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Coursera: 3 Key Takeaways for Long-Term Investors

The company is betting that margin gains from integration can translate into product innovation that locks in enterprise customers.

  • Coursera reported $377 million revenue for Q3 2026 during earnings call on Oct. 29
  • Company compressed 24-month Udemy integration to 8 months, achieving 16% adjusted EBITDA margins
  • Focus shifting to personalized learning platform Project Helix and enterprise demand growth

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