Online learning platform Coursera (NYSE:COUR) will be reporting results this Thursday afternoon. Here’s what investors should know.
Coursera beat analysts’ revenue expectations by 2.1% last quarter, reporting revenues of $194.2 million, up 10.3% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts’ EBITDA estimates but EBITDA guidance for next quarter missing analysts’ expectations significantly. It reported 191 million active customers, up 17.8% year on year.
Is Coursera a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Coursera’s revenue to grow 7% year on year to $191.7 million, in line with the 6.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.06 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Coursera has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 2.1% on average.
Looking at Coursera’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Netflix delivered year-on-year revenue growth of 17.6%, beating analysts’ expectations by 0.7%, and Match Group reported revenues up 2.1%, topping estimates by 0.7%. Netflix traded down 2.2% following the results.
Read our full analysis of Netflix’s results here and Match Group’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the consumer internet stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 13.4% on average over the last month. Coursera is down 16.8% during the same time and is heading into earnings with an average analyst price target of $11.45 (compared to the current share price of $5.90).
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