The market expects Udemy, Inc. (UDMY) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

Key Takeaways SKIL saw a y/y revenue dip from a sharp GK decline, prompting management to review strategic alternatives.UDMY posted marginal revenue growth as subscriptions rose 8% y/y and paid subscribers jumped 88%.SKIL trades at a much lower forward P/E despite EBITDA resilience, driven by broad-based cost reductions.Both Skillsoft (SKIL) and Udemy (UDMY) are online learning platforms focusing on workforce development and lifelong learning. While SKIL is zeroing in on corporate digital learning solutions ...

Group 1 - The proposed sale of Udemy, Inc. to Coursera, Inc. involves Udemy shareholders receiving 0.800 shares of Coursera common stock for each share of Udemy owned [1] - Kahn Swick & Foti, LLC is investigating whether the proposed transaction adequately values Udemy and the process leading to this valuation [1] - The law firm is seeking to determine if the consideration offered to Udemy shareholders is sufficient or if it undervalues the company [1]

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a global AI-powered skills acceleration platform, today announced a strategic partnership with Entri, a leading learning platform focused on India's 400 million vernacular learners, to expand upskilling opportunities in India. The partnership brings together Udemy's expert-led courses with Entri's job training programs in multiple Indian languages to help learners across India reach their career goals. There's never been a more critical time for upskilli ...

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a global AI-powered skills acceleration platform, today announced new research in collaboration with Indeed, the world's #1 job site and a leading job matching and hiring platform. The report, titled "The Future-Proofing Instinct," reveals a growing disconnect between workers and employers: while employees are proactively building skills for the future, many organizations remain focused on filling immediate job openings. Additionally, employ. ...

Core Viewpoint - Wohl & Fruchter LLP is investigating the fairness of the proposed all-stock merger between Udemy, Inc. and Coursera, where Udemy shareholders will receive 0.800 shares of Coursera for each share of Udemy they own [1] Group 1: Stock Performance - Since the merger announcement on December 17, 2025, Udemy's stock price has decreased from $6.05 to $5.12 by January 13, 2026, making the merger less attractive for Udemy shareholders [2] - Prior to the merger announcement, Wall Street analysts had higher price targets for Udemy, with Ryan MacDonald from Needham setting a target of $11.00 and Bryan Smilek from J.P. Morgan at $8.00 [3]

Group 1 - The consumer discretionary sector has identified oversold stocks, presenting potential buying opportunities for undervalued companies [1] - The Relative Strength Index (RSI) is a momentum indicator used to assess stock performance, with an RSI below 30 indicating that a stock is typically considered oversold [1] Group 2 - Coursera Inc (NYSE:COUR) has an RSI value of 19.8, with shares falling 10.6% to close at $6.55, and a 52-week low of $5.76 [6] - Udemy Inc (NASDAQ:UDMY) has an RSI value of 28.2, with shares dipping 12% to close at $5.12, and a 52-week low of $4.86 [6] - ThredUp Inc (NASDAQ:TDUP) has an RSI value of 29.8, with shares falling 2.9% to close at $5.94, and a 52-week low of $1.66 [6]

Core Viewpoint - The proposed sale of Udemy, Inc. to Coursera, Inc. is under investigation to assess the fairness of the transaction for Udemy shareholders [1] Group 1: Transaction Details - Udemy shareholders will receive 0.800 shares of Coursera common stock for each share of Udemy owned [1]

Group 1: Merger Agreement - Coursera and Udemy have agreed to merge in an all-stock transaction, with an implied equity value of approximately $2.5 billion for the combined company [1] - Udemy shareholders will receive 0.8 shares of Coursera common stock for each Udemy share held [1] Group 2: Ownership Structure - Upon completion of the merger, Coursera shareholders are expected to own about 59% and Udemy shareholders approximately 41% of the new entity on a fully diluted basis [2] - The combined company will operate under the Coursera name and maintain its headquarters in Mountain View, California [2] Group 3: Company Profiles - Coursera, founded in 2012, has 191 million registered users as of September 30, 2025, and collaborates with over 375 universities and industry partners [2][3] - Udemy provides on-demand, multi-language courses to help develop technical, business, and soft skills, utilizing AI for personalized learning experiences [4] Group 4: Leadership and Governance - Greg Hart, currently CEO of Coursera, will lead the enlarged organization as CEO after the merger, with a board consisting of nine members [4] Group 5: Strategic Vision - The merger is positioned as a response to the rapid evolution of skills required across industries due to AI, aiming to create a comprehensive ecosystem for learners [5] - The combination is expected to enhance personalized and dynamic learning experiences through AI tools and data-driven insights [5] Group 6: Operational Efficiencies - Projected operational efficiencies include anticipated annual run-rate cost synergies of $115 million within two years after closing [6]

Core Insights - Canaccord Genuity set a price target of $7 for Udemy, indicating an 11.38% potential increase, while downgrading the stock from Buy to Hold [1][6] - Coursera and Udemy announced a merger valued at $2.5 billion, leading to a 21.7% surge in Udemy's stock price [2][6] - The merger is expected to generate over $1.5 billion in pro forma annual revenue and $115 million in annual cost synergies within two years [3][6] Company Developments - The merger aims to enhance offerings for individual learners and enterprise clients, leveraging Coursera's partnerships and Udemy's course marketplace [2][4] - Udemy's stock has fluctuated significantly, currently priced at $6.25, with a market cap of approximately $928 million and a trading volume of 24,489,825 shares [5] Market Context - Despite recent revenue growth, both companies face market challenges, reflected in declining share prices, prompting the merger to address investor concerns [4]