COUR Earnings Prediction
The chart below shows how COUR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, COUR sees a +2.13% change in stock price 10 days leading up to the earnings, and a -2.23% change 10 days following the report. On the earnings day itself, the stock moves by -1.47%. This data can give you a slight idea of what to expect for the next quarter's release.
COUR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
179.18M
6.10%
1.76%
Gross Margin
53.30%
0.78%
-2.47%
Operating Margin
-12.30%
-14.35%
17.48%
Net Margin
-12.06%
0.08%
55.21%
EPS
-0.14
-7.69%
55.56%
No Data Available
COUR Earnings Analysis
Coursera Inc Corporation (COUR.N) Earnings Conference Call
Positive
Quarterly Revenue Increase: Coursera's total revenue for Q4 reached $179 million, marking a 6% increase year-over-year, while full-year revenue was $695 million, up 9% from the previous year.
Strong Cash Generation: The company generated over $59 million in free cash flow for the full year, demonstrating strong cash generation capabilities and a healthy balance sheet with approximately $726 million in unrestricted cash and no debt.
Learner Growth Milestone: In 2024, Coursera welcomed 26 million new learners, bringing the total registered learners to 168 million, the highest growth since 2020.
Enterprise Revenue and Customer Growth: The Enterprise segment reported revenue of $62.3 million, a 7% increase from the prior year, with the total number of paid enterprise customers rising to 1,612, an 18% increase year-over-year.
Degree Revenue Increase: The Degrees segment saw a 14% increase in revenue, reaching $15.2 million, driven by a 22% growth in the number of degree students, totaling 26,700.
Negative
Consumer Revenue Shortfall: Consumer revenue growth fell short at 5%, indicating a slowdown in demand despite the addition of over 6 million new registered learners, reflecting challenges in retaining existing customers.
Customer Retention Challenges: Enterprise segment net retention rate dropped to 87%, highlighting difficulties in maintaining customer relationships and revenue stability, particularly in government workforce development programs.
Degrees Segment Revenue Decline: The Degrees segment is expected to see a revenue decline in Q1 and full year 2025, contradicting previous expectations of it being a core growth engine, signaling a strategic shift away from this area.
Revenue Growth Concerns: Despite a 9% increase in total revenue for the full year, the overall growth rate has slowed compared to previous years, raising concerns about the company's ability to sustain momentum in a competitive market.
High Operating Expenses Impact Profitability: Operating expenses remained high at 52% of revenue, indicating ongoing cost management challenges that could impact profitability and future investment in growth initiatives.
COUR FAQs
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COUR Earning Call Sentiment
Earnings call transcript: Coursera's Q4 2024 revenue beats forecast, stock dips
COUR.N
-1.48%Positive
Coursera's earnings call revealed strong financial performance with a 6% revenue increase in Q4 and improved margins. Despite competitive pressures, the company has a strategic focus on growth areas like AI and upskilling, supported by a completed share repurchase program. While some uncertainties exist, such as regulatory issues and government sector challenges, the optimistic guidance and strategic pivot towards high-growth segments suggest a positive outlook. Given the market cap, the stock is likely to experience a moderate positive reaction (2% to 8%) over the next two weeks.
