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Coursera, Inc. (COUR) Q1 2026 Earnings Call Transcript

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⚡ Quantum Brief
Coursera reported Q1 2026 earnings on April 23, highlighting 18% year-over-year revenue growth to $192 million, driven by enterprise and degree program expansion. CEO Greg Hart emphasized AI-powered learning tools as a key growth driver, noting a 30% increase in enterprise client adoption of Coursera’s AI upskilling courses. CFO Mike Foley projected 2026 full-year revenue between $800–$820 million, up from prior guidance, citing strong demand in emerging markets like India and Latin America. The company announced partnerships with Google and IBM to integrate quantum computing and generative AI courses, targeting high-growth tech skill gaps. Analysts questioned margin pressures, but leadership reaffirmed profitability targets, attributing costs to strategic R&D in AI and quantum education initiatives.
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Coursera, Inc. (COUR) Q1 2026 Earnings Call Transcript

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SA Transcripts159.42K FollowersFollow5ShareSaveCommentsFollow us on Google for the latest stock newsFollow Seeking Alpha on Google for the latest stock newsPlay Earnings CallPlay Earnings Call Coursera, Inc. (COUR) Q1 2026 Earnings Call April 23, 2026 5:00 PM EDT Company Participants Cam Carey - Head of Investor RelationsGregory Hart - CEO, President & DirectorMichael Foley - CFO, Senior VP, Treasurer & Principal Accounting Officer Conference Call Participants Bryan Smilek - JPMorgan Chase & Co, Research DivisionEric Sheridan - Goldman Sachs Group, Inc., Research DivisionStephen Sheldon - William Blair & Company L.L.C., Research DivisionRishi Jaluria - RBC Capital Markets, Research DivisionJosh Baer - Morgan Stanley, Research DivisionRyan MacDonald - Needham & Company, LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to Coursera's First Quarter 2026 Earnings Call. [Operator Instructions] I would now like to turn the call over to Cam Carey, Vice President of Investor Relations. Mr. Carey, you may begin. Cam CareyHead of Investor Relations Good afternoon. Thank you for joining us for Coursera's Q1 2026 Earnings Conference Call. Today, I'm joined by Greg Hart, our President and Chief Executive Officer; and Mike Foley, our Chief Financial Officer. Following their prepared remarks, we will open the call for questions. Our earnings press release was issued after market close. It is available on our Investor Relations website at investor.coursera.com, where this call is being webcast live and where versions of today's materials, including our quarterly shareholder letter, have been published. During this call, we will present both GAAP and non-GAAP financial measures. A reconciliation of non-GAAP measures to the most directly comparable GAAP measure can be found in today's earnings press release and supplemental materials. Please note that all growth percentages discussed refer to year-over-year change, unless otherwise specified. All statements made during this call relating to future results and events are forward-looking statements based on current expectations and beliefs. Actual results and events could differ materially from those expressed or implied in

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