Udemy(US:UDMY) ZACKS·2025-10-29 23:01Core Insights - Udemy, Inc. reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and showing an increase from $0.07 per share a year ago, resulting in an earnings surprise of +30.00% [1] - The company achieved revenues of $195.68 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.31% and slightly up from $195.42 million year-over-year [2] - Udemy has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Udemy's stock will largely depend on management's commentary during the earnings call and the sustainability of its immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $196.65 million, and for the current fiscal year, it is $0.47 on revenues of $789.99 million [7] Industry Context - The Internet - Software industry, to which Udemy belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]