NYSE$COUR

Coursera Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Coursera's Q3 2024 financial results were released, showing revenue growth and increased profitability.

Coursera reported a 6% increase in revenue to $176.1 million and a significant improvement in net income, moving from a net loss of $(32.1) million to a net loss of $(13.7) million. The company also demonstrated strong bottom-line performance, raising the midpoint of its full year 2024 EBITDA Margin outlook by 170 basis points to 5.4%.

  • Total revenue increased by 6% year-over-year to $176.1 million.
  • Net loss improved from $(32.1) million to $(13.7) million year-over-year.
  • Non-GAAP net income was $16.6 million, compared to a non-GAAP net loss of $(2.1) million in the prior year.
  • Free Cash Flow increased to $16.7 million, compared to $13.5 million a year ago.

Headline financials

Total Revenue

$176M

Previous: $166M+6.4%
EPS

-$0.09

Previous: -$0.01-800.0%
New Registered Learners

7.0M

No prior period
Net Retention Rate

89.0%

No prior period
Total Registered Learners

162.0M

No prior period
Paid Enterprise Customers

1.6K

Previous: 1.3K+18.9%
Capital Expenditures

-$5.11M

Previous: -$4.16M-22.6%
Free Cash Flow

-$13.7M

Previous: -$32.1M+57.3%
Net Income

-$13.7M

Previous: -$32.1M+57.3%
Operating Income

-$21.8M

Previous: -$39.6M+45.0%
Gross Profit

$96.2M

Previous: $83.3M+15.6%
R&D Expense

$31.6M

No prior period
Stock-Based Comp

$25.3M

Previous: $27.9M-9.3%

Revenue & EPS history

Coursera · Revenue · Quarterly

$176M

Q3 2024+6.4%vs Q3 2023
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

Coursera provided revenue and Adjusted EBITDA guidance for Q4 2024 and full year 2024.

Tailwinds

  • Fourth quarter 2024 revenue is expected to be in the range of $174 to $178 million.
  • Fourth quarter 2024 Adjusted EBITDA is expected to be in the range of $4.5 to $6.5 million.
  • Full year 2024 revenue is expected to be in the range of $690 to $694 million.
  • Full year 2024 Adjusted EBITDA is expected to be in the range of $36.5 to $38.5 million.
  • Adjusted EBITDA Margin outlook raised by 170 basis points to 5.4%.

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 2024

Historical avgQ3 2024

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro