Coursera (COUR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Coursera reported revenue of $196.9 million for the quarter ended December 2025, reflecting a year-over-year increase of 9.9% [1] - The earnings per share (EPS) was $0.06, down from $0.08 in the same quarter last year, indicating a decline in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $191.78 million by 2.67%, while the EPS fell short of the consensus estimate by 5.21% [1] Financial Performance Metrics - Paid Enterprise Customers totaled 1,730, slightly below the average estimate of 1,757 [4] - Total Registered Learners reached 197 million, just shy of the average estimate of 198.28 million [4] - Enterprise revenue was reported at $65.4 million, surpassing the average estimate of $63.16 million, marking a year-over-year increase of 5% [4] - Consumer revenue stood at $131.5 million, exceeding the average estimate of $128.43 million, with a significant year-over-year growth of 29.3% [4] - Gross Profit from Enterprise was $45.6 million, above the estimated $44.04 million [4] - Gross Profit from Consumer was $80.9 million, also exceeding the estimated $78.27 million [4] Stock Performance - Coursera's shares have declined by 17.9% over the past month, contrasting with a 0.5% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]