Press Release: Coursera Named Among The Time100 Most Influential Companies Of 2025

Looking back on consumer subscription stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Netflix and its peers.

Consumers today expect goods and services to be hyper-personalized and on demand. Whether it be what music they listen to, what movie they watch, or even finding a date, online consumer businesses are expected to delight their customers with simple user interfaces that magically fulfill demand. Subscription models have further increased usage and stickiness of many online consumer services.

The 8 consumer subscription stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was in line.

Luckily, consumer subscription stocks have performed well with share prices up 25.5% on average since the latest earnings results.

Netflix

Launched by Reed Hastings as a DVD mail rental company until its famous pivot to streaming in 2007, Netflix is a pioneering streaming content platform.

Netflix reported revenues of $10.54 billion, up 12.5% year on year. This print was in line with analysts’ expectations, and overall, it was a strong quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

Interestingly, the stock is up 31% since reporting and currently trades at $1,278.

We think Netflix is a good business, but is it a buy today? Read our full report here, it’s free.

Best Q1: Duolingo

Founded by a Carnegie Mellon computer science professor and his Ph.D. student, Duolingo is a mobile app helping people learn new languages.

Duolingo reported revenues of $230.7 million, up 37.7% year on year, outperforming analysts’ expectations by 3.4%. The business had a very strong quarter with an impressive beat of analysts’ EBITDA estimates and full-year EBITDA guidance exceeding analysts’ expectations.

Duolingo pulled off the fastest revenue growth and highest full-year guidance raise among its peers. The company reported 130.2 million users, up 33.4% year on year. However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $401.

Is now the time to buy Duolingo? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Roku

Spun out from Netflix, Roku makes hardware players that offer access to various online streaming TV services.

Roku reported revenues of $1.02 billion, up 15.8% year on year, exceeding analysts’ expectations by 1.5%. Still, it was a slower quarter as it posted a significant miss of analysts’ EBITDA estimates.

Interestingly, the stock is up 25.1% since the results and currently trades at $84.20.

Read our full analysis of Roku’s results here.

Coursera

Founded by two Stanford University computer science professors, Coursera is an online learning platform that offers courses, specializations, and degrees from top universities and organizations around the world.

Coursera reported revenues of $179.3 million, up 6.1% year on year. This result beat analysts’ expectations by 2.3%. Overall, it was a strong quarter as it also produced EBITDA guidance for next quarter exceeding analysts’ expectations.

The company reported 175.3 million active customers, up 18% year on year. The stock is up 10.8% since reporting and currently trades at $8.51.

Read our full, actionable report on Coursera here, it’s free.

Udemy

With courses ranging from investing to cooking to computer programming, Udemy is an online learning platform that connects learners with expert instructors who specialize in a wide range of topics.

Udemy reported revenues of $200.3 million, up 1.8% year on year. This print surpassed analysts’ expectations by 1.5%. It was a strong quarter as it also put up EBITDA guidance for next quarter exceeding analysts’ expectations.

Udemy had the weakest full-year guidance update among its peers. The company reported 17,216 active buyers, up 7.1% year on year. The stock is flat since reporting and currently trades at $6.85.

Read our full, actionable report on Udemy here, it’s free.

Market Update

As a result of the Fed’s rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed’s 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump’s victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025.

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how consumer subscription stocks fared in Q1, starting with Coursera .

Consumers today expect goods and services to be hyper-personalized and on demand. Whether it be what music they listen to, what movie they watch, or even finding a date, online consumer businesses are expected to delight their customers with simple user interfaces that magically fulfill demand. Subscription models have further increased usage and stickiness of many online consumer services.

The 8 consumer subscription stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was in line.

Luckily, consumer subscription stocks have performed well with share prices up 24.5% on average since the latest earnings results.

Coursera

Founded by two Stanford University computer science professors, Coursera is an online learning platform that offers courses, specializations, and degrees from top universities and organizations around the world.

Coursera reported revenues of $179.3 million, up 6.1% year on year. This print exceeded analysts’ expectations by 2.3%. Overall, it was a strong quarter for the company with EBITDA guidance for next quarter exceeding analysts’ expectations.

“Stepping into the role of CEO of Coursera, a company at the forefront of transforming learning, has been thrilling. We welcomed more than seven million new learners, marking a first quarter record and underscoring the global demand for job-relevant skills and trusted education,” said Coursera CEO Greg Hart.

The stock is up 8.9% since reporting and currently trades at $8.36.

Is now the time to buy Coursera? Access our full analysis of the earnings results here, it’s free.

Best Q1: Duolingo

Founded by a Carnegie Mellon computer science professor and his Ph.D. student, Duolingo is a mobile app helping people learn new languages.

Duolingo reported revenues of $230.7 million, up 37.7% year on year, outperforming analysts’ expectations by 3.4%. The business had a very strong quarter with a solid beat of analysts’ EBITDA estimates and full-year EBITDA guidance exceeding analysts’ expectations.

Duolingo achieved the fastest revenue growth and highest full-year guidance raise among its peers. The company reported 130.2 million users, up 33.4% year on year. The market seems happy with the results as the stock is up 17.9% since reporting. It currently trades at $471.57.

