除了语言学习逻辑的变化，出海实践也让51Talk 看清了全球语言教育的变革方向。黄佳佳将其总结为"三级跳"：第一跳是技术革命，AI 从过去"冰冷的学习 工具"蜕变为"懂用户的智能伙伴"，能根据不同需求实现"千人千面"的个性化教学；第二跳是生态重构，传统"老师教、学生学"的单向模式被打破，全球师 生开始协同共创，优质教育资源得以跨国家流动；第三跳是文化战略"升维"，随着中国文化数字化战略推进，语言逐渐成为文化出海的"软基建"。 正是基于这些出海实践中的观察，在此次发布会上，51Talk宣布升级教育产品体系，推出以全球化布局、科学化内核与个性化路径为核心的解决方案，并同 步推出全新超拟人AI外教"考拉AI外教"（下称"考拉AI"）。其中"全球化、科学化、个性化"的产品升级路径，而这"三化"也成为此次新方案的核心引擎。 "在全球化布局上，我们构建了'双轮驱动'生态。"黄佳佳介绍，对内，51Talk为中国工商银行、中国石油等1500 余家国内头部企业提供体系化、场景化、定 制化的英语和多语种解决方案，助力企业"走出去"时突破语言壁垒；对外，延续"在地生长"的思路，团队会深入研究当地课程标准，调整教材内容与教学形 式， ...

Core Viewpoint - 51Talk is actively expanding its global language education services, leveraging a dual strategy of local and overseas development to enhance international communication and cultural exchange, particularly in the context of the Belt and Road Initiative and national digital cultural strategies [1][2]. Group 1: Global Business Strategy - 51Talk implements a "dual-driven" strategy focusing on local services and overseas expansion, providing systematic and customized language training solutions to assist Chinese enterprises in overcoming language barriers in international business [1]. - The company has established a presence in over 50 countries and regions, with a cumulative teaching volume exceeding 100 million classes, becoming a trusted online language learning platform for overseas users [2]. Group 2: AI Empowerment and Localization - 51Talk emphasizes localized innovation by tailoring learning solutions to meet the diverse needs of learners in different regions, integrating advanced AI technologies into its teaching platforms [3]. - The company utilizes its proprietary AirClass online teaching platform and Magic Mirror Brain system to create a comprehensive digital teaching system that enhances the learning experience through data-driven personalized teaching models [3]. Group 3: Social Responsibility and Future Plans - 51Talk actively promotes educational equity through initiatives like the "School Project" and "New Window Plan," providing systematic training for English teachers in western regions of China [3]. - The company aims to continue driving educational innovation through technology, enhancing its brand competitiveness and influence while building a bridge for global communication [3].

智通财经APP获悉，部分中概教育股走高，截至发稿，51Talk(COE.US)涨超9.7%，一起教育科技 (YQ.US)涨超6.8%，丽翔教育(LXEH.US)涨超4.6%。消息面上，51Talk在线教育集团公布了其截至2025 年6月30日的第二季度未经审计的财务报告。财报显示，51Talk第二季度营业收入2,040万美金，同比增 长86.1%。毛利率为74.6%。第二季度净现金收入2,850万美金，同比增长79.7%。实际课耗活跃学员数 91,300人，同比增长67.8%。 ...

