Education
About Us
Working with TipRanks
Follow Us
Coursera (DE:90E)
FRANKFURT:90E
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
0.1Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive financial and operational picture: revenue growth, margin expansion, record free cash flow, rapid learner and catalog expansion, accelerating AI-related demand, strong cash reserves, and clear strategic initiatives (platform fee, product investments, Udemy combination). Offsetting items include slower enterprise growth and below-target net retention (93%), a degrees-related headwind, near-term revenue recognition timing effects from subscription mix, and transaction-related costs and timing uncertainty. Overall, the company showed tangible progress and a constructive outlook while acknowledging measurable enterprise challenges and transitional near-term headwinds.Company Guidance
Full-Year Revenue Growth
Reported full-year 2025 revenue of $757 million, up 9% year-over-year (more than double the 4% growth rate in the initial April outlook).
Record Free Cash Flow
Generated record free cash flow of $78 million for 2025, an increase of 32% year-over-year.
Adjusted EBITDA and Margin Expansion
Expanded annual adjusted EBITDA margin by 240 basis points year-over-year to 8.4%; full-year adjusted EBITDA was $64 million and full-year net income was $67 million (8.8% of revenue).
Strong Q4 Financial Performance
Q4 revenue of $197 million, up 10% year-over-year; Q4 gross profit $109 million (+12% YoY) with a 55% gross margin (approximately +90 bps YoY); Q4 net income $11 million (5.6% of revenue) and Q4 adjusted EBITDA $11 million (5.7% of revenue).
Consumer Segment Momentum
Consumer revenue in Q4 was $132 million, up 12% YoY; consumer gross profit $81 million, up 15% YoY, with a 62% gross margin (from 60% prior-year). Management cited improved paid conversion and adoption from localized pricing and subscription enhancements (Coursera Plus).
Learner and Catalog Growth
Added over 29 million new registered learners during 2025, growing cumulative learner base 17% YoY; Q4 recorded a record 6.8 million new learners. Platform offered more than 13,500 courses, a catalog expansion of over 45% YoY (fastest pace in five years).
Strong AI-Related Demand and Partnerships
Generative AI enrollments accelerated to 15 enrollments per minute in 2025 (up from 8/min in 2024). Launched courses with Anthropic and expanded AI-related offerings across industries; partnered with Cleveland Clinic for AI-in-health courses.
Strategic Platform Fee to Fund AI Investments
Introduced a 15% platform fee effective Jan 1, 2026 on eligible new sales to fund AI-native platform capabilities; management expects gradual gross margin benefits starting in H2 2026 and more into 2027.
Strong Balance Sheet and Potential Share Repurchases
Ended the year with approximately $793 million of unrestricted cash and cash equivalents and no debt, providing capacity for growth investments and planned share repurchases post-close of the proposed Udemy transaction.
Guidance for 2026 with Continued Profitability
Provided FY2026 revenue guidance of $805–815 million (about +6%–8% YoY) and adjusted EBITDA guidance of $70–76 million (~9% margin at midpoint). Q1 2026 revenue guidance $193–197 million (+8%–10% YoY) and adjusted EBITDA $11–15 million.
Proposed Udemy Transaction and Expected Synergies
Announced combination with Udemy; management expects approximately $115 million of annual run-rate cost synergies within 24 months (majority achievable in year one) and meaningful operating efficiencies from the deal.
DE:90E Earnings History
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 |
|---|---|---|---|
Feb 05, 2026 | €5.03 | €5.17 | +2.79% |
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% |
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.
FAQ
When does Coursera (DE:90E) report earnings?
Coursera (DE:90E) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is Coursera (DE:90E) earnings time?
Coursera (DE:90E) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Coursera stock?
The P/E ratio of Coursera is N/A.
What is DE:90E EPS forecast?
DE:90E EPS forecast for the fiscal quarter 2026 (Q1) is 0.07.
