Earnings summaries and quarterly performance for Coursera.
Executive leadership at Coursera.
Board of directors at Coursera.
Research analysts who have asked questions during Coursera earnings calls.
Josh Baer
Morgan Stanley
6 questions for COUR
Also covers: ASAN, BIGC, BOX +16 more
Ryan MacDonald
Needham & Company
6 questions for COUR
Also covers: ACCD, AMWL, BNED +17 more
Rishi Jaluria
RBC Capital Markets
5 questions for COUR
Also covers: AKAM, BOX, CWAN +19 more
Bryan Smilek
JPMorgan Chase & Co.
4 questions for COUR
Also covers: CHGG, CRTO, DUOL +4 more
Jeffrey Silber
BMO Capital Markets
3 questions for COUR
Also covers: AMN, ASGN, ATGE +18 more
Stephen Sheldon
William Blair & Company
3 questions for COUR
Also covers: AGYS, ALRM, APEI +11 more
Claire Gerdes
UBS
2 questions for COUR
Nafeesa Gupta
Bank of America
2 questions for COUR
Also covers: TRIP, UDMY
Ryan Griffin
BMO Capital Markets
2 questions for COUR
Also covers: AMN, ASGN, EFX +5 more
Stephen Sheldon
William Blair
2 questions for COUR
Also covers: AGYS, ALRM, CIGI +6 more
Taylor McGinnis
UBS
2 questions for COUR
Also covers: ADSK, AMPL, ASAN +15 more
Brian Peterson
Raymond James Financial
1 question for COUR
Also covers: BIGC, BLKB, BOX +18 more
Sarang Vora
Telsey Advisory Group
1 question for COUR
Also covers: BRCC, VITL, WEST +2 more
Yi Fu Lee
Cantor Fitzgerald
1 question for COUR
Also covers: CSGS, DCBO, DOMO +4 more
Recent press releases and 8-K filings for COUR.
Coursera Updates Financial Guidance and Details Strategic AI and Enterprise Initiatives
COUR
CFO Change
Guidance Update
New Projects/Investments
- Coursera is managing a CFO transition, with Mike Foley serving as interim CFO after Ken's departure in late October, while the search for a permanent, experienced public company CFO is ongoing.
- The company has raised its full-year 2026 revenue guidance to $750 million-$754 million (8%-9% year-over-year growth) and its annual EBITDA margin guidance to 8%, driven by 10% year-over-year revenue growth in both Q2 and Q3.
- The consumer segment demonstrated strong growth, with 10% year-over-year growth in Q2 and 13% in Q3, and recorded 7.7 million new registered learners in Q3.
- Coursera is actively pursuing an AI strategy, evidenced by 14 enrollments per minute in GenAI-related content and new partnerships with OpenAI for content integration and Anthropic for AI learning content.
- In the enterprise segment, Net Revenue Retention (NRR) was 89% in Q3. The company appointed Anthony Salcedo as Enterprise GM and is investing in Skills Tracks with verified assessments to address workforce upskilling needs.
Nov 25, 2025, 6:00 PM
Coursera Updates Financial Guidance and Strategic Initiatives
COUR
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Coursera's CEO, Greg Hart, highlighted renewed focus and faster execution, leading to an increased full-year 2026 revenue guidance of $750-$754 million (8%-9% year-over-year growth) and an 8% EBITDA margin, up from initial guidance of $720-$730 million (4% growth) and 7% EBITDA margin.
- The company reported revenue growth of 10% year-over-year in both Q2 and Q3, with consumer revenue growing 10% in Q2 and 13% in Q3. Q3 also saw 7.7 million new registered learners, the highest since Q2/Q3 2020.
- Strategic initiatives include accelerating product innovation and content expansion, now offering over 12,000 courses (a 44% year-over-year increase). Coursera is leveraging AI through partnerships with OpenAI and Anthropic, and expects to have over 1,000 AI-dubbed courses in five languages by year-end, which have shown to contribute to 22% faster course completions.
- While consumer growth is strong, the enterprise Net Retention Rate (NRR) declined to 89% in Q3 from 93% in Q2, with Coursera for Government being particularly challenged. The company is addressing this with new leadership and the introduction of "Skills Tracks" for workforce upskilling.
Nov 25, 2025, 6:00 PM
Coursera Updates Financial Guidance and Highlights Strategic Growth Initiatives
COUR
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Coursera updated its full-year 2026 revenue guidance to $750-$754 million (representing 8%-9% year-over-year growth) and its annual EBITDA margin guidance to 8%, an increase from the initial April guidance of $720-$730 million (4% year-over-year growth) and 7% EBITDA margin. The company reported 10% year-over-year revenue growth in both Q2 and Q3, accelerating from 6% in Q1.
- The consumer segment demonstrated strong performance, with 10% year-over-year growth in Q2 and 13% in Q3. This was supported by 7.7 million new registered learners in Q3, the highest number since Q2 or Q3 of 2020, and Coursera Plus subscriptions now represent over half of consumer revenue.
- Coursera is heavily investing in AI-driven product innovation, including an AI-driven tutor (Coursera Coach), a content creation tool (CourseBuilder), and AI translations/dubbing, with over 1,000 AI-dubbed courses expected by year-end in five languages. The company also launched Skills Tracks for enterprise customers in September, focusing on high-demand areas like data and GenAI, and is developing verified assessments.
- While the enterprise segment's Net Revenue Retention (NRR) was 89% in Q3, down from 93% in Q2, Coursera is addressing this with a new enterprise General Manager and continued investment in offerings like Skills Tracks.
