COUR
Coursera, Inc.7.94
+0.09+1.15%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Platform fee details, enterprise NRR focus
Q&A clarified the 15% platform fee applies to new eligible sales without pricing changes or partner pushback, delivering gradual gross margin uplift—consumer in H2 2026, enterprise 2027. Management demands enterprise NRR exceed 100%, citing new GM changes for later impact amid macro caution on Coursera for Business. Consumer subscriptions accelerate with annual strength and retention gains. International gains via expanded AI translations and geo-pricing continue. Udemy partners ask integration details, no red flags. Confident consumer tone; watch enterprise execution.
Key Stats
Market Cap
1.32BP/E (TTM)
-Basic EPS (TTM)
-0.29Dividend Yield
0%Recent Filings
10-K
FY2025 results
Coursera filed its 10-K for FY2025 ended December 31, 2025, but financial statements and MD&A with topline, profitability, or quarterly results are not included in the provided excerpts. Exhibits detail CFO transition: Kenneth Hahn's employment ended October 29, 2025, with $710,480.77 severance (12 months base plus prorated FY25 bonus) and 12-month advisory role preserving equity vesting. Interim CFO Mike Foley joined November 17, 2025, on six-month $1M salary plus $200K bonus target. Leadership churn mid-Q4. No revenue, EPS, or cash flow metrics disclosed here. Executive departures disrupt planning.
8-K
FTC clears Coursera-Udemy merger
Coursera cleared a key FTC hurdle for its all-stock merger with Udemy, with HSR Act waiting period terminated early on February 9, 2026. The deal, announced December 17, 2025, still awaits stockholder votes and other regulatory nods. Closing nears. Risks linger from integration snags and market flux.
8-K
Q4 revenue up 10% YoY
Coursera posted Q4 revenue of $197M, up 10% YoY, and full-year $758M, up 9%, with Consumer surging 12% while Enterprise grew 5%. Adjusted EBITDA hit $64M for the year, margins at 8.4%. Guides 2026 revenue to $805-815M standalone; Udemy all-stock merger awaits approvals. M&A costs pressured Q4 cash flow.
8-K
CFO named principal accounting officer
Coursera's board designated SVP and CFO Michael Foley as principal accounting officer, effective January 3, 2026—no extra pay. Foley, already principal financial officer, brings prior experience detailed in the November 2025 8-K. Smooth internal transition. No related arrangements or conflicts disclosed.
8-K
Coursera-Udemy merger announced
Coursera signed a merger agreement on December 17, 2025, to acquire Udemy via all-stock deal at 0.800 Coursera shares per Udemy share. Boards unanimously approved; post-close board expands to nine with three Udemy designees, Coursera leadership intact. Insight holds 26% Udemy votes, NEA/Andrew Ng 12% Coursera votes committed. Regulatory hurdles loom.
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