Coursera, Inc. 2026: Revenue $298.6M, EPS ($0.34) — 10-Q Summary
Coursera, Inc. reported for the quarter ended 2026 revenue of $298.6M and a net loss of $80.4M, or ($0.34) diluted EPS, versus the prior-year quarter. The company attributed revenue growth to its May 11 merger with Udemy and a shift toward subscription revenue. Paid subscribers rose 44% to 1.655M.
How this was made
The 30-second read
Why it matters
Traders can update models around merger contribution, subscription mix, and retention, while also reassessing cost/integration drag signaled by the net loss and workforce reductions.
Market read
Material quarterly financial datapoints plus merger-linked operating KPIs can move positioning, but the piece lacks forward guidance and cash-flow detail.
What to watch
The summary does not include cash flow, guidance, or segment profitability detail, which are often decisive for post-merger valuation and near-term positioning.
Background
The filing is a 10-Q summary for the quarter ended 2026, explicitly tying results to Coursera’s May 11 merger with Udemy.
Ticker impact
Coursera reported 2026 quarterly revenue of $298.6M and diluted EPS of -$0.34, citing the May 11 Udemy merger and subscription shift.
Near-term volatility likely as investors weigh strong top-line/subscriber growth against the widened loss and workforce-reduction synergy costs.
The article provides concrete 10-Q figures (revenue, net loss, EPS) plus operating KPIs (paid subscribers, enterprise net retention) that can drive earnings-model repricing, but it lacks guidance or consensus context.
Market effects
Highlights EdTech subscription monetization and AI feature expansion as key demand drivers, potentially influencing read-across for online learning platforms.
No specific regional impact described.
No specific global macro or regulatory linkage described.
Counterpoint
The revenue surge may be merger-driven rather than purely organic, and the enlarged net loss could reflect integration costs that may not normalize quickly.
Key entities
- public_companyCoursera, Inc.
Reported quarterly revenue, net loss, EPS, subscriber growth, and AI feature expansion in its 10-Q summary.
- public_companyUdemy
Merger partner whose results were integrated prospectively from May 11, 2026, and cited as a driver of revenue growth.
