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

In Udemy's Second Quarter 2025 Earnings Conference Call, the company reported strong financial performance, with revenues reaching $200 million, marking a 3% year-over-year increase, and exceeding expectations for both revenue and adjusted EBITDA. The Udemy Business segment, the main growth driver, saw revenue growth of 7% year-over-year, achieving an annual recurring revenue (ARR) of $520 million. The company also celebrated its first positive GAAP net income since its IPO. Notably, Udemy's subscription model now constitutes approximately 70% of its revenue, with consumer subscriptions contributing 15% to the Consumer segment, up 2 percentage points from the previous quarter. Udemy plans to grow its consumer subscriptions to over 250,000 by year-end and aims to double that number next year. Additionally, Udemy is exploring new revenue streams, such as programmatic advertising and reselling certification, to enhance its growth trajectory. The company is also focused on strategic priorities including expanding its partnership ecosystem, executing global market activation, and positioning itself as a leading AI-powered skill acceleration platform.

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.

Udemy Inc (UDMY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

UDMY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.09 / -	0.07	―	―	―
Jul 30, 2025	2025 (Q2)	0.12 / 0.16	-0.04	500.00% (+0.20)
Apr 30, 2025	2025 (Q1)	0.10 / 0.12	0.03	300.00% (+0.09)
Feb 13, 2025	2024 (Q4)	0.07 / 0.10	0.02	400.00% (+0.08)
Oct 29, 2024	2024 (Q3)	0.01 / 0.07	0.05	40.00% (+0.02)
Jul 31, 2024	2024 (Q2)	-0.01 / -0.04	-0.01	-300.00% (-0.03)
May 02, 2024	2024 (Q1)	-0.01 / 0.03	-0.06	150.00% (+0.09)
Feb 14, 2024	2023 (Q4)	-0.02 / 0.02	-0.16	112.50% (+0.18)	―
Nov 02, 2023	2023 (Q3)	-0.02 / 0.05	-0.15	133.33% (+0.20)
Aug 03, 2023	2023 (Q2)	-0.07 / -0.01	-0.1	90.00% (+0.09)

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.

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