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Latest Post
Coursera’s $100 Million Thesis: Andrew Ng Will Think of Something
“Andrew is literally the only person that both Sam Altman and Dario Amodei have worked for. He is going to come up with things that nobody else can come up with.”
“We don’t know exactly what those inventions and innovations will look like yet, but I’m highly confident that he is uniquely positioned to come up with things that we wouldn’t have come up with on our own.”
That’s Greg Hart, Coursera’s CEO, on the July 29 earnings call, the first one since the Udemy merger, explaining why Coursera p
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Coursera Q1 2022: $120.4M Revenue, $38.3M in Losses, 16K Degree Students
Coursera has published its first quarterly report of 2022. Here are the essential numbers.
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Coursera Q1 2026: Platform Fee Raises Consumer Margins to a Multi-Year High, Enterprise Customers Slip
TL;DR
Q1 2026 revenue grew 9% YoY; Consumer segment is up double digits, but Enterprise segment is lagging.
The platform fee pushed Consumer margins to a multi-year high, but Enterprise customer count slipped for the first time since IPO.
Enterprise grew 7% YoY, ahead of management’s low single-digit guidance, with new GM Anthony Salcito leading execution improvements.
In the last earnings report, we flagged Coursera’s struggling segments. Not much has changed, except for one thing: the plat
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200K Layoffs, $100B Lost: The Tsunami of China’s Regulation on Education
Analyzing the impact of China’s regulatory crackdown on the nation’s for-profit education industry.
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