51Talk Online Education Group
- Market Cap (Float-Adj) (Float-adjusted market cap computed by the low-float screener — matches the screener row. May differ from the standard cap (price × all shares outstanding) reported elsewhere.)
- $42.8M
- Price
- $9.96
- % Change (Daily % change from the live per-ticker quote feed.)
- -3.30%
- Volume
- 19.2K
About
51Talk Online Education Group, through its subsidiaries, engages in providing online education platform with English language education services to students in the People's Republic of China, Hong Kong, the Philippines, Singapore, Malaysia, and Thailand. It operates online and mobile education platforms that enable students to take live interactive English and Chinese lessons, on demand, fostering the development of all aspects of English and Chinese proficiency. The company’s flagship courses include Classic English Junior and Classic English for the development of English communication skills, as well as AI-empowered knowledge preview and AI-empowered reading lessons. It also offers small group lessons. The company was formerly known as China Online Education Group and changed its name to 51Talk Online Education Group in September 2022. 51Talk Online Education Group was founded in 2011 and is headquartered in Singapore.
Quick stats
Shares outstanding4.3M
Computed float2.1M
Float / shares49.0%
Key info
SectorConsumer Defensive
IndustryEducation & Training Services
CIK (Central Index Key — the unique ID the SEC assigns to every filer. Use it to look up the company's filings on EDGAR.)0001659494
Websitehttps://en.51talk.com
AI Summary
AI-generated1/8
majorbullishearnings
51Talk Online Education Group Announces Second Quarter 2026 Results
51Talk reported Q2 2026 net revenues of US$32.4 million, up 58.8% year-over-year, with gross billings of US$39.3 million (+38.1% YoY) exceeding the high end of the guidance issued in June 2026. Active students reached approximately 138,100, up 51.3% from a year earlier.
Losses continue to narrow: operating loss was US$2.1 million versus US$3.2 million a year ago, net loss attributable to shareholders was US$3.1 million, and the company generated US$4.9 million of net operating cash inflow. Gross margin held nearly flat at 73.9%.
On July 1 the company launched its next-generation learning product Global Communicator, built with strategic partner Oxford University Press, with lessons generated end-to-end by its AI-powered content production platform.
Q3 2026 guidance calls for gross billings of US$41.0-43.0 million, implying a sharp deceleration to roughly 1.3%-6.3% YoY growth against an exceptionally strong prior-year comp; management says it is investing more efficiently while moving toward profitability.
Red flags
- Total shareholders' deficit of approximately US$36.9 million — negative equity, with cash of US$40.1 million versus advances from students of US$86.7 million
- Previously reported quarterly 2025 results were restated in Q4 2025 for expense recognition cutoff adjustments (described as immaterial)
- Q3 2026 guidance implies steep growth deceleration to 1.3%-6.3% YoY from 58.8% revenue growth in Q2
- Sales and marketing spend up 48.8% YoY to US$19.3 million, keeping the company in GAAP net loss