Coursera Q2 revenue $299M (+60% YoY); raises FY outlook; $100M strategic investment in LearnVector

Coursera, Inc.

Q2 revenue $298.6M (+60% YoY); net loss $80.4M (EPS -$0.34) vs net loss $7.8M a year ago.
FY 2026 revenue guidance raised to $1.220B-$1.245B; expects ≥$85M annual run-rate net synergies from Udemy by end of 2026.
Repurchased $90M of shares in Q2; $140M to date under $500M authorization.
$100M strategic investment in LearnVector (33.33% stake), AI-native learning co. founded by Andrew Ng; first products targeted early 2027.
Special Committee of independent directors approved the investment due to Ng's role as Chairman.

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