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Coursera to Acquire Udemy in $2.5 Billion All-Stock Merger

The deal targets faster growth in enterprise AI upskilling with closing expected in the second half of 2026.

Overview

  • Udemy shareholders will receive 0.8 shares of Coursera stock for each Udemy share under the agreement.
  • The boards of both companies approved the transaction, which now requires shareholder consent and regulatory review before closing in late 2026.
  • Management projects more than $1.5 billion in pro forma annual revenue and roughly $115 million in annual run‑rate cost savings within two years of closing.
  • Coursera will lead the combined company, with Greg Hart continuing as CEO and Andrew Ng remaining chair, overseen by a nine‑member board with six Coursera and three Udemy directors.
  • After completion, Udemy will be a wholly owned subsidiary, its Nasdaq listing will be removed, the combined company will trade on the NYSE as COUR, existing Coursera and Udemy holders are expected to own about 59% and 41% respectively, and Coursera has signaled potential share repurchases.