Udemy

UDMY

Market cap $752M

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a global AI-powered skills acceleration platform, today announced a strategic partnership with Emtrain, a leading provider of skills-based compliance training. The partnership will provide Udemy Business enterprise customers access to Emtrain's extensive compliance and workplace culture training content as part of the Udemy Business learning ecosystem, creating a robust workforce enablement solution. In turn, Emtrain will work with Udemy lea.

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills acceleration platform, today released a research report, “Ready or Not: The Emerging Gap Between Awareness and Action in AI Transformation.” Drawing on new primary research with nearly 5,000 workers across the US, UK, Brazil, and India, conducted by YouGov, the report reveals a striking paradox at the heart of today's workforce. While employees overwhelmingly recognize the sweeping impact AI has on society, many r.

SÃO PAOLO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a global AI-powered skills acceleration platform, today announced a strategic partnership with HSM, a leading provider of corporate education in Brazil. Through this collaboration, HSM clients will gain access to the Udemy Learning Platform and the integration of more than 30,000 Udemy Business courses into HSM's portfolio, expanding upskilling opportunities for organizations and professionals across the country. Udemy enables role-relevant lear.

Udemy, Inc. ( UDMY ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Dennis Walsh - Vice President of Investor Relations Hugo Sarrazin - CEO, President & Director Sarah Blanchard - Chief Financial Officer Conference Call Participants Ryan MacDonald - Needham & Company, LLC, Research Division Yi Lee - Cantor Fitzgerald & Co., Research Division Josh Baer - Morgan Stanley, Research Division Stephen Sheldon - William Blair & Company L.L.C., Research Division Jason Tilchen - Canaccord Genuity Corp., Research Division Nafeesa Gupta - BofA Securities, Research Division Devin Au - KeyBanc Capital Markets Inc., Research Division Presentation Operator Good day, and welcome to Udemy's Third Quarter 2025 Earnings Call.

Although the revenue and EPS for Udemy (UDMY) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Udemy, Inc. (UDMY) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.07 per share a year ago.

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills acceleration platform, today reported results for the three-month period ended September 30, 2025. Udemy has provided a supplemental deck with earnings highlights, which is available for download on the “Quarterly Results” section of the Investor Relations website. Financial Results and Key Operating Data Summary (in millions, except enterprise customers, subscribers, percentages, and basis points)     Three Month.

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills acceleration platform, today announced it will report its third quarter 2025 financial results after the close of market on Wednesday, October 29, 2025. Udemy will host a live conference call and webcast to discuss the results that afternoon at 2 p.m. PT / 5 p.m. ET. All earnings materials, including a link to the live webcast and recorded replay of the conference call, will be available on the “Quarterly Results”.

I'm initiating Udemy at a "Buy" rating after the stock's ~20% drop this year, reflecting a tremendous value opportunity in an otherwise expensive market. UDMY is shifting focus to AI-driven course content and enterprise subscriptions, targeting stable, recurring revenue streams. The platform's innovative AI tools, such as Role Play, differentiate UDMY by enhancing real-world skill development for learners.

On the latest episode of After Earnings, Ann sits down with Udemy CEO Hugo Sarrazin to discuss the company's pivot from a traditional online course marketplace to an AI-powered platform designed to reskill the global workforce. Highlights include: - Udemy's shift from one-off course sales to a subscription model - The company's enterprise push to re-skill workforces at scale - The future of its instructor-driven marketplace - How AI can deliver mass personalization in learning After Earnings is brought to you by Stakeholder Labs and Morning Brew.