View Future Growth51Talk Online Education Group 過去の業績過去 基準チェック /0651Talk Online Education Groupの収益は年間平均-37.9%の割合で減少していますが、 Consumer Services業界の収益は年間 増加しています。収益は年間25.6% 29.3%割合で 減少しています。主要情報-37.89%収益成長率-38.07%EPS成長率Consumer Services 業界の成長20.27%収益成長率-29.26%株主資本利益率n/aネット・マージン-17.58%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Apr 27Full year 2025 earnings released: US$2.84 loss per share (vs US$1.25 loss in FY 2024)Full year 2025 results: US$2.84 loss per share (further deteriorated from US$1.25 loss in FY 2024). Revenue: US$95.6m (up 89% from FY 2024). Net loss: US$16.8m (loss widened 132% from FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 29Full year 2025 earnings released: US$2.84 loss per share (vs US$1.25 loss in FY 2024)Full year 2025 results: US$2.84 loss per share (further deteriorated from US$1.25 loss in FY 2024). Revenue: US$95.6m (up 89% from FY 2024). Net loss: US$16.8m (loss widened 132% from FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 2551Talk Online Education Group to Report Q4, 2025 Results on Mar 27, 202651Talk Online Education Group announced that they will report Q4, 2025 results Pre-Market on Mar 27, 2026Reported Earnings • Dec 09Third quarter 2025 earnings released: US$0.80 loss per share (vs US$0.11 loss in 3Q 2024)Third quarter 2025 results: US$0.80 loss per share (further deteriorated from US$0.11 loss in 3Q 2024). Revenue: US$26.3m (up 88% from 3Q 2024). Net loss: US$4.76m (loss widened US$4.12m from 3Q 2024). Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 0451Talk Online Education Group to Report Q3, 2025 Results on Dec 08, 202551Talk Online Education Group announced that they will report Q3, 2025 results Pre-Market on Dec 08, 2025Reported Earnings • Sep 03Second quarter 2025 earnings released: US$0.52 loss per share (vs US$0.22 loss in 2Q 2024)Second quarter 2025 results: US$0.52 loss per share (further deteriorated from US$0.22 loss in 2Q 2024). Revenue: US$20.4m (up 86% from 2Q 2024). Net loss: US$3.05m (loss widened 144% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 73% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesReported Earnings • Apr 27Full year 2025 earnings released: US$2.84 loss per share (vs US$1.25 loss in FY 2024)Full year 2025 results: US$2.84 loss per share (further deteriorated from US$1.25 loss in FY 2024). Revenue: US$95.6m (up 89% from FY 2024). Net loss: US$16.8m (loss widened 132% from FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$31m). Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Buy Or Sell Opportunity • Apr 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to US$24.04. The fair value is estimated to be US$30.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Earnings per share has grown by 9.1%.Reported Earnings • Mar 29Full year 2025 earnings released: US$2.84 loss per share (vs US$1.25 loss in FY 2024)Full year 2025 results: US$2.84 loss per share (further deteriorated from US$1.25 loss in FY 2024). Revenue: US$95.6m (up 89% from FY 2024). Net loss: US$16.8m (loss widened 132% from FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 2751Talk Online Education Group Provides Earnings Guidance for the First Quarter of 202651Talk Online Education Group provided earnings guidance for the first quarter of 2026. For the quarter, the Company currently expected net gross billings to be between USD 29.0 million and USD 31.0 million, which would represent a sequential decrease of 15.7% to 21.2% and an increase of approximately 32.2% to 41.4% from the same quarter in 2025.お知らせ • Mar 2551Talk Online Education Group to Report Q4, 2025 Results on Mar 27, 202651Talk Online Education Group announced that they will report Q4, 2025 results Pre-Market on Mar 27, 2026New Risk • Mar 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$24m). Earnings have declined by 43% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$97.4m market cap).お知らせ • Mar 1651Talk Launches Comprehensive Brand Refresh and Debuts New Character Toki51Talk celebrated its 15th anniversary. The global one-on-one online English learning platform is entering a new stage of international growth with the launch of a comprehensive brand refresh. For learners and parents, the upgrade introduces a clearer and more intuitive visual identity, along with warmer, more engaging product interfaces designed to encourage active participation. Simplified layouts and IP-guided interactions across lessons aim to create a more supportive, interactive, and personalized learning experience for children. The refreshed global visual identity system is designed to deliver greater clarity, consistency, and cohesion across the company's brand identity. The upgrade aligns brand visuals, product interfaces, and communication touchpoints, creating a seamless and intuitive experience for families worldwide. At the heart of the refresh is Toki, 51Talk's new brand character and learning companion. More than a visual mascot, Toki embodies curiosity, confidence, and the courage to communicate. Integrated across product interfaces, online classrooms, and brand touchpoints, Toki helps create a warmer and more engaging learning environment for young learners. By guiding children through lessons and encouraging participation, Toki reinforces a sense of companionship throughout their English learning journey. The introduction of Toki reflects 51Talk's belief that effective one-on-one online English education combines a structured curriculum with emotional connection, enabling children not only to learn English but also to use it confidently in real-world communication. Through its one-on-one live online learning model, 51Talk ensures real-time interaction between teachers and students, emphasizing personalized guidance, immediate feedback, and meaningful communication as essential elements of effective language learning.Buy Or Sell Opportunity • Mar 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to US$24.08. The fair value is estimated to be US$30.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 98% over the last 3 years. Earnings per share has grown by 27%.New Risk • Dec 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$24m). Earnings have declined by 43% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Reported Earnings • Dec 09Third quarter 2025 earnings released: US$0.80 loss per share (vs US$0.11 loss in 3Q 2024)Third quarter 2025 results: US$0.80 loss per share (further deteriorated from US$0.11 loss in 3Q 2024). Revenue: US$26.3m (up 88% from 3Q 2024). Net loss: US$4.76m (loss widened US$4.12m from 3Q 2024). Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 0851Talk Online Education Group (NYSEAM:COE) announces an Equity Buyback for $10 million worth of its shares.51Talk Online Education Group (NYSEAM:COE) announces a share repurchase program. Under the program, the company will repurchase up to $10 million worth of its shares. The Company expects to fund the repurchases out of its existing cash balance. The program will be valid till December 7, 2026.Buy Or Sell Opportunity • Dec 04Now 34% overvaluedOver the last 90 days, the stock has fallen 14% to US$41.21. The fair value is estimated to be US$30.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years, while earnings per share has been flat.お知らせ • Dec 0451Talk Online Education Group to Report Q3, 2025 Results on Dec 08, 202551Talk Online Education Group announced that they will report Q3, 2025 results Pre-Market on Dec 08, 2025Buy Or Sell Opportunity • Oct 13Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to US$42.34. The fair value is estimated to be US$32.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years, while earnings per share has been flat.Reported Earnings • Sep 03Second quarter 2025 earnings released: US$0.52 loss per share (vs US$0.22 loss in 2Q 2024)Second quarter 2025 results: US$0.52 loss per share (further deteriorated from US$0.22 loss in 2Q 2024). Revenue: US$20.4m (up 86% from 2Q 2024). Net loss: US$3.05m (loss widened 144% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 73% per year, which means it is well ahead of earnings.