Jun 2026 (Q2 FY26) — Sep 15, 2026
51Talk Q2 FY26 — Strong Billings Growth and New AI-Powered Product Launch
Read the full call51Talk earnings: last reported Tue, 15 Sep 2026, for the quarter ended Jun 2026.
Price
1Y: $49.54 on 17 Oct 2025 → $11.33. High $55.56 (20 Oct 2025), low $9.96 (7 Oct 2026).
Overview
Call summaries
51Talk Q2 FY26 — Strong Billings Growth and New AI-Powered Product Launch
Read the full call51Talk Q1 FY26 — Revenue up 71% on student growth as bottom-line losses persist
Read the full callEvery analysed call
Financials
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | — | — | — | — |
| Reserves | -305 | -316 | -314 | -289 | -331 | -346 | -354 | -370 |
| Total liabilities | 287 | 352 | 471 | 300 | 21 | 39 | 59 | 97 |
| Fixed assets | 5 | 3 | 3 | 0 | 0 | 0 | 0 | 2 |
| Investments | 20 | 65 | 78 | 91 | — | — | — | — |
| Total assets | 147 | 201 | 339 | 187 | 28 | 31 | 44 | 66 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 4 | 57 | 104 | -105 | -46 | 1 | 6 | 12 |
| Cash from investing | -1 | -59 | -106 | 98 | 3 | 2 | 0 | -1 |
| Cash from financing | 10 | -8 | 1 | -2 | 20 | — | 0 | 0 |
| Net cash flow | 14 | -10 | 1 | -8 | -23 | 3 | 6 | 11 |
| Capital expenditure | -3 | -1 | -3 | -4 | -0 | -0 | -0 | -2 |
| Free cash flow | 2 | 56 | 101 | -109 | -46 | 0 | 6 | 10 |
| KPI | 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.
149 filings between Mar 26, 2026 and Oct 2, 2026.
Purchases
$262.56M
128 purchases by 2 insiders
Sales
None
No insider sold shares.
Some filings report no price, so the dollar figures above are a floor, not a total.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Huang Jack Jiajia | $262.56M | — | Sep 25, 2026 |
| Shu Ting | $0 | — | Apr 10, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 2, 2026 | Huang Jack Jiajia Chief Executive Officer | Tax withheld | 4,020 | $42.0K |
| Oct 2, 2026 | Shu Ting Director | Tax withheld | 4,020 | $42.0K |
| Oct 1, 2026 | Huang Jack Jiajia Chief Executive Officer | Option exercise | 18,180 | $0 |
| Oct 1, 2026 | Shu Ting Director | Option exercise | 18,180 | $0 |
| Oct 1, 2026 | Lin Frank Hurst Director | Option exercise | 18,180 | $0 |
| Sep 25, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase | 1,227,600 | $14.12M |
| Sep 24, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase | 2,880 | $33.1K |
| Sep 23, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase | 897,300 | $10.32M |
| Sep 22, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase | 378,420 | $4.35M |
| Sep 18, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase | 1,920 | $22.1K |
| Sep 17, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase | 304,020 | $3.49M |
| Aug 18, 2026 | Shu Ting Director | Option exercise | 137,500 | $0 |
| Aug 18, 2026 | Huang Jack Jiajia Chief Executive Officer | Option exercise 10b5-1 plan | 137,500 | $0 |
| Aug 13, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 35,400 | $737.4K |
| Aug 12, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 337,500 | $6.81M |
| Aug 11, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 254,820 | $5.00M |
| Aug 10, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 199,980 | $3.94M |
| Aug 7, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 90,480 | $1.75M |
| Aug 6, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 105,120 | $2.03M |
| Aug 5, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 158,460 | $3.04M |
| Aug 4, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 125,880 | $2.40M |
| Aug 3, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 333,840 | $6.17M |
| Jul 31, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 122,580 | $2.15M |
| Jul 30, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 194,460 | $3.35M |
| Jul 29, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 109,080 | $1.84M |
| Jul 28, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 169,980 | $2.87M |
| Jul 27, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 451,320 | $7.66M |
| Jul 24, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 185,880 | $3.02M |
| Jul 23, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 301,440 | $4.77M |
| Jul 23, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 60,000 | $936.0K |
| Jul 23, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 60,000 | $932.4K |
| Jul 22, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 123,780 | $1.98M |
| Jul 22, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 59,940 | $956.0K |
| Jul 21, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 498,660 | $8.29M |
| Jul 20, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 112,500 | $1.88M |
| Jul 17, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 83,460 | $1.38M |
| Jul 16, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 111,840 | $1.86M |
| Jul 15, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 135,540 | $2.29M |
| Jul 14, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 178,800 | $3.08M |
| Jul 14, 2026 | Shu Ting Director | Tax withheld | 12,000 | $205.6K |
| Jul 14, 2026 | Huang Jack Jiajia Chief Executive Officer | Tax withheld 10b5-1 plan | 12,000 | $205.6K |
| Jul 13, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 213,480 | $3.68M |
| Jul 10, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 95,040 | $1.59M |
| Jul 10, 2026 | Shu Ting Director | Option exercise | 72,720 | $0 |
| Jul 10, 2026 | Huang Jack Jiajia Chief Executive Officer | Option exercise 10b5-1 plan | 72,720 | $0 |
| Jul 9, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 186,840 | $3.21M |
| Jul 8, 2026 | Lin Frank Hurst Director | Option exercise | 72,720 | $0 |
| Jul 8, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 185,880 | $3.06M |
| Jul 7, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 211,260 | $3.53M |
| Jul 6, 2026 | Huang Jack Jiajia Chief Executive Officer | Purchase 10b5-1 plan | 165,420 | $2.72M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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