Udemy, Inc. Stock Price, News & Analysis

Udemy (NASDAQ: UDMY) announced an integration with Glean to deliver adaptive, AI-driven learning inside workplace systems. The integration uses the Udemy MCP Server to surface role-aligned Udemy Business content within Glean agents, combining >30,000 curated courses with internal docs for just-in-time upskilling.

The partnership targets improved adoption of AI workflows, reduced time-to-competency, and seamless access to contextual training for joint enterprise customers.

Coursera (NYSE: COUR) reported fourth-quarter revenue of $196.9M, up 10% YoY, and full year 2025 revenue of $757.5M, up 9% YoY. Full year operating cash flow was $108.7M and free cash flow was $78.5M. Management provided 2026 revenue guidance of $805–$815M and reiterated standalone 2026 Adjusted EBITDA targets.

The company also disclosed a definitive all-stock merger agreement to combine with Udemy, subject to regulatory and shareholder approvals.

Udemy (COUR) reported full year 2025 results: total revenue of $789.8M, consolidated subscription revenue of $566.0M (+8% YoY) representing 72% of revenue, and Adjusted EBITDA of $95.3M (12% margin), a 700 basis-point expansion.

Net income was $3.8M for the year; cash and marketable securities totaled $359.1M. Q4 added $13M Net New ARR for Udemy Business and consumer paid subscribers grew to 343,000.

Udemy (NASDAQ: UDMY) announced a strategic partnership with Entri on January 20, 2026 to expand native‑language upskilling across India. The collaboration pairs Udemy’s global AI‑powered learning platform and content with Entri’s regional job training in Hindi, Tamil, Telugu, Malayalam and other vernaculars to reach learners outside metropolitan areas.

The companies said the alliance targets India’s estimated 400 million vernacular learners and builds on Udemy’s presence of >17 million learners and 9,500 instructors in India, aiming to improve employability and AI‑skill adoption through localized content and delivery.

Udemy (Nasdaq: UDMY) and Indeed released joint research titled “The Future‑Proofing Instinct” comparing Sept 2023–Sept 2025 job postings and learner trends across Australia, India, UK, and the US. Key findings: only 4% of job listings mention AI while 67.5% of employee upskilling targets AI; tech workers devote 95% of learning to AI. AI job-posting share rose sharply in Australia (3.2% → 22.3%) and the US (5.8% → 21.9%). Employers emphasize soft skills in hiring, but learners underinvest in communication, critical thinking, and leadership. The research highlights a skills mismatch that may affect hiring and workforce planning as AI adoption accelerates.

Udemy (Nasdaq: UDMY) will report fourth quarter and full year 2025 financial results after the market close on Thursday, February 5, 2026. In light of Udemy's pending combination with Coursera, which remains subject to shareholder and regulatory approvals and other customary closing conditions, Udemy will not host an earnings conference call.

The earnings press release will be posted in the Quarterly Results section of Udemy's Investor Relations website at https://investors.udemy.com/.

Coursera (NYSE: COUR) will combine with Udemy in an all-stock merger announced December 17, 2025, creating a unified learning platform focused on AI-era skills.

Key facts: pro forma annual revenue of more than $1.5 billion, anticipated annual run-rate cost synergies of $115 million within 24 months, implied combined equity value of approximately $2.5 billion, and an exchange ratio of 0.800 Coursera shares per Udemy share. Post-close ownership is expected to be ~59% Coursera and ~41% Udemy on a fully diluted basis. The combined company will trade as COUR on NYSE, be headquartered in Mountain View, CA, and expects closing by second half of 2026, subject to regulatory and shareholder approvals.

Udemy (Nasdaq: UDMY) announced a partnership with LG CNS on December 15, 2025 to deliver end-to-end AI-powered upskilling for enterprises in Korea.

The agreement gives Udemy access to LG CNS’s distribution network of 500+ enterprise clients and millions of professionals, integrates Udemy features (MCP Server, AI Assistant, Role Play) with LG CNS’s AX Platform, and targets multiple verticals including manufacturing, telecommunications, and financial services. The release cites Korea’s innovation rankings (4th globally, 1st in Asia) and a projected Korean AI market of $53 billion by 2032. Udemy said the partnership expands its regional ecosystem alongside partners in Japan, Brazil, Chile, and South Africa.

Udemy (Nasdaq: UDMY) announced an AI-powered microlearning experience that converts instructor-created long-form courses into short, adaptive, interactive learning moments. Instructor-validated content and a human-in-the-loop workflow let instructors review, edit, create, or approve microlearning activities. The phased rollout is scheduled to occur throughout 2026, with delivery via Udemy.com, the Udemy mobile app, and enterprise deployments through Udemy’s Model Context Protocol (MCP) Server.

The platform will include instructor AI tools, adaptive AI sequencing, quizzes and short videos, context-aware interactions tied to learner background, and options for new creators focused on short-form experiences.