Core Viewpoint - Youdao, Inc. will report its fourth quarter and fiscal year 2025 financial results on February 11, 2026, before the U.S. markets open [1] Group 1: Financial Results Announcement - The earnings teleconference call will occur at 5:00 a.m. Eastern Time on February 11, 2026, with management discussing quarterly results and answering questions [2] - Dial-in details for the earnings conference call include toll-free numbers for the United States, Mainland China, and Hong Kong, as well as an international number [2] - A live and archived webcast of the conference call will be available on the Company's investor relations website [2] Group 2: Company Overview - Youdao, Inc. is an AI-powered solutions provider specializing in artificial intelligence applications for learning and advertising [4] - The company offers learning services, online marketing services, and smart devices, all powered by advanced technologies [4] - Youdao was founded in 2006 as part of NetEase, Inc., a leading internet technology company in China [4]

Key Takeaways SKIL saw a y/y revenue dip from a sharp GK decline, prompting management to review strategic alternatives.UDMY posted marginal revenue growth as subscriptions rose 8% y/y and paid subscribers jumped 88%.SKIL trades at a much lower forward P/E despite EBITDA resilience, driven by broad-based cost reductions.Both Skillsoft (SKIL) and Udemy (UDMY) are online learning platforms focusing on workforce development and lifelong learning. While SKIL is zeroing in on corporate digital learning solutions ...

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a global AI-powered skills acceleration platform, today announced new research in collaboration with Indeed, the world's #1 job site and a leading job matching and hiring platform. The report, titled "The Future-Proofing Instinct," reveals a growing disconnect between workers and employers: while employees are proactively building skills for the future, many organizations remain focused on filling immediate job openings. Additionally, employ. ...

In 1997, the day before Greg Hart joined Amazon, he was summoned to a meeting—on a Sunday—with its founder, Jeff Bezos.At the time, Bezos had interviewed virtually every one of Amazon’s circa 200 employees; Hart was one of the few the tech entrepreneur hadn’t personally appointed. Over the next 23 years at the online giant, Hart reported directly to Bezos as technical advisor to the CEO, and to Amazon’s current CEO, Andy Jassy.The lessons Hart learned at one of the world’s most famous businesses have staye ...

+ Empowering the Global Workforce with Skills for the AI Era Non-GAAP financial measures This presentation con tains non-GAAP measures (includ ing non-GAAP gross p rofit, Adjust ed EBITDA, and cost synergies) used by our man agement to help us an alyze our fin ancial results, estab lish budgets and operational goals for man aging our business, evaluate our performan ce, an d make strategic decisions. We believe these pro vide useful supplemen tal information for investors to an alyze our core results and be ...

Transaction Overview - Each Udemy share will be exchanged for 0.800 Coursera shares[10] - Pro-forma ownership: Approximately 59% Coursera shareholders / 41% Udemy shareholders[10] - The transaction is expected to close by the second half of 2026[10] Strategic Rationale - The combination aims to deliver greater value to millions of learners and thousands of enterprise, university, and government customers[12, 31] - The merger brings together a comprehensive ecosystem of world-class instructors, industry leaders, and global subject matter experts[12, 32] - The combined company anticipates annual run-rate cost synergies of $115 million within 24 months of closing[15, 35] Financial Profile - Combined revenue over the last twelve months is $1.536 billion[27, 28] - Combined non-GAAP gross profit is $935 million with a margin of 61%[27] - Combined adjusted EBITDA is $155 million with a margin of 10%[27]

Core Insights - Udemy has introduced new instructor-focused offerings to enhance the role of human expertise in the AI-driven learning landscape [1][2] - The global demand for upskilling is increasing, with nearly 60% of professionals requiring reskilling due to rapid changes driven by AI [1] Group 1: New Offerings - Instructor Subscriptions will allow instructors to offer live sessions, short-form content, and community features, aimed at generating recurring revenue and enhancing learner engagement [3] - AI-Powered Micro-Learning tools will enable instructors to convert long-form courses into interactive micro-learning experiences, catering to learners' needs in real-time [3] - A $2.5 million Content Innovation Fund will support instructors in developing next-generation learning formats, including subscription models and AI-driven content [4] Group 2: Market Trends - Learner expectations are shifting towards modular, continuous, and skills-focused learning experiences, prompting Udemy to adapt its offerings [5] - The innovations are designed to create new revenue streams for instructors beyond traditional course formats, thereby strengthening Udemy's subscription ecosystem [5] Group 3: Company Overview - Udemy is positioned as an AI-powered skills acceleration platform, helping organizations and individuals develop essential skills for a rapidly evolving workplace [7] - The company serves thousands of enterprises globally, including notable clients like Ericsson, Samsung, and The World Bank, emphasizing its role in workforce development [7]

