How did Coursera perform in its Q3 earnings report?

Coursera exceeded revenue expectations in Q3 but its EBITDA guidance for the next quarter significantly missed analyst forecasts.

What was Roku's performance in the latest earnings?

Roku reported revenues in line with expectations and surpassed both its next-quarter and full-year EBITDA guidance.

What is the general trend for consumer subscription stocks after Q3 earnings?

Many consumer subscription stocks have seen their share prices decline, averaging a 15.5% drop since their latest earnings reports.

Home / Business and Economy / Consumer Subscription Stocks Face Q3 Earnings Rollercoaster

Consumer Subscription Stocks Face Q3 Earnings Rollercoaster

25 Nov, 2025

•

Summary

Consumer subscription stocks saw a mixed Q3 with revenues beating estimates.
Coursera reported strong revenue growth but missed EBITDA guidance.
Roku delivered in-line revenue and exceeded EBITDA guidance.

Consumer subscription businesses are increasingly expected to deliver hyper-personalized and on-demand services, with subscription models enhancing user engagement. The tracked group of eight consumer subscription stocks reported a mixed third quarter, exceeding revenue consensus by 1.3% though future guidance remained aligned with expectations. Despite these results, the average share price for these companies has fallen by 15.5% since their latest earnings disclosures.

Coursera, an online learning platform, reported revenues of $194.2 million, marking a 10.3% year-on-year increase and beating analyst expectations by 2.1%. The company also raised its full-year guidance and saw active customers grow by 17.8% to 191 million. However, its EBITDA guidance for the upcoming quarter significantly missed analyst projections, leading to a slight stock dip. Roku, a streaming hardware provider, announced revenues of $1.21 billion, matching expectations and showing a 14% year-on-year growth. Roku also exceeded both next-quarter and full-year EBITDA guidance.