51Talk Reports 88.6% Revenue Growth in 2025 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy COE?
Source: Newsfilter
- Significant Revenue Growth: 51Talk's total revenue for 2025 reached $95.6 million, representing an 88.6% year-over-year increase, marking a crucial milestone in the company's global expansion strategy and demonstrating the scalability of its business model.
- Surge in Active Students: The number of active students in 2025 was approximately 170,300, a 79.3% increase from 95,000 in 2024, which not only enhances the company's market share but also strengthens its competitive position in the online education sector.
- Strong Operating Cash Flow: Operating cash inflow for 2025 was $11.8 million, indicating that the company is building a sustainable and scalable business model, laying a solid foundation for future growth.
- Increased Marketing Expenditure: Sales and marketing expenses for 2025 reached $62.3 million, an 86.6% increase, reflecting the company's proactive investment in brand promotion and market expansion, aimed at further enhancing user experience and market penetration.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy COE?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on COE
About COE
51Talk Online Education Group operates an online education platform with core expertise in English education. The Company's online and mobile education platforms enable students to take live interactive English lessons, on demand. The Company connects its students with a large pool of teachers that it assembled using a shared economy approach and employs student and teacher feedback and data analytics to deliver a personalized learning experience to its students. It provides English course offerings in Hong Kong, Malaysia, and certain other countries and regions. It mainly conducts one-on-one online live English courses taught by teachers from the countries and regions outside mainland China, targeting children aged five to 12.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Significant Revenue Growth: 51Talk's total revenue for 2025 reached $95.6 million, representing an 88.6% year-over-year increase, marking a crucial milestone in the company's global expansion strategy and demonstrating the scalability of its business model.
- Surge in Active Students: The number of active students in 2025 was approximately 170,300, a 79.3% increase from 95,000 in 2024, which not only enhances the company's market share but also strengthens its competitive position in the online education sector.
- Strong Operating Cash Flow: Operating cash inflow for 2025 was $11.8 million, indicating that the company is building a sustainable and scalable business model, laying a solid foundation for future growth.
- Increased Marketing Expenditure: Sales and marketing expenses for 2025 reached $62.3 million, an 86.6% increase, reflecting the company's proactive investment in brand promotion and market expansion, aimed at further enhancing user experience and market penetration.
See More
- Significant Revenue Growth: 51Talk Online Education Group reported Q4 2025 revenue of $30.6 million, an impressive 88.9% year-over-year increase, indicating strong demand and business expansion in the online education sector.
- Substantial Gross Billings Increase: The gross billings for the fourth quarter reached $36.8 million, reflecting a 72.0% growth from $21.4 million in Q4 2024, showcasing the company's successful strategies in customer acquisition and retention.
- Increase in Active Students: The number of active students consuming lessons was approximately 126,700 in Q4 2025, representing a 70.8% increase from about 74,200 in Q4 2024, highlighting significant success in attracting new learners and enhancing course engagement.
- Optimistic Future Outlook: With the ongoing growth in online education demand, 51Talk's robust financial performance and student growth trends provide a solid foundation for future expansion and investment, suggesting enhanced competitiveness in the industry.
See More
- Earnings Report Schedule: 51Talk Online Education Group plans to release its unaudited financial results for the year ended December 31, 2025, before the U.S. market opens on March 27, 2026, reflecting the company's commitment to transparency and timely information disclosure.
- Conference Call Timing: Management will host an earnings call at 8:00 a.m. U.S. Eastern Time on March 27, 2026 (8:00 p.m. Singapore/Beijing/Hong Kong time), aiming to communicate financial performance and future outlook with investors.
- Dial-in Information: Investors are advised to dial in at least five minutes prior to the start time, with dial-in details including U.S. toll-free number 1-888-346-8982 and international number 1-412-902-4272, ensuring smooth access for participants.
- Webcast and Replay: The call will feature a live and archived webcast available on the company's investor relations website, with a replay accessible approximately one hour after the live call, enhancing information accessibility for stakeholders.
See More
- Significant Revenue Growth: 51Talk reported net revenues of $26.3 million for Q3, an 87.5% increase from $14.0 million in the same quarter last year, demonstrating strong performance in the global online education market and solidifying its market position.
- Milestone in Student Enrollment: The active student base reached 112,600, a 71.4% increase from 65,700 a year ago, marking a successful execution of the company's global expansion strategy and enhancing future growth potential.
- Gross Margin Fluctuation: While gross profit was $19.3 million, up 74.4%, the gross margin decreased to 73.3%, reflecting increased service costs that may impact future profitability.
- Widening Operating Loss: The operating loss for Q3 was $4.2 million, significantly up from $0.8 million in the prior year, although the company maintained positive net operating cash flow, indicating cost pressures faced during expansion.
See More
- Repurchase Program Initiated: 51Talk's board has authorized a new share repurchase program allowing for the buyback of up to $10 million in shares over the next 12 months, expected to conclude on December 7, 2026, aimed at enhancing shareholder value and stabilizing market confidence.
- Market Operation Flexibility: The repurchase will be executed through various legally permissible means such as open market purchases, privately negotiated transactions, and block trades, demonstrating the company's adaptability in uncertain market conditions.
- Clear Funding Source: 51Talk plans to fund the repurchase from its existing cash balance, indicating financial robustness and confidence in future growth prospects.
- Strategic Implications: This repurchase program not only aims to improve earnings per share but also potentially enhances investor trust in the company, thereby laying a foundation for future capital operations and market expansion.
See More
Share Repurchase Program: 51Talk Online Education Group has authorized a new share repurchase program allowing the company to buy back up to $10 million worth of its shares over the next 12 months, set to conclude on December 7, 2026.
Funding Source: The company plans to finance the share repurchases using its existing cash balance.
Stock Price Movement: Following the announcement, the stock price of 51Talk traded approximately 3% lower during pre-market hours on Monday.
Investor Engagement: 51Talk recently presented at the Deutsche Bank ADR Virtual Investor Conference, indicating ongoing efforts to engage with investors.
See More









