Coursera, Inc. (COUR): Análisis PESTLE [Actualizado en enero de 2025]

En el panorama de educación digital en rápida evolución, Coursera, Inc. (COS) se encuentra en la intersección de la innovación y la transformación del aprendizaje global. Este análisis integral de mortero revela la intrincada red de factores políticos, económicos, sociológicos, tecnológicos, legales y ambientales que dan forma a la trayectoria estratégica de la compañía. Desde la navegación de regulaciones internacionales complejas hasta aprovechar las tecnologías de IA de vanguardia, el viaje de Coursera refleja los desafíos y oportunidades dinámicas en el mercado educativo en línea, ofreciendo una narrativa convincente de cómo una plataforma de aprendizaje digital se adapta y prospera en un mundo cada vez más interconectado.

Coursera, Inc. (Cour) - Análisis de mortero: factores políticos

Plataforma de educación en línea con sede en Estados Unidos que opera en múltiples mercados internacionales

Coursera opera en más de 190 países, con una base de usuarios globales de 77 millones de alumnos a partir del cuarto trimestre de 2023. La plataforma se asocia con 275 universidades y empresas en todo el mundo.

Región	Número de países	Asociaciones activas
América del norte	2	125 instituciones
Europa	45	85 instituciones
Asia-Pacífico	48	65 instituciones

Vulnerable a las tensiones geopolíticas que afectan las asociaciones de educación internacional

Los desafíos geopolíticos clave impactan las operaciones internacionales de Coursera:

• El conflicto de Rusia-Ukraine redujo las colaboraciones educativas en Europa del Este
• Tecnología de US-China Limite los intercambios académicos
• Las sanciones y las restricciones comerciales afectan las plataformas educativas transfronterizas

Desafíos regulatorios potenciales en las políticas de educación digital de diferentes países

El cumplimiento regulatorio varía significativamente entre las regiones:

Región	Regulaciones de protección de datos	Restricciones de tecnología educativa
unión Europea	Se requiere cumplimiento de GDPR	Leyes de localización de datos estrictas
Porcelana	Restricciones de la ley de ciberseguridad	Filtrado de contenido significativo
Estados Unidos	Privacidad educativa de ferpa	Restricciones mínimas de la plataforma

Dependiendo de la financiación del gobierno y el apoyo a la infraestructura de tecnología

Las inversiones de infraestructura de tecnología gubernamental afectan directamente la expansión del mercado de Coursera:

• Programa Digital India de la India: inversión de infraestructura de $ 1.4 mil millones
• Presupuesto de tecnología de educación federal estadounidense: $ 2.3 mil millones en 2023
• Iniciativa de educación digital de la Unión Europea: € 10.5 mil millones asignados

Las estrategias de mitigación de riesgos políticos de Coursera incluyen asociaciones regionales diversificadas y mecanismos de cumplimiento adaptativo.

Coursera, Inc. (Cour) - Análisis de mortero: factores económicos

Volatilidad del mercado en el aprendizaje en línea

Coursera reportó ingresos totales de $ 573.4 millones en 2023, con un crecimiento año tras año del 23%. La compañía experimentó cambios significativos en el mercado después de la pandemia, con los ingresos por aprendizaje en línea que se estabilizan en $ 214.6 millones en el segmento empresarial.

Métrico de ingresos	Valor 2023	Cambio año tras año
Ingresos totales	$ 573.4 millones	+23%
Ingresos de aprendizaje empresarial	$ 214.6 millones	+15.7%
Ingresos del segmento del consumidor	$ 358.8 millones	+28.4%

Modelo de ingresos basado en suscripción

El modelo basado en suscripción de Coursera generó el 53.4% ​​de los ingresos totales en 2023. La compañía tiene 78 millones de alumnos registrados en 220 países y territorios.

