Bloomberg Businessweek Coursera CEO on Earnings, AI, Pending Udemy Merger
Feb 10, 2026
Greg Hart, CEO of Coursera, leads the online learning platform and is steering its pending tie-up with Udemy. He discusses recent financial results and growth drivers. He talks about merger timing, expected synergies, and how AI-native courses and subscriptions are shaping future enrollments.
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Plan Integration Around Customers And Leadership
- Plan integration around pricing, packaging, promotions, and leadership to capture synergies.
- Focus integration on both margin improvement and higher revenue growth over time.
Combination Creates Scale And Margin Upside
- Coursera and Udemy are complementary and would create a combined company with about $1.5B revenue and improved margins.
- Greg Hart expects $115M of synergies within two years to boost operating margins post-close.
Big Market, Small Players, Bigger Offering
- The education market is enormous and Coursera plus Udemy remains a small player within it.
- Hart believes the combination delivers more choice and value for learners, creators, and enterprise customers.