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Coursera10-K: Pricing pressure

Coursera faces intense competition from a wide array of rivals including 2U/edX, LinkedIn Learning, and OpenAI.

What happened

The company operates in a highly fragmented market and expects competitors to introduce more competitive products, enhancements, and bundles. This pressure from a long list of rivals, including new AI-native entrants, necessitates continuous innovation and strategic differentiation to maintain market share and pricing power.

Source

SEC EDGARFeb 23, 2026

Annual report (Form 10-K)

Coursera 10-K for FY2025

Filing excerpt

The ecosystem for global learning, including online education and broader skills development, is highly fragmented and rapidly evolving. We expect alternative modes of learning to continue to accelerate as existing players and new entrants in the industry introduce new and more competitive products, enhancements, and bundles.

sec.gov/Archives/edgar/data/1651562/000165156226000015/cour-20251231.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-K: Pricing pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 23, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1651562
Accession number
0001651562-26-000015
Filing year
2026
Why it matters
Cost optimization needed
Signal category
Market

Topics and mentions

Technologies

  • AI
  • large language models

Competitors

  • 2U
  • Inc.
  • edX Inc.
  • Alison (Capernaum Limited)
  • DataCamp
  • Degreed
  • Docebo
  • Eruditus Learning Solutions Pte. Ltd.
  • Global University Systems

Competitors named

  • 2U, Inc.
  • edX Inc.
  • Alison (Capernaum Limited)
  • DataCamp, Inc.
  • Degreed, Inc.
  • Docebo, Inc.
  • Eruditus Learning Solutions Pte. Ltd.
  • Global University Systems

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
pricingPressure

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/c87dd5b0-a36c-4596-92e6-e50f2fa24dec returns this record as JSON. POST /v1/companies/enrich returns every signal for coursera.org.

{
  "signal_id": "c87dd5b0-a36c-4596-92e6-e50f2fa24dec",
  "signal_type": "sec-10k",
  "signal_subtype": "pricingPressure",
  "detected_at": "2026-02-24T09:57:46.837+00:00",
  "company": {
    "name": "Coursera",
    "domain": "coursera.org"
  },
  "data": {
    "detail": "The company operates in a highly fragmented market and expects competitors to introduce more competitive products, enhancements, and bundles. This pressure from a long list of rivals, including new AI-native entrants, necessitates continuous innovation and strategic differentiation to maintain market share and pricing power.",
    "summary": "Coursera faces intense competition from a wide array of rivals including 2U/edX, LinkedIn Learning, and OpenAI.",
    "excerpts": "The ecosystem for global learning, including online education and broader skills development, is highly fragmented and rapidly evolving. We expect alternative modes of learning to continue to accelerate as existing players and new entrants in the industry introduce new and more competitive products, enhancements, and bundles.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1651562/000165156226000015/cour-20251231.htm",
    "filing_date": "2026-02-23",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Cost optimization needed",
    "signal_category": "market",
    "competitors_mentioned": [
      "2U, Inc.",
      "edX Inc.",
      "Alison (Capernaum Limited)",
      "DataCamp, Inc.",
      "Degreed, Inc.",
      "Docebo, Inc.",
      "Eruditus Learning Solutions Pte. Ltd.",
      "Global University Systems"
    ],
    "technologies_mentioned": [
      "AI",
      "large language models"
    ]
  }
}

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