What is the market's earnings forecast for Coursera next quarter?

What is Coursera's latest dividend and current dividend yield?

What were the key takeaways from Coursera’s earnings call?

What is Coursera's gross profit margin?

What does Coursera do and what are its main business segments?

What is the revenue and EPS growth rate for Coursera year over year?

What factors drove the changes in Coursera's revenue and profit?

What guidance did Coursera's management provide for the next earnings period?

- **Revenue Momentum**: Q4 2025 revenue up 10% YoY to $197 million, full-year growth of 9% to $757 million. Consumer segment outperformed with 12% YoY growth.
- **Platform Fee Impact**: 15% platform fee on new sales to drive gross margin expansion, with Consumer segment benefits visible in H2 2026.
- **Learner Expansion**: 6.8 million new learners in Q4, total base of 197 million, reflecting 17% YoY growth.
- **AI Growth**: Generative AI course enrollments surged 88% YoY, with new AI-driven health and business courses launched.
- **Udemy Synergies**: $115 million annual cost savings target post-merger, enhancing Enterprise reach and content diversity.

**【CEO Summary Section】**
- **Revenue Growth**: Q4 2025 revenue of $197 million (+10% YoY), full-year revenue of $757 million (+9% YoY). Consumer segment grew 12% YoY, Enterprise 5% YoY.
- **Platform Fee Introduction**: 15% platform fee on new sales effective Jan 2026, targeting gross margin expansion. No change to learner pricing.
- **Learner Growth**: 6.8 million new learners in Q4 (highest on record), total cumulative base of 197 million.
- **AI Integration**: 15 enrollments per minute in generative AI courses (vs. 8 in 2024), partnerships with Anthropic, Cleveland Clinic for AI-driven health courses.
- **Udemy Merger**: Anticipated $115 million annual cost synergies within 24 months, pending regulatory approval.

**【CFO Financial Commentary】**
- **Profitability**: Q4 GAAP net income $11 million, non-GAAP adj. EBITDA $11 million (5.7% margin). Full-year adj. EBITDA $64 million (+240 bps YoY to 8.4%).
- **Cash Flow**: Record free cash flow of $78 million (+32% YoY). 2026 guidance: revenue $805-815 million (+6-8%), adj. EBITDA $70-76 million (9% margin). Platform fee impact gradual, Consumer gross margin expansion expected in H2 2026.
- **Segment Performance**: Consumer gross margin 62% (vs. 60% prior), Enterprise 70% (vs. 68.7%).

**【Q&A Highlights】**
- **Platform Fee Clarification**: Applies to new sales, not retroactive. 2026 impact on gross margin gradual, with 2027+ Enterprise benefits.
- **International Strategy**: Geo-pricing and AI-dubbed courses drove 17% YoY learner growth. 2026 focus on expanding translated content and pricing localization.
- **Udemy Synergies**: 17,000+ Enterprise customers and 85,000 instructors to enhance Coursera's skilling platform. Integration to focus on unified learner experience.
- **AI Integration**: Natural language search and AI-powered discovery tools in testing. AI-driven skill pathways for nursing, business, and legal roles launched in Q1 2026.
- **Enterprise Retention**: Net retention rate 93% (up from 89% prior quarter), driven by Coursera for Campus and government expansions.

Coursera, Inc. (COUR) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: Q3 2025 revenue up 10% to $194 million, with full year guidance raised to $750-754 million (8-9% growth).
- **AI-Driven Innovation**: GenAI enrollments surge 75% YoY, Coursera Plus now 50% of Consumer revenue.
- **Financial Health**: Free cash flow $80 million YTD, targeting 8% EBITDA margin.
- **Strategic Moves**: OpenAI partnership in ChatGPT, new GM for Enterprise, and Skills Tracks expansion.
- **Leadership Transition**: CFO Ken Hahn departs after 5.5 years, leaving strong financial position.

**【CEO Summary Section】**
- Q3 2025 revenue of $194 million, up 10% year-over-year, driven by 13% Consumer segment growth and 7.7 million new registered learners.
- Coursera Plus now accounts for 50% of Consumer revenue, with GenAI enrollments at 14 per minute (up 75% YoY).
- AI-driven product innovations include Coursera Coach (97% course integration), AI dubbing for 600+ courses, and Skills Tracks for structured skill development.
- Full year 2025 revenue guidance raised to $750-754 million (8-9% growth), with Q4 expected at $189-193 million.
- New Enterprise GM Anthony Salcito to lead initiatives amid 89% net retention rate.

