Coursera Q3 revenue beats estimates on growth in consumer segment, raises FY revenue outlook

Coursera

23/10/2025 21:19

Overview

Coursera Q3 revenue grows 10% yr/yr to $194 mln, beating analyst expectations, per LSEG data

Company raises full-year 2025 revenue outlook by $10 mln to $750-$754 mln

Net loss for Q3 narrows to $8.6 mln from $13.7 mln year-over-year

Outlook

Company raises full-year 2025 revenue outlook to $750-$754 mln

Company expects Q4 2025 revenue between $189 mln and $193 mln

Company anticipates annual adjusted EBITDA margin improvement to 8.0%

Result Drivers

CONSUMER SEGMENT GROWTH - 13% year-over-year growth in Consumer segment revenue drove overall qtr revenue increase, says CEO Greg Hart

AI AND PARTNERSHIPS - Co highlights integration with OpenAI's ChatGPT and partnership with Anthropic as key growth initiatives

FREE CASH FLOW INCREASE - Free cash flow increased by 59% YoY to $27 mln, driven by higher operating cash flow

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$194.20 mln
$190.32 mln (14 Analysts)
Q3 EPS
-$0.05
Q3 Net Income
-$8.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for Coursera Inc is $12.00, about 10.6% above its October 21 closing price of $10.73

The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nBw7r7rgGa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)