Udemy, Inc. (UDMY) Latest Filing Signal
Cross-checked across multiple AI analysts and grounded in the latest SEC filing.
powered by: earningsVibe.ai
Question:
What is the latest filing signal for Udemy, Inc.?
Answer:
Based on earningsVibe SuperAnalyst™ synthesis of the latest
10-K, Udemy, Inc.'s filing signal
turned positive.
earningsVibe SuperAnalyst™ Verdict:
TURNED POSITIVE
Signal Performance — Stock Price Since Filing
30-Day Change
-2.06%
from filing date
60-Day Change
Pending
from filing date
Underlying analyst views from Perplexity, Gemini, Claude, and ChatGPT
PERPLEXITY
Continuing Positive
GEMINI
Turned Positive
CLAUDE
Turned Positive
CHATGPT
Turned Positive
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Question:
What does Udemy, Inc. actually do?
Answer:
Udemy is a global learning company that has undergone a strategic transformation, positioning itself as an AI-powered skills acceleration platform. It empowers organizations and individuals with flexible, measurable, and outcome-driven learning experiences, leveraging AI, proprietary Role Play technology, and Model Context Protocol (MCP) capabilities. The platform connects tens of thousands of instructors with nearly 84 million learners worldwide, offering over 290,000 courses in 78 languages. Udemy's business model is split between its Enterprise segment (Udemy Business), which serves organizations with on-demand learning, and its Consumer segment, a direct-to-consumer marketplace. The company is currently in the process of merging with Coursera, Inc. in an all-stock transaction expected to close in the second half of 2026.
Question:
What are Udemy, Inc.'s revenue drivers?
Answer:
Revenue is driven by subscription-based plans for both individual learners and enterprise customers, as well as per-course purchases on its consumer marketplace. Udemy Business subscriptions accounted for 66% of total revenue in 2025.
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