Coursera, Inc. ( COUR ) Discusses Business Outlook and Product Strategy in Education Technology November 25, 2025 1:00 PM EST Company Participants Gregory Hart - CEO, President & Director Conference Call Participants Ryan MacDonald - Needham & Company, LLC, Research Division Presentation Ryan MacDonald Needham & Company, LLC, Research Division Good afternoon, everyone. My name is Ryan MacDonald.
Coursera shares fell 20% after a mixed Q3, despite raised full-year revenue guidance and stable adjusted EBITDA margin. Q3 concerns include flat enterprise retention rates and decelerating quarterly revenue growth in Q4, but 2026 consensus revenue and EPS estimates remain intact. COUR now trades near the low end of its historical valuation, offering an attractive entry point given its AI-driven growth potential.
Here is how Coursera (COUR) and Futu Holdings Limited Sponsored ADR (FUTU) have performed compared to their sector so far this year.
| Diversified Consumer Services Industry | Consumer Discretionary Sector | Gregory M. Hart CEO | XMUN Exchange | US22266M1045 ISIN |
| US Country | 1,260 Employees | - Last Dividend | - Last Split | 31 Mar 2021 IPO Date |
Coursera, Inc. is a prominent player in the online education industry, offering a wide-ranging educational content platform that caters to learners across the globe, including the United States, Europe, Africa, Asia Pacific, the Middle East, and other international regions. The company, which underwent a name change from Dkandu, Inc. to Coursera, Inc. in April 2012, was established in 2011 and has its headquarters in Mountain View, California. Coursera’s business model is segmented into three primary areas: Consumer, Enterprise, and Degrees, demonstrating its commitment to providing diversified learning paths and educational opportunities to a broad audience. Through its platform, Coursera stands out as an inclusive provider of learning solutions, catering to individuals seeking personal growth, institutions aiming for workforce development, and governments looking to elevate their citizens' educational status.
Coursera offers hands-on learning experiences through Guided Projects, allowing learners to gain practical skills by working through tasks with step-by-step instructions in a virtual environment. This product aims at providing immediate application of skills in real-world scenarios, making it suitable for learners seeking to enhance their job-related competencies.
The extensive range of courses covers various disciplines, providing learners with in-depth understanding and knowledge in specific areas of interest. These courses are designed to cater to the learning needs of individuals at different stages of their education or career.
Coursera's specializations are collections of courses that build on each other to help learners master a specific career skill. This offering is beneficial for those looking to acquire advanced knowledge and skills in particular fields, thereby enhancing their employability and career growth prospects.
Through collaborations with renowned universities, Coursera provides online degree programs ranging from bachelor's to master's levels. These degrees offer flexibility and accessibility, allowing students to achieve formal qualifications without the constraints of traditional campus attendance.
The platform offers several types of certificates catered to different professional levels and objectives:
In addition to individual learners, Coursera extends its offerings to various organizations through its Enterprise, Business, Campus, and Government segments, reflecting the company’s versatility and commitment to enabling education and professional development across different sectors.