Coursera, Inc.COUR

LearnVector plans to put AI agents to work for personalized learning experiences.

“LearnVector plans to put AI agents to work for human development to redefine learning from one-to-many to a personal, one-on-one learning experience for every learner”

LearnVector is building agentic AI for personalized one-on-one learning experiences.

“For most of history, great teaching has been scarce, rationed by cost, geography, and time. LearnVector’s ambition is to make it abundant. Building on Andrew Ng’s pioneering work in agentic AI, LearnVector is creating a fundamentally new learning experience: not a search box or a chatbot that hands you an answer and moves on, but a one-on-one learning experience that adapts to how you learn, practices with you, and stays with you until you’ve mastered the material and can prove it, whether that’s advancing into a new role or reaching genuine command of a subject.”

Coursera and LearnVector are exploring commercial collaborations with first products targeted for 2027.

“The parties are exploring potential commercial collaborations under which LearnVector intends to pair Ng’s agentic AI with a distinct set of capabilities we believe no other company can match: Coursera’s accredited, trusted content; an enterprise and higher-education ecosystem reaching more than 300 million learners and 12,000 enterprise customers; and unrivaled data on how the world learns. The first LearnVector product experiences are targeted for early 2027. Together, the goal is to deliver a trusted, one-on-one learning experience unique to each learner, the winning formula a chatbot can’t replicate.”

Forward-looking statements discuss potential benefits of investment in LearnVector and AI initiatives.

“This press release contains forward-looking statements that involve substantial risks and uncertainties. Any statements contained in this press release that are not statements of historical facts may be deemed to be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as: “accelerate,” “aim,” “ambition,” “anticipate,” “believe,” “can,” “continue,” “conviction,” “could,” “demand,” “design,” “estimate,” “expand,” “expect,” “goal,” “grow,” “intend,” “may,” “might,” “mission,” “need,” “objective,” “ongoing,” “outlook,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would,” or the negative of these terms, or other comparable terminology intended to identify statements about the future. These forward-looking statements include, but are not limited to, statements regarding the expected benefits of Coursera’s strategic investment in LearnVector and any anticipated commercial collaboration between the parties; LearnVector’s product development plans and the potential impact of its technology; the aim of LearnVector to put AI agents to work to create more personalized, one-to-one learning experiences that adapt to each learner and address the need for continuous, trusted skills development; the expansion of Coursera’s market opportunity and anticipated expansion of the market itself; the potential to transform the learning experience; our AI strategy and initiatives, our internal development initiatives; our progr”

LearnVector is building one-to-one learning experiences powered by agentic AI.

“LearnVector is an AI-native learning company reinventing how people learn. Founded in 2026 by Andrew Ng — co-founder of Coursera and Google Brain, former Chief Scientist at Baidu, and founder of DeepLearning.AI — LearnVector is building one-to-one learning experiences powered by agentic AI: systems that plan a personal learning path, adapt to how each person learns, and stay with them until they've mastered new skills. The company is backed by a strategic investment from Coursera and is based in the Bay Area. For more information, visit LearnVector.ai or contact press@learnvector.ai.”

Andrew Ng coined the term agentic AI and builds tools to broaden access to advanced capability.

“Andrew Ng is one of the most influential figures in modern artificial intelligence. He co-founded and led Google Brain, served as chief scientist at Baidu, and directed the Stanford Artificial Intelligence Laboratory. He co-founded Coursera in 2012 and has taught AI to millions worldwide, coining the vocabulary the industry now speaks, from “AI is the new electricity” to “agentic AI.” Across every role, one throughline holds: Ng builds tools that put advanced capability into as many hands as possible.”

Coursera made a strategic investment in LearnVector to accelerate its AI strategy.

