Sign in

You're signed outSign in or to get full access.

Matt Shea

Senior Equity Research Analyst at Needham

Matthew Shea is a Senior Equity Research Analyst at Needham & Company, specializing in the digital health space with a focus on value-based care. He covers companies such as Oncology Institute, where he initiated coverage with a Buy rating and $5 price target, highlighting its potential for 20%+ growth and improved EBITDA margins amid rising oncology costs. Shea joined Needham in 2022, bringing prior experience in healthcare research, though specific performance metrics like success rates or rankings on platforms such as TipRanks are not publicly detailed in available sources. His professional credentials include expertise in equity analysis for healthcare services, with no specific FINRA licenses or additional certifications noted.

Matt Shea's questions to Coursera (COUR) leadership

Question · Q4 2025

Matt Shea inquired about Coursera's international growth strategy, specifically the future expansion of AI dubbing and machine translation beyond the initial 1,000 courses and five languages, and the immediate benefits. He also asked about the evolution and future rollout plans for geo-based pricing in new countries for 2026. Additionally, he sought feedback from university, enterprise partners, and Udemy instructors regarding the proposed combination with Udemy.

Answer

President and CEO Greg Hart confirmed continued investment in AI dubbing and machine translation due to higher learner engagement in native languages, noting Udemy's 85,000+ instructors as a fantastic addition for global content. He expressed satisfaction with geo-pricing results and plans to fine-tune it further in 2026. Regarding the Udemy combination, Greg Hart highlighted the expanded audience for content creators (nearly 300M registered learners combined) and enterprise customers (1,700 Coursera + 17,000 Udemy), acknowledging partner curiosity about integration and the need for careful platform development post-close.

Ask follow-up questions

Fintool

Fintool can predict Coursera logo COUR's earnings beat/miss a week before the call

Question · Q4 2025

Matt Shea inquired about Coursera's international growth, specifically the success of AI dubbing in unlocking international learners, and plans for further translation in 2026. He also asked about the evolution of geo-based pricing and plans for its expansion.

Answer

Greg Hart, President and CEO of Coursera, confirmed continued investment in AI dubbing and machine translation, noting higher learner engagement in native languages. He expressed satisfaction with geo-pricing results and plans to fine-tune it in 2026. Matt Shea also asked about feedback from University, Enterprise partners, and Udemy instructors regarding the Coursera-Udemy combination. Greg Hart highlighted the benefits for all participants, including a larger audience for content creators and expanded Enterprise reach, while acknowledging the need for post-close feedback on integration.

Ask follow-up questions

Fintool

Fintool can write a report on Coursera logo COUR's next earnings in your company's style and formatting