Core Viewpoint - Udemy, Inc. (UDMY) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][3]. Earnings Estimate Revisions - The trend in estimate revisions indicates growing analyst optimism regarding Udemy's earnings prospects, which is expected to positively impact its stock price [2]. - For the current quarter, Udemy is projected to earn $0.10 per share, reflecting a 42.9% increase from the previous year [6]. - Over the last 30 days, the Zacks Consensus Estimate for Udemy has risen by 20%, with one estimate moving higher and no negative revisions [6]. - For the full year, Udemy is expected to earn $0.47 per share, representing a 193.8% increase from the prior year [7]. - The consensus estimate for the current year has increased by 90.85% due to four estimates moving higher and no negative revisions [8]. Zacks Rank - Udemy currently holds a Zacks Rank 1 (Strong Buy), indicating strong agreement among analysts in raising earnings estimates [9]. - The Zacks Rank system has a proven track record, with Zacks 1 Ranked stocks averaging a 25% annual return since 2008 [3]. Stock Performance - Udemy shares have increased by 8.3% over the past four weeks, suggesting investor confidence in the company's earnings growth prospects [10].

Udemy, Inc. (UDMY) reported $199.88 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 2.8%. EPS of $0.16 for the same period compares to -$0.04 a year ago.The reported revenue represents a surprise of +1.69% over the Zacks Consensus Estimate of $196.56 million. With the consensus EPS estimate being $0.12, the EPS surprise was +33.33%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Core Insights - Udemy, Inc. reported revenue of $200.3 million for Q1 2025, reflecting a year-over-year increase of 1.8% and an EPS of $0.12, up from $0.03 a year ago, exceeding the Zacks Consensus Estimate of $197.04 million by 1.66% [1] - The company achieved an EPS surprise of 20.00%, with the consensus EPS estimate being $0.10 [1] Financial Performance Metrics - The Enterprise Segment's Annual Recurring Revenue reached $519 million, surpassing the estimated $512.99 million [4] - The Consumer Segment had an average of 1.41 million monthly buyers, slightly above the estimated 1.4 million [4] - Total customers in the Enterprise Segment were 17,216, exceeding the average estimate of 17,111 [4] - Revenue from the Enterprise Segment was $127.70 million, compared to the average estimate of $125.84 million, marking a year-over-year increase of 8.6% [4] - Revenue from the Consumer Segment was $72.60 million, which is below the average estimate of $70.79 million, representing a year-over-year decline of 8.3% [4] Stock Performance - Udemy's shares have returned -12.2% over the past month, contrasting with the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]