NYSE$COUR

Coursera Inc. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Coursera's financial results for Q4 and full year 2024 were announced, with revenue up and strategic initiatives highlighted.

Coursera reported a 6% increase in Q4 revenue, reaching $179.2 million. The company's net loss was $(21.6) million, while non-GAAP net income was $13.3 million. Key metrics included growth in registered learners, paid enterprise customers, and degrees students.

  • Total revenue increased by 6% to $179.2 million compared to the previous year.
  • Consumer revenue rose by 5% to $101.7 million, driven by Coursera Plus subscriptions.
  • Enterprise revenue grew by 7% to $62.3 million, fueled by business and campus verticals.
  • Degrees revenue increased by 14% to $15.2 million due to scaling of recent programs.

Headline financials

Total Revenue

$179M

Previous: $169M+6.1%
EPS (adj)

$0.08

Previous: $0.06+33.3%
New Registered Learners

6.1

No prior period
Net Retention Rate

87.0%

No prior period
Total Registered Learners

168

No prior period
Paid Enterprise Customers

1.6K

Previous: 1.4K+17.8%
Capital Expenditures

-$4.72M

Previous: -$3.91M-20.7%
Net Income

-$21.6M

Previous: -$20.4M-5.9%
Operating Income

-$30.5M

Previous: -$28.6M-6.8%
Gross Profit

$95.5M

Previous: $89.3M+7.0%
R&D Expense

$32.1M

Previous: $37.4M-14.0%

Revenue & EPS history

Coursera · Revenue · Quarterly

$179M

Q4 2024+6.1%vs Q4 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 financial outlook for Q1 2025 and full year 2025, including revenue and Adjusted EBITDA ranges.

Tailwinds

  • Revenue in the range of $173 to $177 million for Q1 2025
  • Adjusted EBITDA in the range of $8 to $12 million for Q1 2025
  • Positive overall top-line revenue growth for full year 2025
  • Annual Adjusted EBITDA Margin improvement for full year 2025
  • Further details on full year 2025 outlook will be provided in the coming months

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 Q4 2024

Historical avgQ4 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%

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