Q2 2025 Coursera Inc Earnings Call Transcript

Jul 24, 2025 / 09:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Coursera Inc (COUR) delivered a strong second quarter with revenue of $187 million, marking a 10% year-over-year growth.
The company generated $29 million in free cash flow, a 68% increase from the previous year.
Coursera Inc (COUR) raised its full-year revenue expectations to $738-$746 million, increasing the midpoint by $17 million.
The company attracted 7.5 million new registered learners in Q2, the largest quarterly addition since 2020, growing its total cumulative base by 18% year over year to 183 million.
Coursera Inc (COUR) expanded its generative AI catalog to over 925 courses, tripling over the past year, and surpassed 10 million enrollments in these courses.

Negative

The enterprise segment faces macroeconomic uncertainties, affecting visibility and growth, particularly in the corporate spend environment.
Despite improvements, the net retention rate for paid enterprise customers is at 93%, indicating room for improvement.
The company anticipates a seasonal slowdown in Q4, with a slight pullback in the degrees product impacting consumer segment growth.
There is a cautious approach in the enterprise segment due to macroeconomic uncertainties, which could challenge corporate spending.
The company is in the early stages of implementing new operational capabilities, indicating that some initiatives may take time to show significant results.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

COUR.N - Coursera Inc
Q2 2025 Coursera Inc Earnings Call
Jul 24, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by and welcome to Coursera's 2nd quarter 2025 earnings call. All participants are in listen-only mode, and this call is being recorded.

Following the prepared remarks, we will hold a question and answer session. To ask a question, please click the raise hand button and be prepared to unmute your line when prompted. I would now like to turn the call over to Cam Carey, Vice President of Investor Relations. Mr. Carey, you may begin.

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Unidentified_2 [2]
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Good afternoon.

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