Q3 2025 Coursera Inc Earnings Call Transcript
Key Points
- Coursera Inc (COUR) reported a strong third-quarter revenue of $194 million, up 10% year-over-year.
- The company increased its consumer revenue growth rate to 13% year-over-year, driven by 7.7 million new registered learners.
- Coursera Plus, a subscription offering, now encompasses more than half of the consumer segment revenue, providing more predictable recurring revenue streams.
- The company generated $27 million of free cash flow, up 59% from the prior year, demonstrating operational discipline.
- Coursera Inc (COUR) raised its full-year revenue expectations to a range of $750 million to $754 million, representing 8% to 9% growth from the prior year.
- The enterprise segment showed muted growth with revenue up only 6% year-over-year, reflecting a challenging corporate spending environment.
- Net retention rate for the enterprise segment decreased to 89%, indicating challenges in retaining existing customers.
- The company anticipates a more muted enterprise environment with no material improvement expected in the near term.
- Q4 revenue guidance implies a sequential decline, attributed to seasonality and a challenging macroeconomic environment.
- Despite strong consumer growth, the enterprise segment remains a concern with mixed trends across different verticals and regions.
Ladies and gentlemen, thank you for standing by, and welcome to Coursera's third-quarter 2025 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.
Good afternoon. Thank you for joining us for Coursera's Q3 2025 earnings conference call. Today, I'm joined by Greg Hart, our President and Chief Executive Officer; and Ken Hahn, 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 were 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
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