Core Insights - 51Talk reported a net revenue of $20.4 million for Q2 2025, representing an 86.1% year-over-year increase [2] - The company experienced a net cash income of $28.5 million, up 79.7% from the previous year [2] - Gross profit reached $15.2 million, a 77.8% increase, with a gross margin of 74.6%, slightly down from 78.1% in the same period last year [2] - The net loss for the quarter was $3.06 million, compared to a net loss of $1.26 million in the same quarter last year [3] Financial Performance - For the three months ended June 30, 2025, net revenues were $20.4 million, while for the six months ended June 30, 2025, net revenues totaled $38.645 million [3] - Cost of revenues for Q2 2025 was $5.181 million, a significant increase of 115.9% from $2.4 million in the same quarter last year [3][4] - Operating expenses for Q2 2025 were $17.939 million, up 63.5% year-over-year, with sales and marketing expenses at $12.821 million, a 74.8% increase [4] Student Engagement - The number of active students participating in courses reached approximately 91,300, marking a 67.8% increase year-over-year [3] - The company continues to focus on expanding its course offerings and enhancing student engagement through increased teacher service fees [3] Cash Position - As of June 30, 2025, 51Talk had cash, cash equivalents, and time deposits totaling $30.9 million, an increase from $29.2 million as of December 31, 2024 [4] Strategic Focus - The CEO emphasized that artificial intelligence remains central to the company's strategy and operations, with plans to integrate AI into products and processes to enhance the learning experience for students [5]

51Talk Online Education Group (COE) Q2 2025 Earnings Call September 03, 2025 08:00 AM ET Company ParticipantsDavid Chung - VP - IRJack Jiajia Huang - Founder, Chairman & CEOCindy Tang - CFOConference Call ParticipantsNone - AnalystOperatorHello, ladies and gentlemen. Thank you for standing by for 51Talk Online Education Group's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Today's conference call is being recorded. I will now turn the c ...

Financial Data and Key Metrics Changes - In Q2 2025, net revenues reached $20.4 million, marking an 86.1% increase year-over-year, driven by a rise in active students and lesson consumption [9] - Gross billings grew by 79.7% year-over-year to $28.5 million [9] - The gross margin for Q2 was 74.6% [9] - Operating expenses totaled $17.9 million, a 53.5% increase compared to the same quarter last year [9] - The operating loss for Q2 was $2.7 million, while the net loss attributable to ordinary shareholders was $3 million, reflecting a 144.7% increase year-over-year [11] - Total cash, cash equivalents, and time deposits were $30.9 million at the end of Q2 [12] Business Line Data and Key Metrics Changes - Sales and marketing expenses in Q2 were $12.8 million, a 74.8% increase year-over-year due to heightened marketing and branding activities [10] - Product development expenses rose to $1.2 million, a 45.5% increase from the same quarter last year [10] - General and administrative expenses were $3.9 million, reflecting a 39.1% increase year-over-year [10] Market Data and Key Metrics Changes - The company expects net gross billings for 2025 to be between $36.5 million and $37.5 million, based on current market conditions [12] Company Strategy and Development Direction - The company is focused on enhancing user experience and service quality, with a commitment to integrating AI across its products and processes [7][8] - Investments are being made to develop robust infrastructures necessary for delivering exceptional learning experiences at scale [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's trajectory, expecting positive momentum to continue into the third quarter of 2025 [6][7] - The management highlighted the importance of AI in their strategy and operations, aiming to strengthen competitive positioning and create long-term shareholder value [7] Other Important Information - The change of the auditing firm to Ernst & Young was made to meet investor mandates and potentially expand the investor base [19] - The company currently does not have plans for stock splits or other measures to increase liquidity, focusing instead on improving operations [21] Q&A Session Summary Question: Reason for changing the accounting firm to Ernst & Young - Management indicated that the change was made to meet investor mandates, particularly from those requiring a Big Four auditor, which could help expand the investor base [19][20] Question: Plans to increase stock liquidity - Management acknowledged the low liquidity but stated there are no immediate plans for stock splits or other measures, emphasizing a focus on improving business operations for sustainable value [21]

SINGAPORE, Sept. 3, 2025 /PRNewswire/ -- 51Talk Online Education Group ("51Talk" or the "Company") (NYSE American: COE), a global online education platform with core expertise in English education, today announced that on August 29, 2025, the audit committee of its board of directors and the board of directors have approved the dismissal of Marcum Asia CPAs LLP ("Marcum") as its independent registered public accounting firm, effective immediately, and the engagement of Ernst & Young LLP as the Company's new ...