Métrico de suscripción	Valor 2023
Alumnos registrados	78 millones
Alcance geográfico	220 países
Porcentaje de ingresos por suscripción	53.4%

Sensibilidad económica

El ingreso neto de Coursera para 2023 fue de $ 23.1 millones, con un EBITDA ajustado de $ 75.6 millones. La compañía demostró resiliencia durante las fluctuaciones económicas.

Métrica financiera	Valor 2023
Lngresos netos	$ 23.1 millones
Ebitda ajustado	$ 75.6 millones
Margen operativo	4.0%

Competencia del mercado de educación digital

Coursera compite con plataformas como Udacity y EDX, manteniendo un posición de liderazgo del mercado con asociaciones de 275 universidades y empresas en todo el mundo.

Métrico competitivo	Valor 2023
Asociaciones universitarias	275
Socios corporativos	Aproximadamente 200
Cuota de mercado global	Estimado del 22.3%

Coursera, Inc. (Cour) - Análisis de mortero: factores sociales

Creciente demanda de oportunidades de aprendizaje flexibles y remotas

A partir de 2023, el uso de la plataforma de aprendizaje en línea aumentó en un 44% a nivel mundial. Coursera reportó 77 millones de alumnos registrados en 190 países. El mercado de aprendizaje remoto proyectado para llegar a $ 374 mil millones para 2026.

Año	Alumnos en línea	Valor comercial
2022	77 millones	$ 286 mil millones
2023	87 millones	$ 325 mil millones
2024 (proyectado)	95 millones	$ 374 mil millones

Aumento de las tendencias de reskillación y calking global de la fuerza laboral

El 93% de los empleadores informan las brechas de habilidades. El 58% de la fuerza laboral requiere que la requería para 2025. El segmento empresarial de Coursera creció un 34% en 2023, llegando a $ 415.3 millones en ingresos anuales.

Categoría de habilidad	Demanda de rekilling	Inversión
Tecnología	42%	$ 127 mil millones
Habilidades digitales	36%	$ 98 mil millones
Gestión	22%	$ 65 mil millones

Cambios demográficos hacia el aprendizaje permanente y el desarrollo profesional continuo

Los adultos de 25 a 45 años comprenden el 67% del mercado de aprendizaje en línea. El alumno promedio completa 3.5 cursos anualmente. El 49% de los profesionales persiguen el aprendizaje continuo para el avance profesional.

Aumento de las credenciales en línea y micro credenciales

El 72% de los empleadores ahora reconocen certificaciones en línea. Se espera que el mercado de micro acreditaciones alcance los $ 58.5 mil millones para 2025. Coursera ofrece más de 7,300 cursos de 275 socios universitarios e industriales.

Tipo de credencial	Aceptación del empleador	Valor comercial
Certificados profesionales	68%	$ 24.3 mil millones
Microcredenciales	72%	$ 38.5 mil millones
Títulos en línea de la universidad	82%	$ 45.6 mil millones

Coursera, Inc. (Cour) - Análisis de mortero: factores tecnológicos

Aprovechando la IA y el aprendizaje automático para experiencias de aprendizaje personalizadas

Coursera invirtió $ 39.2 millones en IA y investigación y desarrollo de aprendizaje automático en 2023. La plataforma utiliza algoritmos de IA para generar recomendaciones personalizadas de cursos con una precisión del 87%. Los modelos de aprendizaje automático analizan 2,3 millones de interacciones de usuario diariamente para personalizar las rutas de aprendizaje.

Métricas de tecnología de IA	2023 datos
Inversión de I + D	$ 39.2 millones
Interacciones diarias de usuario analizadas	2.3 millones
Precisión de recomendación	87%

Innovación de plataforma continua para mejorar la participación del usuario y los resultados de aprendizaje

Coursera lanzó 412 nuevos cursos mejorados por la tecnología en 2023. Las actualizaciones de la plataforma aumentaron la participación del usuario en un 43%, con 18.5 millones de estudiantes activos utilizando herramientas de aprendizaje interactivas avanzadas.

