Overview

* 51Talk Q2 revenue rises 86.1% yr/yr to $20.4 mln

* Company reports Q2 net loss of $3.0 mln, widening from last year

* Gross billings grow 79.7%, reflecting strong demand and execution

Outlook

* Company expects Q3 2025 net gross billings to rise 84.6%-89.7% year-over-year

* Company anticipates continued positive momentum in H2 2025

* Company remains committed to embedding AI across operations

Result Drivers

* DEMAND AND EXECUTION - Gross billings rose 79.7% due to strong demand and disciplined execution

* STUDENT GROWTH - Active students with attended lessons increased by 67.8% to approximately 91,300

* AI STRATEGY - AI applications are integral to operations, enhancing user experience and service quality

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 $20.40

Revenue mln

Q2 -$0.01

Adjusted

EPS

Q2 EPS -$0.01

Q2 Gross 74.6%

Margin

Q2 Gross $15.20

Profit mln

Q2 $17.90

Operatin mln

g

Expenses

Q2 -$2.70

Operatin mln

g Income

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)