Financial Performance - 51Talk reported a second-quarter revenue of $20.4 million, representing a year-over-year increase of 86.1% [1] - The gross margin for the second quarter was 74.6% [1] - Net cash income for the second quarter reached $28.5 million, up 79.7% year-over-year [1] - The number of active students increased to 91,300, reflecting a growth of 67.8% compared to the previous year [1] Strategic Focus - The company emphasizes enhancing user experience and service quality to strengthen its competitive advantage and create sustainable long-term value for shareholders [1] - Artificial intelligence is central to the company's strategy and operations, with plans to integrate it deeply into products and business processes [1] - 51Talk aims to localize its operations by hiring local talent to better understand and serve local markets [1] Product and Service Localization - 51Talk is adapting its products to meet local market demands, recognizing the diverse cultural and performance needs across different countries [2] - The company has developed engaging and gamified course designs specifically for younger children in Southeast Asia to foster interest in English learning [2] - 51Talk has optimized its local service system to ensure seamless alignment between customer demand and service delivery, currently serving students in over 50 countries and regions worldwide [2]

Core Viewpoint - 51Talk Online Education Group reported strong financial results for the second quarter of 2025, with significant increases in net revenues and active student numbers, indicating robust demand for its online English education services [1][4]. Financial and Operating Highlights - Net revenues for Q2 2025 reached US$20.4 million, an 86.1% increase from US$11.0 million in Q2 2024 [6][11]. - Gross billings for the same period were US$28.5 million, reflecting a 79.7% growth from US$15.9 million year-over-year [11]. - The number of active students with attended lesson consumption increased to approximately 91,300, a 67.8% rise from 54,400 in the previous year [6][11]. - Gross margin decreased to 74.6% from 78.1% year-over-year, attributed to rising costs [8]. Cost and Expenses - Cost of revenues for Q2 2025 was US$5.2 million, up 115.9% from US$2.4 million in Q2 2024, primarily due to increased service fees paid to teachers [7]. - Total operating expenses rose to US$17.9 million, a 63.5% increase from US$11.0 million in the same quarter last year, driven mainly by higher sales and marketing expenses [9][10]. - Sales and marketing expenses were US$12.8 million, representing a 74.8% increase from US$7.3 million year-over-year [10]. Loss and Earnings - The operating loss for Q2 2025 was US$2.7 million, compared to a loss of US$2.4 million in Q2 2024 [14]. - Net loss attributable to ordinary shareholders was US$3.0 million, up from US$1.2 million in the same quarter last year [15]. - Basic and diluted net loss per share was US$0.01, compared to US$0.004 in Q2 2024 [16]. Balance Sheet - As of June 30, 2025, the company had total cash, cash equivalents, and time deposits of US$30.9 million, an increase from US$29.2 million at the end of 2024 [20]. - Advances from students rose to US$56.4 million, compared to US$45.1 million at the end of 2024 [20]. Outlook - For Q3 2025, the company expects net gross billings to be between US$36.5 million and US$37.5 million, indicating a sequential growth of 28.1% to 31.6% and an increase of approximately 84.6% to 89.7% from the same quarter last year [22].

Core Viewpoint - 51Talk Online Education Group is set to report its unaudited financial results for the second quarter ended June 30, 2025, on September 3, 2025, before U.S. market opening [1] Group 1 - The earnings conference call will take place at 8:00 a.m. U.S. Eastern Time on September 3, 2025, which corresponds to 8:00 p.m. Singapore/Beijing/Hong Kong time on the same day [2] - Dial-in details for the earnings conference call include a toll-free number for Singapore and specific numbers for the U.S., international, and Hong Kong participants [2] - Participants are advised to connect at least 5 minutes prior to the scheduled start time for the call [2] Group 2 - A live and archived webcast of the conference call will be available on the company's investor relations website [3] - A replay of the conference call will be accessible approximately one hour after the live call until September 10, 2025, with specific numbers provided for replay access [3] - 51Talk Online Education Group focuses on making quality education accessible and affordable through its online and mobile platforms, connecting students with qualified teachers [3]