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no fractional shares, cash in lieu.","Udemy board unanimously approved; recommends stockholders vote for adoption.","Insight Venture Partners (~26% of Udemy) and NEA/Andrew Ng (~12% of Coursera) entered voting agreements to support deal.","Termination fee of $40.5M payable by Udemy to Coursera in certain circumstances, e.g., change of recommendation.","Closing requires Udemy stockholder adoption, Coursera stockholder approvals, HSR clearance; target close by Dec 17, 2026 with possible extension."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122439,"accession_number":"0001193125-25-321719","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Coursera to acquire Udemy in all-stock merger; 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guides Q4 rev $191-194M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $1.6M vs $(25.3M) loss in prior year; adjusted EBITDA $24.3M (+110% YoY).","Total revenue flat at $195.7M; subscription revenue grew 8% to $143.9M, now 73% of total.","Consumer paid subscribers hit 294,000 (+88% YoY), surpassing full-year target; consumer subscription rev +43%.","Guidance: Q4 rev $191-194M, adj. EBITDA $18-20M; FY2025 rev $787-790M, adj. EBITDA $92-94M.","Repurchased 4.1M shares under $50M buyback program; free cash flow positive $12.1M in Q3."],"consensus_eps_estimate":0.0962,"consensus_eps_actual":0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":595859000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139134,"accession_number":"0001607939-25-000133","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2025-09-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Udemy announces $50 million share repurchase program effective immediately","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved repurchase of up to $50 million of common stock, effective immediately.","CEO Hugo Sarrazin said program reflects 'strong conviction' in growth opportunity from AI-driven upskilling demand.","Purchases may occur in open market or privately negotiated transactions, subject to market conditions.","Board also authorized establishment of Rule 10b5-1 trading plans to permit repurchases during blackout periods.","Repurchase program may be suspended or discontinued at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139133,"accession_number":"0001607939-25-000123","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Udemy Q2 GAAP net income $6.3M vs loss; revenue up 3% to $199.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income of $6.3M (3% margin) vs loss of $31.8M a year ago; adjusted EBITDA $28.4M (14% margin).","Enterprise segment revenue $129.3M (+7% YoY); UB ARR $520.0M (+6%); NDRR 95%.","Consumer segment revenue $70.6M (-4% YoY); paid subscribers surpassed 200,000.","Free cash flow positive $39.0M in Q2; cash & securities $393.1M.","First full quarter under CEO Hugo Sarrazin; secured $200M credit facility."],"consensus_eps_estimate":0.1224,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":400179000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156665,"accession_number":"0001607939-25-000100","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Udemy shareholders elect two Class I directors, approve charter amendment to limit officer liability","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["85.6% of voting power present at June 16, 2025 annual meeting; 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enterprise +9% to $127.7M, consumer -8% to $72.6M.","Adjusted EBITDA $21.1M (11% margin) vs $6.5M (3%) a year ago; net loss improved to $1.8M from $18.3M.","UB ARR $519M (+8%), net dollar retention 96% vs 104% prior; added ~120 net enterprise customers.","Free cash flow positive $7.1M; cash & securities $358.1M.","Launched Career Accelerators AI-powered learning paths; partnered with Ingram Micro India."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":200300000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175087,"accession_number":"0001193125-25-052600","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Udemy appoints Hugo Sarrazin as CEO effective March 12, 2025; 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EBITDA $6.5M.","Enterprise segment revenue $117.6M (+24% YoY); ARR $479.4M (+21%); total customers 16,070.","Consumer segment revenue $79.2M (-2% YoY); Monthly Average Buyers 1.44M.","Board authorized $50M increase to share repurchase program (now $150M); ~$45M remaining from prior authorization.","Cash and marketable securities $434.1M; results exceeded guidance ranges."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":196846000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245271,"accession_number":"0001607939-24-000010","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Udemy Q4 revenue $189.5M (+15% YoY), beats guidance; announces $100M share repurchase","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $189.5M, exceeds high end of guidance by ~$3M; full-year revenue $728.9M (+16% YoY).","Q4 adjusted EBITDA $4.0M, first full year of positive adjusted EBITDA at $7.8M; net loss narrows 61% to $20.2M.","Udemy Business revenue $114.7M (+27% YoY), ARR $466M (+25%); added 1,800 net new enterprise customers in 2023.","Board approves first-ever $100M share repurchase program; CEO cites confidence in strategy.","Q1 2024 guidance: revenue $189-193M, adjusted EBITDA loss $(1-3)M; FY2024 revenue $790-800M, adjusted EBITDA $5-20M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":728937000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262722,"accession_number":"0001607939-23-000184","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Udemy Q3 revenue $184.7M beats guidance; 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expects total payouts to grow despite lower share.","Proceeds to fund AI, badging, marketing, and sales investments to capture growth opportunity.","Cites prior 2019 Udemy Business share cut that led to increased instructor payouts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279913,"accession_number":"0001607939-23-000146","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Udemy Q2 revenue $178.2M (16% YoY); Udemy Business revenue tops $100M; first positive adjusted EBITDA","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $178.2M (+16% YoY), beating guidance high end by $4M.","Udemy Business revenue $101.6M (+36% YoY); ARR $420.4M (+33%).","First positive adjusted EBITDA of $1.9M; net loss improved to $25.7M from $29.4M.","Launched Badging and Integrated Skills Framework for identifying workforce skills gaps.","Cash, equivalents, marketable securities $469M; total enterprise customers 14,946 (+19%)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":354670000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279912,"accession_number":"0001607939-23-000141","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2023-07-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Udemy appoints Sohaib Abbasi as Independent Chair of Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size set at 7; Abbasi fills vacancy as Class I director and chair.","Abbasi succeeds Jeff Lieberman, who remains a director.","Abbasi is former CEO of Informatica and former Oracle executive with 30+ years experience.","Appointment effective immediately; Abbasi will serve under standard non-employee director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298402,"accession_number":"0001607939-23-000127","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2023-06-23T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Udemy shareholders approve all four proposals at 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Jeffrey Lieberman elected as Class II director with 92.2M votes for; Natalie Schechtman with 91.9M.","Advisory vote on named executive officer compensation approved: 88.6M for, 16.0M against, 19.4K abstentions.","Stockholders choose one-year frequency for future say-on-pay votes (104.4M for one year).","Ratification of Deloitte & Touche as independent auditor for FY 2023 passed with 127.8M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":298401,"accession_number":"0001607939-23-000079","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Udemy Q1 revenue $176.4M (+16% YoY) beats guidance; UB ARR $396M (+42%); SVP Mkting resigns","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $176.4M, up 16% YoY, exceeding guidance; enterprise segment revenue $95.2M (+47% YoY).","Net loss widened to $44.5M from $25.6M; adjusted EBITDA loss narrowed to $6.3M from $7.0M.","Udemy Business ARR grew 42% to $396.0M; total customers reached 14,359, up 24% YoY.","SVP Marketing Llibert Argerich resigns effective May 31, 2023; no disagreement; consulting agreement through Dec 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":176430000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318616,"accession_number":"0001607939-23-000025","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2023-02-14T23:59:59+00:00","items":["2.02","2.05","9.01"],"status":"ready","headline":"Udemy Q4 revenue up 22% to $165.3M; 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FX headwind of 5pp. Udemy Business revenue $83.9M (+67% YoY).","GAAP net loss $46.7M vs $9.3M loss in prior year; Adjusted EBITDA loss $12.9M vs $1.6M profit.","Udemy Business ARR $350M (+69% YoY) with Net Dollar Retention 117%; total customers 13,437 (+40%).","Consumer revenue fell 6% YoY to $74.6M; Monthly Average Buyers flat at 1.32M (+4%).","No specific forward guidance provided; company cites macro headwinds but remains bullish long term."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":463767000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336848,"accession_number":"0001607939-22-000104","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Udemy discloses upcoming vesting of 3.1M RSUs and expected sale of 1.2M shares for tax withholding","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Approximately 3.1 million RSUs held by employees will vest on November 15, 2022.","Company will settle RSUs by delivering shares; 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net loss widens to $29.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss per share $(0.21); Non-GAAP net loss per share $(0.10).","Udemy Business revenue $74.6M (+77% YoY); ARR $316.1M (+74%).","Consumer revenue $78.5M (-7% YoY); monthly average buyers down 2%.","UB customers 12,514 (+44% YoY); net dollar retention rate 118%.","Adjusted EBITDA loss $(8.6)M vs $(1.6)M in Q2 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":305335000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372154,"accession_number":"0001607939-22-000060","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2022-06-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Udemy stockholders elect Heather Hiles and Kenneth Fox as Class I directors at 2022 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Heather Hiles received 100,414,049 votes for, 2,447,001 withheld; Kenneth Fox received 102,024,182 for, 836,868 withheld.","Broker non-votes were 6,355,506 on director election proposals.","Ratification of Deloitte & Touche as auditor passed with 109,154,672 votes for, 32,387 against, 29,497 abstentions.","Approximately 78.22% of voting power was represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372153,"accession_number":"0001193125-22-162473","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2022-05-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Udemy announces voluntary option exchange program for options with exercise price ≥ $11.13","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Eligible employees (non-board) may exchange outstanding options at or above $11.13/share for RSUs on a one-for-one basis.","New RSUs vest on a schedule approximating the remaining vesting of the exchanged options.","Program has not yet commenced; final terms subject to board approval and will be disclosed via Schedule TO.","Initiative aims to retain top talent by enhancing equity compensation competitiveness."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":675680000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":372152,"accession_number":"0001607939-22-000050","cik":1607939,"company_name":"Udemy, Inc.","ticker":"UDMY","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Udemy appoints human resources leader Natalie Rothman to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board appoints Natalie Rothman as Class II director, effective May 26, 2022.","Rothman is EVP, CHRO of Advance Auto Parts; 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