SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a global AI-powered skills acceleration platform, today announced the launch of an end-to-end certification journey with a significant expansion of its Amazon Web Services (AWS) certification resources. Learners can now purchase AWS exam vouchers for 12 certifications on Udemy's global marketplace, access top-rated courses and practice exams from certified experts, and get automated guidance to stay on track with exam scheduling. This strate. ...

Core Insights - Corsera is positioned as a significant player in the digital education space, competing with various educational formats and platforms, and has a catalog of over 13,500 courses, growing at over 45% year-over-year [5][10] - The company is experiencing a surge in interest in AI-related courses, averaging 15 enrollments per minute in 2025 [6] - Corsera is in the process of merging with Udemy, which will diversify its content offerings and balance its consumer and enterprise revenue streams [15][10] Company Positioning - Corsera differentiates itself by offering high-quality content from renowned universities and industry partners, including Google, Microsoft, and IBM [5] - The merger with Udemy will combine Corsera's institutional focus with Udemy's extensive network of over 85,000 content creators, enhancing the breadth of available courses [8][10] Financial Performance - For 2025, the combined revenue of Corsera and Udemy is projected to be $1.5 billion, with a balanced revenue split of 50% from consumers and 50% from enterprises [15][16] - Corsera has reported a cash flow generation of over $78 million for fiscal year 2025, with an adjusted EBITDA margin of approximately 10% [37][41] Market Dynamics - Despite strong earnings, Corsera's stock price has declined over 20% in the past year, reflecting broader market concerns about digital education companies [42][44] - The company aims to improve its fundamentals and deliver consistent revenue growth, having achieved 9% year-over-year revenue growth in 2025 [46][48] AI Integration - Corsera is leveraging generative AI to enhance the learning experience, including features like AI-driven tutoring and course creation tools [52][56] - The company is committed to using AI to improve content delivery and learner engagement, while also ensuring that human instructors remain central to the educational experience [58][60] Corporate Structure - As a public benefit corporation, Corsera prioritizes the interests of various stakeholders, including employees and learners, alongside shareholder value [64][66] - The company's mission is closely tied to its business success, emphasizing the importance of improving educational outcomes for learners globally [67][68]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (State or Other Jurisdiction of Incorporation or Organization) (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 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 Nam ...

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a global AI-powered skills acceleration platform, today announced the launch of its new Learn AI with Google plan. This plan brings Google's newly launched AI Professional Certificate to more than 84 million Udemy learners, enabling them to master in-demand AI skills and learn directly from Google experts to meet the growing demand for AI skills in today's workforce. Learn AI with Google is the first comprehensive AI subscription by Udemy fo. ...

Online learning marketplace Udemy has launched a new integration with OpenAI.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The new arrangement will embed Udemy’s content directly into OpenAI’s interface via an ap ...

Core Insights - Udemy has partnered with OpenAI to integrate its skills content into ChatGPT, enhancing personalized and interactive upskilling experiences for users [1] - The integration aims to provide a comprehensive reskilling operating system that includes skill discovery, acquisition, mastery, validation, and acceleration directly within ChatGPT [1] - This collaboration targets approximately 800 million weekly active users of ChatGPT, focusing on learning as a primary use case [1] Company Overview - Udemy is described as a global AI-powered skills acceleration platform, offering over 290,000 courses from 90,000 expert instructors [1] - The platform aims to transform how individuals and companies build necessary capabilities for a rapidly evolving workplace [1] - Udemy's enterprise solutions are utilized by thousands of companies, including notable names like Ericsson, Samsung, and Volkswagen [1] Integration Features - The integration includes features such as Learning Journey Intelligence, which tracks individual learning paths and skill gap analysis [1] - Users can explore course content without login requirements, facilitating easier content discovery [1] - The integration allows for seamless enrollment in courses directly from ChatGPT conversations, enhancing user engagement [1] Learning Experience - The app provides interactive assessments, practical labs, and competency validation, distinguishing it from traditional AI tutoring [1] - Users can ask questions in real-time while watching course videos, creating a flexible learning environment [1] - ChatGPT will proactively suggest relevant Udemy courses based on detected learning opportunities in conversations [1] Accessibility and Future Vision - The Udemy app in ChatGPT is available to logged-in users across various subscription plans, initially launched in English with subtitle support [1] - This integration represents a step towards making high-quality education universally accessible through conversational AI [1]

Investor Contact Dennis Walsh Vice President, Investor Relations [dennis.walsh@udemy.com]Industry:- [Continuing]- [Other Education]- [Human Resources]- [Artificial Intelligence]- [Software]- [Training]- [Business]- [Professional Services]- [Technology]- [Education]- [Data Management]### UdemyNASDAQ:UDMY---Release Versions[English]---### ContactsMedia Contact Paxton Mittleman Senior Corporate Communications Manager [press@udemy.com] Investor Contact Dennis Walsh Vice President, Investor Relations [dennis.wal ...

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

分组1 - Udemy, Inc. reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, and showing an increase from $0.1 per share a year ago, resulting in an earnings surprise of +27.66% [1] - The company achieved revenues of $193.99 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.40%, although this represents a decline from $199.94 million in the same quarter last year [2] - Udemy has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance in earnings [2] 分组2 - The stock has underperformed the market, losing about 17.6% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $198.44 million, and for the current fiscal year, it is $0.48 on revenues of $806.03 million [7] - The Internet - Software industry, to which Udemy belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Financial Data and Key Metrics Changes - For the full year 2025, the company reported revenue of $757 million, a 9% increase year-over-year, significantly higher than the initial 4% growth outlook shared in April [8] - The company generated record free cash flow of $78 million, up 32% from the prior year [8] - Adjusted EBITDA margin expanded by 240 basis points year-over-year to 8.4% [9][42] Business Line Data and Key Metrics Changes - Consumer revenue in Q4 was $132 million, up 12% year-over-year, driven by enhanced marketing and subscription capabilities [47] - Enterprise revenue was $65.4 million, up 5% from a year ago, with a net retention rate for paid Enterprise customers at 93% [53] - The total number of registered learners increased by 29 million, growing the cumulative learner base by 17% year-over-year [14] Market Data and Key Metrics Changes - The company added 6.8 million new learners in Q4, the highest fourth quarter additions in its history [14] - The demand for career-focused learning remains strong, particularly for AI-related skills, with learners enrolling in the generative AI catalog at a rate of 15 enrollments per minute [17] Company Strategy and Development Direction - The company announced a strategic agreement to combine with Udemy, aiming to enhance its ability to invest, innovate, and execute at scale [10] - The focus is on evolving from a content catalog to a leading technology platform for skills, addressing the global skilling and talent transformation opportunity [12] - The introduction of a Platform Fee is intended to support ongoing investment in AI-native capabilities and enhance platform value [30][32] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver growth and improve operational efficiency, despite the challenges posed by rapid technological changes [36] - The outlook for 2026 anticipates revenue growth of approximately 6%-8%, with consumer segment growth expected to exceed 10% [59][60] Other Important Information - The company ended 2025 with approximately $793 million in unrestricted cash and cash equivalents, with no debt, positioning it well for future investments [46] - The anticipated transaction with Udemy is expected to generate annual run rate cost synergies of $115 million within 24 months of closing [58] Q&A Session Summary Question: Can you provide more details on the Platform Fee structure and its expected impact on gross margins? - Management clarified that the Platform Fee is designed to enable ongoing investment in the platform and is expected to provide a meaningful uplift in gross margins in the second half of 2026 [70][75] Question: What areas will see increased investment in the 2026 budget? - The company plans to invest more in sales and marketing for learner acquisition and in R&D for product development [77][78] Question: How is the company leveraging proprietary datasets for competitive advantage? - The company utilizes data to map skills needed for career advancement to relevant courses, enhancing learner outcomes and engagement [82][88] Question: What are the expectations for international growth and translation efforts? - The company will continue to expand translated courses and geo-based pricing to better serve international learners [94][97] Question: What is the timeline for the Udemy merger and any potential regulatory hurdles? - Management indicated that the merger is progressing through regulatory filings, with a tentative timeline for completion in the second half of the year [111] Question: What are the main drivers for growth in the consumer segment? - The consumer segment is expected to grow due to increased subscription uptake and effective marketing strategies [120][123]