お知らせ • Sep 0351Talk Online Education Group Provides Earnings Guidance for the Third Quarter of 202551Talk Online Education Group provided earnings guidance for the third quarter of 2025. For the quarter, the Company currently expects net gross billings to be between USD 36.5 million and USD 37.5 million, which would represent 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.お知らせ • Aug 2951Talk Online Education Group to Report Q2, 2025 Results on Sep 03, 202551Talk Online Education Group announced that they will report Q2, 2025 results Pre-Market on Sep 03, 2025Buy Or Sell Opportunity • Aug 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 83% to US$36.20. The fair value is estimated to be US$30.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has declined by 15%.お知らせ • Jun 1051Talk Online Education Group Provides Earnings Guidance for the Second Quarter of 202551Talk Online Education Group provided earnings guidance for the Second Quarter of 2025. For the quarter, the Company currently expects net gross billings to be between USD 24.5 million and USD 25.5 million,which would represent a sequential growth of 11.7% to 16.3% and an increase of approximately 54.4% to 60.7% from the same quarter last year.Reported Earnings • Jun 09First quarter 2025 earnings released: US$0.25 loss per share (vs US$0.65 loss in 1Q 2024)First quarter 2025 results: US$0.25 loss per share (improved from US$0.65 loss in 1Q 2024). Revenue: US$18.2m (up 93% from 1Q 2024). Net loss: US$1.47m (loss narrowed 61% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 77% per year, which means it is well ahead of earnings.お知らせ • Jun 0551Talk Online Education Group to Report Q1, 2025 Results on Jun 09, 202551Talk Online Education Group announced that they will report Q1, 2025 results Pre-Market on Jun 09, 2025New Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$15m). Earnings have declined by 41% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$96.0m market cap).Reported Earnings • Apr 28Full year 2024 earnings released: US$1.25 loss per share (vs US$2.64 loss in FY 2023)Full year 2024 results: US$1.25 loss per share (improved from US$2.64 loss in FY 2023). Revenue: US$50.7m (up 87% from FY 2023). Net loss: US$7.24m (loss narrowed 52% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.New Risk • Apr 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$15m). Earnings have declined by 41% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$98.2m market cap).Reported Earnings • Mar 21Full year 2024 earnings released: US$1.25 loss per share (vs US$2.75 loss in FY 2023)Full year 2024 results: US$1.25 loss per share (improved from US$2.75 loss in FY 2023). Revenue: US$50.7m (up 87% from FY 2023). Net loss: US$7.24m (loss narrowed 52% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.お知らせ • Mar 2151Talk Online Education Group Provides Earnings Guidance for the First Quarter of 202551Talk Online Education Group provided earnings guidance for the first quarter of 2025. For the first quarter of 2025, the company currently expects net gross billings to be between USD 21.5 million and USD 22.0 million, which would represent a sequential growth of 0.5% to 2.9% and an increase of approximately 71.2% to 75.2% from the same quarter last year.お知らせ • Mar 1951Talk Online Education Group to Report Q4, 2024 Results on Mar 21, 202551Talk Online Education Group announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 21, 2025New Risk • Mar 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$96.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$13m). Earnings have declined by 22% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$96.2m market cap).New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$13m). Earnings have declined by 22% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Reported Earnings • Dec 15Third quarter 2024 earnings released: US$0.11 loss per share (vs US$0.68 loss in 3Q 2023)Third quarter 2024 results: US$0.11 loss per share (improved from US$0.68 loss in 3Q 2023). Revenue: US$14.0m (up 79% from 3Q 2023). Net loss: US$633.0k (loss narrowed 84% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.お知らせ • Dec 1451Talk Online Education Group Provides Earnings Guidance for the Fourth Quarter of 202451Talk Online Education Group provided earnings guidance for the fourth quarter of 2024. For the period, the company expects net gross billings to be between $20.5 million and $21.0 million, which would represent a sequential growth of 3.7% to 6.2%.New Risk • Dec 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$13m). Earnings have declined by 1.5% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).お知らせ • Dec 1251Talk Online Education Group to Report Q3, 2024 Results on Dec 13, 202451Talk Online Education Group announced that they will report Q3, 2024 results Pre-Market on Dec 13, 2024New Risk • Aug 25New major risk - Revenue and earnings growthEarnings have declined by 1.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$13m). Earnings have declined by 1.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$83.5m market cap).Reported Earnings • Aug 25Second quarter 2024 earnings released: US$0.22 loss per share (vs US$0.51 loss in 2Q 2023)Second quarter 2024 results: US$0.22 loss per share (improved from US$0.51 loss in 2Q 2023). Revenue: US$11.0m (up 75% from 2Q 2023). Net loss: US$1.25m (loss narrowed 57% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.お知らせ • Aug 2351Talk Online Education Group Provides Earnings Guidance for the Third Quarter of 202451Talk Online Education Group provided earnings guidance for the third quarter of 2024. For the period, the company expects net gross billings to be between $17.0 million and $18.0 million, which would represent a sequential growth of 7.2% to 13.5%.お知らせ • Aug 2251Talk Online Education Group to Report Q2, 2024 Results on Aug 23, 202451Talk Online Education Group announced that they will report Q2, 2024 results Pre-Market on Aug 23, 2024New Risk • Jun 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$12m). Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Market cap is less than US$100m (US$44.3m market cap).Reported Earnings • Jun 14First quarter 2024 earnings released: US$0.65 loss per share (vs US$0.42 loss in 1Q 2023)First quarter 2024 results: US$0.65 loss per share (further deteriorated from US$0.42 loss in 1Q 2023). Revenue: US$9.45m (up 70% from 1Q 2023). Net loss: US$3.72m (loss widened 55% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.お知らせ • Jun 1351Talk Online Education Group Provides Earnings Guidance for the Second Quarter of 202451Talk Online Education Group provided earnings guidance for the second quarter of 2024. For the period, the company expects net gross billings to be between $13.5 million and $14.0 million, which would represent a sequential growth of 7.5% to 11.5%.