**【CFO Financial Commentary】**
- Gross profit $108 million (56% margin), with Consumer segment gross margin up 180bps to 61%.
- Free cash flow $27 million (59% YoY growth), YTD $80 million.
- Adjusted EBITDA $16 million (8% margin), targeting 8% annual margin expansion.
- Enterprise revenue $64 million (6% growth), with focus on Skills Tracks and content partnerships.

**【Q&A Highlights】**
- OpenAI partnership embeds Coursera in ChatGPT, early-stage engagement tracking.
- Geo pricing adjustments in 60+ countries drive international Consumer growth.
- AI content investments (12,000+ courses, 44% YoY expansion) fuel gross margin improvement.
- CFO Ken Hahn departs after 5.5 years, leaving strong financial foundation.
- Q4 2025 EBITDA guidance $7-10 million, reflecting disciplined capital allocation.

Coursera, Inc. (COUR) Q3 2025 Earnings Call Transcript

- **Revenue Acceleration**: Q2 up 10% YoY to $187M, full-year guidance raised to $738-746M (+$17M midpoint). Consumer segment driving 10% YoY growth.
- **Learner Surge**: 7.5M new learners (largest since 2020), total base 183M. Enterprise customers +12% YoY to 1,686.
- **AI Dominance**: 10M+ Gen AI enrollments, 925 courses (triple YoY). AI Dubbing used by 120K learners, strongest in Spanish markets.
- **Profitability Boost**: 56% gross margin (up 180bps), $29M free cash flow. Full-year EBITDA margin target 8% (vs. prior 7%).
- **Product Breakthroughs**: Coursera Coach improves quiz pass rates by 10%, AI translations expand to 26 languages. Career-based discovery pages drive international conversion.


**【CEO Summary Section】**
- **Revenue Growth**: Q2 revenue of $187 million, up 10% YoY, driven by both consumer and enterprise segments. Full-year guidance raised to $738-746 million (midpoint +$17 million), with consumer segment leading the acceleration.
- **Learner Expansion**: 7.5 million new registered learners (largest quarterly addition since 2020), total base now 183 million. Enterprise customers grew 12% YoY to 1,686.
- **AI Content Momentum**: Generative AI course enrollments surpass 10 million, with 12 enrollments per minute in 2025. Catalog expanded to 925 AI courses (triple YoY growth), featuring partnerships with AWS, Google Cloud, IBM, etc.
- **Product Innovations**: 
  - **Coursera Coach**: 2.6 million learners used AI tutor, with 10% higher quiz pass rates and 40% higher usage among career starters.
  - **AI Dubbing**: 120,000 learners utilized dubbed courses in 6 languages, with strong engagement in Spanish-speaking markets.
  - **Career-Based Discovery**: 60 role description pages with localized salary data for 40 countries, improving conversion in international markets.

**【CFO Financial Commentary】**
- **Gross Profit**: $105 million (13% YoY growth), 56% gross margin (up 180bps YoY) driven by lower-revenue-share content.
- **Operating Expenses**: $93 million (50% of revenue), 150bps YoY improvement in margin due to cost discipline.
- **Free Cash Flow**: $29 million (68% YoY growth), with $775 million unrestricted cash.
- **Segment Performance**: 
  - **Consumer**: $123 million (10% YoY), 61% gross margin (up 160bps YoY).
  - **Enterprise**: $64 million (10% YoY), 70% gross margin (up 170bps YoY), 93% net retention rate.
- **Full-Year Outlook**: Adjusted EBITDA margin target raised to 8% (vs. prior 7%), with $18 million Q2 adjusted EBITDA.

**【Q&A Key Highlights】**
- **Consumer Growth Drivers**: Strong top-of-funnel activity, Coursera Plus subscriptions, and localized pricing. Sequential growth expected to remain robust, with Q4 seasonal slowdown.
- **Enterprise Challenges**: Macro uncertainty impacting corporate spend, though C4C (campus) and C4B (business) verticals show resilience. NRR improvement needed to meet long-term goals.
- **AI Monetization**: Gen AI courses driving engagement and retention, with AI tools (e.g., Coach) enhancing learner outcomes. Content engine investments to accelerate production and localization.
- **New Product Pipeline**: Continuous improvements in search, discovery, and onboarding, with early positive impacts on conversion rates.


Coursera, Inc. (COUR) Q2 2025 Earnings Call Transcript

- **Revenue resilience**: Q1 2025 up 6% YoY to $179M, with record 7M new learners amid macro uncertainty.
- **AI-driven growth**: AI course enrollments tripled YoY, with 12 per minute in Q1 2025.
- **Margin expansion**: Consumer gross margin +620bps YoY to 62%, EBITDA target 7% for 2025.
- **Strategic reorg**: Consumer/degrees merger streamlines operations, prioritizing learner-centric platform.