Core Insights - Duolingo, Inc. (DUOL) has experienced a significant decline of 59% over the past six months, contrasting sharply with a 20% increase in the broader industry and a 17% rise in the Zacks S&P 500 composite [1][6] - The performance of competitors like Coursera (COUR) and Chegg (CHGG) has also been negative, with Coursera down 4% and Chegg down 36%, indicating a shift in investor sentiment within the online learning sector [2] Company Performance - Duolingo's integration of artificial intelligence and proprietary data is central to its business model, enhancing content creation and operational efficiency [3][4] - The company has introduced 148 new language courses in April, marking its largest expansion ever, showcasing its ability to scale content creation rapidly [7][8] - Duolingo's current ratio stands at 2.82, significantly higher than the industry's 1.58, indicating a strong liquidity position to meet short-term obligations [9] Growth Prospects - The Zacks Consensus Estimate for Duolingo's 2025 earnings is projected at $8.35, reflecting a remarkable 344% year-over-year increase, with sales expected to grow by 38% in 2025 [10] - Recent upward revisions in earnings estimates, with six estimates revised upward in the past 60 days, demonstrate strong analyst confidence in the company's future performance [11] Valuation Concerns - Despite the stock's decline, Duolingo's forward 12-month P/E ratio of 45.21X remains significantly above the industry's 27.24X, suggesting the stock is still trading at a premium [15] - The elevated valuation raises concerns about potential further downside if growth metrics show any signs of weakness [15] Investment Outlook - A balanced view suggests holding Duolingo stock for now, as the company benefits from strong AI integration and rapid content expansion, but faces challenges due to its high valuation and shifting market sentiment [16]

Core Insights - Udemy and Mila have announced a partnership aimed at accelerating responsible AI skill development for the global workforce [1][2] - The collaboration will focus on creating scalable AI learning programs that emphasize ethical and responsible AI application [1][3] Partnership Details - Starting in January, new responsible AI learning programs will be launched, combining Udemy's global reach with Mila's expertise in responsible AI research [2] - The programs will blend technical skills with strategic and ethical decision-making, catering to organizations at various stages of their AI journey [2][3] Organizational Impact - The partnership aims to equip organizations with practical skills and frameworks necessary for safe and strategic AI adoption [3] - Professionals will gain access to courses on responsible AI, ethics, governance, and practical decision-making [6] Educational Offerings - The learning solutions will include applied training on integrating responsible practices into workflows and insights from Mila researchers on emerging trends [6] - Flexible learning formats will be available, including on-demand content and expert-led sessions for enterprise teams [6] About Udemy - Udemy is an AI-powered skills acceleration platform serving 82 million learners and over 17,000 organizations globally [1][4] - The platform provides personalized experiences to help organizations develop the necessary capabilities for a rapidly evolving workplace [4] About Mila - Mila is the world's largest academic AI research center, specializing in deep learning and dedicated to advancing AI for the benefit of all [5] - Founded by Yoshua Bengio, Mila is supported by the Canadian government and recognized for its influential research and leadership in responsible AI [5]

Core Insights - Caledonia (Private) Investments increased its stake in Coursera by purchasing 1,935,803 additional shares, raising its total position value to approximately $109.06 million as of the end of the third quarter 2025 [1][2] - Coursera's shares were priced at $8.41 as of December 4, 2025, remaining flat over the prior year and underperforming the S&P 500 by 13 percentage points [3][4] - The company has a market capitalization of $1.4 billion and reported trailing twelve months (TTM) revenue of $739.78 million, with a net income loss of $45.81 million [4] Investment Position - Caledonia's investment in Coursera now represents 1.8% of its 13F reportable assets under management (AUM) [3] - The fund's total position value increased from $64.63 million in the previous quarter to $109.06 million [2] Company Performance - Coursera has experienced a five-year revenue compound annual growth rate (CAGR) of 30%, but its sales growth rate has slowed to a 10% increase in the latest quarter [3][9] - The company operates an online educational platform that connects learners, educators, and organizations, offering a wide range of courses and professional certificates [5][8] Market Context - The investment by Caledonia is seen as a significant bet against the potential disruption of the online learning industry by artificial intelligence (AI) [9][11] - Despite the stock trading near its 52-week high at the time of purchase, it has since declined approximately 30%, potentially making it an attractive investment opportunity [10]