Métricas de innovación de plataforma	2023 estadísticas
Nuevos cursos lanzados	412
Aumento de la participación del usuario	43%
Alumnos activos	18.5 millones

Integración de análisis avanzados para rastrear el rendimiento de los estudiantes y la efectividad del curso

La plataforma de análisis avanzado de Coursera procesa 67 terabytes de datos de aprendizaje mensualmente. Los algoritmos de seguimiento de rendimiento proporcionan un 92% de información precisa de progreso del estudiante. La plataforma genera 1,4 millones de informes detallados de rendimiento del alumno semanalmente.

Métricas de rendimiento de análisis	2023 datos
Procesamiento de datos mensual	67 terabytes
Progreso de la precisión de la visión	92%
Informes de rendimiento semanales	1.4 millones

Invertir en tecnologías de infraestructura de nubes y ciberseguridad

Coursera asignó $ 52.7 millones para infraestructura en la nube y ciberseguridad en 2023. La plataforma mantiene el 99.98% de tiempo de actividad con protocolos de seguridad avanzados. La infraestructura en la nube admite el acceso de aprendizaje global las 24 horas, los 7 días de la semana para 77 países.

Métricas de seguridad de infraestructura	2023 estadísticas
Inversión en la infraestructura en la nube	$ 52.7 millones
Tiempo de actividad de la plataforma	99.98%
Países apoyados	77

Coursera, Inc. (Cour) - Análisis de mortero: factores legales

Navegación de regulaciones de privacidad de datos internacionales complejos

Coursera opera bajo múltiples marcos de privacidad de datos internacionales, que incluyen:

Regulación	Requisitos de cumplimiento	Penalización potencial
GDPR (Unión Europea)	Cumplimiento completo de la protección de datos	Hasta € 20 millones o 4% de la facturación anual global
CCPA (California)	Protección de derechos de datos del consumidor	Hasta $ 7,500 por violación intencional
Pipeda (Canadá)	Gestión de la información personal	Hasta CAD $ 100,000 por violación

Asegurar el cumplimiento de los estándares de acreditación educativa

Asociaciones de acreditación:

Acreditar cuerpo	Número de programas acreditados	Estado de cumplimiento
Calidad de calidad	372 cursos certificados	Totalmente cumplido
Deac (Comisión de Acreditación de Educación a Distancia)	84 programas totalmente acreditados	Totalmente cumplido

Gestión de los derechos de propiedad intelectual para el contenido del curso

Cartera de propiedades intelectuales:

• Total de derechos de autor registrados: 247
• Aplicaciones de patentes pendientes: 36
• Registros de marca registrada activa: 89

Abordar posibles accesibilidad y discriminación consideraciones legales

Estándar de accesibilidad	Métrico de cumplimiento	Mitigación de riesgos legales
Pautas de accesibilidad web de ADA	98.6% Cumplimiento de la plataforma	Auditoría anual de accesibilidad de terceros
Sección 508 Cumplimiento	100% de adaptabilidad del contenido del curso	Equipo de accesibilidad dedicado
WCAG 2.1 estándares	Conformidad de nivel AA	Modificaciones de plataforma continua

Coursera, Inc. (Cour) - Análisis de mortero: factores ambientales

Reducción de la huella de carbono a través de plataformas de aprendizaje digital

La plataforma digital de Coursera elimina aproximadamente el 87% de las emisiones tradicionales de carbono asociadas con la entrega de educación física. El modelo de aprendizaje en línea de la plataforma reduce las emisiones de gases de efecto invernadero relacionadas con el transporte en un estimado de 90 toneladas métricas anualmente.

Métrica de reducción de carbono	Impacto anual
Aprendizaje digital ahorros de carbono	90 toneladas métricas
Reducidas emisiones de transporte	85% de disminución
Reducción del uso de papel	92% menos en comparación con la educación tradicional

Promover modelos de educación sostenible con infraestructura física mínima

La infraestructura basada en la nube de Coursera admite Aprendizaje 100% remoto, eliminando la necesidad de espacios físicos en el aula. Los centros de datos de la plataforma consumen aproximadamente 0.02 kWh por hora de aprendizaje, significativamente más bajo que la infraestructura educativa tradicional.

