Coursera to acquire Udemy in a $2.5B all-stock deal
On Techpoint Digest, we discuss Coursera buying Udemy in a $2.5B all-stock deal, when Cloudflare sneezes, the Internet catches a cold, and Warner Bros backing Netflix over Paramount.
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Sata srī akāla,<br />
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Victoria from Techpoint here,<br />
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Here’s what I’ve got for you today:<br />
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Coursera to buy Udemy in a $2.5B all-stock deal<br />
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When Cloudflare sneezes, the Internet catches a cold<br />
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Warner Bros backs Netflix over Paramount<br />
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Coursera to buy Udemy in a $2.5B all-stock deal<br />
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Photo by Zulfugar Karimov on Unsplash <br />
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Online learning is getting smaller by getting bigger. Coursera and Udemy are joining forces in an all-stock deal that values the combined company at about $2.5 billion, a clear sign that the post-pandemic online education boom is giving way to consolidation.<br />
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Under the deal, Udemy shareholders will receive 0.8 Coursera shares for every Udemy share they own, valuing Udemy at roughly $930 million. Markets liked the news: Coursera shares jumped about 6% in premarket trading, while Udemy surged close to 18%.<br />
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The merger brings together two different models of online learning at a moment when growth has slowed. Coursera works closely with universities and institutions to offer degrees and professional certificates, while Udemy runs a marketplace where independent instructors sell courses to individuals and businesses. Together, they’re betting that scale matters more than ever.<br />
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Both companies say the real prize is enterprise learning. As companies rush to retrain workers in AI, data science and software development, Coursera and Udemy believe a combined platform will be better positioned to win long-term corporate contracts and steadier subscription revenue, rather than relying on one-off consumer course purchases.<br />
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Still, the deal comes against a cautious backdrop. Online education stocks have struggled as investors question pricing power, competition and whether AI-focused courses will translate into sustainable profits. Udemy shares are down about 35% this year, Coursera about 7%, and both are trading far below their post-IPO highs. The transaction is expected to close in the second half of next year, pending regulatory and shareholder approval.<br />
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When Cloudflar...
