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Coursera Q3 revenue nearly doubles, beating estimates on enterprise segment jump

By Reuters News


Overview

  • US online learning platform's Q3 revenue rose 94% yr/yr, beating analyst expectations

  • Non-GAAP net income for Q3 climbed 242% yr/yr

  • Company repurchased $102 mln in shares during Q3


Outlook

  • Coursera sees Q4 2026 revenue between $358 mln and $366 mln

  • Company expects Q4 2026 adjusted EBITDA of $55 mln to $59 mln

  • Coursera narrows 2026 revenue outlook to $1.229 bln-$1.237 bln


Result Drivers

  • ENTERPRISE SEGMENT - Co said enterprise revenue rose 214% yr/yr, with gross profit up 267% and margin expanding to 81.3%

  • CONSUMER SEGMENT - Consumer revenue grew 35% yr/yr, with gross profit up 45% and margin rising to 65.7%

  • SYNERGY EXECUTION - Co said it accelerated integration execution, achieving more than $150 mln in annualized gross cost savings within eight months of the Udemy merger


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$376.70 mln

$368.52 mln (11 Analysts)

Q3 Loss Per Share

$0.10

Q3 Net Loss

$25.60 mln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 4 "hold" and no "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 $7.00, about 48.9% above its October 28 closing price of $4.70

  • The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 8 three months ago


Reuters Recommended Reads

  • Oct 29 - Fiverr tops Q3 revenue expectations despite 16% drop, raises FY guidance

  • Oct 27 - SoFi Technologies Q3 adjusted revenue beats on member, product growth

  • Oct 29 - Microsoft's cloud growth, cash flow offer respite from AI spending fears


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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