China Online Education Group earnings date
China Online Education Group (C4G0) Q2 2026 Earnings Report
DE:C4G0 Q2 2026 EPS Results
- Actual EPS
- -EUR 0.01
- Consensus EPS
- ―
- Beat/Miss
- ―
- One Year Ago EPS
- -EUR 0.07
DE:C4G0 Q2 2026 Revenue Results
- Actual Revenue
- EUR 28.13M
- Expected Revenue
- ―
- Beat/Miss
- ―
- YoY Revenue Growth
- +58.45%
Earnings Announcement Details
- Quarter
- Q2 2026
- Date
- 09/15/2026
- Time
- Before Open
- Conference Call
- Tuesday, September 15, 2026
China Online Education Group's next earnings date is estimated for December 16, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
The call was predominantly positive: the company reported strong revenue and gross billings growth, robust demand, positive operating cash flow, a new AI-powered product launch, and narrower operating and net losses. These positives were partly offset by substantial increases in operating, sales and marketing, and product development expenses, along with continued losses and negative earnings per ADS.
For the remainder of 2026, the company’s priority is to sustain healthy growth by building on last year's success; following an exceptionally strong quarter in Q3 2025, it is investing more efficiently in the third quarter of 2026, moving toward profitability and a long-term shareholder value. For the third quarter of 2026, the company currently expects net gross billings to be between $41 million and $43 million. This outlook is based on current market conditions and reflects the company’s current and preliminary estimates of the market and operating conditions and customer demands, which are all subject to change.
- Gross Billings Exceeded GuidanceSecond-quarter gross billings reached $39.3 million, exceeding the high end of the guidance announced in June 2026 and increasing 38.1% year-over-year.
- Robust Demand Across Key MarketsManagement stated that demand across 51Talk's key markets remains robust.
- Positive Operating Cash FlowThe company generated $4.9 million of net operating cash inflows during the second quarter.
- Strong Net Revenue GrowthSecond-quarter net revenues were $32.4 million, up 58.8% year-over-year, largely driven by an increase in active students with attended lesson consumption.
- Healthy Gross MarginSecond-quarter gross margin was 73.9%.
- Global Communicator Product LaunchOn July 1, 51Talk launched Global Communicator, its next-generation learning product developed with strategic partner Oxford University Press.
- AI-Powered Content PlatformGlobal Communicator uses an AI-powered content production platform to generate the world's students learn in, the characters they meet, and the lessons themselves end to end. Management said the platform will also power new regions, languages, and subjects.
- Focus on Efficient Investment and GrowthManagement said its priority for the remainder of 2026 is to sustain healthy growth by building on last year's success, while investing more efficiently in the third quarter and moving toward profitability and long-term shareholder value.
- Narrower Operating LossSecond-quarter operating loss narrowed to $2.1 million from $3.2 million in the same quarter last year.
- Narrower Net LossNet loss attributable to ordinary shareholders improved to $3.1 million from $3.5 million in the same quarter last year.
- Cash and Student AdvancesTotal cash equivalents and time deposits were $40.1 million at the end of the second quarter, while advances from students were $86.7 million.
- Third-Quarter Gross Billings OutlookThe company expects third-quarter 2026 net gross billings to be between $41 million and $43 million, based on current market conditions, operating conditions, and customer demand; management noted that these estimates are preliminary and subject to change.
DE:C4G0 Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Dec 16, 2026 | 2026 (Q3) | ―- | -0.01 | ― | ― |
| Sep 15, 2026 | 2026 (Q2) | ―-0.01 | -0.07 | 87.07% (+0.06) | |
| Jun 12, 2026 | 2026 (Q1) | ―0.00 | -0.03 | 100.00% (+0.03) | |
| Mar 27, 2026 | 2025 (Q4) | ―-0.02 | -0.03 | 41.53% (+0.01) | |
| Dec 08, 2025 | 2025 (Q3) | ―-0.01 | -0.01 | 35.45% (+0.01) | |
| Sep 03, 2025 | 2025 (Q2) | ―-0.45 | -0.19 | -139.81% (-0.26) | |
| Jun 09, 2025 | 2025 (Q1) | ―-0.22 | -0.56 | 61.21% (+0.34) | |
| Mar 21, 2025 | 2024 (Q4) | ―-0.20 | -0.7 | 70.94% (+0.50) | |
| Dec 13, 2024 | 2024 (Q3) | ―-0.10 | -0.06 | -54.93% (-0.03) | |
| Aug 23, 2024 | 2024 (Q2) | ―-0.19 | -0.06 | -195.89% (-0.12) |
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.
