51Talk Reports Q1 Revenue of $31.2M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Reports Q1 revenue $31.2M vs. $18.25M last year. "We delivered a solid set of results this quarter, highlighted by 52% year-over-year gross billings growth, exceeding the high-end of our guidance, and a narrowing sequential operating loss - despite the seasonal softness typical of the first quarter. We remain committed to refining our products and services to be more localized and better tailored to students across each of our markets, with a particular focus on enhancing the user experience. Underlying demand for English learning remains robust across our key markets, and we are optimistic about their growth potential," said Jack Jiajia Huang, Founder, Chairman, and Chief Executive Officer of 51Talk.
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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.
51Talk Online Education Group Reports Strong Q1 Earnings
- Significant Revenue Growth: 51Talk Online Education Group reported net revenues of $31.2 million for Q1, representing a substantial year-over-year increase of 70.9%, indicating strong demand in the online education market and active student growth, which positions the company for continued market share expansion.
- High Gross Margin: The gross margin for the first quarter stood at 73.7%, demonstrating the company's success in cost control and operational efficiency, thereby reinforcing its profitability in the highly competitive online education sector.
- Rising Operating Expenses: Despite revenue growth, operating expenses increased by 57.2% year-over-year to $24.4 million, primarily driven by higher sales and marketing costs, which may exert short-term pressure on profits but also reflects the company's proactive investment in market promotion.
- Optimistic Future Outlook: The company anticipates gross billings for Q2 2026 to be between $36 million and $38 million, showcasing confidence in future growth, particularly with the integration of AI and human learning experiences, which is expected to enhance user engagement and competitive positioning.
See More
51Talk Reports Q1 Net Loss of $2.3 Million, Up from $1.7 Million
- Widening Net Loss: 51Talk reported a net loss of $2.3 million in Q1, up from $1.7 million a year ago, indicating ongoing challenges in profitability that may affect investor confidence.
- Increased Loss Per Share: The net loss per share rose to $0.01 from $0.005 last year, reflecting difficulties in cost control and revenue enhancement, potentially raising shareholder concerns about future performance.
- Significant Revenue Growth: Q1 net revenues reached $31.2 million, a 70.9% increase year-over-year, demonstrating strong growth potential amid recovering market demand, which could lay the groundwork for future profitability.
- Optimistic Future Outlook: The company expects Q2 net gross billings to be between $36.0 million and $38.0 million, representing a sequential increase of 8.1% to 14.1%, indicating confidence in continued growth despite current stock price declines.
See More
51Talk Online Education Group Q1 2026 Earnings Report
- Significant Revenue Growth: 51Talk Online Education Group reported a revenue of $31.2 million for Q1 2026, reflecting a robust year-over-year increase of 71.4%, indicating strong demand and growth potential in the online education market.
- Gross Billings Increase: The gross billings for the first quarter reached $33.3 million, representing a 51.9% growth from $21.9 million in Q1 2025, showcasing effective strategies in customer acquisition and retention.
- Increase in Active Students: The number of active students consuming lessons was approximately 132,900 in Q1 2026, a 63.9% increase from about 81,100 in Q1 2025, demonstrating significant progress in expanding the user base.
- Non-GAAP EPS Loss: Despite the substantial growth in revenue and active users, 51Talk reported a non-GAAP EPS loss of $0.30, highlighting the cost pressures and profitability challenges faced during its expansion phase.
See More
51Talk Scheduled to Report Q1 Earnings on June 12, 2026
- Earnings Report Announcement: 51Talk Online Education Group is set to release its unaudited financial results for the first quarter ended March 31, 2026, before the U.S. market opens on June 12, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: Management will host an earnings conference call at 8:00 a.m. ET on June 12, 2026, which is expected to attract attention from investors and analysts to discuss financial performance and future outlook.
- Dial-in Information: Participants are advised to dial in at least five minutes before the scheduled start time, with multiple dialing options available including toll-free numbers for the U.S., international, and mainland China, ensuring global investor participation.
