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01/11 09:55
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call showed strong financial performance with revenue and EPS exceeding expectations. The focus on AI integration, content expansion, and new partnerships is promising. Despite competitive pressures and regulatory concerns, the guidance remains optimistic with single-digit growth expected. The lack of share repurchase announcement is a minor negative, but overall, the positive financial results and growth initiatives suggest a positive stock price movement, especially given the small-cap nature of the company.
Revenue $179 million, up 6% year-over-year.
Free Cash Flow Over $25 million, up 40% year-over-year.
Earnings Per Share (EPS) Reported EPS is $0.12, expectations were $0.08.
Learner Growth: Welcomed more than 7 million learners this quarter, marking a Q1 record.
Revenue Growth: Delivered first-quarter revenue of $179 million, up 6% from a year ago.
Free Cash Flow: Generated over $25 million of free cash flow, up 40% year-over-year.
Revenue Guidance: Expect to deliver $725 million of revenue for the full year, midpoint of the range.
Innovation Focus: Focusing on building durable capabilities to reimagine the learning experience and deliver more value for customers.
Competitive Pressures: Coursera faces increasing competition in the online education space, which may impact its market share and pricing strategies.
Regulatory Issues: Potential regulatory changes in the education sector could affect Coursera's operations and compliance requirements.
Supply Chain Challenges: Challenges in the supply chain for technology and content delivery may hinder Coursera's ability to provide timely updates and new courses.
Economic Factors: Economic downturns or shifts in consumer spending could affect enrollment numbers and revenue growth.
Revenue Growth Expectations: Coursera expects to deliver $725 million of revenue for the full year 2025, marking an improvement in growth expectations.
Free Cash Flow: Generated over $25 million of free cash flow in Q1 2025, up 40% year-over-year.
Learner Engagement: Welcomed more than 7 million learners in Q1 2025, setting a record for the quarter.
Innovation Efforts: Focused on building durable capabilities to enhance the learning experience and deliver more value to customers.
Q1 2025 Revenue: Reported revenue of $179 million, up 6% from a year ago.
Earnings Per Share (EPS): Reported EPS of $0.12, exceeding expectations of $0.08.
Share Repurchase Program: Coursera has not announced any share repurchase program during this earnings call.
Coursera's earnings call reflects a positive sentiment with strong financial performance, increased revenue guidance, and strategic partnerships, including the OpenAI integration. While the Q&A highlighted some challenges, such as declining Enterprise NRR and muted corporate spending, the overall outlook remains optimistic due to growth in the Consumer segment, AI-driven initiatives, and international expansion. The company's strategic investments and raised guidance suggest a positive impact on the stock price, especially given the small-cap nature of the company, which typically reacts more strongly to such developments.
The earnings call reveals mixed signals: a dividend cut, which is typically negative, is offset by a share buyback announcement, a positive move. Margins are resilient at Kounrad, but Sasa faces challenges. The Q&A highlights management's cautious approach to dual listing and mine life extension, providing limited specifics. The company's market cap indicates a moderate reaction, leading to a neutral sentiment.
The earnings call summary highlights several positive aspects: strong financial performance, impressive product development, and strategic focus on AI and content expansion. The Q&A section reveals some uncertainties, particularly around corporate spending and NRR in the Enterprise segment, but also emphasizes growth in consumer margins and learner engagement. The guidance is slightly weak, but the company is well-positioned in AI-driven markets. Considering the company's small-cap status, these factors suggest a positive stock price movement in the short term.
The earnings call showed strong financial performance with revenue and EPS exceeding expectations. The focus on AI integration, content expansion, and new partnerships is promising. Despite competitive pressures and regulatory concerns, the guidance remains optimistic with single-digit growth expected. The lack of share repurchase announcement is a minor negative, but overall, the positive financial results and growth initiatives suggest a positive stock price movement, especially given the small-cap nature of the company.
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