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51Talk Online Education Group (COE) investor relations material

51Talk Online Education Group Deutsche Bank ADR Virtual Investor Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Deutsche Bank ADR Virtual Investor Conference 2025 summary4 Nov, 2025

Strategic vision and platform differentiation

  • Focuses on global expansion with an AI-driven edtech platform for young learners, integrating proprietary curriculum, high-quality tutors, and advanced technology.

  • Four pillars: proprietary curriculum, rigorous AI-enhanced tutor recruitment, $100M invested in technology, and 360-degree support for students and parents.

  • Curriculum is fully animated, interactive, and aligned with CEFR standards; tutors undergo stringent selection and ongoing AI-supported training.

  • Technology stack includes low-latency video, gamified classrooms, and AI-powered features for tutors and students.

  • Local adaptation in every market, with tailored curriculum, local teams, and customized marketing to build trust and engagement.

AI integration and operational impact

  • AI powers tutor recruitment, lesson personalization, and adaptive feedback, improving efficiency and outcomes.

  • AI evaluates tutor pronunciation and accent, assists in screening, interviewing, and training, reducing costs and speeding onboarding.

  • Students receive individualized learning paths with real-time feedback via AI coaches and lesson memos, enhancing engagement and satisfaction.

  • AI optimizes sales processes, improving conversion rates and reducing idle times.

  • Ongoing development of AI-powered products, including those without human teachers, to drive future innovation.

Market expansion and localization strategy

  • Geographic growth is the primary driver, with current presence in Southeast Asia, the Middle East, and plans to enter Spanish-speaking regions.

  • Market selection focuses on large middle-class child populations and low acquisition costs to ensure strong unit economics.

  • Localization includes adapting products, marketing, and services to fit local languages, customs, and educational systems.

  • Experienced leaders are deployed to new markets to build local teams and ensure successful expansion.

  • Market-specific programs and exam preparation services are developed based on unique local needs.

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Q3 202512 Dec, 2025
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Frequently asked questions

51Talk Online Education Group, also known as China Online Education Group, is a global online education platform with a primary focus on English language instruction. The company's mission is to make high-quality education accessible and affordable. 51Talk offers live, interactive English lessons through its online and mobile platforms, connecting students with a large network of qualified teachers. Utilizing a shared economy approach, the platform employs data analytics and feedback from both students and teachers to provide a personalized learning experience. The company serves various markets, including Hong Kong, Malaysia, and other regions outside mainland China, primarily targeting children aged five to twelve. 51Talk Online Education Group is headquartered in Singapore, and its shares are listed on the NYSE American.

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