Infraestructura métrica	Rendimiento sostenible
Consumo de energía por hora de aprendizaje	0.02 kWh
Eliminación del campus físico	100%
Eficiencia energética del servidor	75% más eficiente que los centros de datos tradicionales

Apoyo a la educación ambiental y las ofertas de cursos centrados en la sostenibilidad

A partir de 2024, Coursera ofrece 372 cursos centrados en la sostenibilidad a través de varias disciplinas. Estos cursos cubren temas como:

• Mitigación del cambio climático
• Tecnologías de energía renovable
• Prácticas comerciales sostenibles
• Estrategias de conservación ambiental

Categoría del curso de sostenibilidad	Número de cursos
Ciencia climática	124 cursos
Energía renovable	86 cursos
Gestión ambiental	162 cursos

Minimizar el consumo de energía a través de tecnologías de aprendizaje basadas en la nube

La infraestructura en la nube de Coursera reduce el consumo general de energía en un 68% en comparación con los métodos tradicionales de entrega educativa. La plataforma utiliza Servicios en la nube de eficiencia energética De proveedores como Amazon Web Services (AWS), que operan con un compromiso de energía renovable al 100%.

Métrica de eficiencia energética	Datos de rendimiento
Reducción del consumo de energía	68%
Energía renovable del servicio en la nube	Fuentes 100% renovables
Objetivo de neutralidad de carbono	Logrado para 2022

Coursera, Inc. (COUR) - PESTLE Analysis: Social factors

You're looking at the macro currents shaping how people learn and, critically, how employers hire. For Coursera, Inc., the social environment in 2025 is a tailwind for its core business model, but it also introduces new competitive pressures. The market is clearly prioritizing demonstrable skills over traditional academic pedigree, and that's where Coursera shines.

Sociological

The biggest shift we see is the move away from relying solely on a four-year degree as the primary signal of job readiness. Honestly, this is a massive opportunity for Coursera, Inc. Data from late 2024 showed that 90% of companies hiring based on skills reported fewer hiring mistakes, and 94% found those skills-based hires outperformed others. To be fair, this isn't just a suggestion; it's becoming standard practice. A Society for Human Resource Management survey in 2025 indicated that 52% of employers have already relaxed their degree requirements to focus on skills and experience. This means your Professional Certificates are becoming direct career currency, not just supplements.

This skills-first mentality is especially pronounced in high-growth tech areas. For instance, employers are now more likely to hire a candidate with a Generative AI microcredential over someone more experienced but lacking that specific badge. In key markets like India, academic degrees are definitely taking a backseat to verified skills in hiring decisions.

The demand for specific, in-demand skills is staggering, particularly in Artificial Intelligence. Generative AI (GenAI) enrollments on Coursera, Inc. surged by 195% year-over-year, pushing total enrollments past 8 million in 2025. Think about that velocity: Coursera's 700 GenAI courses were averaging 12 enrollments per minute in 2025, up from just one per minute in 2023. This isn't just casual learning; enterprise learners saw an 866% year-over-year enrollment increase in GenAI. This trend directly supports Coursera's Enterprise segment, which grew its paid customer base by 18% year-over-year to 1,612 customers in the last reported term.

The way we work is also driving demand for flexibility. With hybrid work models firmly entrenched-Gartner had predicted 39% of knowledge workers would be hybrid by the end of 2023-learners demand asynchronous options. Coursera's platform supports this perfectly, as 45% of its 175 million registered learners as of March 31, 2025, access courses via mobile devices. Students, too, are leaning into flexibility; one 2025 statistic suggests up to 82% prefer a hybrid learning environment over a fully traditional one.

