Coursera近期发布与Udemy合并后首份财报，宣布向吴恩达创立的AI原生学习公司LearnVector进行1亿美元战略投资[1]。这一举措旨在加速公司的AI战略和产品创新[1]。
第二季度，Coursera实现营收2.99亿美元，同比增长60%[1]。尽管收入增长强劲，公司净亏损扩大至8040万美元，同比亏损增幅达931%[1]。在业务细分上，企业收入达1.4亿美元，净留存率为91%，较上年同期下降4个百分点[1]。毛利率达62%，同比扩张620个基点[1]。
调整后EBITDA利润率达到14.3%，全年目标已从13%上调至14%[1]。Coursera计划于2027年初推出统一平台，以整合两家公司的协同效应[1]。公司将2026年底年化净协同效应目标从8000万美元上调至8500万美元[1]。
Coursera announced a $100 million strategic investment in LearnVector, an AI-native learning company founded by Andrew Ng, marking a significant expansion of its artificial intelligence initiatives [1]. The investment comes as the online education platform released its first earnings report following its merger with Udemy, demonstrating robust growth alongside mounting losses.
In the second quarter of 2024, Coursera generated revenue of $299 million, representing a 60 percent year-over-year increase [1]. However, the company's net loss expanded substantially to $80.4 million, compared to the prior year period [1]. The enterprise segment contributed $140 million in revenue with a net retention rate of 91 percent, down 4 percentage points from the previous year [1]. Gross margin improved to 62 percent, expanding by 620 basis points year-over-year [1].
The LearnVector investment underscores Coursera's strategy to accelerate product innovation through artificial intelligence while maintaining its core business operations. The company projects that synergies from the Udemy merger will reach $85 million on an annualized basis by the end of 2026, up from an earlier target of $80 million [1]. Adjusted EBITDA profit margin stood at 14.3 percent in the quarter, prompting management to raise the full-year target from 13 percent to 14 percent [1]. A unified platform integrating both operations is expected to be delivered in phases beginning in early 2027 [1].
