Udemy (UDMY) furnishes supplemental unaudited historical data

Udemy, Inc. filed a current report to share additional historical operating data with investors.

Accepted by SEC EDGAR 11/21/2025 - 09:21 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Udemy, Inc. filed a current report to share additional historical operating data with investors. The company furnished a supplement that breaks out past revenue by product offering and business segment, and also includes historical paid consumer subscriber information. This data is unaudited and is meant to help readers compare Udemy’s performance across different periods more clearly.

The company states that this supplemental information does not revise or restate any previously issued consolidated financial statements. The materials are being furnished, not filed, which means they are not subject to certain liability provisions of the securities laws and are not automatically incorporated into other Udemy filings unless specifically referenced.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Udemy (UDMY) announce in this Form 8-K?

Udemy furnished a supplement that provides unaudited historical revenue data broken down by product offering and segment, along with historical paid Consumer subscriber data.

Why is Udemy providing supplemental unaudited historical data?

Udemy states the data is provided to aid period-over-period comparisons, giving investors more detail on how revenue and paid Consumer subscribers have trended over time.

Does this supplemental data change Udemy’s previously reported financial statements?

No. Udemy explains that the supplemental unaudited historical data does not constitute a revision or restatement of its previously reported consolidated financial statements.

Is the new Udemy data considered filed for securities law purposes?

No. The company specifies that the information in Item 7.01 and Exhibit 99.1 is being furnished and not deemed “filed” for purposes of Section 18 of the Exchange Act.

Will this Udemy supplemental data be automatically incorporated into other SEC filings?

Udemy states that the furnished information will not be incorporated by reference into other Securities Act or Exchange Act filings unless expressly included by specific reference.

What exhibit did Udemy attach with this 8-K?

Udemy attached Exhibit 99.1, a supplement titled “Supplemental Unaudited Historical Data”, dated November 21, 2025.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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0001607939FALSE00016079392025-11-212025-11-21

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 21, 2025

Udemy, Inc.

(Exact name of Registrant as Specified in Its Charter)

Delaware

001-40956

27-1779864

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

600 Harrison Street, 3rd Floor

San Francisco, California

94107

(Address of Principal Executive Offices)

(Zip Code)

(415) 813-1710

(Registrant’s Telephone Number, Including Area Code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, $0.00001 par value per share

UDMY

The Nasdaq Stock Market LLC (The Nasdaq Global Select Market)

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure

The information contained in Item 7.01 of this Current Report on Form 8-K is being furnished by Udemy, Inc. (the "Company") to provide supplemental unaudited historical revenue data disaggregated by product offering and segment, as well as historical paid Consumer subscriber data. Such supplemental unaudited historical data is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The Company is providing this supplemental unaudited historical data for the purpose of aiding period-over-period comparisons. The supplemental unaudited historical data does not constitute a revision or restatement of the Company’s previously reported consolidated financial statements.

The information in Item 7.01 of this Current Report on Form 8-K, including the accompanying Exhibit 99.1, is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of Section 18. The information in Item 7.01 of this Current Report on Form 8-K, including the accompanying Exhibit 99.1, shall not be incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language contained in such filing, except as expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

Exhibit Number						Description
99.1						Supplement entitled "Supplemental Unaudited Historical Data", dated November 21, 2025
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

									UDEMY, INC.
Date:			November 21, 2025			By:			/s/ Sarah Blanchard
									Sarah Blanchard Chief Financial Officer