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Coursera10-K: Supplier concentration

Paid $8.7M to Chairman's company, DeepLearning.AI, for AI content in 2025.

What happened

A significant payment of $8.7M highlights a critical dependency on DeepLearning.AI, a company owned by Coursera's Chairman, for high-demand AI course content. This relationship underscores the company's strategic bet on AI education and could influence technology and platform decisions to better support this type of content.

Source

SEC EDGARApr 30, 2026

Annual report (Form 10-K)

Coursera 10-K for FY2025

Filing excerpt

Online Course Hosting and Platform Services Agreement (the “Hosting Agreement”) with DeepLearning.AI Corp., which is wholly owned by DeepLearning LLC, which is wholly owned by Dr. Ng, our Board Chair

sec.gov/Archives/edgar/data/1651562/000165156226000029/cour-20251231.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

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

Period
FY2025
Fiscal year end
12/31
Filed
Apr 30, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$8.7M (Payments to DeepLearning Entities in 2025)

Details

CIK
1651562
Accession number
0001651562-26-000029
Timeframe
Current year
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • AI

Vendors

  • DeepLearning.AI Corp.

Extraction

Confidence
High
Relevance
70%
Sentiment
Neutral
Detected
May 5, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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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/736be9b8-970c-434a-8d64-eb5652ff1650 returns this record as JSON. POST /v1/companies/enrich returns every signal for coursera.org.

{
  "signal_id": "736be9b8-970c-434a-8d64-eb5652ff1650",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-05-05T08:48:15.095+00:00",
  "company": {
    "name": "Coursera",
    "domain": "coursera.org"
  },
  "data": {
    "detail": "A significant payment of $8.7M highlights a critical dependency on DeepLearning.AI, a company owned by Coursera's Chairman, for high-demand AI course content. This relationship underscores the company's strategic bet on AI education and could influence technology and platform decisions to better support this type of content.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Payments to DeepLearning Entities in 2025",
      "dollar_millions": 8.7
    },
    "summary": "Paid $8.7M to Chairman's company, DeepLearning.AI, for AI content in 2025.",
    "excerpts": "Online Course Hosting and Platform Services Agreement (the “Hosting Agreement”) with DeepLearning.AI Corp., which is wholly owned by DeepLearning LLC, which is wholly owned by Dr. Ng, our Board Chair",
    "relevance": 0.7,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1651562/000165156226000029/cour-20251231.htm",
    "filing_date": "2026-04-30",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "vendors_mentioned": [
      "DeepLearning.AI Corp."
    ],
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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