Group 1 - Coursera reported better-than-expected second-quarter results with earnings of 12 cents per share, surpassing the analyst consensus estimate of 9 cents, and quarterly revenue of $187.1 million, exceeding the Street estimate of $180.48 million [1][2] - The company attracted over 7 million new learners this quarter, indicating a growing market opportunity driven by global demand for new technology and skills [2] - Coursera raised its full year 2025 revenue outlook by $17 million to a range of $738 to $746 million [2] Group 2 - Analysts have adjusted their price targets for Coursera following the earnings announcement, with several maintaining or upgrading their ratings [3][5] - Needham analyst Ryan MacDonald raised the price target from $11 to $14 while maintaining a Buy rating [5] - B of A Securities analyst Nafeesa Gupta upgraded Coursera from Underperform to Neutral and increased the price target from $7 to $12 [5] - Telsey Advisory Group analyst Sarang Vora maintained an Outperform rating and raised the price target from $12 to $14 [5] - Keybanc analyst Bradley Thomas maintained an Overweight rating and boosted the price target from $11 to $12 [5] - Morgan Stanley analyst Josh Baer maintained an Equal-Weight rating and raised the price target from $11 to $12 [5] - Cantor Fitzgerald analyst Yi Fu Lee maintained an Overweight rating and lifted the price target from $10 to $13 [5]

Core Insights - Coursera reported strong Q2 2025 results, exceeding analyst expectations with GAAP revenue of $187.1 million and non-GAAP EPS of $0.12, leading to an optimistic outlook for the full year 2025 [1][5][14] Financial Performance - Q2 2025 GAAP revenue increased by 10% year-over-year, surpassing estimates by $6.6 million [5] - Non-GAAP net income rose 40% to $19.3 million, while adjusted EBITDA grew 73% to $18.0 million [5] - Free cash flow reached $28.6 million, up 68% from the previous year [5] - Operating cash flow for the quarter was $35.5 million, indicating improved operational efficiency [5] Business Focus and Strategy - Coursera focuses on expanding its network of educator partners, technological innovation, and global market penetration [4] - The company has nearly 10,000 courses available, with a significant emphasis on AI-related content [7] - Partnerships with institutions like Adobe and DeepLearning.AI are crucial for maintaining relevance in high-demand fields [10] Market Position and Growth - Coursera has 183 million registered learners globally, with nearly half of its revenue generated outside the US [12] - The Consumer segment generated $122.8 million in revenue, while the Enterprise segment brought in $64.3 million, both reflecting a 10% increase [6] - The company added 7.5 million new registered learners in the quarter [6] Technological Advancements - AI-powered features such as content translation and Coursera Coach have been introduced to enhance user experience [7][11] - The company is committed to linking course content with career outcomes through ongoing innovations [7] Financial Outlook - Management raised the full-year revenue guidance for FY2025 to $738-$746 million, up from the previous range of $720-$730 million [14] - For Q3 2025, expected GAAP revenue is between $188 million and $192 million [14] - Adjusted EBITDA margin target for the full year is set at 8.0%, indicating a planned improvement of 200 basis points [14]

Financial Performance - Coursera reported quarterly earnings of 12 cents per share, exceeding the analyst consensus estimate of 9 cents [1] - Quarterly revenue reached $187.1 million, surpassing the Street estimate of $180.48 million [1] Market Opportunity - The company continues to expand its market opportunity due to the global demand for new technology and skills, attracting over 7 million new learners this quarter [2] Growth and Outlook - Coursera achieved a revenue growth of 10% year-over-year and is making significant progress in enhancing customer experiences on its platform [3] - The company raised its full year 2025 revenue outlook by $17 million, now projected to be between $738 million and $746 million [3] Stock Performance - Following the earnings report, Coursera's stock price increased by 21.37%, reaching $11.02 in extended trading [3]

Core Insights - Coursera reported revenue of $179.3 million for the quarter ended March 2025, reflecting a 6.1% increase year-over-year and a surprise of +2.58% over the Zacks Consensus Estimate of $174.79 million [1] - The company's EPS was $0.12, up from $0.07 in the same quarter last year, resulting in a surprise of +50.00% compared to the consensus estimate of $0.08 [1] Financial Performance Metrics - Paid Enterprise Customers totaled 1,651, slightly below the average estimate of 1,665 [4] - Total registered learners reached 175.3 million, exceeding the average estimate of 174.2 million [4] - Consumer revenues were reported at $117.60 million, significantly higher than the estimated $99.19 million, marking a year-over-year increase of +21.6% [4] - Degree revenues amounted to $15.50 million, surpassing the estimated $14.19 million, with a year-over-year change of +4.7% [4] - Enterprise revenues were $61.70 million, slightly above the average estimate of $61.30 million, reflecting a year-over-year increase of +7.3% [4] - Gross Profit for Consumer was $72.40 million, exceeding the estimated $53.48 million [4] - Gross Profit for Degrees was $15.50 million, compared to the average estimate of $14.18 million [4] - Gross Profit for Enterprise was $43.20 million, above the average estimate of $42.20 million [4] Stock Performance - Coursera's shares returned +4.5% over the past month, contrasting with the Zacks S&P 500 composite's -5.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

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