- Webcast and Replay: The conference call will be available via live and archived webcast on the company's investor relations website, allowing investors who cannot attend live to access the information, thereby enhancing interaction between the company and its investors.
See More
51Talk Online Education Group Q4 2025 Earnings Report
- 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
51Talk Reports 88.6% Revenue Growth in 2025 Financial Results
- 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
51Talk Online Education Group Reports Strong Q1 Earnings
- Significant Revenue Growth: 51Talk Online Education Group reported net revenues of $31.2 million for Q1, representing a substantial year-over-year increase of 70.9%, indicating strong demand in the online education market and active student growth, which positions the company for continued market share expansion.
- High Gross Margin: The gross margin for the first quarter stood at 73.7%, demonstrating the company's success in cost control and operational efficiency, thereby reinforcing its profitability in the highly competitive online education sector.
- Rising Operating Expenses: Despite revenue growth, operating expenses increased by 57.2% year-over-year to $24.4 million, primarily driven by higher sales and marketing costs, which may exert short-term pressure on profits but also reflects the company's proactive investment in market promotion.
- Optimistic Future Outlook: The company anticipates gross billings for Q2 2026 to be between $36 million and $38 million, showcasing confidence in future growth, particularly with the integration of AI and human learning experiences, which is expected to enhance user engagement and competitive positioning.
See More
51Talk Reports Q1 Net Loss of $2.3 Million, Up from $1.7 Million
- Widening Net Loss: 51Talk reported a net loss of $2.3 million in Q1, up from $1.7 million a year ago, indicating ongoing challenges in profitability that may affect investor confidence.
- Increased Loss Per Share: The net loss per share rose to $0.01 from $0.005 last year, reflecting difficulties in cost control and revenue enhancement, potentially raising shareholder concerns about future performance.
- Significant Revenue Growth: Q1 net revenues reached $31.2 million, a 70.9% increase year-over-year, demonstrating strong growth potential amid recovering market demand, which could lay the groundwork for future profitability.
- Optimistic Future Outlook: The company expects Q2 net gross billings to be between $36.0 million and $38.0 million, representing a sequential increase of 8.1% to 14.1%, indicating confidence in continued growth despite current stock price declines.
See More
51Talk Online Education Group Q1 2026 Earnings Report
- Significant Revenue Growth: 51Talk Online Education Group reported a revenue of $31.2 million for Q1 2026, reflecting a robust year-over-year increase of 71.4%, indicating strong demand and growth potential in the online education market.
- Gross Billings Increase: The gross billings for the first quarter reached $33.3 million, representing a 51.9% growth from $21.9 million in Q1 2025, showcasing effective strategies in customer acquisition and retention.
- Increase in Active Students: The number of active students consuming lessons was approximately 132,900 in Q1 2026, a 63.9% increase from about 81,100 in Q1 2025, demonstrating significant progress in expanding the user base.
- Non-GAAP EPS Loss: Despite the substantial growth in revenue and active users, 51Talk reported a non-GAAP EPS loss of $0.30, highlighting the cost pressures and profitability challenges faced during its expansion phase.
See More
51Talk Scheduled to Report Q1 Earnings on June 12, 2026
- Earnings Report Announcement: 51Talk Online Education Group is set to release its unaudited financial results for the first quarter ended March 31, 2026, before the U.S. market opens on June 12, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: Management will host an earnings conference call at 8:00 a.m. ET on June 12, 2026, which is expected to attract attention from investors and analysts to discuss financial performance and future outlook.
- Dial-in Information: Participants are advised to dial in at least five minutes before the scheduled start time, with multiple dialing options available including toll-free numbers for the U.S., international, and mainland China, ensuring global investor participation.
- Webcast and Replay: The conference call will be available via live and archived webcast on the company's investor relations website, allowing investors who cannot attend live to access the information, thereby enhancing interaction between the company and its investors.
See More
51Talk Online Education Group Q4 2025 Earnings Report
- 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
51Talk Reports 88.6% Revenue Growth in 2025 Financial Results
- 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
