)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
New Oriental Education & Technology Group (EDU) investor relations material
New Oriental Education & Technology Group Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary28 Oct, 2025
Executive summary
Net revenues rose 6.1% year-over-year to $1,523.0 million for Q1 FY2026, surpassing expectations and driven by operational resilience and sustainable profitability.
Operating income increased 6.0% year-over-year to $310.8 million; non-GAAP operating margin improved by 100 basis points to 22%.
Net income attributable to shareholders decreased 1.9% year-over-year to $240.7 million; non-GAAP net income was $258.3 million, down 1.6%.
Strong growth in domestic adult/university test prep (+14.4%) and new educational initiatives (+15.3%), supported by technology investments including AI and OMO platforms.
AI-powered learning devices and OMO system integration advanced, with 452,000 active paid users.
Financial highlights
Operating costs and expenses rose 6.1% year-over-year to $1,212.2 million; cost of revenues up 9.3% to $637.8 million.
Non-GAAP operating income was $335.5 million, up 11.3% year-over-year.
Net cash flow from operations was $192.3 million; capital expenditure was $55.4 million.
Cash and cash equivalents stood at $1,282.3 million; short-term investments at $2,178.1 million.
Deferred revenue increased 10% year-over-year to $1,906.7 million.
Outlook and guidance
Q2 FY2026 net revenues expected between $1,132.1 million and $1,263.3 million, up 9–12% year-over-year.
Full fiscal year 2026 net revenue guidance reaffirmed at $5,145.3 million–$5,390.3 million, up 5–10% year-over-year.
K-12 business projected to accelerate, with K-9 segment expected to grow over 20% and high school segment in double digits for the year.
Margin expansion anticipated to continue in Q2 and for the full year.
Expected tangible results from AI investments
East Buy's specific profitability contribution
Details on capacity expansion strategy
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next New Oriental Education & Technology Group earnings date
Q2 202621 Jan, 2026
Next New Oriental Education & Technology Group earnings date
Q2 202621 Jan, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
New Oriental Education & Technology Group Inc. is a provider of private educational services in China. The company offers a wide range of programs, including language training, test preparation, tutoring, and online education. It also provides educational materials and career counseling services. The company is headquartered in Beijing, China, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage