UDMY
Udemy, Inc.5.37
+0.10+1.9%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
807.35MP/E (TTM)
-Basic EPS (TTM)
-0.03Dividend Yield
0%Recent Filings
8-K
Udemy releases revenue disaggregation
Udemy furnished supplemental unaudited historical revenue data under Item 7.01, disaggregating by Enterprise and Consumer segments through September 30, 2025. Enterprise revenue climbed to $132.8M, driven by $132.3M subscriptions, while Consumer dipped to $62.9M amid $51.2M transactional sales. Paid Consumer subscribers surged to 294K. Data aids period comparisons; no revisions.
8-K
Q3 subs beat targets
Udemy posted Q3 revenue of $195.7M flat year-over-year, but subscription revenue surged 8% to $143.9M on Enterprise strength and Consumer paid subscribers exploding 88% to 294,000—beating full-year targets early. Adjusted EBITDA doubled to $24.3M with margins up 600 bps, fueled by the subscription pivot that dings near-term Consumer sales yet builds recurring stability. Guides Q4 revenue $191-194M, full-year $787-790M.
8-K
Udemy launches $50M buyback
Udemy announced a $50 million share repurchase program on September 10, 2025, effective immediately, signaling board confidence in its AI-driven upskilling growth amid generative AI workforce shifts. Management will time buys via open market or Rule 10b5-1 plans based on market conditions. Program signals strong shareholder returns conviction. It may be suspended anytime.
10-Q
Q2 FY2025 results
Udemy swung to Q2 operating profit of $3.9M from a $25.5M loss y/y, with revenue up 3% to $199.9M (Enterprise +7% to $129.3M, Consumer -4%) and gross margin expanding to 66% from 62% on lower content costs. YTD revenue rose 2% to $400.2M, gross margin hit 65%, but posted slim $4.5M net profit versus $50.2M loss y/y; diluted EPS of $0.03 reconciles to 150.7M shares. Cash jumped to $230.3M with $46.1M FCF (derived); added $200M undrawn revolver (May 2025, matures 2030) with covenants. Enterprise drove gains via customer adds, yet Consumer softened. Highly competitive market pressures retention.
8-K
Q2 profit, Enterprise growth
IPO
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