Core Insights - Coursera reported revenue of $194.2 million for the quarter ended September 2025, reflecting a year-over-year increase of 10.3% and surpassing the Zacks Consensus Estimate of $190.4 million by 2% [1] - The company's EPS remained stable at $0.10, matching the EPS from the same quarter last year, and exceeded the consensus estimate of $0.09 by 11.11% [1] Financial Performance Metrics - Paid Enterprise Customers reached 1,724, slightly above the average estimate of 1,715 [4] - Total Registered Learners increased to 191 million, surpassing the estimated 190.71 million [4] - Enterprise Revenue was reported at $63.9 million, exceeding the average estimate of $63.61 million, marking a year-over-year growth of 5.8% [4] - Consumer Revenue amounted to $130.3 million, significantly higher than the estimated $126.76 million, with a year-over-year increase of 27.4% [4] - Gross Profit from Enterprise was $44.5 million, slightly below the estimated $44.89 million [4] - Gross Profit from Consumer was reported at $79.7 million, exceeding the average estimate of $76.75 million [4] Stock Performance - Coursera's shares have declined by 11.4% over the past month, contrasting with a 0.2% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - Coursera reported revenue of $187.1 million for the quarter ended June 2025, reflecting a year-over-year increase of 9.8% and surpassing the Zacks Consensus Estimate by 3.38% [1] - The company's EPS for the quarter was $0.12, which is a 33.33% surprise compared to the consensus estimate of $0.09 [1] Financial Performance Metrics - Paid Enterprise Customers reached 1,686, exceeding the average estimate of 1,665 [4] - Total Registered Learners increased to 183 million, slightly above the estimated 182.27 million [4] - Enterprise Revenue was reported at $64.3 million, compared to the average estimate of $61.76 million, marking a year-over-year growth of 9.5% [4] - Consumer Revenue was $122.8 million, surpassing the average estimate of $119.25 million, with a significant year-over-year increase of 26.2% [4] - Gross Profit from Enterprise was $44.8 million, exceeding the estimated $43.06 million [4] - Gross Profit from Consumer was reported at $75.3 million, above the average estimate of $72.46 million [4] Stock Performance - Coursera's shares have returned +5.3% over the past month, slightly underperforming the Zacks S&P 500 composite's +5.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]