NYSE$COUR

Coursera Inc. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Coursera's Q3 2023 financial results were released, demonstrating revenue growth and improved full-year outlook.

Coursera reported a 21% increase in total revenue, reaching $165.5 million in Q3 2023. The company raised its 2023 revenue outlook midpoint by $10 million to $630 million and improved its Adjusted EBITDA margin outlook midpoint by 100 bps to (2.5)%.

  • Total revenue increased by 21% year-over-year to $165.5 million.
  • Consumer revenue grew by 27% year-over-year, driven by strong demand for Professional Certificates.
  • Enterprise revenue increased by 14% year-over-year, with growth across business, government, and campus verticals.
  • The company accelerated its AI-powered translation initiative, delivering over 4,000 courses in seven languages.

Headline financials

Total Revenue

$166M

Previous: $136M+21.4%
EPS (adj)

-$0.01

Previous: -$0.07+85.7%
Paid Enterprise Customers

1.3K

Previous: 1.1K+21.1%
Capital Expenditures

-$4.16M

No prior period
Free Cash Flow

-$32.1M

Previous: -$36M+11.0%
Net Income

-$32.1M

Previous: -$36M+11.0%
Operating Income

-$39.6M

Previous: -$36.3M-8.9%
Gross Profit

$83.3M

Previous: $87.6M-4.9%
Cash & Equivalents

$507M

Previous: $425M+19.4%
Total Assets

$914M

Previous: $956M-4.4%
Stock-Based Comp

$27.9M

Previous: $26.4M+5.6%

Revenue & EPS history

Coursera · Revenue · Quarterly

$166M

Q3 2023+21.4%vs Q3 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Coursera · $154M total across 2 segments · Q3 2023

  • Consumer
    $99M+26.9%
  • Enterprise
    $54.9M+14.4%

Forward guidance

For Q4 2023, Coursera projects revenue between $161 to $165 million and Adjusted EBITDA breakeven. For the full year 2023, the company anticipates revenue in the range of $628 to $632 million and Adjusted EBITDA of approximately $(15.7) million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+0.9%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-3.6%

Avg return

30 days after

39%

9 / 23 earnings

Positive

+48.5%

Q2 2024

Best reaction

-14.7%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-11.6%+2.3%-10.9%
Q4 2025-1.2%-4.0%+3.0%
Q3 2025-12.6%-20.0%-23.2%
Q2 2025+0.2%-4.5%-7.7%
Q1 2025+13.6%+9.4%+10.0%
Q4 2024-8.9%-9.2%-6.4%
Q3 2024-8.1%-5.2%-5.1%
Q2 2024+48.5%+32.1%+15.8%
Q1 2024-14.6%-19.7%-35.8%
Q4 2023-4.9%-7.3%-16.8%
Q3 2023-0.6%+0.2%+13.4%
Q2 2023+15.0%+18.4%+26.9%
Q1 2023+21.8%+10.6%+21.8%
Q4 2022-14.7%-4.8%-28.0%
Q3 2022+4.5%+4.4%+11.4%
Q2 2022-12.2%-8.8%-23.1%
Q1 2022-2.5%-5.0%-16.3%
Q4 2021-11.3%-6.1%-20.8%
Q3 2021-13.0%-9.7%-22.4%
Q2 2021+19.9%+10.9%+8.8%
Q2 2020+19.9%+10.9%+8.8%
Q4 2020+1.2%+9.5%+26.9%
Q1 2021-8.9%-21.6%-14.1%

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