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Coursera10-K: Restructuring

Coursera to merge with Udemy in a major deal anticipated to close by H2 2026.

What happened

Coursera is acquiring Udemy, which will become a wholly owned subsidiary.

Source

SEC EDGARFeb 23, 2026

Annual report (Form 10-K)

Coursera 10-K for FY2025

Filing excerpt

As previously announced, on December 17, 2025, we entered into an Agreement and Plan of Merger (as it may be amended from time to time, the “Merger Agreement”) with Udemy, Inc. (“Udemy”)

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: Restructuring

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

Numbers

Dollar figure
$40.5M (Potential termination fee for Udemy merger agreement)

Details

CIK
1651562
Accession number
0001651562-26-000015
Timeframe
Next year
Filing year
2026
Why it matters
Change management needs
Signal category
Workforce

Topics and mentions

Technologies

  • AI
  • Python
  • Jupyter Notebooks
  • VS Code
  • R-Studio
  • cloud

Vendors

  • Amazon
  • Google
  • IBM
  • Meta
  • Microsoft

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
100%
Sentiment
Neutral
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
restructuring

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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/b5f3f884-cac4-4725-b1ef-5028a2849641 returns this record as JSON. POST /v1/companies/enrich returns every signal for coursera.org.

{
  "signal_id": "b5f3f884-cac4-4725-b1ef-5028a2849641",
  "signal_type": "sec-10k",
  "signal_subtype": "restructuring",
  "detected_at": "2026-02-24T09:57:46.837+00:00",
  "company": {
    "name": "Coursera",
    "domain": "coursera.org"
  },
  "data": {
    "detail": "Coursera is acquiring Udemy, which will become a wholly owned subsidiary. This major corporate integration will likely trigger significant organizational restructuring, IT systems consolidation, and vendor contract reviews across both companies.",
    "metrics": {
      "timeframe": "next_year",
      "dollar_context": "Potential termination fee for Udemy merger agreement",
      "dollar_millions": 40.5
    },
    "summary": "Coursera to merge with Udemy in a major deal anticipated to close by H2 2026.",
    "excerpts": "As previously announced, on December 17, 2025, we entered into an Agreement and Plan of Merger (as it may be amended from time to time, the “Merger Agreement”) with Udemy, Inc. (“Udemy”)",
    "relevance": 1,
    "sentiment": "neutral",
    "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": "Change management needs",
    "signal_category": "workforce",
    "vendors_mentioned": [
      "Amazon",
      "Google",
      "IBM",
      "Meta",
      "Microsoft"
    ],
    "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",
      "Python",
      "Jupyter Notebooks",
      "VS Code",
      "R-Studio",
      "cloud"
    ]
  }
}

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