The earnings call highlighted significant revenue growth and success in the Consumer segment, driven by new partnerships, product innovation, and operational discipline. However, the Enterprise segment faced challenges with muted growth and a declining net retention rate. The overall sentiment reflects a positive outlook for the Consumer segment with caution in the Enterprise segment.

Company Guidance

In its Q3 2025 earnings call, Coursera provided guidance reflecting strong performance and revised upward expectations for the year. The company reported $194 million in revenue, a 10% year-over-year increase, and highlighted a 13% growth in Consumer revenue. Coursera anticipates full-year revenue between $750 million and $754 million, representing 8% to 9% growth, up from a previous forecast of 4%. The Consumer segment, bolstered by 7.7 million new learners and the Coursera Plus offering, contributed notably to this growth. Coursera's free cash flow reached $27 million, a 59% increase from the prior year, demonstrating operational discipline. The company is targeting an adjusted EBITDA margin improvement to 8% for the year, with Q4 revenue expected in the range of $189 million to $193 million, driven primarily by Consumer segment strength.

Revenue Growth and Consumer Segment Success

Coursera reported a strong Q3 with a revenue of $194 million, up 10% year-over-year. The Consumer segment revenue grew by 13% driven by 7.7 million new registered learners and the success of Coursera Plus.

Increased Full-Year Revenue Guidance

Coursera raised its full-year revenue expectations to a range of $750 million to $754 million, representing 8% to 9% growth from the prior year. This is an increase from the previous guidance of 4% growth.

Operational Discipline and Free Cash Flow

The company generated $27 million in free cash flow, an increase of 59% from the prior year, demonstrating operational discipline.

Expansion of AI and Content Catalog

Coursera's catalog grew by 44% year-over-year, now offering over 12,000 courses. The company also doubled its GenAI course catalog, now featuring over 1,000 courses with 14 enrollments per minute.

Partnerships with OpenAI and Anthropic

Coursera became the first online learning platform to be embedded directly in ChatGPT and announced a content partnership with AI research company Anthropic.

Coursera (DE:90E) Earnings, Revenues Date & History

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DE:90E Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 05, 2026	2025 (Q4)	0.05 / -	0.069	―	―	―
Oct 23, 2025	2025 (Q3)	0.07 / 0.09	0.086	0.00% (0.00)	―
Jul 24, 2025	2025 (Q2)	0.07 / 0.10	0.077	33.33% (+0.03)	―
Apr 24, 2025	2025 (Q1)	0.07 / 0.10	0.06	71.43% (+0.04)	―
Jan 30, 2025	2024 (Q4)	0.04 / 0.07	0.052	33.33% (+0.02)
Oct 24, 2024	2024 (Q3)	0.02 / 0.09	-0.01	933.33% (+0.10)
Jul 25, 2024	2024 (Q2)	<0.01 / 0.08	>-0.001	9100.00% (+0.08)
Apr 29, 2024	2024 (Q1)	<0.01 / 0.06	-0.03	300.00% (+0.09)
Feb 01, 2024	2023 (Q4)	0.00 / 0.05	-0.037	239.53% (+0.09)
Oct 26, 2023	2023 (Q3)	-0.06 / -0.01	-0.059	82.35% (+0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:90E Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 23, 2025	€8.85	€7.92	-10.56%
Jul 24, 2025	€7.46	€9.71	+30.09%
Apr 24, 2025	€6.46	€7.29	+12.93%
Jan 30, 2025	€9.05	€8.70	-3.87%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.