Coursera to acquire Udemy in all-stock merger; implied equity value ~$2.5B

Udemy, Inc.

Udemy stockholders receive 0.800 shares of Coursera per share, a 26% premium to 30-day average closing price.
Pro forma annual revenue exceeds $1.5B; expected cost synergies of $115M annual run-rate within 24 months of closing.
Combined company named Coursera, trades as COUR on NYSE; Greg Hart to remain CEO.
Existing Coursera shareholders own ~59%, Udemy ~41% on fully diluted basis; deal expected to close H2 2026.
Insight Venture Partners, NEA, and Andrew Ng have entered support agreements to vote in favor.

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