Coursera, Inc. (COUR) Earnings
Coursera, Inc. is expected to report next earnings on July 23, 2026 (in NaN days), with a consensus EPS estimate of $0.09. COUR has beaten EPS estimates in 9 of its last 12 reported quarters (average surprise +5.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $0.09 | $0.07 | -22.2% | $196M | +0.3% |
| Feb 5, 2026 | $0.06 | $0.06 | -0.1% | $197M | +2.6% |
| Oct 23, 2025 | $0.09 | $0.10 | +11.1% | $194M | +1.2% |
| Jul 24, 2025 | $0.09 | $0.12 | +33.3% | $187M | -0.9% |
| Apr 24, 2025 | $0.08 | $0.12 | +50.0% | $179M | +2.2% |
| Jan 30, 2025 | $0.04 | $0.08 | +100.0% | $179M | +1.5% |
| Oct 24, 2024 | $0.02 | $0.10 | +354.5% | $176M | -1.2% |
| Jul 25, 2024 | $0.01 | $0.09 | +685.3% | $170M | +3.6% |
| Feb 1, 2024 | $-0.17 | $0.06 | +135.3% | $169M | +2.9% |
| Oct 26, 2023 | $-0.07 | $-0.02 | +71.4% | $166M | +4.5% |
| Jul 27, 2023 | $-0.10 | $-0.20 | -100.0% | $154M | +5.4% |
| Apr 27, 2023 | $-0.11 | $-0.04 | +63.6% | $148M | +6.6% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 23, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Coursera delivered strong Q1 results with $196 million revenue, up 9% year over year, driven by double-digit growth in consumer segment. Added 7.6 million new registered learners, a first quarter record, and non-GAAP gross margin expanded to 57%. - Discussed trends from Job Skills Report like AI amplifying foundational skills, human skills becoming more important, and skills verification essential. - Highlighted expansion of global ecosystem, reaching 205 million cumulative registered learners. - Product updates include learning in the flow of work with launch of learning agent for Microsoft 365 Copilot, deeper enterprise integrations like Workday Learning and Skills Cloud integration, and enhanced discovery and learning with interactive role-play experience. - Priorities are accelerating AI-native product innovation, building comprehensive skills development solution, and improving how to reach, serve, and empower community.
Guidance
- Second quarter revenue expected to be in range of $196 to $200 million, up 5% to 7% year-over-year. Adjusted EBITDA expected to be in range of $12 to $16 million. - Full year 2026 revenue expected to be in range of $805 to $815 million, up approximately 6% to 8% from prior year. Adjusted EBITDA pacing to approximately 9% margin, expected to be in range of $70 to $76 million. - Anticipate $115 million of annual run rate cost synergies within 24 months of closing Udemy transaction, primarily from go-to-market optimization and G&A efficiencies.
Segment performance
In Q1, consumer segment revenue was $130 million, up 10% year over year. Consumer segment gross profit was $82 million, up 13% year over year, with segment gross margin of 63%, an increase of 160 basis points year over year. Enterprise revenue was $66 million, up 7% year over year. Segment gross profit was $47 million, up 9% from the prior year period, with segment gross margin of 71%, up 80 basis points year over year.
Analyst Q&A
Q: Brian Smiley with JP Morgan asked about making product more actionable, improving discovery and engagement, and balancing consumer strength with enterprise tech stack integrations.
A: Greg responded on AI-centric front door, interactive experiences like role play and dialogue, and thoughtful handling of enterprise platform consolidation.
Q: Eric Sheridan with Goldman Sachs asked about strategic investments in AI, content dynamic, and user experiences.
A: Greg talked about making platform AI-native, expanding skill assessment and verification, and accelerating progress for better retention and economics.
Q: Stephen Sheldon with William Blair asked about importance of embedding learning into flow of work and gross margin trend.
A: Greg and Mike discussed enterprise readiness for flow of work integrations and continued gross margin improvement due to platform fee and other factors.
Q: Rishi Jaluria with RBC asked about capitalizing on labor market disruption and confidence in back half guide.
A: Mike and Greg talked about efforts to capitalize on disruption and confidence in consumer business despite enterprise challenges.
Q: Josh Baer with Morgan Stanley asked about Coursera for Business commentary and net retention rate.
A: Mike and Greg discussed no significant impact from Udemy merger on business performance and noted macro environment impact on net retention rate.
Q: Ryan McDonald with Needon & Company asked about consumer business content and enterprise pipeline progression.
A: Greg and Mike talked about C+ subscription and AI content visibility, and enterprise pipeline progress and merger synergies.