TL;DR Q1 2026 revenue grew 9% YoY; Consumer segment is up double digits, but Enterprise segment is lagging. The platform fee pushed Consumer margins to a multi-year high, but Enterprise customer count slipped for the first time since IPO. Enterprise grew 7% YoY, ahead of management’s low single-digit guidance, with new GM Anthony Salcito leading execution improvements. In the last earnings report, we flagged Coursera’s struggling segments. Not much has changed, except for one thing: the plat

Duolingo’s market value ($13.49B) now eclipses both Coursera and Udemy combined, driven by explosive user growth and surging quarterly revenue.

Udemy’s latest ‘Strategic Business Update’ uses corporate euphemisms to signal job cuts while pivoting to enterprise clients.

In 2021, Udacity consolidated its enterprise focus, launched fewer free courses, but tripled scholarships.