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2U and Coursera: A tale of two earnings calls
O ET
Glenda Morgan
April 28, 2023
Insights into regulatory environment, OPM demand, and cost of marketing
Both 2U and Coursera held their Q1 earnings calls this week. Listening to the two earnings calls, it is hard to believe that the two companies operate in similar spaces. The tone of each call was very different, though there were some elements of the content of the calls that were similar. Both the differences and similarities tell us some interesting things about what is happening with OPMs and online learning. There was a lot of news in the calls, but I want to focus on a few things in particular:
The way that the companies are publicly handling the current regulatory environment
Demand for OPM services
Costs of marketing