Udemy Stock Price, News & Analysis
Company Description
Udemy, Inc. (NASDAQ: UDMY) is described in its public disclosures and news releases as a global, AI-powered skills acceleration platform. The company focuses on helping companies and individuals build capabilities needed to thrive in a rapidly evolving workplace. Udemy combines on-demand, multi-language content with real-time innovation to deliver personalized learning experiences for both enterprise and consumer audiences.
According to Udemy’s descriptions in multiple press releases and SEC filings, the company’s stock is listed on The Nasdaq Global Select Market under the ticker symbol UDMY. Udemy is headquartered in San Francisco, California, and notes that it has hubs across the United States, Australia, India, Ireland, Mexico, and Türkiye. In SEC filings, Udemy identifies itself as a Delaware corporation with common stock registered under Section 12(b) of the Securities Exchange Act.
Business Model and Segments
Udemy states in its filings and investor materials that it operates through distinct product offerings that serve both enterprise (Udemy Business) and consumer learners. Earlier descriptions referenced two operating and reportable segments, Consumer and Enterprise, with the Enterprise segment deriving a significant portion of revenue. The company positions Udemy Business as an enterprise-grade learning solution used by organizations to build agile, future-ready teams.
Udemy emphasizes that thousands of companies rely on Udemy Business for enterprise solutions. Named customers in its public communications include Ericsson, Samsung SDS America, ON24, Tata Consultancy Services, The World Bank, and Volkswagen. These references illustrate that Udemy’s enterprise customer base spans technology, professional services, financial institutions, and global organizations.
AI-Powered Skills Acceleration Platform
Across multiple news releases, Udemy consistently describes itself as an AI-powered skills acceleration platform. The company highlights that it uses AI to personalize learning, support skills mastery, and connect instructor-created content with learner needs. Udemy notes that it delivers on-demand, multi-language content and leverages real-time innovation to help organizations scale workforce development and help individuals build technical, business, and soft skills relevant to their careers.
Udemy’s communications describe capabilities such as hands-on labs, workspaces, role play experiences, assessments, and certifications as part of its approach to validating skills and supporting practical learning outcomes. The company also references AI-powered features and tools, including AI Role Play and AI-powered microlearning experiences, that are intended to adapt learning to the flow of work and deliver short, interactive learning moments.
Global Reach and Partnerships
Udemy’s news releases emphasize its global footprint and ecosystem of regional partners. The company reports hubs in the United States, Australia, India, Ireland, Mexico, and Türkiye, and highlights partnerships that extend its reach in key markets. Examples include:
- A partnership with LG CNS in Korea to deliver AI-powered upskilling solutions to LG CNS’s network of enterprise clients.
- A strategic partnership with HSM in Brazil, through which HSM clients gain access to the Udemy Learning Platform and more than 30,000 Udemy Business courses.
- Regional partnerships with organizations such as Benesse in Japan, BCN Global in Chile, and First National Bank in South Africa, which Udemy cites as part of its global partnership strategy.
These partnerships are described as supporting localized, enterprise-grade learning solutions and expanding Udemy’s ability to serve organizations and professionals worldwide.
Instructor Ecosystem and Content Model
Udemy’s public statements frequently highlight the central role of instructors and expert creators on its platform. The company describes itself as a marketplace and learning platform where expert instructors create and publish content that is then used by learners and organizations. Udemy notes that instructors are treated as “AI orchestrators” in new offerings, guiding quality, accuracy, and instructional integrity even as AI tools help transform long-form courses into microlearning experiences.
Udemy has described initiatives such as instructor-focused offerings, Instructor Subscriptions, and a Content Innovation Fund, which are intended to expand revenue opportunities for instructors and support experimentation with formats like subscription offerings, short-form content, and AI-driven microlearning. These initiatives are presented as part of Udemy’s strategy to align instructor success with platform success.
Enterprise Learning and Skills Intelligence
Udemy’s enterprise strategy is reflected in its Udemy Business offering and in partnerships that combine skills intelligence with learning. For example, Udemy announced a strategic partnership with Workera, an AI-powered skills verification platform. According to the joint release, this partnership connects Workera’s skills assessments with Udemy’s expert-led courses and guided learning paths, providing organizations with a data-driven way to understand workforce capabilities, identify skill gaps, and demonstrate the impact of targeted learning.
Udemy’s 2026 Global Learning & Skills Trends Report, referenced in a company release, is based on learning data from more than 17,000 enterprise customers. The report discusses themes such as AI fluency, adaptive (soft) skills, learning in the flow of work, and leadership and ethics in AI adoption. These topics illustrate how Udemy positions its platform within broader workforce transformation and reskilling efforts.
Consumer Learning and Subscriptions
On the consumer side, Udemy’s disclosures reference paid consumer subscribers and monthly average buyers for its direct-to-consumer offerings. The company reports metrics such as paid consumer subscribers and segment revenue in its earnings releases and SEC filings. Udemy has stated that it is shifting toward a consumer subscription-first approach, emphasizing recurring revenue streams and subscription models for individual learners.
Udemy’s consumer learning experience includes access to courses and, as described in its microlearning announcements, AI-powered short-form learning experiences delivered via Udemy.com, the Udemy mobile app, and enterprise learning environments.
Pending Combination with Coursera
Udemy’s SEC filings and joint press releases with Coursera describe a definitive merger agreement under which Coursera will combine with Udemy in an all-stock transaction. Under the Agreement and Plan of Merger dated December 17, 2025, a Coursera subsidiary will merge with and into Udemy, with Udemy surviving as a wholly owned subsidiary of Coursera, subject to the satisfaction of closing conditions. The companies state that, upon completion of the transaction, the combined company will operate under the name Coursera, trade under the ticker symbol COUR on the NYSE, and be headquartered in Mountain View, California, and that Udemy’s common stock will no longer be listed on NASDAQ once the merger closes.
The merger remains subject to shareholder approvals, regulatory approvals, and other customary closing conditions. The companies’ filings and joint communications describe the transaction as a business combination aimed at uniting Udemy’s AI-powered skills development marketplace with Coursera’s university and industry partner ecosystem.
Regulatory Filings and Corporate Governance
Udemy’s SEC filings, including multiple Forms 8-K, provide insight into its governance and capital markets activities. The company has reported:
- Quarterly financial results and non-GAAP metrics such as Adjusted EBITDA, non-GAAP gross profit, and free cash flow, along with segment-level metrics for Enterprise and Consumer.
- A share repurchase program for up to $50 million, as described in a Form 8-K reporting a press release announcing the program.
- Stockholder votes on matters such as the election of directors, ratification of the independent registered public accounting firm, advisory votes on executive compensation, and an amendment to the certificate of incorporation to limit the liability of certain officers as permitted by Delaware law.
These filings underscore Udemy’s status as a publicly traded company subject to U.S. securities regulation and provide historical context on its financial reporting, governance, and corporate actions.
Position in the Education and Skills Market
While industry classifications may place Udemy within educational services, the company’s own descriptions focus on skills acceleration, workforce development, and AI-enabled learning. Udemy presents itself as serving both enterprises that need to reskill and upskill employees and individuals who seek to build technical, business, and soft skills that are relevant to their careers. Its communications highlight the role of AI in personalizing learning, the importance of instructor expertise, and the need for continuous, role-relevant learning in an environment of rapid technological change.