COUR · COURSERA Q2 FY2026 earnings call record财报电话会记录

“For full year 2026, we are increasing our outlook from June, now expecting to deliver between $1.22 billion and $1.245 billion of reported revenue, driven by our enterprise segment and consumer subscriptions.”

“Now more than 85% of our total revenue comes from recurring subscription streams within our enterprise or consumer segments.”

“This year, with the combined impact of our structural gross margin expansion, cost discipline, and accelerated synergy realization, we are confident in increasing our full-year adjusted EBITDA margin target by another 100 basis points versus our June outlook to approximately 14%.”

“We're now expanding that work across our combined product and engineering organization and engaging select enterprise customers and content creators in the design process.”

“Across Coursera and Udemy, we have reached more than 300 million registered learners and ended the quarter serving more than 12,000 enterprise customers.”

“Net income was $40 million, or 13.5% of revenue, and adjusted EBITDA was nearly $43 million, or 14.3% of revenue.”

“As outlined in June, we report the combined business through two segments, Enterprise and Consumer.”

“NRR was 91%, and we ended the quarter with 12,107 enterprise customers.”

“Segment gross profit was $111 million, and segment gross margin was 79%, up 960 basis points year-over-year.”

“Consumer gross profit was $103 million, and segment gross margin was 65%, an increase of 380 basis points year-over-year.”

“Consumer subscription revenue was approximately $122 million, representing more than 75% of segment revenue.”

“For the full-year 2026, we're raising and narrowing our revenue outlook to a range of $1.22 billion-$1.245 billion.”