Coursera IPO: Five things to know about the online-education company

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Coursera added 30.6 million new users in 2020. But the company still isn’t profitable. Coursera lost $66.8 million last year, up from a loss of $46.7 million in 2019. Here are 3 more things to know ahead of Coursera's IPO:

When Coursera, the online education company, launched its first classes roughly nine years ago, it was part of a wave of companies betting on what could be the — or at least a — future of higher education: free online lecture-style classes taught by professors at reputable universities.

The Mountain View, California-based company is going public at a time when more students than ever have been exposed to the potential and pitfalls of online education, a trend Coursera has capitalized on, according to its filing with the Securities and Exchange Commission. The company, led by Chief Executive Jeffrey N. Maggioncalda, is seeking to sell more than 15 million shares priced between $30 and $33 each, which would raise up to $519 million and value the company between $3.

The third is Coursera’s Degrees program. Through this segment, the company works with universities to offer bachelor’s and master’s degrees. In these arrangements, the colleges admit the students, their faculty teach the courses and the schools confer the degree. But Coursera takes on much of the marketing and technology responsibilities in exchange for a percentage of tuition revenue.

The company also has the potential to increasingly benefit from network effects — or the idea that each additional user makes the platform more attractive to other users — as it grows. Each new client creates an opportunity to expand the company’s content library, Knoblauch said, increasing the appeal of the platform for other clients.

“If this was 2013 or 2014 and the pandemic hit, I don’t think we’d be seeing them file an IPO,” he said. In the past several years, Coursera has been able to differentiate itself from other online education companies by amassing millions of users — and the data around what they’re interested in — and leveraging that information to make recommendations to users about paying courses they might want to take and to partner with universities and employers to offer relevant classes or degree programs.

 

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