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Coursera Is Acquiring Udemy—And The $1.5B Revenue Machine It’s Building Is Just The Beginning!

As 2025 nears its end, Coursera has made headlines with the announcement of its all-stock agreement to acquire rival edtech firm Udemy in a $2.5 billion transaction. The deal, slated to close in the second half of 2026 pending regulatory and shareholder approvals, aims to merge two of the largest global online learning platforms into one cohesive ecosystem. Coursera and Udemy together boast over 270 million learners worldwide, but both companies have been navigating macro headwinds, declining investor sentiment, and growing pressure to show sustainable profitability. Despite Coursera’s strong Q3 2025 performance, which included the addition of 7.7 million new learners and a growing consumer subscription business, its stock remains under pressure. The combined company, with pro forma revenue exceeding $1.5 billion and $150 million in adjusted EBITDA, aims to leverage synergies in product, content, AI innovation, and enterprise distribution.