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Latest Posts
Coursera and Udemy are Finally One. What’s Next?
Source: Udemy Investors page
The merger is complete. That too, months before its second-half 2026 target.
After three failed attempts and five months of regulatory and shareholder review, Coursera and Udemy have finally combined. Now comes the restructuring, the platform integration, and some unanswered leadership questions.
The all-stock deal was first announced on December 17, 2025, and approved by stockholders on April 9, 2026.
Each Udemy share was exchanged for 0.8 shares of Coursera. Udemy
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Coursera Q1 2026: Platform Fee Raises Consumer Margins to a Multi-Year High, Enterprise Customers Slip
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
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Coursera’s $100 Million Thesis: Andrew Ng Will Think of Something
“Andrew is literally the only person that both Sam Altman and Dario Amodei have worked for. He is going to come up with things that nobody else can come up with.”
“We don’t know exactly what those inventions and innovations will look like yet, but I’m highly confident that he is uniquely positioned to come up with things that we wouldn’t have come up with on our own.”
That’s Greg Hart, Coursera’s CEO, on the July 29 earnings call, the first one since the Udemy merger, explaining why Coursera p
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The Business of Online Education: Khan Academy Tax Returns Analysis (2008–2021)
Khan Academy has received $365M in donations and saw an important boost during the pandemic.
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