Is now the time to buy Duolingo? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Roku

Spun out from Netflix, Roku makes hardware players that offer access to various online streaming TV services.

Roku reported revenues of $1.02 billion, up 15.8% year on year, exceeding analysts’ expectations by 1.5%. Still, it was a slower quarter as it posted a slight miss of analysts’ number of total hours streamed estimates and a significant miss of analysts’ EBITDA estimates.

Interestingly, the stock is up 20.3% since the results and currently trades at $80.99.

Read our full analysis of Roku’s results here.

Netflix

Launched by Reed Hastings as a DVD mail rental company until its famous pivot to streaming in 2007, Netflix is a pioneering streaming content platform.

Netflix reported revenues of $10.54 billion, up 12.5% year on year. This number was in line with analysts’ expectations. It was a strong quarter as it also put up EPS guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

The company reported 305.6 million users, up 13.3% year on year. The stock is up 26.2% since reporting and currently trades at $1,231.

Read our full, actionable report on Netflix here, it’s free.

Udemy

With courses ranging from investing to cooking to computer programming, Udemy is an online learning platform that connects learners with expert instructors who specialize in a wide range of topics.

Udemy reported revenues of $200.3 million, up 1.8% year on year. This result topped analysts’ expectations by 1.5%. Overall, it was a strong quarter as it also recorded EBITDA guidance for next quarter exceeding analysts’ expectations.

Udemy had the weakest full-year guidance update among its peers. The company reported 17,216 active buyers, up 7.1% year on year. The stock is up 2.9% since reporting and currently trades at $7.08.

Read our full, actionable report on Udemy here, it’s free.

Market Update

Thanks to the Fed’s rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn’t send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump’s November win lit a fire under major indices and sent them to all-time highs. However, there’s still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy.

Looking back on consumer subscription stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Duolingo and its peers.

Consumers today expect goods and services to be hyper-personalized and on demand. Whether it be what music they listen to, what movie they watch, or even finding a date, online consumer businesses are expected to delight their customers with simple user interfaces that magically fulfill demand. Subscription models have further increased usage and stickiness of many online consumer services.

The 8 consumer subscription stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was in line.

Luckily, consumer subscription stocks have performed well with share prices up 24.5% on average since the latest earnings results.

Best Q1: Duolingo

Founded by a Carnegie Mellon computer science professor and his Ph.D. student, Duolingo is a mobile app helping people learn new languages.

Duolingo reported revenues of $230.7 million, up 37.7% year on year. This print exceeded analysts’ expectations by 3.4%. Overall, it was a very strong quarter for the company with an impressive beat of analysts’ EBITDA estimates and full-year EBITDA guidance exceeding analysts’ expectations.

Duolingo pulled off the fastest revenue growth and highest full-year guidance raise of the whole group. The company reported 130.2 million users, up 33.4% year on year. Unsurprisingly, the stock is up 17.9% since reporting and currently trades at $471.57.

Read why we think that Duolingo is one of the best consumer subscription stocks, our full report is free.

Coursera

Founded by two Stanford University computer science professors, Coursera is an online learning platform that offers courses, specializations, and degrees from top universities and organizations around the world.

Coursera reported revenues of $179.3 million, up 6.1% year on year, outperforming analysts’ expectations by 2.3%. The business had a strong quarter with EBITDA guidance for next quarter exceeding analysts’ expectations.

The market seems happy with the results as the stock is up 8.9% since reporting. It currently trades at $8.36.

Is now the time to buy Coursera? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Roku

Spun out from Netflix, Roku makes hardware players that offer access to various online streaming TV services.

Roku reported revenues of $1.02 billion, up 15.8% year on year, exceeding analysts’ expectations by 1.5%. Still, it was a slower quarter as it posted a significant miss of analysts’ EBITDA estimates.

Interestingly, the stock is up 20.3% since the results and currently trades at $80.99.

Read our full analysis of Roku’s results here.

Netflix

Launched by Reed Hastings as a DVD mail rental company until its famous pivot to streaming in 2007, Netflix is a pioneering streaming content platform.

Netflix reported revenues of $10.54 billion, up 12.5% year on year. This print was in line with analysts’ expectations. It was a strong quarter as it also produced EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.

The company reported 305.6 million users, up 13.3% year on year. The stock is up 26.2% since reporting and currently trades at $1,231.

Read our full, actionable report on Netflix here, it’s free.

Chegg

Started as a physical textbook rental service, Chegg is now a digital platform addressing student pain points by providing study and academic assistance.

Chegg reported revenues of $121.4 million, down 30.4% year on year. This result topped analysts’ expectations by 5.8%. Aside from that, it was a mixed quarter as it also logged a solid beat of analysts’ EBITDA estimates but a decline in its users.

Chegg achieved the biggest analyst estimates beat but had the slowest revenue growth among its peers. The company reported 3.19 million users, down 31.5% year on year. The stock is up 103% since reporting and currently trades at $1.38.

Read our full, actionable report on Chegg here, it’s free.

Market Update

Thanks to the Fed’s rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn’t send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump’s November win lit a fire under major indices and sent them to all-time highs. However, there’s still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy.