Udemy (UDMY) Stock News

Udemy (NASDAQ:UDMY), an AI-powered skills acceleration platform, reported strong Q2 2025 results, achieving GAAP profitability for the first time. Revenue increased 3% year-over-year to $199.9 million, with Enterprise segment revenue growing 7% to $129.3 million. The company posted a net income of $6.3 million and Adjusted EBITDA of $28.4 million, marking a significant 1,100 basis point margin expansion.

Key achievements include surpassing 200,000 paid consumer subscribers, launching new AI Packages for organizational development, and introducing Role Play, an AI-powered offering for soft skills training. The company expanded its leadership team with a new CTO and Chief Skills and Learning Officer while securing a $200 million revolving credit facility.

For FY2025, Udemy projects revenue of $784-794 million and Adjusted EBITDA of $84-89 million.

Udemy (NASDAQ:UDMY), an AI-powered skills acceleration platform, has appointed Sarah Healy as Chief Skills and Learning Officer. In this role, Healy will spearhead Udemy's global strategy for skills development and talent nurturing, while implementing comprehensive talent development programs to support workforce needs and business transformation.

Healy brings extensive experience from previous roles at ESW, Mastercard, and Meta, where she led global initiatives in leadership development and learning programs. Her appointment comes at a crucial time as AI reshapes industries, with Healy set to leverage data-driven insights and emerging technologies to enhance Udemy's internal upskilling efforts and support enterprise customer engagements.

Udemy (Nasdaq: UDMY) has announced the launch of its new Model Context Protocol (MCP) Server, set to debut in August 2025. This innovative AI-powered tool enables organizations to embed personalized learning directly into employees' workflow through existing AI applications like Claude and ChatGPT.

The MCP Server offers key features including on-demand support, plug-and-play integration, intelligent content matching, and role-specific contextualization. The platform leverages Anthropic's MCP technology to deliver targeted learning content without disrupting productivity or requiring complex setups.

Select Udemy Business customers will receive early access through an Early Adopters Program, allowing them to test and influence the development of these new capabilities before the broader release.

Udemy (NASDAQ:UDMY), an AI-powered skills development platform, has scheduled its second quarter 2025 financial results announcement for Wednesday, July 30, 2025, after market close.

The company will host a conference call and webcast at 2 p.m. PT / 5 p.m. ET on the same day. Investors can access the live webcast and earnings materials through Udemy's Investor Relations website. The conference call can be joined via telephone at (833) 630-1963 (domestic) or (412) 317-5702 (international). A replay will remain available for approximately one year.

Udemy (NASDAQ: UDMY), an AI-powered skills development platform, has announced three strategic leadership appointments to strengthen its executive team. Sonya Saunder, former Airbnb, YouTube, and Google executive, joins as Chief of Staff and VP of Strategy & Operations. Ann-Marie Darrough, previously at Coveo and IBM, becomes VP of Global Partnerships. Blaine Trainor, former SAP leader, takes the role of VP of Partner Ecosystems.

These appointments align with Udemy's transformation into an AI-powered platform for workforce development. The new executives bring extensive experience from leading tech companies, with Saunder focusing on corporate strategy and growth initiatives, Darrough leading global partner strategy to scale revenue, and Trainor building technology integration ecosystems for platform growth.

Udemy (UDMY) has acquired Lummi, an AI-driven design technology company, to enhance its learning platform capabilities. Lummi's AI-powered design tools will be integrated into Udemy's platform, enabling instructors to create custom illustrations and visual content for courses. The acquisition strengthens Udemy's AI capabilities and supports its transformation into a comprehensive upskilling platform. Instructors will access Lummi Pro through a planned Instructor Academy, while Udemy Business customers can purchase it as an add-on for enterprise and team plans. The integration aims to streamline content creation, enhance visual storytelling, and provide copyright-safe assets for corporate training. Founded in 2020 by Pablo Stanley and Jason Donnette, Lummi will join Udemy's Innovation Studio to advance product development and contribute to a future design-focused Career Accelerator offering.

Udemy (UDMY) has launched new AI Fluency Packages to help organizations and professionals develop AI skills. The company introduced two main offerings: the AI Readiness Package, featuring 50 curated courses and AI-powered learning tools, and the AI Growth Package, which includes 30+ additional learning paths for specialized AI skills. These packages build upon Udemy's successful AI course portfolio, which has achieved over 11 million enrollments. The platform leverages its dynamic marketplace to provide real-time updates on AI skills training, setting it apart from traditional publishers. Udemy currently serves nearly 80 million learners and over 17,000 organizations globally. The new packages include features like the Udemy AI Assistant for real-time coaching, AI-powered Role Play for soft skills development, and AI Skills Mapping for personalized learning paths.

Udemy (UDMY) has appointed Ozzie Goldschmied as its new Chief Technology Officer, while founder Eren Bali transitions to Head of Innovation. Goldschmied, with nearly 30 years of technology industry experience, will oversee Engineering, Design, Product, Data Science, and Technical Product Management teams, reporting to CEO Hugo Sarrazin. He previously co-founded Dayforce and served as CTO at Ceridian, leading a global team of 1,200+ employees. In his new role as Head of Innovation, Bali will focus on product vision and AI advancement through Udemy's Innovation Studio. The strategic restructuring aims to accelerate Udemy's transformation into an AI-powered skills development platform, which currently serves nearly 80 million users globally.

Udemy (NASDAQ: UDMY), an AI-powered reskilling platform, has partnered with Indeed, the world's leading job site, to create an integrated career development ecosystem. The partnership offers Indeed users 30 days of free access to Udemy's Personal Plan, featuring over 12,000 courses including 800 AI-focused programs. Udemy learners will receive special pricing for Indeed's career services like resume reviews and coaching. The collaboration introduces Career Accelerators in Udemy's Personal Plan, focusing on high-demand roles such as Data Scientist and Full Stack Web Developer. The partnership aims to bridge the skills gap by connecting learning opportunities directly with job placements, particularly emphasizing AI-related skills development and practical career advancement tools.