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Udemy Inc (UDMY)
NASDAQ:UDMY
Earnings Data
Report Date
Feb 18, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.09Last Year’s EPS
0.1Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted strong growth in subscription revenue and strategic partnerships, indicating a successful pivot to a subscription-first model. However, short-term challenges include declines in Consumer segment revenue and retention rate pressures due to legacy contracts. Overall, Udemy is positioned for long-term growth, but is currently navigating transitional challenges.Company Guidance
Subscription Revenue Growth
Consolidated subscription revenue grew by 8% year-over-year and now comprises 74% of total revenue, indicating strong momentum in Udemy's strategic pivot to a subscription-first model.
Consumer Segment Success
The Consumer segment surpassed its full-year paid subscribers target, with subscription revenue increasing by 43% year-over-year.
Udemy Business Segment Performance
Udemy Business segment revenue increased 5% year-over-year, with $7 million in net new ARR, signaling strength in the enterprise business.
Improved Profitability
Udemy delivered GAAP net income of approximately $2 million compared to a loss of $25 million in Q3 2024. Adjusted EBITDA was $24 million or 12% margin, a 600-basis-point improvement from the prior year.
Strategic Partnerships and Innovations
Udemy launched new partnerships with Pearson and others, and developed AI Role Play and personalized learning experiences to enhance its platform.
UDMY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UDMY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 29, 2025 | $6.38 | $5.63 | -11.76% |
Jul 30, 2025 | $6.99 | $7.61 | +8.87% |
Apr 30, 2025 | $6.87 | $6.42 | -6.55% |
Feb 13, 2025 | $7.82 | $10.01 | +28.01% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Udemy Inc (UDMY) report earnings?
Udemy Inc (UDMY) is schdueled to report earning on Feb 18, 2026, After Close (Confirmed).
What is Udemy Inc (UDMY) earnings time?
Udemy Inc (UDMY) earnings time is at Feb 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UDMY EPS forecast?
UDMY EPS forecast for the fiscal quarter 2025 (Q4) is 0.09.