Udemy, Inc. Stock Price, News & Analysis

Udemy (NASDAQ: UDMY) announced a strategic partnership with Workera on December 11, 2025 to integrate skills intelligence with targeted learning.

The collaboration pairs Workera’s role-aligned skills assessments with Udemy’s expert-led courses and guided learning paths to help organizations measure workforce capabilities, identify skill gaps, and track improvement over time. Udemy cited its 2026 Global Learning & Skills Trends Report (insights from >17,000 enterprise customers) showing rising demand for GenAI and continued investment in leadership and human skills.

The combined offering aims to create an end-to-end, data-driven solution for continuous, measurable upskilling across teams.

Udemy (Nasdaq: UDMY) announced a strategic partnership with Emtrain on November 20, 2025 to integrate Emtrain’s compliance and workplace culture training into Udemy Business.

The collaboration gives enterprise customers access to Emtrain content for topics including data privacy, anti-harassment, and AI governance, and aims to combine skills-based labs, role play, assessments, and certifications on Udemy’s AI-powered platform.

The announcement cites Emtrain data that compliance training reduced unhealthy behaviors by 25%, that 7% of employees see leadership gaps, and that EEOC harassment and discrimination claims rose by 47%.

Udemy (Nasdaq: UDMY) released research titled “Ready or Not: The Emerging Gap Between Awareness and Action in AI Transformation” on November 13, 2025. The YouGov survey of 4,889 workers across the US, UK, Brazil, and India finds a strong awareness of AI’s broad impact but a widespread “AI blind spot” where many believe their own roles are safe.

Key findings: UK workers report 70% worry about economy-wide job impacts vs 39% for personal job security; only 16% of UK respondents feel confident in AI skills while 55% pursued no AI training; 7-in-10 US workers completed employer-offered AI programs when available.

Udemy (Nasdaq: UDMY) announced a strategic partnership with HSM to expand AI-powered upskilling across Brazil on November 12, 2025. The agreement integrates more than 30,000 Udemy Business courses into HSM’s portfolio and gives HSM clients access to the Udemy Learning Platform, AI-driven learning experiences, hands-on labs, assessments, and certifications.

Brazil is highlighted as a fast-growing market for Udemy, with a community of over 6 million learners and 8,500 instructors, and Udemy reports that AI course consumption in Brazil rose 170% year-over-year. HSM will deliver localized professional development via HSM Academy, Singularity Brazil, and Learning Village.

Udemy (NASDAQ: UDMY) reported Q3 2025 results for the quarter ended September 30, 2025, highlighting growth in recurring revenue and profitability.

Key metrics: Revenue $195.7M (flat YoY); Subscription revenue $143.9M (+8% YoY); Gross profit $128.9M (+5%) with gross margin 66% (+300 bps); Adjusted EBITDA $24.3M (+110%) and margin 12% (+600 bps); net income of $1.6M. Enterprise ARR was $527.2M (+4%); paid consumer subscribers ended at 294,000 (+88%), surpassing 2025 target early. Cash: Q3 operating cash flow $15.7M, free cash flow $12.1M. Repurchased ~4.1M shares under a $50M program. Guidance: Q4 revenue $191–194M; 2025 revenue $787–790M; full-year Adjusted EBITDA $92–94M.

Udemy (NASDAQ: UDMY) will report third quarter 2025 financial results after market close on Wednesday, October 29, 2025. The company will host a live conference call and webcast the same day at 2:00 p.m. PT / 5:00 p.m. ET.

All earnings materials, a live webcast link, and a recorded replay will be available in the Quarterly Results section of Udemy's investor relations website at https://investors.udemy.com/. The live call can also be accessed toll-free by phone domestically at (833) 630-1963 and internationally at (412) 317-5702. The archived replay will be available for approximately one year.

Udemy (Nasdaq: UDMY) has released its 2026 Global Learning & Skills Trends Report, revealing significant insights about enterprise learning trends. The report, based on data from over 17,000 enterprise customers, highlights the critical balance between AI technology adoption and human skills development.

Key findings show 11 million GenAI course enrollments to date, with Microsoft Copilot content consumption surging 3,400% year-over-year and GitHub CoPilot content rising 13,534%. Adaptive skills learning grew 25% year-over-year on Udemy Business, with critical thinking up 37% and decision-making skills increasing 38%. The platform's AI Role Play feature has seen strong adoption with 3,300+ Role Plays published and 38+ new Role Plays created daily.

Udemy (Nasdaq: UDMY) has announced the winners of its 2025 Learning Excellence Awards, highlighting enterprise customers' success in AI-driven upskilling initiatives. The awards, which saw a 46.5% increase in nominations from the previous year, recognized organizations across multiple categories for their innovative use of Udemy's platform.

Notable achievements include Centific's success in reducing AI project onboarding times by 20% and increasing AI-driven innovation by 40%, while the County of Los Angeles achieved $11.3 million in cost savings with a 1,200% ROI. Prodapt Solutions, winner of the Overall Learning Excellence Award, demonstrated exceptional results with 40% higher promotion rates and 60% lower attrition in their LEAD-led teams.

Udemy (Nasdaq: UDMY), an AI-powered skills acceleration platform, has announced a $50 million share repurchase program authorized by its Board of Directors. The program allows the company to buy back its common stock through open market purchases, private transactions, or other means in compliance with SEC regulations.

CEO Hugo Sarrazin emphasized that the buyback reflects the Board's confidence in Udemy's growth potential, particularly as generative AI drives increasing demand for workforce upskilling. The company maintains flexibility in timing and volume of repurchases, with the ability to suspend or discontinue the program at any time.