Ryan MacDonald's questions to Coursera Inc (COUR) leadership • Q4 2024
Question
Ryan MacDonald of Needham & Company asked about the 2025 outlook for the Consumer segment, focusing on the visibility into new certification launches, the mix of Gen AI content, and whether new models like DeepSeek could provide a tailwind.
Answer
CEO Jeff Maggioncalda expects more predictable consumer growth in 2025, driven by a diversified content portfolio from their Gen AI-powered engine and expansion in international markets. He anticipates job-specific AI titles will be in high demand. Both Maggioncalda and Chairman Andrew Ng noted that advances in foundation models like DeepSeek are beneficial, as Coursera leverages these technologies to enhance its own products. CFO Kenneth Hahn also highlighted recent stability in Coursera Plus subscriptions.