Coursera significantly outperformed Wall Street's Q3 targets and raised its full-year sales guidance. So why did the stock sink?Coursera (COUR 13.07%) stock saw big sell-offs in Friday's trading despite a bullish backdrop for the broader market. The education-services company's share price fell 12.9% in a daily session that saw the S&P 500 (SNPINDEX: ^GSPC) rise 0.8% and the Nasdaq Composite (NASDAQINDEX: ^IXIC) jump 1.1%.Coursera published its third-quarter results after the market closed yesterday, and ac ...

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For the quarter ended September 2025, Coursera (COUR) reported revenue of $194.2 million, up 10.3% over the same period last year. EPS came in at $0.10, compared to $0.10 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $190.4 million, representing a surprise of +2%. The company delivered an EPS surprise of +11.11%, with the consensus EPS estimate being $0.09.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street e ...

Coursera (COUR) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +11.11%. A quarter ago, it was expected that this online learning platform would post earnings of $0.09 per share when it actually produced earnings of $0.12, delivering a surprise of +33.33%.Over the last four quarters, th ...

Coursera (NYSE:COUR) Q3 2025 Earnings Call October 23, 2025 05:00 PM ET Company ParticipantsRishi Jaluria - Managing Director of Software Equity ResearchGreg Hart - CEO and PresidentBryan Smilek - Equity Research AssociateKen Hahn - CFOCam Carey - VP of Investor RelationsRyan Griffin - Senior Equity Research AssociateClaire Gerdes - Director of Equity ResearchConference Call ParticipantsStephen Sheldon - Equity Research Analyst of TechnologyNafeesa Gupta - VP and Equity Research AnalystJoshua Baer - Executi ...

Coursera (NYSE:COUR) Q3 2025 Earnings Call October 23, 2025 05:00 PM ET Company ParticipantsRishi Jaluria - Managing Director of Software Equity ResearchGreg Hart - CEO and PresidentBryan Smilek - Equity Research AssociateKen Hahn - CFOCam Carey - VP of Investor RelationsRyan Griffin - Senior Equity Research AssociateClaire Gerdes - Director of Equity ResearchConference Call ParticipantsJosh Baer - Executive Director and Software Equity Research AnalystStephen Sheldon - Equity Research Analyst of Technology ...

Coursera (NYSE:COUR) Q3 2025 Earnings Call October 23, 2025 05:00 PM ET Speaker6Ladies and gentlemen, thank you for standing by and welcome to Coursera's third quarter 2025 earnings call. All participants are in a listen-only mode, and this call is being recorded. Following the prepared remarks, we'll hold a question and answer session. To ask a question, please click the raise hand button and be prepared to unmute your line when prompted. I would now like to turn the call over to Cam Carey, Vice President ...

Financial Data and Key Metrics Changes - The company reported revenue of $194 million, reflecting a 10% year-over-year increase [7] - Free cash flow reached $27 million, up 59% from the prior year [7] - The company raised its full-year revenue guidance to a range of $750 to $754 million, representing 8% to 9% growth from the prior year [8][25] - Gross profit was $108 million, maintaining a gross margin of 56% [29] - Net income was $17 million, or 8.6% of revenue, with adjusted EBITDA of $16 million, or 8% of revenue [30] Business Line Data and Key Metrics Changes - Consumer segment revenue was $130 million, up 13% year-over-year, driven by 7.7 million new registered learners [31] - The Coursera Plus subscription offering now accounts for more than half of consumer segment revenue [7] - Enterprise segment revenue was $64 million, up 6% year-over-year, with a 10% increase in the total number of paid enterprise customers [34] Market Data and Key Metrics Changes - The total number of registered learners reached 191 million, with 7.7 million new learners added in the quarter [32] - The company reported 14 enrollments per minute in its generative AI courses, up from eight enrollments per minute last year [14] Company Strategy and Development Direction - The company is focused on product-led innovation and enhancing customer experiences to drive long-term growth [6] - There is a commitment to leveraging data insights to improve product offerings and learner engagement [11] - The introduction of SkillsTracks aims to address skill gaps and provide tailored learning paths for enterprises [63] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's growth trajectory, citing strong top-of-funnel metrics and the success of Coursera Plus [48] - The company anticipates a seasonal decline in Q4 revenue, which is typical based on historical trends [49] - Management highlighted the importance of adapting to changing corporate spending environments and the need for upskilling in response to AI advancements [62] Other Important Information - The company announced the appointment of Anthony Salcedo as the new general manager of the enterprise segment [8] - The catalog has expanded by 44% to over 12,000 courses, with a focus on job-aligned micro-credentials [13] Q&A Session Summary Question: Insights on OpenAI embedded app and its impact - Management expressed excitement about the partnership with OpenAI, noting it as a top-of-funnel opportunity to attract new learners [40][41] Question: Sales and marketing investment priorities - The company highlighted the efficiency of its sales and marketing efforts, particularly in driving subscription growth [43] Question: Q4 revenue outlook and consumer growth durability - Management indicated that consumer growth is supported by strong marketing and product enhancements, despite typical seasonal impacts [48][49] Question: Trends in enterprise segment and budgetary challenges - Mixed trends were noted across different verticals, with Coursera for campus performing well while government segments faced challenges [61][62] Question: AI skills initiatives and Coursera's role - Management confirmed ongoing dialogues with partners like Google and Microsoft to enhance collaboration on AI skills training [73][74] Question: AI certifications and course offerings - The company sees potential in developing AI certifications in collaboration with partners, emphasizing the importance of verified skills [80][81] Question: Shifts in search and user engagement - Management discussed the integration with OpenAI as a way to enhance user engagement and improve course discovery through AI [86][87]

We came across a bullish thesis on Coursera, Inc. on Saadiyat Capital’s Substack by Shehroz Babar. In this article, we will summarize the bulls’ thesis on COUR. Coursera, Inc.'s share was trading at $10.25 as of October 15th. COUR’s forward P/E was 25.77 according to Yahoo Finance. Is NCR Voyix Corporation (VYX) the Best Information Technology Services Stock to Buy Right Now? Robert Kneschke/Shutterstock.com On October 9, 2025, Coursera (NYSE: COUR) announced that CFO Ken Hahn will step down effective O ...

Core Insights - The online education sector is experiencing a significant shift towards digital alternatives, with companies like Stride, Inc. and Coursera, Inc. benefiting from this trend [1][21]. Stride, Inc. (LRN) - Stride is focusing on strategic investments across its programs, particularly in career platforms and AI integration [2]. - The company has seen record enrollment growth, with a 20.4% year-over-year increase in fiscal 2025, driven by a 32.5% increase in Career Learning and a 13.2% increase in General Education [3][9]. - Stride's K12 Tutoring services are gaining traction, with partnerships like the one with Lake Forest School District enhancing its growth prospects [5]. - Despite macroeconomic challenges, Stride's in-house strategies and favorable market shifts are mitigating risks [6]. - Stride's trailing 12-month Return on Equity (ROE) stands at 25.5%, indicating strong efficiency in generating shareholder returns [20]. Coursera, Inc. (COUR) - Coursera is heavily investing in AI-powered features to enhance learner engagement, with over 925 generative AI courses and enrollments exceeding 10 million [7][11]. - The company has introduced new job-specific generative AI courses in collaboration with major tech firms, aligning with market trends [8]. - Coursera's revenues grew by 8% year-over-year in the first half of 2025, driven by an 18% increase in Registered Learners and a 15% increase in Paid Enterprise Customers [11]. - However, Coursera faces challenges such as lower retention rates among paid learners and budgetary constraints affecting corporate spending [12]. Comparative Analysis - Stride's stock is currently trading at a lower price-to-earnings (P/E) ratio compared to Coursera, suggesting a more attractive entry point for investors [14]. - Stride's earnings estimates for fiscal 2026 and 2027 indicate year-over-year growth of 8.8% and 10.2%, respectively, while Coursera's estimates reflect growth of 14.7% and 16.5% [18][20]. - Stride's consistent earnings momentum and favorable ROE position it as a better investment option compared to Coursera, which is rated as a hold [22][24].