“On July 28, 2026, Coursera announced a $100 million strategic investment in LearnVector, a new AI-native learning company founded and led by Andrew Ng, Coursera’s co-founder and Chairman and one of the world’s most influential figures in AI. LearnVector aims to put AI agents to work for human development by creating more personalized, one-to-one learning experiences that adapt to each learner and address the growing need for continuous, trusted skills development. Building on the expanded scale, skills intelligence, and innovation capacity created by the Udemy combination, the investment is intended to accelerate Coursera’s AI strategy as the Company advances a unified, next-generation platform. The parties are exploring potential commercial collaborations, with updates for learners, customers, instructors, and partners to be shared over time on the Coursera Blog at https://blog.coursera.org.”

Forward-looking statements address expected benefits of investment in LearnVector and AI agents.

“This press release contains forward-looking statements that involve substantial risks and uncertainties. Any statements contained in this press release that are not statements of historical facts may be deemed to be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as: “accelerate,” “achieve,” “anticipate,” “believe,” “can,” “continue,” “could,” “demand,” “design,” “estimate,” “expand,” “expect,” “intend,” “may,” “might,” “mission,” “need,” “objective,” “ongoing,” “outlook,” “plan,” “position,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would,” or the negative of these terms, or other comparable terminology intended to identify statements about the future. These forward-looking statements include, but are not limited to, statements regarding the business combination with Udemy, including the expected benefits of the business combination, such as the amount and expected timing of our annual run-rate net synergies, the outlook for the combined company’s results of operations and financial condition; our continued integration efforts for the combined company; statements regarding LearnVector, including the expected benefits of our investment in and our potential commercial collaborations; our plan to share updates regarding our investment in LearnVector on our Coursera Blog; the aim of LearnVector to put AI agents to work for human development by creating more personalized, one-to-one learning experiences th”

Forward-looking statements address expected benefits of investment in LearnVector and AI agents.

“Forward-looking statements Q2 2026 Shareholder Letter 19 This document contains forward-looking statements that involve substantial risks and uncertainties. Any statements contained in this document that are not statements of historical facts may be deemed to be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as: “accelerate,” “achieve,” “anticipate,” “believe,” “can,” “continue,” “could,” “demand,” “design,” “estimate,” “expand,” “expect,” “intend,” “may,” “might,” “mission,” “need,” “objective,” “ongoing,” “outlook,” “plan,” “position,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would,” or the negative of these terms, or other comparable terminology intended to identify statements about the future. These forward-looking statements include, but are not limited to, statements regarding the business combination with Udemy, including the expected benefits of the business combination, such as the amount and expected timing of our annual run-rate net synergies, the outlook for the combined company’s results of operations and financial condition; our continued integration efforts for the combined company; statements regarding LearnVector, including the expected benefits of our investment in and our potential commercial collaborations; our plan to share updates regarding our investment in LearnVector on our Coursera Blog; the aim of LearnVector to put AI agents to work for human development by creating more p”

Coursera plans a unified AI-native architecture platform connecting skills development, verification and outcomes.

“19Supplemental Post-Merger Modeling Presentation Key takeaways + Significantly enhanced financial profile with pro forma combined annual revenue of more than $1.5 billion1, structural margin expansion, and greater capacity to invest in product innovation + Accelerated pace of synergies achievement through cost savings initiatives expected to contribute $115M+ of annual run-rate net synergies before the end of 2027, with $80+ million expected by the end of 2026 + Building the foundation for the next generation platform for workforce readiness through shared scale, proprietary data, and a unified AI-native architecture designed to connect skills development, verification, and outcomes at scale 1. Pro forma combined revenue for the year ended December 31, 2025, as disclosed in Courseraʼs Form 8-K/A filed on June 23, 2026 and reflected in the Appendix. Mike Foley, Chief Financial Officer ● Let me close with how I view the value creation opportunity ahead. ● There are two distinct lenses. ● The first is execution. ○ We have a clear path to integrate quickly, realize synergies faster than the timeline we originally communicated, and improve the financial profile of the combined company. ○ That is the work investors should expect us to deliver in the near term. ● The second is what that execution enables. ○ Integration gives us the scale, data, and investment capacity to build the next generation platform for skills development; one with greater reach, richer insights, and where lea”