TL;DR Q1 2026 revenue grew 9% YoY; Consumer segment is up double digits, but Enterprise segment is lagging. The platform fee pushed Consumer margins to a multi-year high, but Enterprise customer count slipped for the first time since IPO. Enterprise grew 7% YoY, ahead of management’s low single-digit guidance, with new GM Anthony Salcito leading execution improvements. In the last earnings report, we flagged Coursera’s struggling segments. Not much has changed, except for one thing: the plat

Coursera announced job cuts on July 6, eight weeks after its merger with Udemy closed. The company didn’t say how many people were affected. The only number it gave was a cost, $8 million to $11 million. After digging around California’s website, I found that 59 people were laid off: 31 from Coursera’s Mountain View headquarters, and 28 from Udemy’s office in San Francisco. California only requires these notices for jobs in the state, so that isn’t the whole number. Based on what the two compa

David Joyner recently wrote about his experience of creating a course with an AI avatar. He mentioned the advantages of being able to quickly and easily update course videos using AI rather than having to go to the recording studio and re-record and edit sections of videos. He also mentioned the drawbacks of uncontrolled use of AI to mimic real people. Having taken over 200 online courses, I decided to try Foundations of Generative AI. I wanted to compare the experience from a learner’s perspe

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