Udemy, Inc. ( (UDMY) ) has released its Q2 earnings. Here is a breakdown of the information Udemy, Inc. presented to its investors.
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Udemy, Inc. is a leading AI-powered skills acceleration platform that provides on-demand, multi-language content to help companies and individuals build technical, business, and soft skills. The company operates in the education technology sector and is known for its personalized learning experiences.
In its second quarter of 2025, Udemy reported achieving GAAP profitability under the leadership of its new CEO, Hugo Sarrazin. The company also reached a significant milestone with over 200,000 paid consumer subscribers, marking a pivotal moment in its growth strategy.
Key financial highlights include a 3% year-over-year increase in total revenue to $199.9 million, with the enterprise segment showing a 7% growth. The company achieved a net income of $6.3 million, a significant improvement from the previous year’s loss. Adjusted EBITDA saw a remarkable increase of 420% year-over-year, reaching $28.4 million. The consumer segment, however, experienced a slight decline in revenue.
Strategically, Udemy expanded its global customer base and introduced new AI-focused learning packages to enhance AI fluency among professionals. The company also launched innovative offerings like Role Play for soft skills development and integrated Lummi’s AI-driven design tools to enhance course experiences.
Looking ahead, Udemy’s management remains optimistic about sustaining profitable growth and leading the AI-powered skills development market. The company aims to capitalize on the increasing demand for continuous skills development as organizations navigate AI transformations.