Coursera Q2 revenue beats estimates, outlook raised
COUR•Drivers behind the results
- Udemy combination - Q2 results included Udemy's operating results following completion of the all-stock transaction on May 11, 2026.
- Synergy realization - The company expects at least $85 million of annual run-rate net synergies by end-2026, reflecting accelerated integration execution.
- AI strategy investment - The $100 million investment in LearnVector is aimed at accelerating Coursera's AI strategy and product innovation.
Third-quarter and full-year outlook
Coursera sees third-quarter revenue between $364 million and $372 million.
The company raised its full-year 2026 revenue outlook to $1.220 billion-$1.245 billion and targets a 2026 adjusted EBITDA margin of approximately 14%.
Key financial details and analyst view
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Beat | $298.6 million | $293.61 million (8 analysts) |
| Q2 Loss Per Share | $0.34 | ||
| Q2 Net Loss |




