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- **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

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

COUR

COUR fundamentals

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