Will Coursera (COUR) beat quarterly earnings?

“Perfect beat track record: Coursera has beaten EPS consensus in recent quarters including Q3 2025 ($0.10 vs $0.09 consensus, a 12.5% beat) and has consistently beaten revenue estimates (Q3 2025: $194.2M vs $190.3M; Q4 2025: $196.9M vs $191.8M). This established pattern is the single most predictive base rate for the next quarter.. New 15% platform fee implemented January 1, 2026 on non-OPM channels flows 100% to Coursera without partner revenue-sharing, providing a direct, mechanical margin tailwind specifically designed to boost EPS in Q1 2026 — the exact quarter being reported..”

“The bull leans heavily on a short, noisy sample: a 'perfect beat track record' over roughly four recent quarters is not a robust base rate. Small-cap growth companies often manage to tight quarterly guides, and a 4-quarter streak has weak predictive power once expectations reset. More importantly, the most recent quarter cited in the research appears to be a meet on EPS (Q4 2025: $0.06 vs $0.06), which directly undermines the claim of a clean multi-quarter EPS beat streak.. The beat bar is thin and asymmetric. This market resolves YES only if non-GAAP EPS is greater than $0.08, not equal to it. Consensus is shown as $0.0815 in the research, but the market description says the operative threshold is $0.08. That means reporting exactly $0.08 resolves NO. For a company with guided revenue almost exactly at consensus and historically modest absolute EPS, this is the kind of threshold where rounding, one-time adjustments, or a single expense line can flip the outcome to NO..”