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人工智能驱动的智慧学习设备及智慧学习解决方案
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新东方-S发布第一季度业绩 股东应占净利润同比下跌1.9%至2.41亿美元
Zhi Tong Cai Jing· 2025-10-28 10:41
Core Insights - New Oriental Education & Technology Group reported a 6.1% year-on-year increase in net revenue for Q1 of FY2026, reaching $1.523 billion [1] - Operating profit for the same period rose by 6.0% year-on-year to $311 million [1] - Shareholder net profit for Q1 of FY2026 decreased by 1.9% year-on-year to $241 million [1] Revenue Growth - The revenue from overseas exam preparation and consulting services grew by approximately 1.0% and 2.0% year-on-year, respectively [2] - Domestic exam preparation services for adults and university students saw a significant increase of about 14.4% year-on-year [2] - New educational business recorded a revenue growth of 15.3% year-on-year [2] Student Engagement - Non-subject tutoring services were launched in around 60 cities, attracting approximately 530,000 students [2] - The smart learning system and devices were implemented in about 60 cities, with active paying users reaching approximately 452,000 [2] Strategic Focus - The company aims to maintain its strategic direction and long-term development plans, focusing on continuous optimization of core educational services [2] - There is an emphasis on enhancing product capabilities and quality, systematic construction of educational resources, and improving operational efficiency [2] Technology Integration - The company is advancing its OMO (Online-Merge-Offline) teaching system and increasing investments in integrating artificial intelligence into its educational ecosystem [2] - AI-driven smart learning devices and solutions have been successfully launched, enhancing the learning experience and supporting students [2] Financial Performance - Despite challenges from a slowdown in overseas business, the company achieved a year-on-year increase in Non-GAAP operating profit margin, which reached 22.0%, up 100 basis points from the previous year [2] - The company plans to expand cost control and efficiency improvement measures across all businesses to establish a foundation for sustainable and profitable growth [2]
新东方-S(09901)发布第一季度业绩 股东应占净利润同比下跌1.9%至2.41亿美元
智通财经网· 2025-10-28 10:35
新东方董事会执行主席俞敏洪表示:"我们很高兴以稳健的营收增长率6.1%开启2026财年,超出预期区 间的上限。出国考试准备和出国咨询业务营收业务的收入分别同比增长约1.0%和2.0%;此外,针对成人 及大学生的国内考试准备业务也实现约14.4%的同比增长。我们的新教育业务录得同比15.3%的营收增 长。非学科类辅导业务在课程已在约60个城市开设,本季度吸引约530,000名学生参与。同时,我们的 智慧学习系统及设备已在约60个城市投入使用,活跃付费用户数量达到约452,000名。随着我们在本财 年推进,我们将继续维持我们的战略方向,坚定不移地推进长期发展规划,聚焦核心教育业务的持续优 化。在现有成果的基础上,我们将进一步提升产品能力与品质,系统化建设教育资源,并持续提升运营 效率。我们始终致力于提供卓越的客户服务,增强品牌影响力,并为股东创造可持续的长期价值。我们 坚信,凭借战略举措的持续推进与对卓越的不懈追求,我们将在未来实现持续增长。" 新东方首席执行官周成刚表示:"本季度,我们继续秉持审慎的产能扩张策略,确保营收增长与运营效 率保持一致。同时,我们专注推进OMO教学系统,并加大在教育生态系统中整合人工智 ...