Core Insights - Udemy has announced a partnership with LG CNS to expand into Korea's corporate learning market [1] - The partnership will leverage LG CNS's distribution network, which includes over 500 enterprise clients and millions of professionals [1] - Udemy will provide its AI-powered platform, including features like MCP Server, AI Assistant, and Role Play [1] Company Overview - Udemy is positioned as a global AI-powered skills acceleration platform [1] - The collaboration with LG CNS marks a strategic move to enhance Udemy's presence in the Asian market [1] Market Impact - The partnership is expected to significantly increase Udemy's reach within the corporate learning sector in Korea [1] - Access to LG CNS's extensive client base may lead to increased adoption of Udemy's learning solutions [1]

Core Insights - Coursera has partnered with OpenAI to become one of the first applications integrated into ChatGPT, enhancing access to educational content for millions of learners globally [1][3][4] - The integration allows over 800 million ChatGPT users to access Coursera's educational videos and information during their conversations, transforming everyday chats into interactive learning experiences [2][3] - This collaboration aims to leverage generative AI to make learning more personalized, interactive, and scalable, helping users gain job-ready skills and pursue economic opportunities [3][4] Company Overview - Coursera, founded in 2012, is one of the largest online learning platforms with 183 million registered learners as of June 30, 2025, partnering with over 350 leading universities and industry partners [6] - The platform offers a wide range of content, including courses, Specializations, Professional Certificates, and degrees, focusing on high-demand fields such as GenAI, data science, technology, and business [6] - Coursera is a Delaware public benefit corporation and a B Corp, emphasizing its commitment to providing universal access to world-class learning [6]

Financial Performance - Q2 2025 revenue reached $199.9 million, exceeding expectations, with a 3% year-over-year increase[9, 12, 15] - GAAP net income was $6.3 million, marking the first positive quarter since IPO, a 120% change year-over-year[9, 12] - Adjusted EBITDA stood at $28.4 million, representing a 14% margin, which is above the high end of the guidance range[9, 12] - Free cash flow for Q2 was positive $39.0 million, and year-to-date free cash flow was positive $46.1 million[10] Subscription and Customer Growth - Subscription revenue now accounts for 70% of total revenue, an increase of 200 basis points quarter-over-quarter[14, 16, 17] - The company surpassed 200,000 paid consumer subscribers, with subscription revenue increasing to 15% of the consumer segment's total mix[9, 13] - Udemy Business (UB) Annual Recurring Revenue (ARR) is $520 million, a 6% year-over-year increase[7, 11, 12] - Udemy Business has 17,107 total customers, including 5,799 large enterprise customers[19] Strategic Initiatives and AI Focus - Launched AI Readiness and AI Growth packages for enterprise customers, along with AI-powered Role Play simulations[10, 13] - AI Learning Assistant engagement increased to over 4 million unique inquiries[13] - The company offers over 4,500 AI-focused courses with over 11 million AI course enrollments[7] Future Outlook - Q3 2025 revenue is projected to be between $190 million and $195 million, with an adjusted EBITDA between $18 million and $20 million[24] - Full year 2025 revenue is projected to be between $784 million and $794 million, with an adjusted EBITDA between $84 million and $89 million[7, 24]