Q3 2025 51Talk Online Education Group Earnings Call Transcript

Dec 8, 2025 / 01:00 PM GMT

Release Date Price: €32.4 (-4.71%)

Transcript

Key Points

Positve

Gross billings reached $40.5 million, surpassing previous guidance with a 42.1% quarter-to-quarter growth and a 104.6% year-over-year increase.
The active student base grew to 112,600, marking the first time surpassing 100,000 active students since the global expansion strategy began.
The company maintained positive net operating cash flow, strengthening its cash position.
Participation in global events like COP30 in Brazil highlights the company's successful reach into new markets.
Net revenues increased by 87.5% from the same quarter last year, driven by an increase in active students and lesson consumption.

Negative

Operating expenses increased by 97.9% compared to the same quarter last year, driven by higher sales and marketing expenses.
Sales and marketing expenses rose by 114.7% due to intensified marketing activities and increased personnel costs.
Product development expenses increased by 87.8% from the same quarter last year.
The company reported an operating loss of $4.2 million and a net loss attributable to ordinary shareholders of $4.8 million.
GAAP and non-GAAP earnings per ADS were negative, at $0.8 and $0.74 respectively.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

COE.A - 51Talk Online Education Group
Q3 2025 51Talk Online Education Group Earnings Call
Dec 08, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello ladies and gentlemen, thank you for standing by for top51 online education group 3rd quarter 2025 earnings conference call.

At this time, all participants are in a listen-only mode.

Today's conference call is being recorded.

I will now turn the call over to your host, Mr. David Chung, investor relations for the company. Please go ahead, David.

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Unidentified_2 [2]
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Thank you.

Hello everyone, and welcome to the 3rd quarter 2025 earnings conference call of 51 Talk.

The company's results

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