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Coursera (COUR) investor relations material
Coursera Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening and context
Over 12,000 global participants joined the event, marking the first major gathering since the Coursera-Udemy merger.
The event focuses on workforce transformation, AI adoption, and actionable strategies for learning leaders.
AI's impact on jobs and skills
AI is not causing mass layoffs; only 1.4% of recent layoffs were attributed to AI replacement.
AI is transforming job roles, especially in software engineering, marketing, and recruiting, requiring new skill sets.
Upskilling in both AI and adjacent domain skills leads to broader job scopes and higher productivity.
Businesses and individuals who invest in AI skills will thrive in the evolving job market.
Learning strategies and technology
Chatbots are effective for productivity but not for deep learning; new AI-powered educational products are needed.
Comprehensive upskilling should include every employee, not just select groups.
The future of learning is moving toward personalized, one-to-one experiences powered by agentic AI.
- Q2 revenue up 60% to $299M, EBITDA margin 14.3%, $100M invested in AI, $140M in buybacks.COUR
Q2 2026 - Upgraded guidance and AI-driven innovation fuel growth across consumer and enterprise segments.COUR
Status Update - AI-driven, modular learning and verified skills paths set the stage for global workforce transformation.COUR
Coursera Connect 2025 - FY 2026 normalized revenue outlook is $1.49B–$1.52B with margin expansion and $115M+ synergies targeted.COUR
Investor update - All proposals passed, with directors elected and no shareholder questions submitted.COUR
AGM 2026 - Strong 2025 growth, Udemy merger, and performance-driven executive pay highlight this proxy.COUR
Proxy filing - Revenue up 9% year-over-year, record new learners, Udemy merger progressing, guidance reaffirmed.COUR
Q1 2026 - Udemy merger and AI-led innovation drive growth, cost savings, and global expansion.COUR
Morgan Stanley Technology, Media & Telecom Conference 2026 - 2024 revenue up 9% to $695M, first positive Adjusted EBITDA, CEO transition in 2025.COUR
Q4 2024
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Next Coursera earnings date
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