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Coursera to Acquire Udemy in $2.5 Billion All-Stock Deal Focused on AI Skills

The companies say the tie-up positions them to accelerate AI-led upskilling for enterprise clients.

Overview

  • Udemy shareholders will receive 0.80 Coursera shares per Udemy share, with closing targeted for the second half of 2026 subject to regulatory and shareholder approvals after unanimous board sign-offs.
  • The combined company targets more than $1.5 billion in pro forma annual revenue and about $115 million in annual run-rate cost synergies within two years of closing.
  • Leadership will remain with Coursera, with Greg Hart as CEO and Andrew Ng as chair, and ownership is expected to be approximately 59% Coursera holders and 41% Udemy holders with a nine-member board.
  • The company will operate as Coursera, retain Public Benefit Corporation status, trade on the NYSE under COUR, and Udemy will be delisted from Nasdaq, with Coursera indicating plans for a post-close share repurchase.
  • Shares climbed on the news, with Udemy jumping and Coursera rising, while coverage flagged integration risks around technology, pricing and instructor relationships; the firms report a combined 270 million learners and nearly 19,000 enterprise customers.