お知らせ • May 3151Talk Online Education Group Announces Change to Board Composition51Talk Online Education Group announced that its board of directors has appointed Mr. Jimmy Lai as an independent director, effective June 1, 2024. Mr. Jimmy Lai will also serve as a member and chairman of the audit committee of the Board, a member of the compensation committee of the Board, and a member of the nominating and corporate governance committee of the Board. Effective May 31, 2024, Mr. Shengwen (Roy) Rong resigned as a director of the Company for personal reasons and stepped down as a member and chairman of the audit committee of the Board, a member of the compensation committee of the Board, and a member of the nominating and corporate governance committee of the Board. The resignation of Mr. Shengwen (Roy) Rong did not result from any dispute or disagreement with the Company or the Board on any matter relating to the Company's operations, policies or practices. Mr. Lai currently serves as the chief financial officer of Kneron, a leading provider of full stack edge AI solutions company. Mr. Lai also serves as an independent director of several NYSE-listed companies, including Zepp Corporation and FinVolution Group. Mr. Lai served as the chief financial officer of 51Talk from June 2015 to December 2018. Prior to joining 51Talk in 2015, Mr. Lai served as the chief financial officer for several companies, including Chukong Technologies Corp., a leading mobile entertainment platform company in China, from 2013 to 2015, Gamewave Corporation, a leading webgame company in China, from 2011 to 2013, Daqo New Energy Corp., an NYSE-listed company and a leading polysilicon manufacturer based in China, from 2009 to 2011, Linktone Ltd., a Nasdaq-listed company and a leading provider of wireless interactive entertainment services to consumers in China, from 2008 to 2009 and Palm Commerce Holdings, a leading information technology solution provider for the China lottery industry, from 2006 to 2008. Prior to that, Mr. Lai served as an associate vice president of investor relations at Semiconductor Manufacturing International Corporation, a company listed on the NYSE and the Main Board of the Hong Kong Stock Exchange, from 2002 to 2006, and as a controller and director of financial planning at AMX Corporation from 1997 to 2001. Mr. Lai received his MBA from the University of Texas at Dallas and his bachelor's degree in statistics from the National Cheng Kung University in Taiwan. Mr. Lai is a certified public accountant licensed in the State of Texas.Reported Earnings • Mar 24Full year 2023 earnings released: US$2.46 loss per share (vs US$2.30 loss in FY 2022)Full year 2023 results: US$2.46 loss per share (further deteriorated from US$2.30 loss in FY 2022). Revenue: US$27.3m (up 81% from FY 2022). Net loss: US$14.0m (loss widened 8.8% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.お知らせ • Mar 2351Talk Online Education Group Provides Earnings Guidance for the First Quarter of 202451Talk Online Education Group provided earnings guidance for the first quarter of 2024. For the period, the company expects net gross billings to be between USD 11.5 million and USD 12.0 million,which would represent a sequential growth of 3.6% to 8.1% and an increase of approximately 43.8% to 50.0% from the same quarter last year.お知らせ • Mar 2151Talk Online Education Group to Report Q4, 2023 Results on Mar 22, 202451Talk Online Education Group announced that they will report Q4, 2023 results Pre-Market on Mar 22, 2024New Risk • Dec 19New major risk - Negative shareholders equityThe company has negative equity. Total equity: -US$2.6m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$2.6m). Minor Risk Market cap is less than US$100m (US$44.0m market cap).Reported Earnings • Dec 19Third quarter 2023 earnings released: US$0.68 loss per share (vs US$0.43 loss in 3Q 2022)Third quarter 2023 results: US$0.68 loss per share (further deteriorated from US$0.43 loss in 3Q 2022). Revenue: US$7.83m (up 62% from 3Q 2022). Net loss: US$3.86m (loss widened 61% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.お知らせ • Dec 1451Talk Online Education Group to Report Q3, 2023 Results on Dec 18, 202351Talk Online Education Group announced that they will report Q3, 2023 results Pre-Market on Dec 18, 2023Recent Insider Transactions • Nov 30Founder recently bought US$296k worth of stockOn the 21st of November, Jiajia Huang bought around 38k shares on-market at roughly US$7.88 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jiajia has been a buyer over the last 12 months, purchasing a net total of US$724k worth in shares.Reported Earnings • Aug 25Second quarter 2023 earnings released: US$0.51 loss per share (vs US$0.82 loss in 2Q 2022)Second quarter 2023 results: US$0.51 loss per share (improved from US$0.82 loss in 2Q 2022). Revenue: US$6.26m (up 78% from 2Q 2022). Net loss: US$2.90m (loss narrowed 37% from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.お知らせ • Aug 2451Talk Online Education Group to Report Q2, 2023 Results on Aug 25, 202351Talk Online Education Group announced that they will report Q2, 2023 results Pre-Market on Aug 25, 2023New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$46m free cash flow). Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (US$43.6m market cap).Reported Earnings • Mar 30Full year 2022 earnings released: US$2.30 loss per share (vs US$3.47 profit in FY 2021)Full year 2022 results: US$2.30 loss per share (down from US$3.47 profit in FY 2021). Revenue: US$15.0m (down 96% from FY 2021). Net loss: US$12.8m (down 168% from profit in FY 2021).Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 309% share price gain to US$6.66, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 18x in the Consumer Services industry in the US. Total loss to shareholders of 6.9% over the past three years.分析記事 • Dec 13If EPS Growth Is Important To You, 51Talk Online Education Group (NYSE:COE) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Roy Rong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$1.95, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 17x in the Consumer Services industry in the US. Total loss to shareholders of 73% over the past three years.Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: US$3.53m (down 96% from 2Q 2021). Net loss: US$4.60m (loss widened 10.0% from 2Q 2021). Over the next year, revenue is expected to shrink by 85% compared to a 4.0% growth forecast for the Consumer Services industry in the US.Seeking Alpha • Aug 30China Online Education reports Q2 earnings; sees Q3 revenue of $8.0M and $8.2MChina Online Education press release (NYSE:COE): Q2 Non-GAAP EPADS of -$0.67. Revenue of $3.5M (+87.7% Y/Y). Cash, cash equivalents and restricted cash balance stood at $22.1M as of June 30, 2022. Gross billings of continuing operation for the second quarter of 2022 were $7.8M. The company had advances from students (current and non-current) of $10.2M as of June 30, 2022. For the third quarter of 2022, the company currently expects gross billings to be between US$8.0 million and US$8.2 million.Recent Insider Transactions • Jul 27Founder recently bought US$937k worth of stockOn the 20th of July, Jiajia Huang bought around 631k shares on-market at roughly US$1.48 per share. This was the largest purchase by an insider in the last 3 months. This was Jiajia's only on-market trade for the last 12 months.Reported Earnings • Jun 26First quarter 2022 earnings released: US$0.95 loss per share (vs US$0.057 profit in 1Q 2021)First quarter 2022 results: US$0.95 loss per share (down from US$0.057 profit in 1Q 2021). Revenue: US$9.51m (down 90% from 1Q 2021). Net loss: US$21.2m (down US$22.4m from profit in 1Q 2021). Over the next year, revenue is expected to shrink by 39% compared to a 6.0% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Roy Rong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 24% share price gain to US$1.48, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 18x in the Consumer Services industry in the US. Total loss to shareholders of 75% over the past three years.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$1.35, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 15x in the Consumer Services industry in the US. Total loss to shareholders of 81% over the past three years.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 55% share price gain to US$1.29, the stock trades at a forward P/E ratio of 0x. Average forward P/E is 16x in the Consumer Services industry in the US. Total loss to shareholders of 81% over the past three years.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$1.06, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 18x in the Consumer Services industry in the US. Total loss to shareholders of 85% over the past three years.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to US$1.21, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 17x in the Consumer Services industry in the US. Total loss to shareholders of 85% over the past three years.