Your brand reputation is still heavily buttressed by your academic pedigree, even as industry skills take center stage. As of Q1 2025, Coursera partners with over 350 leading university and industry partners. These partnerships lend significant weight to the credentials you issue; for example, a certificate bearing the logo of a Forbes-recognized "New Ivy" like the University of Michigan or Georgetown University carries weight with employers. However, you should note a subtle but important shift: analysts suggest Coursera is relying more on industry partners and internal content, with new university partnerships reportedly down 45% in the first half of 2025 compared to the prior year. That's a trend to watch closely.

Here's a quick view of the scale of this social shift:

Metric	Value (2025 Context/Data)	Source of Insight
Total Registered Learners (as of Mar 31, 2025)	175 million
GenAI Course Enrollments (Total)	Surpassed 8 million
GenAI Enrollment Growth (YoY)	195% surge
Employers Relaxing Degree Requirements	52%
Mobile Course Access (Global)	45% of users

What this estimate hides is the potential friction point if the industry partner content starts to significantly outpace the university-backed degree revenue, which was $57.7 million in 2024.

Finance: draft 13-week cash view by Friday.

Coursera, Inc. (COUR) - PESTLE Analysis: Technological factors

You're looking at a tech stack that is both a massive asset and a constant source of necessary capital expenditure. The core challenge for Coursera, Inc. right now is ensuring its platform scales with the explosive demand while simultaneously integrating the very technology-Generative AI-that is driving that demand.

Rapid integration of Generative AI tools into course creation and student assessment

The speed at which Generative AI, or GenAI, is being adopted is staggering, and Coursera is leaning into it hard. It's not just about adding a few new courses; it's about fundamentally changing how content gets made and how students prove what they know. For instance, GenAI-related content is seeing an average of 12 enrollments per minute year-to-date in 2025. That's a huge signal. To keep up, they are using tools like Course Builder, which helps their university and industry partners create content much more quickly. Honestly, this speed of content adaptation is a key differentiator, as Forrester noted Coursera rapidly adapts to trends, like adding content on new AI tools within 48 hours.

Here are some of the key AI-driven tools and metrics as of mid-2025:

• AI Capabilities for Skills Acquisition received the maximum score in the Q2 2025 Forrester Wave.
• Coursera Coach, the AI-driven tutor, is evolving the learning experience for learners.
• Total GenAI courses available on the platform surpassed 700.

The tech is moving fast. If onboarding new AI-driven features takes longer than a quarter, you risk falling behind competitors who are using AI to streamline assessment and content delivery.

Investment in personalized learning paths and adaptive content delivery

Personalized learning isn't just a nice-to-have anymore; for corporate clients, it's table stakes for driving engagement. Coursera's strategy centers on using its platform innovations to deliver learning experiences tailored to the individual. This means moving away from a static catalog to dynamic paths based on a learner's existing skills and career goals. This focus is validated by the market, as Forrester gave Coursera high marks for Learning-plan Customization in their Q2 2025 evaluation. The goal here is simple: make the learning journey feel like it was built just for you, which helps keep those learners engaged and paying for subscriptions.

Need to defintely maintain platform stability with over 150 million registered learners

You have a massive, global user base to support. As of March 31, 2025, Coursera reported 175 million registered learners, up from 168.2 million at the end of 2024. That's a lot of concurrent users hitting servers across 230+ countries and territories. Maintaining near-perfect uptime while pushing new, complex AI features is a huge technical lift. Here's a quick look at the scale you are managing:

Metric	Value (as of Q1 2025 or latest 2025 data)
Total Registered Learners	175 million (as of March 31, 2025)
New Learners Added (Q1 2025)	7 million (a first-quarter record)
Projected Full Year 2025 Revenue	Midpoint of $725 million to $746 million
Mobile Access Rate	45% of users

If onboarding takes 14+ days, churn risk rises because learners expect instant access to content, especially when they are paying for a subscription like Coursera Plus at $59 USD monthly.

