secwatch.observer — SEC 8-K summary
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Issuer:     Udemy, Inc. (UDMY)
CIK:        0001607939
Form:       8-K
Filed at:   2021-12-08T23:59:59+00:00
Accession:  0001607939-21-000008
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1607939/000160793921000008/0001607939-21-000008-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1607939/000160793921000008/udmy-20211208.htm
  HTML page:      https://secwatch.observer/filing/0001607939-21-000008

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer