Group 1 - The core viewpoint is that Coursera (COUR) is well-positioned to continue its earnings-beat streak in the upcoming report, supported by a strong historical performance in earnings surprises [1][2]. - Coursera reported earnings of $0.09 per share for the last quarter, significantly exceeding the Zacks Consensus Estimate of $0.01 per share, resulting in a surprise of 800% [2]. - The company has an average surprise of 700% over the past two quarters, indicating a consistent ability to outperform earnings expectations [1][2]. Group 2 - Recent estimates for Coursera have been increasing, with a positive Earnings ESP of +36.36%, suggesting analysts are optimistic about its near-term earnings potential [3][6]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [4][6]. - The next earnings report for Coursera is anticipated to be released on October 24, 2024 [6].

Coursera NYSE: COUR is an education technology stock that is finally seeing some positive momentum. Since going public in March 2021, shares have lost 82% of their value from their initial price of $39. However, over the last three months, they have been recovering modestly, up 22%. Coursera Today COUR Coursera $7.80 -0.08 (-1.02%) 52-Week Range $6.35 ▼ $21.26 Price Target $14.73 Add to Watchlist Bank of America has noticed its valuation feels depressed, prompting it to initiate the firm with a buy rating. ...

Undoubtedly, AI will and has been changing our daily lives tremendously. Notable people like Jensen Huang, the CEO of Nvidia ( NVDA ), have even said that AI is the next industrial revolution . Hence, companies I'm an ex-Project Manager for the luxury real estate auction company, Concierge Auctions, that has been studying stock investing since I was 14 years old. After leaving the company, I began focusing on my efforts on analyzing various investments and writing about them. My primary investing strategy r ...

i "H i 1.81000 i the t E r ■ Sundry Photography Summary I rate Coursera, Inc. (NYSE:COUR) with a buy rating. I believe growth could accelerate from 10% to the mid-teens over the next two years when the macro environment gets better, using the 10% growth rate in 2Q24 as the "trough" growth level. As growth accelerates, I believe the market will re-rate multiples upward, which translates to attractive returns. Earnings results update In the latest quarter (2Q24) reported on July 25th, COUR grew revenue by 11% ...

Is AI a long-term risk or an opportunity? Shares of online education company Coursera (COUR -1.51%) jumped 29.9% during July, according to data provided by S&P Global Market Intelligence. The stock was actually up 50% for the month at one point before coming back down from its July highs. And the giant spike in price was catalyzed by the company's quarterly financial results. On July 25, Coursera reported financial results for the second quarter of 2024. Revenue was up 11% to $170 million, and free cash flo ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.00001 par value per share COUR The New York Stock Exchange Large accelerated filer x Accelerated filer o Non-accelerated filer o Smaller reporting company o Emerging growth company o UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _________________________________________________________ FORM 10-Q _________________________________________________________ (Mark One) x QUART ...

Often, the downside of a sharp post-earnings price surge is the temptation for investors to sell out of their positions immediately to book quick profits. It's very likely that this dynamic also contributed to Coursera's Monday swoon. In Coursera's case, there was much to like about its second-quarter results, particularly that explosive earnings beat and its 11% year-over-year increase in sales. Long-term investors should try their best not to be spooked by dramatic share price movements in their favored t ...

Online learning provider Coursera Inc (NYSE:COUR) is 55% higher at $11.48 at last glance, heading for its best day ever after reporting second-quarter revenue that beat expectations. While earnings per share fell below the consensus estimate, the stock is getting a boost from strong demand for artificial intelligence (AI) learning courses, with more than 2 million enrollments in its generative AI catalog of programs. It's also worth noting that short interest added 28.9% over the last two reporting periods, ...

Coursera (COUR 45.88%) stock charged out of the gate Friday morning, surging 51% through 9:40 a.m. ET after announcing beats on both top and bottom lines. Heading into Coursera's second-quarter report last night, analysts forecast the online education company would earn a $0.01 per share adjusted profit on sales of $164.4 million. Coursera beat both predictions, however, reporting adjusted profits of $0.09 per share and sales of $170.3 million. Coursera's big earnings beat Not all the news was good. Althoug ...

Financial Data and Key Metrics - Total revenue for Q2 2024 was $170 3 million, up 11% YoY [38] - Gross profit was $92 3 million with a 54% gross margin, up from 53% in the prior year [39] - Net income was $13 8 million, or 8 1% of revenue, and Adjusted EBITDA was $10 4 million, or 6 1% of revenue [39] - Free cash flow was approximately $17 million, inclusive of $2 million in content asset purchases [16] - The company repurchased 2 7 million shares for approximately $31 million, ending the quarter with $709 million in unrestricted cash and cash equivalents [17] Business Segment Performance Consumer Segment - Consumer revenue was $97 3 million, up 12% YoY, driven by demand for entry-level Professional Certificates and generative AI courses [18] - Segment gross profit was $52 4 million, or 54% of Consumer revenue, up from 52% in the prior year [18] - Approximately 7 million new registered learners were added this quarter, with a higher mix from regions outside North America [18] Enterprise Segment - Enterprise revenue was $58 7 million, up 8% YoY, with growth across business, campus, and government verticals [42] - Segment gross margin was $39 9 million, or 68% of Enterprise revenue, compared to 71% a year ago [42] - The total number of Paid Enterprise Customers increased to 1,511, up 17% YoY, with a Net Retention Rate of 93% [42] Degrees Segment - Degrees revenue was $14 3 million, up 14% YoY, with the total number of Degrees Students growing 19% to 22,600 [19] - Degrees segment gross margin was 100% of revenue, as there are no content costs attributable to this segment [19] Market and Strategic Direction - The company is focusing on broadening its catalog of entry-level Professional Certificates, growing the Enterprise segment, and scaling Degree programs with a focus on flexibility and affordability [13] - Generative AI is a key focus, with new features like Coursera Coach, Course Builder, and GenAI Academy for Teams being introduced [8][12][35] - The company is leveraging generative AI to enhance content production, academic integrity, and personalized learning experiences [1][11][34] Management Commentary on Operating Environment and Future Outlook - The company reaffirmed its full-year 2024 outlook, expecting revenue in the range of $695 million to $705 million and Adjusted EBITDA in the range of $24 million to $28 million [43] - Management highlighted the importance of generative AI in transforming education and skilling, emphasizing the need for equitable access to these technologies globally [21][32] - The company is optimistic about the role of generative AI in creating value and unlocking productivity gains across various job roles [26][52] Other Important Information - The company has introduced a price floor of $10 per share for future employee grants to address dilution concerns [41] - Coursera has partnered with Microsoft and Women in Cloud to launch the Universal Access to Microsoft Skills Scholarship, providing 5,000 recipients access to Microsoft Specializations and Professional Certificates [45] Q&A Session Summary Question: Revenue Deceleration in Q3 and Re-acceleration in Q4 - The deceleration in Q3 is due to a tough comparison with a blockbuster cybersecurity release in Q3 2023, while the re-acceleration in Q4 is expected due to new content launches [64][47] Question: Expense Growth in the Back Half of the Year - Expense growth is driven by investments in content, R&D, and marketing, with a focus on optimizing for growth opportunities [65][49] Question: Budgetary Environment for Enterprise L&D - The corporate learning market is showing signs of stabilization, particularly in Europe and North America, with potential for growth as generative AI adoption increases [51][54] Question: Free-to-Pay Learner Conversion in Consumer Segment - The company is seeing stabilization in conversion rates, with generative AI and job-specific credentials expected to drive further improvement [27][28] Question: New Content Production Arrangements - The company is investing in generative AI tools to produce partner-branded content, leading to more favorable revenue share economics and exclusivity [76][78][80] Question: Degree Segment Growth - The company is focusing on pathway degrees, which offer flexibility and affordability, and expects continued growth in this segment [82][84][93] Question: Large Cash Balance and Capital Allocation - The company is holding cash for strategic opportunities, including potential M&A, and has allocated $20 million for content production investments [91][103] Question: Enterprise NRR and Government Segment Challenges - NRR has been impacted by transitory budgets in the government segment, but the company is working to identify and focus on more stable use cases [108][109]