Coursera Q4 revenue beats estimates
Overview
Online learning platform's Q4 revenue rose 10% yr/yr, beating analyst expectations
Company provides 2026 revenue guidance of $805 to $815 mln
Company announced in December merger agreement with Udemy to broaden reach
Outlook
Coursera expects Q1 2026 revenue between $193 mln and $197 mln
Company projects full-year 2026 revenue of $805 mln to $815 mln
Coursera anticipates full-year 2026 adjusted EBITDA of $70 mln to $76 mln
Result Drivers
CONSUMER SEGMENT GROWTH - Q4 revenue growth driven by 12% increase in Consumer segment
AI-POWERED EXPERIENCES - Co built new product, content, and go-to-market capabilities for AI-powered experiences
MERGER WITH UDEMY - Agreement to merge with Udemy to broaden reach and enhance platform value
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $196.90 mln | $191.84 mln (13 Analysts) |
Q4 EPS |
| -$0.16 |
|
Q4 Net Income |
| -$26.80 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Coursera Inc is $11.00, about 81.2% above its February 4 closing price of $6.07
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nBw8tDk6Fa
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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