Coursera's Q2 2025 Earnings Call: Unpacking Contradictions in Consumer Growth, AI Strategies, and Strategic Focus

Consumer segment growth and drivers, investment in content and product innovation, AI and enterprise segment growth, consumer growth and strategic focus, AI integration and consumer growth drivers are the key contradictions discussed in Coursera's latest 2025Q2 earnings call.



Revenue Growth and Strategic Investments:
- Coursera reported revenue of $187 million for Q2 2025, up 10% year-over-year.
- The growth was driven by strategic investments in operational capabilities, including the appointment of a Chief Product Officer and Chief Data Officer, and product, content, and marketing initiatives.

Consumer Segment Performance:
- The Consumer segment reported revenue of $123 million, up 10% from a year ago.
- Growth was fueled by top-of-funnel activity, Coursera Plus subscription offerings, and localized promotions and pricing strategies.

Enterprise Segment Growth:
- Enterprise segment revenue increased to $64 million, up 10% year-over-year.
- The growth was supported by an increase in the number of paid enterprise customers from 1,586 to 1,686, with a 12% year-over-year increase.

AI Content and Engagement:
- Coursera's generative AI catalog, now over 925 courses, has tripled in the past year, with more than 10 million enrollments.
- The increase in engagement with AI content was fueled by the expansion of offerings from technology companies and the demand for AI skills across industries.