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Udemy, Inc. (UDMY)
:UDMY
Earnings Data
Report Date
Oct 29, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.09Last Year’s EPS
0.07Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall, Udemy's earnings call conveyed a positive outlook driven by exceeded financial expectations, strategic partnerships, and strong growth in the Udemy Business segment. Notably, initiatives in AI-driven learning and new high-value deals indicate potential for future growth. However, challenges remain in consumer revenue decline and renewal of prior contracts.Company Guidance
Exceeded Revenue and Adjusted EBITDA Expectations
Udemy reported Q2 revenues of $200 million, exceeding expectations and the high end of guidance range. Adjusted EBITDA was stronger than expected.
Positive GAAP Net Income Achieved
Udemy delivered a positive GAAP net income for the first time since the IPO, marking a significant milestone in its financial journey.
Udemy Business Segment Growth
Revenue for the Udemy Business segment increased 7% year-over-year, with ARR reaching $520 million. The segment closed nearly 40 new business deals over $100,000 in ARR during the quarter.
Expansion and Partnership Initiatives
Strategic partnerships with Indeed and UKG were announced to integrate Udemy content, expand reach, and create new revenue streams. New partnerships and reseller agreements were also established in LatAm.
AI-Powered Skill Acceleration Platform
Udemy is positioning itself as a leading AI-powered skill acceleration platform, which has resulted in positive customer reception and the launch of new AI SKUs and AI-driven learning initiatives.
Increase in High-Value Deals
Udemy generated its highest amount of $100,000+ deals in the pipeline since 2022, indicating strong potential for growth.
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 |
|---|---|---|---|
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% |
Oct 29, 2024 | $8.46 | $8.17 | -3.43% |
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 Oct 29, 2025, After Close (Confirmed).
What is Udemy, Inc. (UDMY) earnings time?
Udemy, Inc. (UDMY) earnings time is at Oct 29, 2025, 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 (Q3) is 0.09.