Udemy: Focusing On Margin Improvement Over Growth

Supatman Investment Thesis Udemy (NASDAQ:UDMY) provides a learning marketplace that helps individuals and organizations bridge the skills gap. The company operates in a vast and expanding market for both individual and corporate reskilling and training. The company's consumer business is facing challenges due to a weaker macroeconomic environment and increased competition. Its enterprise segment continues to exhibit double-digit growth and shows better profitability. Management has decided to prioritize the ...