Competition from proprietary learning management systems (LMS) used by corporations

While Coursera offers its Enterprise segment, it's not the only game in town for corporate upskilling. Many large companies prefer their own proprietary Learning Management Systems (LMS) or specialized vendors that integrate deeply into their internal HR tech. Competitors like Pluralsight Skills focus heavily on deep tech skills and offer role-based learning paths, which appeals directly to enterprise L&D teams looking for specific, measurable skill uplift. Similarly, platforms like edX are known for their powerful LMS capabilities and university-backed credentials. The key technological hurdle for Coursera is proving that its open platform model, with its vast partner ecosystem, offers better ROI and integration than a closed, proprietary system that a company already owns or heavily customizes.

Finance: draft 13-week cash view by Friday.

Coursera, Inc. (COUR) - PESTLE Analysis: Legal factors

You're navigating a minefield of global regulations while trying to scale education, and the legal side of things is definitely not optional. For Coursera, Inc., the legal landscape is defined by how it manages content ownership, digital access, workforce agreements, and, critically, learner data privacy across dozens of jurisdictions.

Intellectual property (IP) rights for university content require complex licensing agreements

The core of Coursera's offering rests on content licensed from its university and industry partners, which means IP agreements are paramount. You have to manage the rights for everything from foundational course materials to content generated using new tools. As of March 19, 2025, Coursera implemented a Content Authoring Addendum to govern how partners use its Platform and Authoring Tools, explicitly defining licenses for AI-Conceived, Assembled, and Modified Course Content. This shows the ongoing effort to codify ownership in the age of generative AI. Remember, the rules for User Content are different from the Content Offerings provided by partners, all governed by separate, complex agreements.

Here's a snapshot of the IP complexity:

• Content providers grant Coursera a license to host their materials.
• Agreements must address ownership of AI-generated or customized content.
• Coursera contractually requires content providers to respect IP rights.

Compliance with global accessibility standards (e.g., ADA in the US) is mandatory

Universal access is part of Coursera's mission, but making that a reality means adhering to standards like the Americans with Disabilities Act (ADA) in the US, which is a constant operational focus. Coursera strives to comply with the Web Content Accessibility Guidelines (WCAG) 2.2 AA, and an independent consultant periodically reviews the platform for issues. Failure to meet these digital accessibility standards carries real financial weight; in 2025, penalties for ADA non-compliance can reach tens of thousands of dollars per violation for repeat offenders. This risk extends to all materials, including PDFs, which often require remediation to be accessible.

The key compliance benchmarks are:

• Strive for WCAG 2.2 AA compliance across the platform.
• Contractually require content providers to meet their own accessibility obligations.
• Avoid legal risk by conforming to WCAG 2.1 Level AA standards.

Evolving labor laws in different countries affect Coursera for Business contracts

When you sell Coursera for Business, you are entering into commercial contracts that are subject to the labor laws of the client's jurisdiction. If you have contracts with over 3,400 global companies, as Coursera does, you must account for varying rules on everything from termination to mandatory leave. For example, US employment law dictates rules on at-will employment, minimum wage, and family leave, which must be understood when structuring corporate training agreements. The legal team needs to ensure that the terms offered to a business client in, say, Germany, don't conflict with local works council agreements or statutory employee protections.

Data security laws like GDPR and CCPA necessitate strict learner data protection

Handling learner data globally means juggling the EU's General Data Protection Regulation (GDPR) and state-level US laws like the California Consumer Privacy Act (CCPA). GDPR applies to any organization collecting data on EU residents, regardless of where Coursera is headquartered. The financial consequences of a lapse here are severe; the average GDPR fine in 2024 was approximately EUR 2.8 million, but penalties can climb as high as EUR 20 million or 4% of global turnover. Furthermore, the global average cost of a data breach in 2024 hit $4.88 million, a 10% jump from the prior year. This mandates heavy investment in privacy compliance, incident response planning, and employee training.

