Revenue inflection point

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Udemy: Poised For A 2026 Inflection Point
Seeking Alphaยท 2025-08-25 14:30
Core Insights - Udemy may experience a significant inflection point in revenue growth by 2026 after a period of deceleration since its 2021 IPO, with near zero growth projected for 2025 [1] Company Overview - Ariel Sokol, with over twenty years of experience in corporate finance, has a background in both established companies and startups, focusing on subscription and edtech businesses [1] - Sokol founded Kolari Consulting, a strategy consulting firm, and previously held key positions at Pearson, including VP of strategy and finance and General Manager of Institutional Business [1] - Sokol has experience as a Wall Street equity research analyst covering education, software, and media companies [1]