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$1.90, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 17x in the Consumer Services industry in the US. Total loss to shareholders of 78% over the past three years.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$2.70, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 19x in the Consumer Services industry in the US. Total loss to shareholders of 71% over the past three years.分析記事 • Oct 05Benign Growth For China Online Education Group (NYSE:COE) Underpins Stock's 31% PlummetUnfortunately for some shareholders, the China Online Education Group ( NYSE:COE ) share price has dived 31% in the...Reported Earnings • Sep 30Second quarter 2021 earnings releasedThe company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: CN¥579.8m (up 18% from 2Q 2020). Net loss: CN¥27.0m (down 183% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$2.61, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 20x in the Consumer Services industry in the US. Total loss to shareholders of 72% over the past three years.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 24% share price gain to US$3.33, the stock trades at a trailing P/E ratio of 4.4x. Average forward P/E is 20x in the Consumer Services industry in the US. Total loss to shareholders of 62% over the past three years.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to CN¥2.15, the stock trades at a trailing P/E ratio of 2.9x. Average forward P/E is 18x in the Consumer Services industry in the US. Total loss to shareholders of 79% over the past three years.Major Estimate Revision • Jul 24Consensus EPS estimates fall to -CN¥0.46The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from CN¥2.58b to CN¥2.37b. Losses expected to increase from -CN¥0.35 to -CN¥0.46. Consumer Services industry in the US expected to see average net income growth of 6.8% next year. Consensus price target down from US$32.27 to US$30.52. Share price fell 46% to US$3.80 over the past week.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorated over the past weekAfter last week's 46% share price decline to CN¥3.80, the stock trades at a forward P/E ratio of 102x. Average forward P/E is 21x in the Consumer Services industry in the US. Total loss to shareholders of 62% over the past three years.Seeking Alpha • Jul 08China Online Education: Exaggerated Sell-Off Provides An OpportunityChina Online Education has reached profitability over the last four quarters when China started with the lockdown. Covid was a catalyst for higher revenues rather than a one-time occurrence, as revenue kept growing in Q1/2021. The operating business model was severely pressured, starting one month ago. The Chinese government proposed regulation which will impact the EdTech sector. I believe the market is overreacting though. China Online Education is now trading cheaper than its cash and short-term investments. This provides a value opportunity. However, risks have to be taken seriously, as the competition in the market remains fierce and the uncertainty regarding governmental regulation is high.Recent Insider Transactions Derivative • Jun 30Founder notifies of intention to sell stockJiajia Huang intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of June. If the sale is conducted around the recent share price of US$8.82, it would amount to US$882k. Since December 2020, Jiajia's direct individual holding has increased from 2.77m shares to 2.78m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improved over the past weekAfter last week's 31% share price gain to CN¥12.45, the stock trades at a forward P/E ratio of 94x. Average forward P/E is 22x in the Consumer Services industry in the US. Total returns to shareholders of 11% over the past three years.Recent Insider Transactions Derivative • May 31Co-Founder & Director notifies of intention to sell stockTing Shu intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of May. If the sale is conducted around the recent share price of US$18.90, it would amount to US$775k. Since June 2020, Ting's direct individual holding has decreased from 1.17m shares to 1.14m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Valuation Update With 7 Day Price Move • May 24Investor sentiment deteriorated over the past weekAfter last week's 32% share price decline to CN¥12.63, the stock trades at a forward P/E ratio of 96x. Average forward P/E is 22x in the Consumer Services industry in the US. Total returns to shareholders of 11% over the past three years.Executive Departure • May 20Independent Director has left the companyOn the 11th of May, Chia-Hung Yang's tenure as Independent Director ended after 4.9 years in the role. We don't have any record of a personal shareholding under Chia-Hung's name. Chia-Hung is the only executive to leave the company over the last 12 months.分析記事 • May 20Is Now The Time To Put China Online Education Group (NYSE:COE) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • May 19First quarter 2021 earnings released: EPS CN¥0.37 (vs CN¥2.43 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: CN¥600.4m (up 23% from 1Q 2020). Net income: CN¥8.02m (down 84% from 1Q 2020). Profit margin: 1.3% (down from 10% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥19.13, the stock trades at a forward P/E ratio of 379x. Average forward P/E is 20x in the Consumer Services industry in the US. Total returns to shareholders of 75% over the past three years.Reported Earnings • Mar 07Full year 2020 earnings released: EPS CN¥6.90 (vs CN¥5.08 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥2.05b (up 39% from FY 2019). Net income: CN¥147.0m (up CN¥251.4m from FY 2019). Profit margin: 7.2% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Mar 07Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 21%, compared to a 40% growth forecast for the Consumer Services industry in the US.分析記事 • Feb 22China Online Education Group (NYSE:COE) Is About To Turn The CornerChina Online Education Group ( NYSE:COE ) is possibly approaching a major achievement in its business, so we would like...分析記事 • Dec 31Investors Who Bought China Online Education Group (NYSE:COE) Shares A Year Ago Are Now Up 170%When you buy shares in a company, there is always a risk that the price drops to zero. But if you pick the right...Recent Insider Transactions Derivative • Dec 31Co-Founder & COO notifies of intention to sell stockLiming Zhang intends to sell roughly 44.52k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of December. If the sale is conducted around the recent share price of US$27.89, it would amount to US$1.2m. Since March 2020, Liming's direct individual holding has increased from 4.75k shares to 49.05k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.分析記事 • Nov 26China Online Education Group Just Beat EPS By 175%: Here's What Analysts Think Will Happen NextA week ago, China Online Education Group (NYSE:COE) came out with a strong set of third-quarter numbers that could...Analyst Estimate Surprise Post Earnings • Nov 25Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 175%. Over the next year, revenue is forecast to grow 125%, compared to a 33% growth forecast for the Consumer Services industry in the US.Is New 90 Day High Low • Nov 16New 90-day high: US$25.49The company is up 4.0% from its price of US$24.47 on 18 August 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$88.18 per share.収支内訳51Talk Online Education Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSEAM:COE 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Dec 2596-1780530 Sep 2581-1165530 Jun 2569-755431 Mar 2559-548431 Dec 2451-744430 Sep 2442-1140330 Jun 2436-1538431 Mar 2431-1635331 Dec 2327-1531330 Sep 2325-1128330 Jun 2321-1025231 Mar 2319-1224231 Dec 2215-1321330 Sep 22-225-22-126-1930 Jun 2215513871031 Mar 22261-31642131 Dec 211-45030 Sep 21344132112930 Jun 2134972223231 Mar 21332162042731 Dec 20000030 Sep 20282171712330 Jun 20253111542131 Mar 2023221452231 Dec 19212-151422330 Sep 19193-341412330 Jun 19186-471442531 Mar 19179-551442631 Dec 18167-611392730 Sep 18161-641363030 Jun 18157-741403331 Mar 18152-881463631 Dec 17130-891353430 Sep 17108-861223130 Jun 1789-821112831 Mar 1773-861022631 Dec 1660-87912230 Sep 1652-89851930 Jun 1640-87761531 Mar 1631-75661131 Dec 1524-6256830 Sep 1519-49446質の高い収益: COEは現在利益が出ていません。利益率の向上: COEは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: COEは利益が出ておらず、過去 5 年間で損失は年間37.9%の割合で増加しています。成長の加速: COEの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: COEは利益が出ていないため、過去 1 年間の収益成長をConsumer Services業界 ( 9.1% ) と比較することは困難です。株主資本利益率高いROE: COEの負債は資産を上回っているため、自己資本利益率を計算することは困難です。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-services 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 04:43終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋51Talk Online Education Group 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Yanfang JiangBenchmark CompanyYishan LiChina Merchants Securities (HK) Co., LtdClaire CaoMorgan Stanley1 その他のアナリストを表示
