China Online Education Group (COE)
XASE:COE
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Earnings Data
Report Date
Aug 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.52Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive top-line story: very strong year-over-year revenue and gross billings growth, high gross margins, improving operating loss, healthy liquidity, and a clear product roadmap emphasizing AI-enabled offerings. Offsetting these positives are material increases in operating expenses—particularly sales & marketing and product development—that widened net loss and produced negative EPS. Management frames expense growth as investment in growth and new AI-native product capabilities. Given the magnitude of revenue acceleration and margin levels combined with ongoing investments intended to drive future growth, the highlights outweigh the lowlights.Company Guidance
Strong Revenue Growth
Net revenues of $31.2 million in Q1 2026, up 70.9% year-over-year, driven by increased active students and attended lesson consumption.
Substantial Gross Billings Increase
Gross billings rose 51.9% year-over-year to $33.3 million, exceeding the high end of guidance and cited as 52% growth in prepared remarks.
High Gross Margin
Reported gross margin of 73.7% for the quarter, indicating strong unit economics on billed lessons.
Improvement in Operating Loss
Q1 operating loss narrowed to $1.4 million from $1.5 million year-over-year, demonstrating progress toward operating leverage despite seasonal softness.
Product Roadmap and AI Investment
Company accelerating platform and tutor network development with an AI-plus-human learning product; next-generation, AI-native learning product with gamification and personalization expected to begin rolling out later in 2026.
Solid Liquidity and Deferred Revenue
Cash equivalents and time deposits of $35.5 million and advances from students (deferred revenue) of $78.9 million at quarter end, supporting operations and future revenue recognition.
Forward Guidance
Management expects Q2 2026 gross billings between $36 million and $38 million (implying ~8%–14% quarter-over-quarter growth from Q1 billings of $33.3M).
COE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
COE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 12, 2026 | $22.00 | $20.14 | -8.45% |
Mar 27, 2026 | $18.43 | $18.90 | +2.55% |
Dec 08, 2025 | $41.24 | $36.21 | -12.20% |
Sep 03, 2025 | $39.09 | $40.64 | +3.97% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does China Online Education Group (COE) report earnings?
China Online Education Group (COE) is schdueled to report earning on Aug 21, 2026, Before Open (Confirmed).
What is China Online Education Group (COE) earnings time?
China Online Education Group (COE) earnings time is at Aug 21, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is COE EPS forecast?
Currently, no data Available