COUR

Coursera, Inc. (COUR) Q3 2026 Earnings Call Transcript

Coursera NYSE: COUR reported third-quarter revenue of $377 million and adjusted EBITDA of nearly $62 million in its first full quarter as a combined company with Udemy, while executives said consumer demand remained below the company's growth ambitions.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera (NYSE: COUR), a leading global online learning platform, today released the eighth edition of its Global Skills Report. The United States ranks eighth globally in the report's new AI-Human Skills Synergy Index. It finds that the US leads in AI policy, infrastructure, and technology readiness, but ranks 27th for Coursera's assessment of learner proficiency and behavior. The Index measures the extent to which national populations are developing AI.

COUR and CHGG are reshaping their platforms around AI and employability, while differing growth, cash flow and valuation trends emerge.

COUR's 44% subscriber growth is boosting recurring revenues and margins, while pressure in transactional offerings remains a challenge.

COUR's Udemy deal is driving major synergy gains and stronger profitability, but weak organic growth and integration costs remain key risks.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera (NYSE: COUR), a leading global online learning platform, today previewed its new AI-native skills platform, code-named Project Helix, at its annual FWD customer event. The adaptive platform is designed to help organizations close talent gaps, accelerate time-to-proficiency, and translate learning investments directly into verified workforce capability. Project Helix represents a significant milestone for the company toward building a completely r.

COUR's $85M synergy target and rising margins could reshape its profitability, but softer normalized revenues keep execution in focus.

Coursera (COUR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

The disposition involved 46,069 shares with a transaction value of ~$266,279 as of August 15, 2026. This sale reduced the executive's direct equity holdings by 3%.