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Coursera (COUR) investor relations material
Coursera Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary25 Nov, 2025
Leadership and organizational updates
Transitioned to a new CEO in February, bringing experience from Amazon and a focus on customer-centric, technology-driven solutions.
Appointed Mike Foley as interim CFO, emphasizing the need for operational continuity and a disciplined search for a permanent CFO with public company experience.
Added new executive roles, including Chief Product Officer, Chief Data Officer, and a new enterprise GM to strengthen leadership.
Financial performance and guidance
Increased 2026 revenue guidance to $750–$754 million, reflecting 8–9% year-over-year growth, up from an initial 4%.
Raised annual EBITDA margin guidance to 8%, up from 7%, with two consecutive quarters of 10% year-over-year revenue growth.
Emphasizes a long-term investment approach, balancing growth and margin expansion, with a focus on product innovation and content.
Product and content strategy
Accelerating product innovation, especially leveraging AI and data to enhance learner experience and platform capabilities.
Expanded course catalog to over 12,000, a 44% year-over-year increase, the fastest in five years.
Focused on branded, career-focused content and improving content creation and optimization with partners.
What AI scenario benefits Coursera most?
Detail the impact of Skills Tracks on enterprise NRR
Is AI dubbing's benefit immediate or gradual?
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Frequently asked questions
Coursera Inc., is an education technology company that partners with top universities and organizations in order to offer courses online for anyone to take, for free. Coursera's technology platform enables many thousands of courses from top universities, companies and organizations to be offered online and on-demand, exams and certificates are available from leading academic institutions including Stanford University, Princeton University, The University of Michigan, Peking University and others.
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