Udemy(US:UDMY) ZACKS·2025-04-30 23:10Company Performance - Udemy, Inc. reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and showing an increase from $0.03 per share a year ago, representing an earnings surprise of 20% [1] - The company posted revenues of $200.3 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.66%, and an increase from $196.85 million year-over-year [2] - Over the last four quarters, Udemy has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Future Outlook - The sustainability of Udemy's stock price movement will depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $195.94 million, and for the current fiscal year, it is $0.41 on revenues of $791.3 million [7] - The estimate revisions trend for Udemy is mixed, resulting in a Zacks Rank 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which Udemy belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, suggesting that the industry's outlook can significantly impact Udemy's stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]