Reported Earnings • Apr 27Full year 2025 earnings released: US$2.84 loss per share (vs US$1.25 loss in FY 2024)Full year 2025 results: US$2.84 loss per share (further deteriorated from US$1.25 loss in FY 2024). Revenue: US$95.6m (up 89% from FY 2024). Net loss: US$16.8m (loss widened 132% from FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 29Full year 2025 earnings released: US$2.84 loss per share (vs US$1.25 loss in FY 2024)Full year 2025 results: US$2.84 loss per share (further deteriorated from US$1.25 loss in FY 2024). Revenue: US$95.6m (up 89% from FY 2024). Net loss: US$16.8m (loss widened 132% from FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 2551Talk Online Education Group to Report Q4, 2025 Results on Mar 27, 202651Talk Online Education Group announced that they will report Q4, 2025 results Pre-Market on Mar 27, 2026
Reported Earnings • Dec 09Third quarter 2025 earnings released: US$0.80 loss per share (vs US$0.11 loss in 3Q 2024)Third quarter 2025 results: US$0.80 loss per share (further deteriorated from US$0.11 loss in 3Q 2024). Revenue: US$26.3m (up 88% from 3Q 2024). Net loss: US$4.76m (loss widened US$4.12m from 3Q 2024). Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 0451Talk Online Education Group to Report Q3, 2025 Results on Dec 08, 202551Talk Online Education Group announced that they will report Q3, 2025 results Pre-Market on Dec 08, 2025
Reported Earnings • Sep 03Second quarter 2025 earnings released: US$0.52 loss per share (vs US$0.22 loss in 2Q 2024)Second quarter 2025 results: US$0.52 loss per share (further deteriorated from US$0.22 loss in 2Q 2024). Revenue: US$20.4m (up 86% from 2Q 2024). Net loss: US$3.05m (loss widened 144% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 73% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 27Full year 2025 earnings released: US$2.84 loss per share (vs US$1.25 loss in FY 2024)Full year 2025 results: US$2.84 loss per share (further deteriorated from US$1.25 loss in FY 2024). Revenue: US$95.6m (up 89% from FY 2024). Net loss: US$16.8m (loss widened 132% from FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$31m). Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Buy Or Sell Opportunity • Apr 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to US$24.04. The fair value is estimated to be US$30.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Earnings per share has grown by 9.1%.
Reported Earnings • Mar 29Full year 2025 earnings released: US$2.84 loss per share (vs US$1.25 loss in FY 2024)Full year 2025 results: US$2.84 loss per share (further deteriorated from US$1.25 loss in FY 2024). Revenue: US$95.6m (up 89% from FY 2024). Net loss: US$16.8m (loss widened 132% from FY 2024). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 2751Talk Online Education Group Provides Earnings Guidance for the First Quarter of 202651Talk Online Education Group provided earnings guidance for the first quarter of 2026. For the quarter, the Company currently expected net gross billings to be between USD 29.0 million and USD 31.0 million, which would represent a sequential decrease of 15.7% to 21.2% and an increase of approximately 32.2% to 41.4% from the same quarter in 2025.
お知らせ • Mar 2551Talk Online Education Group to Report Q4, 2025 Results on Mar 27, 202651Talk Online Education Group announced that they will report Q4, 2025 results Pre-Market on Mar 27, 2026
New Risk • Mar 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$24m). Earnings have declined by 43% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$97.4m market cap).
お知らせ • Mar 1651Talk Launches Comprehensive Brand Refresh and Debuts New Character Toki51Talk celebrated its 15th anniversary. The global one-on-one online English learning platform is entering a new stage of international growth with the launch of a comprehensive brand refresh. For learners and parents, the upgrade introduces a clearer and more intuitive visual identity, along with warmer, more engaging product interfaces designed to encourage active participation. Simplified layouts and IP-guided interactions across lessons aim to create a more supportive, interactive, and personalized learning experience for children. The refreshed global visual identity system is designed to deliver greater clarity, consistency, and cohesion across the company's brand identity. The upgrade aligns brand visuals, product interfaces, and communication touchpoints, creating a seamless and intuitive experience for families worldwide. At the heart of the refresh is Toki, 51Talk's new brand character and learning companion. More than a visual mascot, Toki embodies curiosity, confidence, and the courage to communicate. Integrated across product interfaces, online classrooms, and brand touchpoints, Toki helps create a warmer and more engaging learning environment for young learners. By guiding children through lessons and encouraging participation, Toki reinforces a sense of companionship throughout their English learning journey. The introduction of Toki reflects 51Talk's belief that effective one-on-one online English education combines a structured curriculum with emotional connection, enabling children not only to learn English but also to use it confidently in real-world communication. Through its one-on-one live online learning model, 51Talk ensures real-time interaction between teachers and students, emphasizing personalized guidance, immediate feedback, and meaningful communication as essential elements of effective language learning.
Buy Or Sell Opportunity • Mar 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to US$24.08. The fair value is estimated to be US$30.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 98% over the last 3 years. Earnings per share has grown by 27%.
New Risk • Dec 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$24m). Earnings have declined by 43% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Reported Earnings • Dec 09Third quarter 2025 earnings released: US$0.80 loss per share (vs US$0.11 loss in 3Q 2024)Third quarter 2025 results: US$0.80 loss per share (further deteriorated from US$0.11 loss in 3Q 2024). Revenue: US$26.3m (up 88% from 3Q 2024). Net loss: US$4.76m (loss widened US$4.12m from 3Q 2024). Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 0851Talk Online Education Group (NYSEAM:COE) announces an Equity Buyback for $10 million worth of its shares.51Talk Online Education Group (NYSEAM:COE) announces a share repurchase program. Under the program, the company will repurchase up to $10 million worth of its shares. The Company expects to fund the repurchases out of its existing cash balance. The program will be valid till December 7, 2026.
Buy Or Sell Opportunity • Dec 04Now 34% overvaluedOver the last 90 days, the stock has fallen 14% to US$41.21. The fair value is estimated to be US$30.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years, while earnings per share has been flat.