**【CEO Summary Section】**
- Q1 2025 revenue reached $179 million, up 6% YoY, driven by consumer and enterprise segments. Free cash flow surged 40% YoY to $25 million.
- Over 7 million new learners registered, marking a Q1 record. AI course enrollments hit 12 per minute, up from 8 in 2024.
- Strategic reorganization: Consumer and degrees segments merged to streamline operations and prioritize learner journey. Content engine expanded with 37% YoY course growth to nearly 10,000 courses.
- Product innovations include AI-dubbed courses in 4 languages, Coursera Coach dialogues for personalized learning, and career-based discovery tools linking credentials to job roles.
- 2025 outlook: Full-year revenue expected at $720-730 million (4-5% YoY growth), with focus on consumer segment growth and enterprise stabilization.

**【CFO Financial Commentary】**
- Q1 GAAP net income: $20 million (11% of revenue). Adjusted EBITDA: $19 million (10.4% of revenue), up 100bps YoY.
- Consumer segment gross margin improved to 62% (vs. 56% prior year), driven by favorable content economics. Enterprise segment gross margin rose to 70% (vs. 68% prior year).
- 2025 EBITDA target: 7% margin, up 100bps YoY. Q2 revenue guidance: $179-183 million (5-7% YoY growth).

Coursera (COUR)-24 Apr 25-2025 Q1 Earnings call transcript

- **AI-Driven Growth Pivot**: New CEO Greg Hart to accelerate AI-powered learning, with Gen AI course enrollments up 6x YoY.
- **2024 Financial Resilience**: $695M revenue, 6% EBITDA margin, $59M free cash flow despite macro headwinds.
- **2025 Strategy**: Shift to high-margin Enterprise (Coursera for Campus) and Consumer AI subscriptions, with Degree segment declining 15-20%.
- **Key Risks**: North America Consumer softness, transitory gov budgets, and delayed degree adoption.


**【CEO & Executive Transition Summary】**
- Jeff Maggioncalda announced his transition to Chairman, with Greg Hart succeeding as CEO, emphasizing Coursera's strategic pivot to AI-driven learning innovation.
- Greg highlighted Coursera's unmatched ecosystem of 350+ educator partners, 168M learners, and AI-powered tools like Coach Dialogues, positioning for exponential growth in skill reskilling.

**【2024 Financial Performance】**
- **Revenue**: $695M (9% YoY growth), driven by Enterprise (+7%) and Consumer (+5%).
- **Gross Margin**: 55%, stable vs prior year, with 750bps EBITDA margin expansion to 6%.
- **Free Cash Flow**: $59M, up from $42M in 2023, despite $20M+ content engine investments.

**【Key Growth Drivers】**
1. **AI Content Expansion**: 450+ new Gen AI courses launched, 6x YoY growth in enrollments, with Google's Gen AI Tools course topping 900K enrollments.
2. **Enterprise Upskilling**: 1,612 paid enterprise customers (18% YoY), 87% net retention, with Gen AI upskilling driving 7% Q4 Enterprise growth.
3. **Global Reach**: 26M new learners, 24 language AI translations, and 5,000+ AI-translated courses.

**【2025 Outlook】**
- **Topline Growth**: 2-5% Q1, with Consumer and Enterprise rebounding post 2024 softness.
- **Segment Focus Shift**: Degree segment expected to decline 15-20% as resources pivot to high-margin Enterprise (Coursera for Campus) and Consumer (AI-powered subscriptions).
- **Margin Strategy**: EBITDA margin expansion to continue, but at slower pace (100-200bps vs 750bps in 2024) to enable growth reinvestment.

**【Risks & Challenges】**
- North America Consumer softness due to macro uncertainty and content cadence.
- Transitory gov workforce dev budgets weighing on Enterprise NRR.
- Degree segment underperformance due to delayed credit pathway adoption.


Actual	-0.32	-0.05	-0.06	-0.17	-0.1131	-0.1482	-0.0683	-0.043	-0.0346	-0.001	-0.0115	0.06	0.07	0.09	0.1	0.08	0.12	0.12	0.1	0.06
Forecast	-0.297	-0.1055	-0.088	-0.1514	-0.1423	-0.1354	-0.109	-0.1196	-0.111	-0.0995	-0.0703	-0.0003	0.0059	0.0111	0.0211	0.0448	0.0783	0.0866	0.0835	0.0598
Surprise	-7.74%	+52.61%	+31.82%	-12.29%	+20.52%	-9.45%	+37.34%	+64.05%	+68.83%	+98.99%	+83.64%	+20100.00%	+1086.44%	+710.81%	+373.93%	+78.57%	+53.26%	+38.57%	+19.76%	+0.33%

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