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Coursera Udemy Merger: 4 Strategic Implications in the Age of AI

On December 17, 2025, the EdTech landscape shifted permanently. Coursera (NYSE: COUR) and Udemy (NASDAQ: UDMY) announced a definitive merger agreement valued at approximately $2.5 billion. This all-stock transaction unites two industry giants that had previously pursued opposite strategies: Coursera’s "ivory tower" academic partnerships and Udemy’s "town square" open marketplace. In this article This case study analyzes the strategic logic…
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