Coursera(NYSE) COUR

Coursera, Inc. helps people learn new skills through online classes. It connects students with teachers from top universities and businesses. The company also provides training programs for large organizations.

Classes, Degrees, and Careers

• Consumer Segment: Offers individual courses, professional certificates, and online degrees; revenue was $158.6 million in the three months ended June 30, 2026.
• Enterprise Segment: Serves businesses and government organizations with employee training tools; revenue was $140.0 million in the three months ended June 30, 2026.
• Online Degrees: Provides bachelor's and master's programs with university partners; revenue from this segment declined $2.3 million in the three months ended June 30, 2026.
• Paid Subscriptions: Provides individuals with access to a library of courses for a fee; there were 1.6 million paid subscribers as of June 30, 2026.

Building a Larger Learning Network

• Completed a merger with Udemy on May 11, 2026, to combine their global online learning platforms.
• Purchased a 33.33% interest in LearnVector for $100 million on July 28, 2026, to invest in artificial intelligence (AI) technology.
• Launched a workforce reduction plan in July 2026 to align its cost structure and lower operational expenses.
• Implemented a platform maintenance fee in January 2026 to support the ongoing development of its educational content ecosystem.

More Than 400 Global Partners

Coursera maintains a network of more than 400 university and industry partners. It uses data from individual learners to improve its training services for businesses.

Numbers From the Second Quarter

• Total revenue was $298.6 million in the three months ended June 30, 2026, up 60% year over year.
• Net loss reached $80.4 million in the three months ended June 30, 2026, compared to $7.8 million a year ago.
• Net loss per share was $0.34 in the three months ended June 30, 2026, compared to $0.05 a year ago.
• Net retention for enterprise customers was 91% in the three months ended June 30, 2026, down from 95% year over year.
• The market capitalization of the company was $1.1 billion as of the second quarter of 2026.

Bottom Line

Coursera has transitioned from a university course provider into a broad educational ecosystem through the acquisition of Udemy and investments in artificial intelligence. This evolution allows the company to serve both individual students and large-scale government and corporate training needs.