お知らせ • Dec 0451Talk Online Education Group to Report Q3, 2025 Results on Dec 08, 202551Talk Online Education Group announced that they will report Q3, 2025 results Pre-Market on Dec 08, 2025
Buy Or Sell Opportunity • Oct 13Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to US$42.34. The fair value is estimated to be US$32.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years, while earnings per share has been flat.
Reported Earnings • Sep 03Second quarter 2025 earnings released: US$0.52 loss per share (vs US$0.22 loss in 2Q 2024)Second quarter 2025 results: US$0.52 loss per share (further deteriorated from US$0.22 loss in 2Q 2024). Revenue: US$20.4m (up 86% from 2Q 2024). Net loss: US$3.05m (loss widened 144% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 73% per year, which means it is well ahead of earnings.
お知らせ • Sep 0351Talk Online Education Group Provides Earnings Guidance for the Third Quarter of 202551Talk Online Education Group provided earnings guidance for the third quarter of 2025. For the quarter, the Company currently expects net gross billings to be between USD 36.5 million and USD 37.5 million, which would represent 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.
お知らせ • Aug 2951Talk Online Education Group to Report Q2, 2025 Results on Sep 03, 202551Talk Online Education Group announced that they will report Q2, 2025 results Pre-Market on Sep 03, 2025
Buy Or Sell Opportunity • Aug 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 83% to US$36.20. The fair value is estimated to be US$30.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Earnings per share has declined by 15%.
お知らせ • Jun 1051Talk Online Education Group Provides Earnings Guidance for the Second Quarter of 202551Talk Online Education Group provided earnings guidance for the Second Quarter of 2025. For the quarter, the Company currently expects net gross billings to be between USD 24.5 million and USD 25.5 million,which would represent a sequential growth of 11.7% to 16.3% and an increase of approximately 54.4% to 60.7% from the same quarter last year.
Reported Earnings • Jun 09First quarter 2025 earnings released: US$0.25 loss per share (vs US$0.65 loss in 1Q 2024)First quarter 2025 results: US$0.25 loss per share (improved from US$0.65 loss in 1Q 2024). Revenue: US$18.2m (up 93% from 1Q 2024). Net loss: US$1.47m (loss narrowed 61% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 77% per year, which means it is well ahead of earnings.
お知らせ • Jun 0551Talk Online Education Group to Report Q1, 2025 Results on Jun 09, 202551Talk Online Education Group announced that they will report Q1, 2025 results Pre-Market on Jun 09, 2025
New Risk • Apr 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$15m). Earnings have declined by 41% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$96.0m market cap).
Reported Earnings • Apr 28Full year 2024 earnings released: US$1.25 loss per share (vs US$2.64 loss in FY 2023)Full year 2024 results: US$1.25 loss per share (improved from US$2.64 loss in FY 2023). Revenue: US$50.7m (up 87% from FY 2023). Net loss: US$7.24m (loss narrowed 52% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
New Risk • Apr 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$15m). Earnings have declined by 41% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$98.2m market cap).
Reported Earnings • Mar 21Full year 2024 earnings released: US$1.25 loss per share (vs US$2.75 loss in FY 2023)Full year 2024 results: US$1.25 loss per share (improved from US$2.75 loss in FY 2023). Revenue: US$50.7m (up 87% from FY 2023). Net loss: US$7.24m (loss narrowed 52% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.
お知らせ • Mar 2151Talk Online Education Group Provides Earnings Guidance for the First Quarter of 202551Talk Online Education Group provided earnings guidance for the first quarter of 2025. For the first quarter of 2025, the company currently expects net gross billings to be between USD 21.5 million and USD 22.0 million, which would represent a sequential growth of 0.5% to 2.9% and an increase of approximately 71.2% to 75.2% from the same quarter last year.
お知らせ • Mar 1951Talk Online Education Group to Report Q4, 2024 Results on Mar 21, 202551Talk Online Education Group announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 21, 2025
New Risk • Mar 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$96.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$13m). Earnings have declined by 22% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$96.2m market cap).
New Risk • Feb 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$13m). Earnings have declined by 22% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Reported Earnings • Dec 15Third quarter 2024 earnings released: US$0.11 loss per share (vs US$0.68 loss in 3Q 2023)Third quarter 2024 results: US$0.11 loss per share (improved from US$0.68 loss in 3Q 2023). Revenue: US$14.0m (up 79% from 3Q 2023). Net loss: US$633.0k (loss narrowed 84% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings.
お知らせ • Dec 1451Talk Online Education Group Provides Earnings Guidance for the Fourth Quarter of 202451Talk Online Education Group provided earnings guidance for the fourth quarter of 2024. For the period, the company expects net gross billings to be between $20.5 million and $21.0 million, which would represent a sequential growth of 3.7% to 6.2%.
New Risk • Dec 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$13m). Earnings have declined by 1.5% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
お知らせ • Dec 1251Talk Online Education Group to Report Q3, 2024 Results on Dec 13, 202451Talk Online Education Group announced that they will report Q3, 2024 results Pre-Market on Dec 13, 2024
New Risk • Aug 25New major risk - Revenue and earnings growthEarnings have declined by 1.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$13m). Earnings have declined by 1.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$83.5m market cap).
Reported Earnings • Aug 25Second quarter 2024 earnings released: US$0.22 loss per share (vs US$0.51 loss in 2Q 2023)Second quarter 2024 results: US$0.22 loss per share (improved from US$0.51 loss in 2Q 2023). Revenue: US$11.0m (up 75% from 2Q 2023). Net loss: US$1.25m (loss narrowed 57% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 2351Talk Online Education Group Provides Earnings Guidance for the Third Quarter of 202451Talk Online Education Group provided earnings guidance for the third quarter of 2024. For the period, the company expects net gross billings to be between $17.0 million and $18.0 million, which would represent a sequential growth of 7.2% to 13.5%.
お知らせ • Aug 2251Talk Online Education Group to Report Q2, 2024 Results on Aug 23, 202451Talk Online Education Group announced that they will report Q2, 2024 results Pre-Market on Aug 23, 2024
New Risk • Jun 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$12m). Minor Risks Share price has been volatile over the past 3 months (9.8% average weekly change). Market cap is less than US$100m (US$44.3m market cap).
Reported Earnings • Jun 14First quarter 2024 earnings released: US$0.65 loss per share (vs US$0.42 loss in 1Q 2023)First quarter 2024 results: US$0.65 loss per share (further deteriorated from US$0.42 loss in 1Q 2023). Revenue: US$9.45m (up 70% from 1Q 2023). Net loss: US$3.72m (loss widened 55% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 1351Talk Online Education Group Provides Earnings Guidance for the Second Quarter of 202451Talk Online Education Group provided earnings guidance for the second quarter of 2024. For the period, the company expects net gross billings to be between $13.5 million and $14.0 million, which would represent a sequential growth of 7.5% to 11.5%.
