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Coursera Partners with OpenAI to Bring Learning Capabilities into the First Generation of Apps in ChatGPT
Businesswire· 2025-10-07 02:23
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera (NYSE: COUR), a leading global online learning platform, today announced it is one of OpenAI's first generation of apps in ChatGPT, unveiled at OpenAI's DevDay. This partnership marks the first time an online learning platform has been directly embedded in ChatGPT — making trusted, world-class educational content more accessible to hundreds of millions of learners worldwide. About Coursera Coursera was launched in 2012 by Andrew Ng and Daphne Koller with a mi ...
The Luxury Stock That Quietly Beat Bitcoin, Nvidia, and the S&P 500
Medium· 2025-10-02 14:40
The Luxury Stock That Quietly Beat Bitcoin, Nvidia, and the S&P 500Concord Capital Intelligence4 min read·Just nowJust now--When thinking about high returns — sometimes double or even triple-digit gains — how often do you immediately think of technology or cryptocurrency mining stocks? Most likely, names like Nvidia, Riot Platforms, or Marathon Digital come to mind. And that makes sense. When investors picture market outperformance, their thoughts often go straight to the usual suspects: tech titans, AI-dri ...
Saucony's Strong Performance Poised to Propel WWW's Growth in 2025
ZACKS· 2025-10-01 23:51
Key Takeaways Wolverine reported broad-based Q2 growth, led by Saucony's 41.5% y/y revenue jump and record sales.Merrell marked its fourth straight quarter of growth with lighter, faster trail footwear driving demand.Sweaty Betty and Wolverine delivered margin expansion through campaigns, innovation and premium launches.Wolverine World Wide, Inc. (WWW) delivered strong brand results in the second quarter of 2025, with Saucony leading the portfolio. The brand posted a 41.5% year-over-year revenue increase, a ...
Is TPR Positioned to Deliver Strong Growth Despite Tariff Headwinds?
ZACKS· 2025-10-01 00:50
Key Takeaways Tapestry closed FY25 with $7B in revenues, up 5% y/y, with adjusted EPS rising to $5.10 from $4.29.TPR projects 2026 sales of $7.2B and EPS of $5.30-$5.45, absorbing tariff-related costs.Coach drives growth, with strong momentum across regions, while Kate Spade faces a near-term decline.Tapestry, Inc. (TPR) concluded fiscal 2025 with record results, setting the stage for an improved outlook in fiscal 2026. The company reported revenues of $7 billion, up 5% from the prior year, and adjusted ear ...
Tapestry CEO Joanne Crevoiserat’s Pay Tops $17M in 2025
Yahoo Finance· 2025-09-30 00:37
The last year was a tricky one for Tapestry Inc., which dropped its $8.5 billion deal to buy Michael Kors parent Capri Holdings, sold off Stuart Weitzman and continued to work toward a Kate Spade turnaround. But chief executive officer Joanne Crevoiserat managed to navigate it well, exceeding her own personal financial targets as the Coach brand went from strength to strength. More from WWD Crevoiserat’s total compensation package grew 12.4 percent to $17.3 million in fiscal 2025, according to the compan ...
The younger consumer boom: Amex and luxury brands pursue Gen Z and millennials
Fortune· 2025-09-22 19:00
Good morning. Winning customers who stay with a brand for decades has become an important strategy for financial institutions and retailers.For American Express, that means tailoring offerings to affluent, adventure-seeking customers in their mid-20s to mid-40s. In a new Fortune article, my colleague Shawn Tully spoke with American Express CEO Steve Squeri about enhancements to the company’s U.S. Consumer and Business Platinum Cards. Squeri also explains how he’s targeting Gen Z and millennials.Dining was t ...
Tapestry, Inc. (TPR)’s Turnaround Example Needs To Be Followed, Says Jim Cramer
Yahoo Finance· 2025-09-18 01:13
We recently published 10 Latest Stocks Jim Cramer Discussed In An Episode Examining Turnarounds. Tapestry, Inc. (NYSE:TPR) is one of the stocks Jim Cramer recently discussed. Tapestry, Inc. (NYSE:TPR) is a high-end American accessories, footwear, and jewelry company. Cramer’s previous comments about the firm have raised the point that the firm offers consumers high-value products. Value in this sense, according to the CNBC host, does not mean low price but quality at a reasonable price. Cramer has also ap ...
Tapestry预计关税冲击要到2028财年才完全缓解,拟回购30亿美元股份
格隆汇APP· 2025-09-11 17:12
财务影响 - 美国关税影响预计持续至2028财年才能完全缓解 [1] - 关税将在2026财年造成约1.6亿美元损失 [1] 品牌业绩展望 - Coach品牌长期销售额目标推高至约100亿美元 [1] - Kate Spade品牌预计在2027财年恢复具盈利能力的收入增长 [1] 财务目标 - 2027财年及2028财年全年收入预计实现中单位数增幅 [1] - 调整后每股盈利预计每年实现低双位数增幅 [1] 资本回报计划 - 公司宣布直至2028财年期间将进行30亿美元股份回购计划 [1]
Coursera (NYSE:COUR) Update / Briefing Transcript
2025-09-11 00:02
涉及的行业或公司 * 公司为在线教育平台Coursera 专注于技能提升和再培训领域[1][2][3] * 行业涉及在线教育、职业培训以及人工智能(AI)技术应用[14][15][16] 核心观点和论据 **1 领导层背景与战略重点** * 新任CEO Greg Hart(前亚马逊23年高管)被公司使命和加速增长的业务机会所吸引 其战略聚焦于产品创新、内容引擎和市场推广[2][5][6] * 新任CPO Patrick Suppes(拥有亚马逊等公司背景)看重Coursera影响全球数百万学习者的潜力及其独特的生态系统[3][4] * 管理层将应用在亚马逊学到的电子商务基础、客户至上和产品创新文化[5][6][12] **2 人工智能(AI)驱动的巨大机遇** * AI正在以前所未有的速度被采用(ChatGPT推出两月月活用户即达1亿 7月周活用户已超8亿) 但其对就业市场的全面影响仍处于早期阶段[15] * AI催生了巨大的技能学习需求 2023年Coursera上GenAI内容平均每分钟有1次注册 2024年至今已加速至平均每分钟13次注册 且数字仍在上升[24] * 公司认为持续学习和可验证的技能变得至关重要 Coursera处于有利地位来帮助个人和企业应对此变化[16][17] **3 内容战略与合作伙伴关系** * 公司承认过去对内容引擎投资不足 现已加大投资并作为三大重点之一 目标是使学习体验更个性化、动态化且内容更模块化[7][20][23] * 新宣布与AI研究公司Anthropic合作 为其平台带来高度相关的新内容 目前平台已拥有1,200门GenAI课程[7][24][25] * 与顶尖大学和行业公司(如Google、微软、亚马逊、Anthropic)的信任伙伴关系在AI时代内容价值日益重要[35] **4 产品创新与AI功能应用** * **SkillTrack**:一款面向企业的交钥匙式学习解决方案 结合模块化内容、职业图谱(由超200万个数据点生成)和AI驱动的交互体验(如Roleplay、Dialog) 并通过聚焦实际任务应用的验证评估来认证技能掌握[38][39][40] * **AI赋能工具**: * **Coach**:AI驱动的课程辅导工具 能提升学习效率和测验通过率[30][31] * **CourseBuilder**:AI辅助课程创建工具 企业客户已用它创建了4,000门新课程 课程构建速度比之前快87%[27][31] * **AI配音翻译**:2024年4月有100门课程采用AI配音 预计到年底将扩展到1,000门课程覆盖5种语言 此举提高了用户参与度[28] * **Dialog与Roleplay**:提供沉浸式对话和角色扮演模拟 用于技能实践和知识测试[30][32][34] * 利用AI进行学术诚信验证(如课程监考、学术诚信检查)以确保技能掌握的真实性[36] **5 市场策略与增长指标** * 改进了**基于职业的发现**功能 通过简短的入门测验引导学习者找到合适的学习路径[45][46] * 推出了**区域特定定价** 以更好地匹配全球不同市场的购买力 取代了过去单一的美国定价模式[47] * 更新了**预览模式** 允许学习者免费体验任何课程的第一个模块(包含所有功能包括AI工具和评分评估)以帮助转化[48][49] * 2023年第二季度收入增长加速至10%(第一季度为6%) 消费者和企业业务增长均衡[51] * 公司提高了2023年财务指引:收入预期中点提高至7.42亿美元 全年EBITDA利润率指引从7%提高至8% 表明在加速增长的同时实现了运营杠杆[51] 其他重要内容 * **Connect年度会议**:本周正在举行 汇聚了内容创作者、行业伙伴和企业客户(包括企业、大学和政府) 反馈非常积极 新产品(如SkillTrack)受到好评[9][10][12] * **未来展望**:管理层期望Coursera成为个人和企业发现、掌握和验证所需技能的首选目的地 未来学习体验将更加个性化、互动化 并能更智能地理解学习者的目标[56][58][59] * **团队与执行**:管理层认为团队处于提升执行能力的早期阶段 对持续展示增长和运营杠杆能力充满信心[52][53]
Coach Parent Tapestry Targets Gen Z, Margin Expansion And Buybacks Through 2028
Yahoo Finance· 2025-09-10 20:37
长期增长战略 - 公司发布名为Amplify的长期增长战略 聚焦收入增长 利润率扩张和股东回报提升 规划期至2028年[1] - 战略旨在吸引年轻消费者 加强品牌忠诚度和推动国际扩张[2] 财务目标 - 预计2027和2028财年实现中等个位数年收入增长和低双位数每股收益增长[2] - 运营利润率预计在2028财年提升至22%以上 较2025财年增长超过200个基点[3] - 重申2026财年展望 假设美国贸易政策稳定 消费者信心平稳且无重大通胀压力[5] 资本回报计划 - 承诺三年内通过股息和回购向股东返还40亿美元[2] - 宣布新的30亿美元股票回购授权 并计划在2026财年维持每股1.60美元的年度股息[4] 品牌发展展望 - Coach品牌预计实现稳健的中等个位数收入增长和利润率扩张 长期目标为达成100亿美元销售额[4] - Kate Spade品牌预计在2027财年恢复盈利性收入增长 并在2028财年加速增长[4] 市场表现 - 股价在周三盘前交易中上涨0.49%至105.70美元[6]