Udemy Q3 revenue up 9% to $129.6M; UdB ARR $207M (+80%), GAAP net loss $(9.3M)

Udemy, Inc.

Revenue $129.6M (+9% YoY); GAAP net loss $(9.3M) vs $1.9M profit YoY; Adj EBITDA $1.6M (down from $8.1M).
Udemy Business revenue $50.4M (+84% YoY), ARR $207.4M (+80%), customers 9,592 (+42%), NDR 118%.
Consumer revenue $79.2M (-13% YoY), monthly average buyers 1.26M (-6%).
Non-GAAP net loss $(1.7M) ($(0.04)/share) vs $4.7M profit ($0.14)/share YoY.

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