豌豆思维宣布 3 月正向现金流达 4300 万元

芥末堆 4 月 26 日讯，今日，在线少儿数学思维教育品牌豌豆思维披露，其3 月份正向现金流达 4300 万元，公司从去年 12 月起持续为正；现金储备和预收学费比值超过 1:1。与此同时，豌豆思维表示，目前公司已实现在 2 周内针对 90% 以上的新学员快速开课。

数据显示，自 2018 年产品上线以来，豌豆思维平均每月营收环比增速超过 100%，3 月份营收 9000 万元。

豌豆思维 3 月份披露的运营数据显示，公司实现现金流和首单 UE（单元经济模型）为正，并成为数学思维赛道内首家对外宣布这两项核心指标的企业。对于这一突破，豌豆思维称，这主要得益于 1V6 的产品模型、教学质量和头部效应。

获客成本、运营成本素来是衡量在线小班课盈利能力的关键指标。豌豆思维联合创始人兼总裁于大川介绍，豌豆思维能够实现持续正向现金流的关键，在于其一直以来持续达成的「898」战略：即 80% 新签用户来自转介绍，90% 的满班率，以及 80% 的续费率。

精细化、标准化运营下的高续费率、高转介绍也进一步降低了其获客成本和运营成本，并给豌豆思维带来了更大的增长空间和盈利空间。

作为早期入局者，豌豆思维目前已实现 IP 与课程动画融合，其中，《超级飞侠》播放量达 300 亿。在个性化学习方面，豌豆思维实现了小班课的实时分层教学与个性化思维培养路径规划，课堂上, 老师可以根据系统生成的每个学生的学调整节奏、针对性教学，其「小老师」功能则鼓励学生在课后以录制短视频的方式为老师讲题，展现思考路径。

此外，公司还公布了覆盖「教案输出 - 故事创编 - 游戏策划 - 美术设计 - 技术开发 - 课程测试 - 上线」7 个环节的「工业级课件生产标准」。对此，豌豆思维称，这也是数学思维行业首个在线课件制作标准。

成立之初，豌豆思维主要专注于线下产品的打磨，自 2018 年 7 月转型线上。疫情让线下教培停摆，却在一定程度上带火了在线教育。

于大川也曾表示，疫情加速了社会对在线教育的认知，并强行地为在线教育做了投放，革新了用户认知，加速了行业变革。此次实现正向现金流，疫情在其中也起到了加速作用。

豌豆思维成立于 2016 年，隶属于广东快乐种子科技有限公司，专注 3-8 岁少儿在线数学思维、专注力以及学习习惯的培养。

截至目前，豌豆思维已完成 4 轮融资。2019 年 9 月 4 日，豌豆思维宣布完成由新东方集团联合新东方产业基金领投，喜马拉雅、DCM、创新工场、明裕创投等机构跟投的数亿元 B 轮融资，并获俞敏洪和李开复的站台加持。去年 11 月，豌豆思维曾宣布，其单月营收达 5000 万元。
Mustard heap April 26 news, today, online children’s mathematics thinking education brand pea thinking revealed that its positive cash flow in March reached 43 million yuan, and the company has been positive since December last year; the ratio of cash reserves and prepaid tuition fees exceeded 1:1. At the same time, pea thought said that the company has realized the fast start of classes for more than 90% of new students in two weeks.
The data shows that since the launch of the product in 2018, pea thinking’s monthly average revenue has grown by more than 100% month on month, and its revenue in March was 90 million yuan.
According to the operation data disclosed by pea thinking in March, the company has achieved positive cash flow and the first UE (unit economic model), and has become the first enterprise in the mathematical thinking track to announce these two core indicators. For this breakthrough, pea thought said, it is mainly due to the product model, teaching quality and head effect of 1v6.
Customer acquisition cost and operation cost have always been the key indicators to measure the profitability of online small class. Yu Dachuan, co-founder and President of pea thinking, said that the key for pea thinking to achieve continuous positive cash flow lies in its “898” strategy: 80% of new subscribers come from referrals, 90% of full shift rate, and 80% of renewal rate.
The introduction of high renewal rate and high transfer under the refined and standardized operation further reduces the customer acquisition cost and operation cost, and brings more growth space and profit space for pea thinking.
As an early entrant, pea thinking has now realized the integration of IP and course animation, among which, the broadcast volume of “super flying man” has reached 30 billion. In the aspect of personalized learning, pea thinking realizes the real-time layered teaching and personalized thinking training path planning of small class. In the classroom, teachers can adjust the rhythm and targeted teaching according to each student’s learning generated by the system, and their “small teacher” function encourages students to give lectures to teachers in the form of short video recording after class to show the thinking path.
In addition, the company also announced the “industrial courseware production standard” covering 7 links of “teaching plan output story creation game planning art design technology development course test online”. To this end, pea thinking said, this is also the first online courseware production standard in the mathematical thinking industry.
At the beginning of its establishment, pea thinking mainly focused on the grinding of offline products, and transformed online from July 2018. The epidemic has stopped offline education and training, but to some extent, online education has caught fire.
Yu Dachuan also said that the epidemic accelerated the society’s awareness of online education, forced the launch of online education, innovated user awareness and accelerated the industry reform. This time, positive cash flow was realized, and the epidemic accelerated.
Pea thinking, founded in 2016, is affiliated to Guangdong happy Seed Technology Co., Ltd. and focuses on online mathematical thinking, concentration and learning habits of 3-8-year-old children.
So far, pea thinking has completed four rounds of financing. On September 4, 2019, pea thinking announced the completion of hundreds of millions of RMB B rounds of financing led by New Oriental Group and New Oriental Industrial Fund, followed by Himalayas, DCM, Innovation workshop, Mingyu venture capital and other institutions, and won the platform support of Yu Minhong and Li Kaifu. In November last year, pea thought announced that its monthly revenue reached 50 million yuan.