Summary of Coursera and Udemy Conference Call Industry and Companies Involved - **Industry**: Online Education and Learning Platforms - **Companies**: Coursera and Udemy Core Points and Arguments 1. **Combination Announcement**: Coursera has entered into a definitive agreement to combine with Udemy, aiming to create a leading technology platform for skills discovery and development [2][4][12] 2. **Market Needs**: The World Economic Forum estimates that 39% of key skills will change in the next five years, highlighting the need for agile learning platforms [5] 3. **Learner Focus**: 86% of learners come to Coursera to transform their careers, indicating a strong demand for career-oriented learning solutions [5] 4. **Platform Capabilities**: The combination aims to unite Coursera's verified learning ecosystem with Udemy's dynamic marketplace, enhancing value and choice for learners and organizations [6][8] 5. **Innovation Acceleration**: The merger is expected to accelerate AI-native innovation, allowing for faster development of personalized learning experiences [9][10] 6. **Global Reach**: Coursera added 7.7 million new registered learners in Q3, bringing the total to 191 million, while Udemy has over 17,000 enterprise customers and generates more than 60% of its revenue outside North America [11][12] 7. **Financial Profile**: The combined pro forma annual revenue exceeds $1.5 billion, with identified cost synergies of $115 million expected to be realized within 24 months [12][19] 8. **Transaction Structure**: This is an all-stock transaction where Udemy stockholders will receive 0.8 shares of Coursera Common Stock for each share of Udemy Common Stock [20] 9. **Regulatory Perspective**: The companies believe the combination will deliver better value across the education value chain, although they will need to navigate regulatory approvals [38][39] Additional Important Content 1. **Instructor Opportunities**: The merger will provide instructors access to a larger learner base, enhancing their distribution and monetization opportunities [31][32] 2. **Content Strategy**: Both companies will maintain their content strategies, leveraging their strengths to create a more comprehensive offering [40] 3. **Geographic Expansion**: The combination is expected to enhance Coursera's reach outside North America, capitalizing on Udemy's international presence [44][45] 4. **Future Vision**: The goal is to create a platform that keeps pace with technological changes, ensuring learners gain essential skills for career advancement [22][23] This summary encapsulates the key points discussed during the conference call regarding the strategic combination of Coursera and Udemy, focusing on their market positioning, operational synergies, and future growth potential.

of the combined company and he joins us now a first on CNBC interview to discuss. Uh Greg welcome. So tell me this is big you guys and Udemy are two very big public names in this space.the stocks have uh have suffered since 2021, but you in particular Corsera continued to grow across your um universities, business with degrees, uh the consumer and the enterprise. What's the rationale for combining. >> Well, I think the rationale is pretty straightforward.The world has never needed the ability to scale and u ...

By Akash Sriram Dec 17 (Reuters) - Online education platform Coursera said on Wednesday it would buy rival Udemy in an all-stock deal, valuing ​the combined company at $2.5 billion, as the industry consolidates after a post-pandemic ‌slowdown and heightened investor scrutiny. Udemy shareholders would receive 0.8 shares of Coursera for each held, valuing ‌the company at about $930 million, according to Reuters calculation. Coursera shares were up about 4%, while Udemy jumped nearly 22%. Coursera and Ude ...

Coursera (COUR) and Udemy (UDMY) have entered into a definitive merger agreement under which Coursera will combine with Udemy in an all-stock transaction. Based on the closing prices of Coursera and Udemy common stock on December 16, the implied equity value ...

Online education platform Coursera will merge with Udemy in a deal that will value the combined company at $2.5 billion, the companies said on Wednesday. ...

MOUNTAIN VIEW, Calif. & SAN FRANCISCO--(BUSINESS WIRE)--Coursera to Combine with Udemy to Empower the Global Workforce with Skills for the AI Era. ...

