COUR Latest Report

Performance of the Quarterly Report

Coursera's total operating revenue reached RMB179.18 million as of December 31, 2024, up about 7.67% from RMB168.88 million as of December 31, 2023. This growth indicates an improvement in revenue for the company, reflecting increased market demand and expanded product services.

Key Data in the Financial Report

1. Coursera's total operating revenue grew by about 7.67% year-on-year, demonstrating the company's competitiveness and adaptability in the market.

2. Revenue from individual online learning services grew by 23.0% to RMB336.43 million, mainly due to the performance of skill enhancement courses.

3. Revenue from entertainment and leisure courses increased significantly, from RMB139 million in the 2023 fiscal year to RMB395.1 million in the 2024 fiscal year.

4. Coursera's consumer business through e-commerce grew to RMB174 million in 2024, showing rapid growth in new business areas.

Peer Comparison

1. Industry-wide analysis: The online education industry as a whole shows a growth trend, with the post-pandemic era driving many educational institutions and individual users to shift to online learning, and competitors in the industry are also expanding course content and market coverage to boost overall revenue.

2. Peer evaluation analysis: Coursera's total operating revenue growth rate (about 7.67%) is outstanding compared to some peers, but comparisons with major competitors such as Udemy and edX are still important indicators for assessing its market competitiveness.

Summary

Coursera's revenue growth in 2024 is mainly attributed to the rise in market demand and diversified product strategies, especially the significant performance in skill enhancement and entertainment courses. Meanwhile, the company's marketing strategies have also improved, further driving revenue growth. However, Coursera still needs to continuously monitor its peers to maintain its market position.

Opportunities

1. Expand course offerings, especially in emerging skill areas, to attract more users.

2. Strengthen marketing efforts in international markets, particularly in the adult learning market, to further boost revenue.

3. Continue to develop new revenue sources in consumer business, especially based on e-commerce.

Risks

1. Intensified market competition may lead to slower revenue growth.

2. Economic uncertainties may affect user demand for online education.

3. Launching new courses requires continuous resource investment, which may put pressure on profits.