お知らせ • May 3151Talk Online Education Group Announces Change to Board Composition51Talk Online Education Group announced that its board of directors has appointed Mr. Jimmy Lai as an independent director, effective June 1, 2024. Mr. Jimmy Lai will also serve as a member and chairman of the audit committee of the Board, a member of the compensation committee of the Board, and a member of the nominating and corporate governance committee of the Board. Effective May 31, 2024, Mr. Shengwen (Roy) Rong resigned as a director of the Company for personal reasons and stepped down as a member and chairman of the audit committee of the Board, a member of the compensation committee of the Board, and a member of the nominating and corporate governance committee of the Board. The resignation of Mr. Shengwen (Roy) Rong did not result from any dispute or disagreement with the Company or the Board on any matter relating to the Company's operations, policies or practices. Mr. Lai currently serves as the chief financial officer of Kneron, a leading provider of full stack edge AI solutions company. Mr. Lai also serves as an independent director of several NYSE-listed companies, including Zepp Corporation and FinVolution Group. Mr. Lai served as the chief financial officer of 51Talk from June 2015 to December 2018. Prior to joining 51Talk in 2015, Mr. Lai served as the chief financial officer for several companies, including Chukong Technologies Corp., a leading mobile entertainment platform company in China, from 2013 to 2015, Gamewave Corporation, a leading webgame company in China, from 2011 to 2013, Daqo New Energy Corp., an NYSE-listed company and a leading polysilicon manufacturer based in China, from 2009 to 2011, Linktone Ltd., a Nasdaq-listed company and a leading provider of wireless interactive entertainment services to consumers in China, from 2008 to 2009 and Palm Commerce Holdings, a leading information technology solution provider for the China lottery industry, from 2006 to 2008. Prior to that, Mr. Lai served as an associate vice president of investor relations at Semiconductor Manufacturing International Corporation, a company listed on the NYSE and the Main Board of the Hong Kong Stock Exchange, from 2002 to 2006, and as a controller and director of financial planning at AMX Corporation from 1997 to 2001. Mr. Lai received his MBA from the University of Texas at Dallas and his bachelor's degree in statistics from the National Cheng Kung University in Taiwan. Mr. Lai is a certified public accountant licensed in the State of Texas.
Reported Earnings • Mar 24Full year 2023 earnings released: US$2.46 loss per share (vs US$2.30 loss in FY 2022)Full year 2023 results: US$2.46 loss per share (further deteriorated from US$2.30 loss in FY 2022). Revenue: US$27.3m (up 81% from FY 2022). Net loss: US$14.0m (loss widened 8.8% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 2351Talk Online Education Group Provides Earnings Guidance for the First Quarter of 202451Talk Online Education Group provided earnings guidance for the first quarter of 2024. For the period, the company expects net gross billings to be between USD 11.5 million and USD 12.0 million,which would represent a sequential growth of 3.6% to 8.1% and an increase of approximately 43.8% to 50.0% from the same quarter last year.
お知らせ • Mar 2151Talk Online Education Group to Report Q4, 2023 Results on Mar 22, 202451Talk Online Education Group announced that they will report Q4, 2023 results Pre-Market on Mar 22, 2024
New Risk • Dec 19New major risk - Negative shareholders equityThe company has negative equity. Total equity: -US$2.6m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$2.6m). Minor Risk Market cap is less than US$100m (US$44.0m market cap).
Reported Earnings • Dec 19Third quarter 2023 earnings released: US$0.68 loss per share (vs US$0.43 loss in 3Q 2022)Third quarter 2023 results: US$0.68 loss per share (further deteriorated from US$0.43 loss in 3Q 2022). Revenue: US$7.83m (up 62% from 3Q 2022). Net loss: US$3.86m (loss widened 61% from 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 1451Talk Online Education Group to Report Q3, 2023 Results on Dec 18, 202351Talk Online Education Group announced that they will report Q3, 2023 results Pre-Market on Dec 18, 2023
Recent Insider Transactions • Nov 30Founder recently bought US$296k worth of stockOn the 21st of November, Jiajia Huang bought around 38k shares on-market at roughly US$7.88 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jiajia has been a buyer over the last 12 months, purchasing a net total of US$724k worth in shares.
Reported Earnings • Aug 25Second quarter 2023 earnings released: US$0.51 loss per share (vs US$0.82 loss in 2Q 2022)Second quarter 2023 results: US$0.51 loss per share (improved from US$0.82 loss in 2Q 2022). Revenue: US$6.26m (up 78% from 2Q 2022). Net loss: US$2.90m (loss narrowed 37% from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 2451Talk Online Education Group to Report Q2, 2023 Results on Aug 25, 202351Talk Online Education Group announced that they will report Q2, 2023 results Pre-Market on Aug 25, 2023
New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$46m free cash flow). Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (US$43.6m market cap).
Reported Earnings • Mar 30Full year 2022 earnings released: US$2.30 loss per share (vs US$3.47 profit in FY 2021)Full year 2022 results: US$2.30 loss per share (down from US$3.47 profit in FY 2021). Revenue: US$15.0m (down 96% from FY 2021). Net loss: US$12.8m (down 168% from profit in FY 2021).
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 309% share price gain to US$6.66, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 18x in the Consumer Services industry in the US. Total loss to shareholders of 6.9% over the past three years.
分析記事 • Dec 13If EPS Growth Is Important To You, 51Talk Online Education Group (NYSE:COE) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Roy Rong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$1.95, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 17x in the Consumer Services industry in the US. Total loss to shareholders of 73% over the past three years.
Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: US$3.53m (down 96% from 2Q 2021). Net loss: US$4.60m (loss widened 10.0% from 2Q 2021). Over the next year, revenue is expected to shrink by 85% compared to a 4.0% growth forecast for the Consumer Services industry in the US.
Seeking Alpha • Aug 30China Online Education reports Q2 earnings; sees Q3 revenue of $8.0M and $8.2MChina Online Education press release (NYSE:COE): Q2 Non-GAAP EPADS of -$0.67. Revenue of $3.5M (+87.7% Y/Y). Cash, cash equivalents and restricted cash balance stood at $22.1M as of June 30, 2022. Gross billings of continuing operation for the second quarter of 2022 were $7.8M. The company had advances from students (current and non-current) of $10.2M as of June 30, 2022. For the third quarter of 2022, the company currently expects gross billings to be between US$8.0 million and US$8.2 million.
Recent Insider Transactions • Jul 27Founder recently bought US$937k worth of stockOn the 20th of July, Jiajia Huang bought around 631k shares on-market at roughly US$1.48 per share. This was the largest purchase by an insider in the last 3 months. This was Jiajia's only on-market trade for the last 12 months.