Core Viewpoint - The ongoing securities class action lawsuit against Stride, Inc. is centered on allegations of fraudulent practices, including inflated enrollment figures and a significant technology platform failure, which led to a drastic decline in stock value and substantial investor losses [2][4][9]. Group 1: Allegations of Fraud - The lawsuit claims that Stride engaged in fraudulent practices by using "Ghost Students" to artificially inflate enrollment metrics, which misled investors about the company's financial health [6][5]. - The complaint details a severe technology platform failure that blocked access for approximately 10,000 to 15,000 students, which was not disclosed to investors, leading to a significant drop in sales growth forecasts from 19% to 5% [7][8]. Group 2: Financial Impact - Following the initial disclosure of the fraudulent enrollment practices, Stride's stock dropped by 11% [6]. - The revelation of the technology failure resulted in a catastrophic 54% stock crash in a single day, causing billions in market capitalization losses [2][8]. Group 3: Legal Proceedings - The lawsuit seeks to recover losses for investors who purchased Stride securities during the Class Period from October 22, 2024, to October 28, 2025, holding the company and its executives accountable for alleged misrepresentations [9]. - The deadline for investors to move the Court for appointment as lead plaintiff is January 12, 2026, emphasizing the urgency for affected investors to act [1][12].

PHILADELPHIA, Dec. 16, 2025 /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Stride, Inc. (NYSE: LRN) ("Stride" or the "Company") on behalf of investors who purchased Stride securities during the period of October 22, 2024 through October 28, 2025 (the "Class Period"). Investor Deadline: Investors who purchased Stride securities during the Class Period may, no later than January 12, 2026, seek to be appointed as a lead plaintiff r ...

Partner Reed Kathrein Investigating Alleged Fraudulent Enrollment Metrics and the Direct Causation Linking Operational Failure to Massive Investor Losses SAN FRANCISCO, Dec. 16, 2025 /PRNewswire/ -- National shareholder rights law firm Hagens Berman is issuing a reminder to investors in Stride, Inc. (NYSE: LRN) that the deadline to move the Court for appointment as lead plaintiff in the pending securities class action lawsuit is January 12, 2026. The firm urges investors who suffered substantial losses in L ...

Core Viewpoint - Aspen Group, Inc. reported financial results for the second quarter of fiscal year 2026, showing a slight decline in revenue but significant improvements in profitability and operational efficiency [1][4]. Financial Performance - Revenue for Q2 FY2026 was $11.2 million, a decrease of 2% from $11.5 million in Q2 FY2025 [5][6]. - Gross profit increased to $8.4 million, up from $8.1 million year-over-year, resulting in a gross margin of 75% compared to 71% in the previous year [2][9]. - Net income was $0.7 million, a turnaround from a net loss of $(1.1) million in Q2 FY2025, marking the third consecutive quarter of profitability [6][10]. - Adjusted EBITDA rose to $2.5 million, up from $1.5 million, with an adjusted EBITDA margin of 22% compared to 14% [6][12]. Operational Highlights - New student enrollments decreased by 29% year-over-year, with a notable decline at Aspen University (AU) by 17% due to reduced marketing spend [13][7]. - United States University (USU) saw a 9% increase in revenue to $7.3 million, attributed to strong demand and higher revenue per student [8][6]. - The company implemented a restructuring plan that eliminated approximately 75 positions, expected to yield $1.5 million in quarterly savings starting Q3 FY2026 [18][19]. Cash Flow and Liquidity - The ending unrestricted cash balance for Q2 FY2026 was $0.3 million, with a positive cash flow from operations of $0.5 million [19][18]. - The company anticipates resuming marketing spend to support enrollment growth following the repayment of its 15% Debentures [19][30]. Market Position and Strategy - The company aims to sustain profitability and cash flow through disciplined execution and strategic reinvestments in marketing to boost enrollments [4][19]. - Management remains committed to expanding student resources and achieving positive operating cash flow for fiscal year 2026 [4][19].