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Coursera
Coursera (COUR) investor relations material
Coursera Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026
Business performance and growth drivers
Growth accelerated from 6% at the end of 2024 to 10% in late 2025, with full-year 2025 growth at 9%, more than double initial guidance.
Key drivers included improved execution, product-led growth, changes to the freemium model, geo-pricing, and accelerated content creation.
Consumer segment led growth, exiting 2025 at 12% in Q4, while enterprise growth was more muted but expected to improve in 2026.
Strategic focus on integrating Udemy, aiming for a balanced 50/50 revenue split between consumer and enterprise, and $1.5 billion in combined revenue.
$115 million in annualized run rate cost savings targeted from the Udemy integration, mainly from sales, marketing, and G&A efficiencies.
Strategic priorities and Udemy integration
Top priority is the successful close and integration with Udemy, aiming to accelerate innovation and revenue growth.
Integration will not reduce R&D in the short term; focus is on leveraging combined teams and making the experience more AI-centric.
The combination brings complementary content models: curated, rigorous content from universities and rapid, diverse content from Udemy’s experts.
Combined learner base will approach 300 million globally, enhancing value for both consumers and enterprises.
Revenue synergies are not yet modeled, but long-term catalysts include unified R&D and expanded skill-focused offerings.
AI, platform innovation, and differentiation
AI is central to both the learning experience and internal operations, with rapid growth in GenAI course enrollments (doubled year-over-year to 15 per minute in 2025).
Enterprises are shifting from broad L&D to functionally focused upskilling, supported by curated Skill Tracks and AI-assisted course creation.
Differentiation comes from branded, trusted content and the ability to optimize courses using learner data, combined with Udemy’s rapid content updates.
A new 15% platform fee was introduced to fund ongoing platform innovation, especially in AI-driven features.
AI is used to reduce content creation costs, drive experimentation, and enhance efficiency across all functions.
Detail Udemy revenue synergy drivers
Internal AI use: experimentation or cost savings?
Enterprise NRR: What are the key headwinds?
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Next Coursera earnings date
Q1 202623 Apr, 2026
Coursera
Next Coursera earnings date
Q1 202623 Apr, 2026
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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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