Earnings Releases·Oct 29, 2026, 4:11 PM ET

Coursera — Q3 2026 Earnings Summary

GAAP revenue surged 94% year-over-year to $376.7 million, driven by a 214% increase in Enterprise revenue to $200.9 million, while Non-GAAP net income rose to $57.1 million ($0.21 per share) compared to $16.7 million in the prior year.
Full-year 2026 revenue guidance was narrowed to $1.229 billion–$1.237 billion with an Adjusted EBITDA margin target of approximately 14%, supported by synergy integration completion by year-end 2026, eight months ahead of schedule.
The company repurchased $102 million of common stock in Q3 2026, bringing total repurchases to over $215 million since May 2026, while Free Cash Flow declined to $4.6 million from $26.6 million in the prior year period.
Strategic investments increased to $110.0 million and goodwill rose to $182.7 million following the May 2026 acquisition of Udemy, with the AI-native Project Helix platform expected for broad Enterprise availability in H1 2027.