COE Earnings Prediction
The chart below shows how COE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, COE sees a -8.95% change in stock price 10 days leading up to the earnings, and a +23.73% change 10 days following the report. On the earnings day itself, the stock moves by +1.85%. This data can give you a slight idea of what to expect for the next quarter's release.
COE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
14.05M
79.45%
28.17%
Gross Margin
78.75%
3.27%
0.83%
Operating Margin
-5.60%
-88.62%
-74.58%
Net Margin
-4.63%
-90.62%
-59.77%
EPS
-0.00
-100.00%
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No Data Available
COE Earnings Analysis
51Talk Online Education Group American Depositary Shares, each representing sixty (60) Class A Ordin Corporation (COE.A) Earnings Conference Call
Positive
Quarterly Revenue Surge: Third quarter net revenues were US$14 million, a 79.4% increase from the same quarter last year, largely driven by the increase of active students with attended lesson consumption.
Gross Billings Surge: Gross billings grew by 80.7% from the same quarter last year to US$19.8 million.
Third Quarter Gross Margin: Gross margin for the third quarter was 78.7%.
Operating Cash Flow Improvement: The company successfully maintained an upward trajectory in operating cash flow over the past two quarters, evidenced by the improvement in cash balance over the quarter.
AI Adoption Acceleration: The acceleration of AI adoption across the group has become a significant driver this quarter, with observed improvements in lead conversion rates, tutor management, and student classroom experiences.
Negative
Quarterly Revenue Surge: Third quarter net revenues were US$14 million, a 79.4% increase from the same quarter last year, largely driven by the increase of active students with attended lesson consumption.
Third Quarter Gross Margin: Gross margin for the third quarter was 78.7%.
Operating Expenses Increase: Q3 operating expenses were US$11.8 million, an increase of 20.6% compared to the same quarter last year.
Operating Loss Decrease: Overall, Q3 operating loss was US$0.8 million, while net loss attributable to the company's ordinary shareholders was US$0.6 million, a 79.6% and 83.6% decrease from the same quarter last year, respectively.
Earnings Per ADS Analysis: Q3 GAAP and non-GAAP earnings per ADS were negative US$0.11 and US$0.07, respectively.
COE FAQs
How does COE typically perform around its earnings report dates?
Is 51Talk Online Education Group (COE) Q3 2024 Earnings Call Summary positive or negative?
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COE Earning Call Sentiment
51Talk Online Education Group (COE) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
COE.A
12.18%Positive
The company's strong revenue growth and improved cash flow are offset by an operating loss, increased expenses, and uncertainties in market conditions. The Q&A suggests growth focus but lacks clear profitability guidance. Despite positive AI adoption and market expansion, the financial health and operating loss raise concerns. The absence of new partnerships or shareholder return plans further tempers positive sentiment. Overall, the sentiment is balanced, leading to a neutral stock price prediction over the next two weeks.
