurchase up to US$10 million worth of its shares (including American Depositary Shares).
  • The share repurchase program will be in effect for the next 12 months, ending on December 7, 2026.
  • The company anticipates funding these repurchases from its existing cash balance.
Dec 8, 2025, 11:50 AM
51Talk Online Education Group Announces Third Quarter 2025 Results
COE
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 51Talk Online Education Group reported gross billings of US$40.5 million for the third quarter of 2025, marking a 104.6% growth from the same period in 2024, with net revenues increasing 87.5% to US$26.3 million.
  • The number of quarterly active students with attended lesson consumption grew 71.4% year-over-year to approximately 112,600 in Q3 2025.
  • The company achieved an operating cash inflow of US$6.6 million for Q3 2025, while reporting an operating loss of US$4.2 million and a net loss attributable to ordinary shareholders of US$4.8 million for the quarter.
  • As of September 30, 2025, total cash, cash equivalents, and time deposits stood at US$36.6 million, an increase from US$29.2 million at the end of 2024.
  • For the fourth quarter of 2025, the company anticipates net gross billings to be between US$35.0 million and US$38.0 million.
Dec 8, 2025, 11:49 AM
51Talk Online Education Group Announces Third Quarter 2025 Results
COE
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 51Talk Online Education Group reported gross billings of US$40.5 million in the third quarter of 2025, a 104.6% increase year-over-year, and net revenues of US$26.3 million, up 87.5% from the same quarter last year.
  • The number of quarterly active students with attended lesson consumption grew by 71.4% to approximately 112,600 in Q3 2025, marking the first time the company surpassed 100,000 active students.
  • The company recorded an operating loss of US$4.2 million and a net loss attributable to ordinary shareholders of US$4.8 million for Q3 2025, compared to losses of US$0.8 million and US$0.6 million respectively in Q3 2024.
  • Operating cash inflow for the third quarter of 2025 was US$6.6 million, and total cash, cash equivalents, and time deposits stood at US$36.6 million as of September 30, 2025.
  • For the fourth quarter of 2025, 51Talk expects net gross billings to be between US$35.0 million and US$38.0 million.
Dec 8, 2025, 11:30 AM