Udemy, Inc. Stock Price, News & Analysis

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.

Udemy (Nasdaq: UDMY) unveiled instructor-focused offerings at its semiannual Front Row event on December 12, 2025, aimed at expanding instructor revenue and bringing off-platform activity onto Udemy.

Key initiatives launching throughout 2026 include: Instructor Subscriptions for recurring revenue and unified analytics; AI-powered micro-learning tools to convert long-form courses into short, mobile-first experiences; and a $2.5 million Content Innovation Fund to support subscription, short-form, and AI-driven experiments. Front Row convened over 5,000 instructors and positions instructors as “AI orchestrators” while emphasizing expanded engagement, retention, and new learner segments.

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.