新東方公佈2021財年第3季度業績：淨收入11.9億美元，同比增長29%
北京時間4月20日，新東方公佈了2021財年第三季度財務業績：淨收入超11.9億美元，同比增長29%；學生報名人次約為2,296,800，同比增長43%。截至2021年2月28日，學校總數為118家；學校及學習中心總數達1,625家，與去年同期相比淨增209家( 2020年同期學校及學習中心總數為1,416家)，與上季度相比淨增107家。
淨收入超預期，K12業務全面復甦
“我們欣喜看到，新東方2021財年第三季度淨收入取得同比29%的增長，大大超越預期。”新東方董事會執行主席俞敏洪表示，這主要得益於作為公司增長引擎的K12中小學全科課後教育業務開始全面復甦，學生報名人次同比增長57%，收入同比增長約37%。其中，中學業務收入同比增長35%，小學業務收入同比增長約40%。隨着疫苗推廣，新東方的海外業務逐步開始恢復，出國考試準備業務同比下降12%，出國諮詢和遊學業務同比上升11%。
發力衞星城市，OMO貢獻更多收入
在業務擴張方面，本季度新東方在衡水市新開設一家線下培訓學校。截至2021財年第三季度末，新東方的教室面積同比增加約17%，環比增加7%。與此同時，在冬季學期期間，新東方在大多數現有城市和25個新的周邊衞星城市推行了OMO在線課程，吸引了數量可觀的新用户，並在低成本下取得了較高的學生留存比率。
“我們很高興看到，OMO戰略為本季度的總收入帶來了更大貢獻。”新東方首席執行官周成剛表示，OMO戰略連同本地化和差異化的教學內容，能有效地以較低成本提高報名人數和收入。未來，為進一步把握更多市場機遇，提高公司長遠的盈利能力，新東方將繼續推行線下擴張與OMO戰略，把服務覆蓋範圍擴展至更多城市和學生。
優化成本控制，兼顧公司穩健與發展
展望未來，新東方執行總裁兼首席財務官楊志輝指出：“基於疫情在國內已得到有效控制，相信新東方的業務將在未來幾個季度恢復到正常水平。隨着營收逐漸恢復，新東方的利潤率亦同步逐漸向好。在本季度中，Non-GAAP經營利潤率為9.7%，較上一季度的跌幅縮窄；Non-GAAP淨利潤率為13.7%。未來，新東方將持續優化對成本費用的控制，對OMO產品和純線上平台的投入，以兼顧公司的穩健與發展，平衡公司的增長性和盈利性。”
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