InvestmentJul 29, 2026, 04:22 PM
Coursera Q2 Revenue $298.6M, Invests $100M in LearnVector
AI Summary
Coursera reported strong Q2 2026 financial results, with revenue increasing 60% year-over-year to $298.6 million and Adjusted EBITDA up 137% to $42.7 million. The company also announced a $100 million strategic equity investment in LearnVector Inc., an AI-native learning company founded by Andrew Ng, acquiring a 33.33% ownership interest. This investment is intended to accelerate Coursera's AI strategy and product innovation. Following the recent Udemy merger, Coursera increased its full-year 2026 revenue outlook to $1.220 billion to $1.245 billion and raised its Adjusted EBITDA Margin target to approximately 14%.
Key Highlights
- Strategic investment of $100M in LearnVector Inc. for 33.33% ownership.
- Q2 2026 revenue increased 60% YoY to $298.6 million.
- Q2 2026 Adjusted EBITDA rose 137% YoY to $42.7 million.
- Full-year 2026 revenue outlook raised to $1.220B-$1.245B.
- Adjusted EBITDA Margin target increased to approximately 14%.
- Repurchased $90.3 million of shares in Q2, $140 million to date.
- Enterprise revenue grew 118% YoY to $140.0 million.
- Consumer revenue increased 29% YoY to $158.6 million.
Price Impact
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