Udemy, Inc. (UDMY) reported $195.68 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 0.1%. EPS of $0.13 for the same period compares to $0.07 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $193.15 million, representing a surprise of +1.31%. The company delivered an EPS surprise of +30%, with the consensus EPS estimate being $0.10.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Udemy, Inc. (UDMY) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +30.00%. A quarter ago, it was expected that this company would post earnings of $0.12 per share when it actually produced earnings of $0.16, delivering a surprise of +33.33%.Over the last four quarters, the company has ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission File Number 001-40956 Udemy, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware ...

Udemy (NasdaqGS:UDMY) Q3 2025 Earnings Call October 29, 2025 05:00 PM ET Speaker2Today, and welcome to Udemy's third quarter 2025 earnings call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touch-tone phone. To withdraw your question, please press star, then two. Please n ...

3Q 2025 Earnings Presentation October 29, 2025 Safe Harbor Notice This presentation and any accompanying oral commentary include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements other than those of historical fact, including information concerning our future operating results and financial position, anticipated future expenses and investments, business strategies and plans, market growth, market position ...

Group 1 - The stock market is hovering around all-time highs, prompting the need for investors to consider portfolio re-allocation to mitigate potential downside risks [1] - Concentrated trading in large-cap tech stocks has resulted in expensive multiples, indicating a potential overvaluation in this sector [1] - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry themes and has been a contributor to Seeking Alpha since 2017 [1]

Core Insights - The online learning industry is evolving due to AI-driven personalization and changing workforce demands, with Udemy transitioning from a user-generated course marketplace to a subscription-based AI-enhanced model [1][2] - Udemy's enterprise segment revenue increased by 7% year-over-year, and the company achieved over 200,000 paid consumer subscribers [1][2] Company Overview - Udemy has been a significant player in the online learning space for 15 years, generating approximately $800 million in revenue, with $500 million from B2B and $300 million from B2C [1][2] - The company is pivoting its business model to focus on AI-driven personalized learning experiences for both consumers and enterprises [1][2] Business Model Transition - The shift from selling individual courses at large discounts to a subscription model is aimed at improving lifetime value and customer acquisition cost (CAC) ratios, resulting in a 40% year-over-year growth in subscribers [2][15] - Udemy plans to monetize certifications and introduce advertising, enhancing revenue per user significantly [2][15] Market Positioning - The company maintains a competitive advantage through its dynamic marketplace model, where 35% of the most used content is updated monthly, allowing for rapid adaptation to market changes [2][15] - Udemy is focusing on partnerships, such as with Indeed, to integrate its offerings into job-seeking processes, positioning itself similarly to a digital media company [2][15] Enterprise Strategy - The enterprise strategy involves targeting business leaders, including CTOs and heads of sales, to address ROI and workforce management challenges, particularly in the context of AI [8][10] - Udemy aims to reskill a significant portion of the workforce, with an estimated 92 million people needing reskilling in OECD countries over the next five years due to AI advancements [10][12] Financial Performance - The company reported a gross margin improvement of 300 to 400 basis points and generated $39 million in free cash flow in the second quarter [15][16] - With nearly $400 million in cash on the balance sheet, Udemy is positioned to invest in technology and product development to support its transformation [16][18]

Oct 1, 2025 10:00 AM Eastern Daylight Time Learning Tools Expand with AI to Meet Evolving Needs, ISG Says Share Companies seek unified platforms for personalized, consumer-grade user experiences with solid compliance capabilities, new research says STAMFORD, Conn.--(BUSINESS WIRE)--Enterprises are increasingly seeking learning management systems that ensure compliance while offering users modern learning experiences, according to new research from global AI-centered technology research and advisory firm Inf ...

Core Insights - Udemy, a leading AI-powered skills acceleration platform, announced the winners of the 2025 Learning Excellence Awards, recognizing organizations that have successfully achieved impactful results in learning and development through AI-driven upskilling [1] Group 1 - The awards were presented during Udemy's annual FWD event, highlighting the transformative efforts of visionary leaders in enhancing learning at scale [1] - The recognized organizations exemplify how they are equipping their teams to thrive in an AI-driven future [1]

Core Insights - The edtech market is experiencing growth driven by the demand for AI-based digital learning solutions and personalized learning across various educational segments [1][20] - Chegg, Inc. and Udemy, Inc. are two key players benefiting from these trends, with Chegg focusing on AI-driven tutoring and Udemy expanding its subscription model [1][6] Chegg Overview - Chegg operates a direct-to-consumer subscription model, providing digital study aids and AI-driven tutoring for college students [2] - The company is transforming its Chegg Study product into an AI-powered Personalized Learning Assistant, aimed at improving student graduation rates [3][21] - Chegg's investments in Busuu and Skills are enhancing its offerings in language learning and workplace readiness, with AI integration boosting engagement and retention [4][21] - The company has significantly reduced operating expenses by 72% year-over-year to $202.5 million in the first half of 2025, with expected adjusted savings of $165 million to $175 million for 2025 [5] Udemy Overview - Udemy operates as an online learning marketplace, with a market cap of approximately $1.05 billion, and is focusing on AI-powered innovations and subscription offerings [6] - About 70% of Udemy's revenue is now subscription-based, with plans to expand this model to reach over 250,000 consumer subscriptions by the end of 2025 [6][20] - The company is enhancing its partnership ecosystem, notably with Indeed and UKG, to integrate its content into broader career marketplaces and streamline enterprise learning management [7][8] - Despite growth in subscriptions, Udemy's Consumer segment faced a 6% year-over-year revenue decline to $143.1 million in the first half of 2025 due to macroeconomic challenges [10] Stock Performance and Valuation - Chegg's stock has outperformed Udemy's in the past six months, indicating stronger market momentum [11] - Chegg is currently trading at a discount compared to Udemy, which has a premium valuation despite facing headwinds [15][23] - EPS estimates for Chegg indicate a loss for 2025 but a break-even point for 2026, while Udemy's EPS estimates show significant growth potential [16][18] Investment Appeal - Chegg is positioned as a more compelling near-term buy due to its cost discipline, AI-led transformation, and relative valuation discount [23] - Udemy, while an attractive long-term player, faces macroeconomic risks and a reliance on discretionary spending, which may impact its near-term performance [22][23]