Reported Earnings • Jun 26First quarter 2022 earnings released: US$0.95 loss per share (vs US$0.057 profit in 1Q 2021)First quarter 2022 results: US$0.95 loss per share (down from US$0.057 profit in 1Q 2021). Revenue: US$9.51m (down 90% from 1Q 2021). Net loss: US$21.2m (down US$22.4m from profit in 1Q 2021). Over the next year, revenue is expected to shrink by 39% compared to a 6.0% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Roy Rong was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 24% share price gain to US$1.48, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 18x in the Consumer Services industry in the US. Total loss to shareholders of 75% over the past three years.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$1.35, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 15x in the Consumer Services industry in the US. Total loss to shareholders of 81% over the past three years.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improved over the past weekAfter last week's 55% share price gain to US$1.29, the stock trades at a forward P/E ratio of 0x. Average forward P/E is 16x in the Consumer Services industry in the US. Total loss to shareholders of 81% over the past three years.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$1.06, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 18x in the Consumer Services industry in the US. Total loss to shareholders of 85% over the past three years.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to US$1.21, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 17x in the Consumer Services industry in the US. Total loss to shareholders of 85% over the past three years.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$1.90, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 17x in the Consumer Services industry in the US. Total loss to shareholders of 78% over the past three years.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$2.70, the stock trades at a forward P/E ratio of 1x. Average forward P/E is 19x in the Consumer Services industry in the US. Total loss to shareholders of 71% over the past three years.
分析記事 • Oct 05Benign Growth For China Online Education Group (NYSE:COE) Underpins Stock's 31% PlummetUnfortunately for some shareholders, the China Online Education Group ( NYSE:COE ) share price has dived 31% in the...
Reported Earnings • Sep 30Second quarter 2021 earnings releasedThe company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: CN¥579.8m (up 18% from 2Q 2020). Net loss: CN¥27.0m (down 183% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$2.61, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 20x in the Consumer Services industry in the US. Total loss to shareholders of 72% over the past three years.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 24% share price gain to US$3.33, the stock trades at a trailing P/E ratio of 4.4x. Average forward P/E is 20x in the Consumer Services industry in the US. Total loss to shareholders of 62% over the past three years.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to CN¥2.15, the stock trades at a trailing P/E ratio of 2.9x. Average forward P/E is 18x in the Consumer Services industry in the US. Total loss to shareholders of 79% over the past three years.
Major Estimate Revision • Jul 24Consensus EPS estimates fall to -CN¥0.46The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from CN¥2.58b to CN¥2.37b. Losses expected to increase from -CN¥0.35 to -CN¥0.46. Consumer Services industry in the US expected to see average net income growth of 6.8% next year. Consensus price target down from US$32.27 to US$30.52. Share price fell 46% to US$3.80 over the past week.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorated over the past weekAfter last week's 46% share price decline to CN¥3.80, the stock trades at a forward P/E ratio of 102x. Average forward P/E is 21x in the Consumer Services industry in the US. Total loss to shareholders of 62% over the past three years.
Seeking Alpha • Jul 08China Online Education: Exaggerated Sell-Off Provides An OpportunityChina Online Education has reached profitability over the last four quarters when China started with the lockdown. Covid was a catalyst for higher revenues rather than a one-time occurrence, as revenue kept growing in Q1/2021. The operating business model was severely pressured, starting one month ago. The Chinese government proposed regulation which will impact the EdTech sector. I believe the market is overreacting though. China Online Education is now trading cheaper than its cash and short-term investments. This provides a value opportunity. However, risks have to be taken seriously, as the competition in the market remains fierce and the uncertainty regarding governmental regulation is high.
Recent Insider Transactions Derivative • Jun 30Founder notifies of intention to sell stockJiajia Huang intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of June. If the sale is conducted around the recent share price of US$8.82, it would amount to US$882k. Since December 2020, Jiajia's direct individual holding has increased from 2.77m shares to 2.78m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improved over the past weekAfter last week's 31% share price gain to CN¥12.45, the stock trades at a forward P/E ratio of 94x. Average forward P/E is 22x in the Consumer Services industry in the US. Total returns to shareholders of 11% over the past three years.
Recent Insider Transactions Derivative • May 31Co-Founder & Director notifies of intention to sell stockTing Shu intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of May. If the sale is conducted around the recent share price of US$18.90, it would amount to US$775k. Since June 2020, Ting's direct individual holding has decreased from 1.17m shares to 1.14m. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Valuation Update With 7 Day Price Move • May 24Investor sentiment deteriorated over the past weekAfter last week's 32% share price decline to CN¥12.63, the stock trades at a forward P/E ratio of 96x. Average forward P/E is 22x in the Consumer Services industry in the US. Total returns to shareholders of 11% over the past three years.
Executive Departure • May 20Independent Director has left the companyOn the 11th of May, Chia-Hung Yang's tenure as Independent Director ended after 4.9 years in the role. We don't have any record of a personal shareholding under Chia-Hung's name. Chia-Hung is the only executive to leave the company over the last 12 months.
分析記事 • May 20Is Now The Time To Put China Online Education Group (NYSE:COE) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • May 19First quarter 2021 earnings released: EPS CN¥0.37 (vs CN¥2.43 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: CN¥600.4m (up 23% from 1Q 2020). Net income: CN¥8.02m (down 84% from 1Q 2020). Profit margin: 1.3% (down from 10% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CN¥19.13, the stock trades at a forward P/E ratio of 379x. Average forward P/E is 20x in the Consumer Services industry in the US. Total returns to shareholders of 75% over the past three years.
Reported Earnings • Mar 07Full year 2020 earnings released: EPS CN¥6.90 (vs CN¥5.08 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥2.05b (up 39% from FY 2019). Net income: CN¥147.0m (up CN¥251.4m from FY 2019). Profit margin: 7.2% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 07Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.5%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the next year, revenue is forecast to grow 21%, compared to a 40% growth forecast for the Consumer Services industry in the US.
分析記事 • Feb 22China Online Education Group (NYSE:COE) Is About To Turn The CornerChina Online Education Group ( NYSE:COE ) is possibly approaching a major achievement in its business, so we would like...
分析記事 • Dec 31Investors Who Bought China Online Education Group (NYSE:COE) Shares A Year Ago Are Now Up 170%When you buy shares in a company, there is always a risk that the price drops to zero. But if you pick the right...
Recent Insider Transactions Derivative • Dec 31Co-Founder & COO notifies of intention to sell stockLiming Zhang intends to sell roughly 44.52k shares in the next 90 days after lodging an Intent To Sell Form on the 31st of December. If the sale is conducted around the recent share price of US$27.89, it would amount to US$1.2m. Since March 2020, Liming's direct individual holding has increased from 4.75k shares to 49.05k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
分析記事 • Nov 26China Online Education Group Just Beat EPS By 175%: Here's What Analysts Think Will Happen NextA week ago, China Online Education Group (NYSE:COE) came out with a strong set of third-quarter numbers that could...
Analyst Estimate Surprise Post Earnings • Nov 25Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 175%. Over the next year, revenue is forecast to grow 125%, compared to a 33% growth forecast for the Consumer Services industry in the US.
Is New 90 Day High Low • Nov 16New 90-day high: US$25.49The company is up 4.0% from its price of US$24.47 on 18 August 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$88.18 per share.