Coursera Raises Revenue Outlook and Exceeds Q2 Earnings Expectations

Coursera reported Q2 earnings of 12 cents per share, beating the analyst consensus estimate of nine cents. Revenue was $187.1 million, exceeding the Street estimate of $180.48 million. The company raised its full-year 2025 revenue outlook by $17 million to a range of $738 to $746 million. Several analysts increased their price targets on Coursera following the earnings announcement.

Coursera (COUR) reported its second-quarter (Q2) 2025 financial results, demonstrating robust growth and outperforming analyst expectations. The company reported earnings per share (EPS) of 12 cents, surpassing the consensus estimate of nine cents. Revenue for the quarter ended June 30, 2025, was $187.1 million, exceeding the Street estimate of $180.48 million [1].

The company attributed its strong performance to increased demand for online learning, particularly in emerging skills such as artificial intelligence and data science. Coursera CEO Greg Hart noted, "Coursera’s market opportunity continues to expand with the global demand to embrace new technology and skills. This quarter, we attracted more than seven million new learners looking to master emerging skills that can advance their careers" [2].

Key financial highlights include:
- Gross profit of $102.7 million, up 14% year-over-year (YoY).
- Net loss of $7.8 million, an improvement from $22.9 million in the same period last year.
- Net cash provided by operating activities of $36 million, with free cash flow of $29 million.
- Revenue growth of 10% YoY, with enterprise revenue up 10% and consumer revenue up 10%.
- Total registered learners increased to 183 million, up 18% YoY.
- Paid enterprise customers rose to 1,686, up 12% YoY.

Coursera also raised its full-year 2025 revenue outlook by $17 million, to a range of $738 to $746 million. The company expects to improve its annual adjusted EBITDA margin by 200 basis points to 8.0% [2].

Several analysts increased their price targets on Coursera following the earnings announcement, reflecting optimism about the company's growth prospects and strategic initiatives. Shares of Coursera have returned +5.3% over the past month, outperforming the Zacks S&P 500 composite's +5.7% change [1].

References:
[1] https://finance.yahoo.com/news/compared-estimates-coursera-cour-q2-220003904.html
[2] https://investor.coursera.com/news/news-details/2025/Coursera-Reports-Second-Quarter-2025-Financial-Results/default.aspx