COE 51Talk (COE) Q1 FY26 earnings call
51Talk is scaling billings and revenue rapidly across its international English-learning markets, yet bottom-line losses persist even as operating economics inch better, cushioned by a large base of prepaid student advances. The forward thesis rests on an AI-native, foreign-tutor next-generation product due later this year to lift engagement and monetization — but growth is still being bought with heavy sales-and-marketing intensity.
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COE operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Gross billings | $33.3MGross billings grew by 51.9% from the same quarter last year to USD 33.3 million.Source: earnings call transcript | $39.3MGross billings for the second quarter reached USD 39.3 million, once again exceeding the high end of our guidance announced in June 2026 and representing a growth of 38.1% year-over-year.Source: earnings call transcript | +18% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.