Coursera Surpasses Analyst Expectations with Q2 Revenue of $187.1M, Adjusted EPS of $0.12

Coursera has reported a 10% YoY increase in revenue to $187.1 million, exceeding analyst expectations by nearly $6.6 million. Adjusted EPS of $0.12 also beat consensus estimates. The online learning platform's strong Q2 earnings report has led to a 52-week high in its stock price.

Coursera, Inc. (NYSE: COUR) has reported robust financial results for the second quarter of 2025, demonstrating a 10% year-over-year (YoY) increase in revenue to $187.1 million. This performance exceeded analyst expectations by nearly $6.6 million, highlighting the company's strong growth trajectory in the online learning sector. The adjusted earnings per share (EPS) of $0.12 also beat consensus estimates, contributing to a 52-week high in Coursera's stock price.

The quarterly report, released on July 24, 2025, revealed that Coursera's gross profit increased by 14% to $102.7 million, while net loss per share decreased by 67% to $0.05. The company's free cash flow stood at $29 million, marking a 68% increase from the previous year. Additionally, Coursera's adjusted EBITDA margin improved by 350 basis points to 9.6%, indicating strong operational efficiency.

Coursera's CEO, Greg Hart, commented on the company's performance, stating, "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." The company's CFO, Ken Hahn, added, "Q2 marked another solid quarter for Coursera. We delivered double-digit revenue growth, demonstrated strong operating leverage, and generated $29 million in Free Cash Flow."

The company's consumer revenue grew by 10% to $122.8 million, while enterprise revenue also increased by 10% to $64.3 million. The net retention rate for paid enterprise customers remained steady at 93%. Coursera's total registered learners increased by 18% to 183 million, reflecting the platform's continued appeal to a diverse global audience.

Looking ahead, Coursera has raised its full-year 2025 revenue outlook to a range of $738 to $746 million, an increase of $17 million from its previous projection. The company also expects its adjusted EBITDA margin to improve by 200 basis points to 8.0% for the full year. These projections indicate Coursera's confidence in its ability to sustain growth and profitability.

Coursera's strong performance in the second quarter of 2025 underscores the company's leadership position in the online learning market and its potential for continued success in the years to come.

References:
[1] https://investor.coursera.com/news/news-details/2025/Coursera-Reports-Second-Quarter-2025-Financial-Results/default.aspx