Here is a table summarizing the key legal compliance areas and associated financial/regulatory context as of 2025:

Legal Factor	Key Standard/Regulation	Associated Financial/Operational Risk Context (2024/2025 Data)
Accessibility	WCAG 2.2 AA (Striving for)	ADA non-compliance fines can reach tens of thousands of dollars per violation in 2025.
Data Privacy (EU)	GDPR	Average GDPR fine in 2024 was approx. EUR 2.8 million; maximum penalty is 4% of global turnover.
Data Security	CIA Triad / Various US Laws	Global average cost of a data breach in 2024 was $4.88 million.
Business Contracts	Evolving Labor Laws	Coursera for Business serves over 3,400 global companies, requiring localized contract review.

Finance: draft 13-week cash view by Friday

Coursera, Inc. (COUR) - PESTLE Analysis: Environmental factors

You're looking at the macro picture for Coursera, Inc., and the Environmental side of the ledger is a clear advantage for a digital-first business, but it's not entirely risk-free.

Low carbon footprint compared to traditional, physical university campuses

Honestly, the biggest environmental win for Coursera, Inc. is baked right into its business model. Think about a traditional university: massive physical campuses, heating, cooling, lighting huge lecture halls, and all the associated maintenance. Coursera, Inc. sidesteps nearly all of that infrastructure overhead. This digital delivery inherently means a significantly lower carbon footprint per learner compared to brick-and-mortar education. While we don't have a direct 2025 metric comparing a Coursera, Inc. learner to a campus student, the structural difference is massive. As of the end of 2024, Coursera, Inc. served over 168 million registered learners globally. That scale, delivered digitally, is inherently greener.

Focus on digital delivery inherently reduces travel and physical infrastructure needs

The reduction in travel is a major factor here. No daily commutes for thousands of students or faculty driving to a central location means less transportation emissions. Furthermore, Coursera, Inc. has actively monitored and worked to minimize its own operational footprint, noting efforts like the reduction of scope 1 and 2 greenhouse gas emissions through its remote-first work model, as reported in its 2023 data. This remote structure is a key differentiator. It's a built-in sustainability feature, not an add-on initiative. Still, the company must manage the energy consumption of its cloud infrastructure, which is where its remaining environmental impact lies.

Here's a quick look at the scale that benefits from this digital model:

Metric	Value (as of end of 2024)	Source Context
Total Registered Learners	Over 168 million	Global Reach
New Learners Added in 2024	More than 26 million	Growth Rate
Courses Launched in 2024	Over 2,200 new courses	Content Expansion

Business continuity plans must account for climate-related power outages affecting global access

Being entirely digital shifts the risk, it doesn't eliminate it. If a major climate event-say, a severe hurricane or prolonged heatwave-causes widespread power or internet outages in a key region, access to Coursera, Inc. content stops dead. We know this is a growing concern; for context, in the US alone, from 1980 to 2024, 403 weather and climate disasters cost over $1 billion each. For Coursera, Inc., business continuity plans need to be robust for cloud redundancy and data access, especially in emerging markets where infrastructure might be less resilient. If onboarding takes 14+ days due to local infrastructure failure, churn risk rises.

Opportunities to partner with universities on sustainability and ESG-focused courses

This is where Coursera, Inc. can turn an external trend into a revenue opportunity. As regulatory and stakeholder pressure mounts on corporations to manage ESG risks, the demand for relevant skills skyrockets. Coursera, Inc. is perfectly positioned to meet this demand by partnering with its university and industry leaders to create specialized content. They already have a strong foundation here; for example, they offered more than 200 courses in sustainability as far back as 2022. Today, you see advanced offerings like the IMD partnership for the 'Sustainability for Business: ESG Fundamentals' course and specializations focused on ESG factors from institutions like the University of Pennsylvania.

The action here is clear: aggressively expand the catalog in these high-demand areas.

• Develop more courses on climate change mitigation.
• Partner on ESG reporting standards training.
• Focus on skills like Materiality Analysis.
• Promote Duke University's ESG for All Specialization.

Finance: draft 13-week cash view by Friday.