Nov 25, 2025, 6:00 PM
Coursera Reports Strong Q3 2025 Results and Raises Full-Year Forecast
COUR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Coursera reported strong Q3 2025 financial results, with adjusted earnings per share of $0.10 and revenue of $194.2 million, marking a 10% year-over-year increase. The company also narrowed its net loss to $8.6 million from $13.7 million in the prior year.
- The company raised its full-year revenue forecast to between $750 million and $754 million and projects an EBITDA margin of 8%, signaling improved profitability and surpassing analyst expectations.
- Operational efficiency improved, with the operating margin improving to -8% from -12.4% year-over-year, alongside a free cash flow margin of 13.7% for the quarter.
- Coursera is driving future growth through partnerships with AI leaders OpenAI and Anthropic to enhance personalized learning experiences.
- Investor confidence is high, with Coursera's stock price increasing approximately 22.9% year-to-date, outperforming the S&P 500's gain of 13.9%.
Oct 24, 2025, 1:07 AM
Coursera Reports Strong Q3 2025 Results, Raises Full-Year Revenue Guidance
COUR
Earnings
Guidance Update
Management Change
- Coursera reported Q3 2025 revenue of $194 million, an increase of 10% year-over-year, with consumer segment revenue growing 13% year-over-year.
- The company raised its full-year 2025 revenue guidance to a range of $750 million-$754 million, representing 8%-9% year-over-year growth, and anticipates Q4 2025 revenue between $189 million-$193 million.
- Coursera generated $27 million in free cash flow in Q3 2025, up 59% from the prior year, and is on track to achieve an annual adjusted EBITDA margin target of approximately 8%.
- Anthony Salcito was appointed as the new General Manager of the enterprise segment, and Ken Hahn concluded his tenure as CFO.
- Coursera partnered with OpenAI, becoming the first online learning platform to be embedded directly in ChatGPT, which is viewed as a top-of-funnel opportunity without an economic arrangement.
Oct 23, 2025, 9:00 PM
Coursera announces Q3 2025 results and raises full-year revenue guidance
COUR
Earnings
Guidance Update
Management Change
- Coursera reported Q3 2025 revenue of $194 million, marking a 10% year-over-year increase.
- The company raised its full-year 2025 revenue outlook to a range of $750 to $754 million, representing 8% to 9% year-over-year growth, which is an increase from the initial 4% growth projection in April.
- Consumer segment revenue grew by 13% year over year, primarily driven by 7.7 million new registered learners and the strong performance of Coursera Plus, which now accounts for over half of consumer segment revenue.
- Coursera generated $27 million in free cash flow in Q3 2025, a 59% increase from the prior year, and achieved $16 million in adjusted EBITDA.
- The company announced a leadership change with the departure of CFO Ken Hahn and the appointment of Anthony Salcido as the new General Manager of the enterprise segment.
Oct 23, 2025, 9:00 PM
Coursera Partners with OpenAI for ChatGPT Integration
COUR
Product Launch
New Projects/Investments
- Coursera (NYSE: COUR) has partnered with OpenAI, becoming the first online learning platform directly embedded in ChatGPT, aiming to make its educational content accessible to hundreds of millions of learners worldwide.
- This integration allows ChatGPT users to access relevant Coursera videos and information within conversations, enhancing content discoverability and creating interactive learning experiences.
- The new Coursera app, built on OpenAI's Apps SDK, is available to logged-in ChatGPT users outside of the EU on Free, Go, Plus, and Pro plans, initially in English.
Oct 6, 2025, 6:23 PM
Coursera Announces CFO Transition and Reaffirms Guidance
COUR
CFO Change
Guidance Update
- Ken Hahn will transition from his role as Chief Financial Officer of Coursera, Inc. effective October 29, 2025, and will serve as an advisor for 12 months to facilitate the transition.
- The company is currently conducting a search for a permanent successor for the CFO position.
- Coursera, Inc. reaffirms its previously issued financial guidance for the third quarter and full year 2025.
- The financial results for the third quarter ended September 30, 2025, are scheduled to be released on October 23, 2025.
Oct 2, 2025, 8:16 PM
Coursera CFO discusses business progress and outlook
COUR
Revenue Acceleration/Inflection
Guidance Update
New Projects/Investments
- Coursera returned to double-digit growth in the last quarter, driven by operational improvements and increased conversion in the consumer segment.
- The company reported strong Q2 results, leading to an increase in full-year revenue guidance by $17 million and an EBITDA guidance raise.
- Demand for AI-related courses has significantly increased, with enrollments rising from 8 to 12 per minute over the past year, and AI is being leveraged to enhance product offerings and content.
- The Coursera Plus subscription offering has seen a strong pickup, particularly annual subscriptions, improving visibility and cash flow for the consumer business.
- The Campus segment is a "bright spot" within enterprise, offering accredited content to universities, and historically, approximately 30% of enterprise leads have come from former students.
Aug 11, 2025, 9:55 PM
Coursera Reports Q1 2025 Financial Results & Earnings Update
COUR
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Q1 2025 Results: Revenue of $179 million (up 6% YoY), free cash flow exceeded $25 million (up 40% YoY), and record 7 million+ new learner registrations
- Full-Year Guidance & Strategic Focus: Revised revenue guidance of $720–730 million with a target adjusted EBITDA margin improvement to 7%, alongside initiatives in product innovation, accelerated content expansion, and streamlined reporting
- Financial Efficiency: Reported a net loss of $(7.8) million with improved operating efficiency, narrowing the net loss margin to 4.4%
- Financial Strength: Achieved a 56% gross margin and maintained a robust balance sheet with $748 million in cash and no debt
Apr 24, 2025, 12:00 AM
Quarterly earnings call transcripts for Coursera.
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