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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As revealed in a recent earnings call, Coursera’s strategy is to integrate into existing university curricula, prioritizing ‘Coursera for Campus’ over its own online degree programs.

Online course platforms closely track their learners. And things have gotten worse over the past two years.