secwatch.observer — SEC 8-K summary
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Issuer:     Udemy, Inc. (UDMY)
CIK:        0001607939
Form:       8-K
Filed at:   2022-02-09T23:59:59+00:00
Accession:  0001607939-22-000005
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Udemy Q4 revenue up 25% to $138M; net loss widens to $38.9M; UB ARR hits $239M
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- GAAP net loss of $38.9M ($0.36 per share) vs $27.0M loss in Q4 2020.
- Udemy Business revenue $57.8M (+81% YoY); Annual Recurring Revenue $239.3M (+74%).
- Consumer revenue $80.2M (+3%); monthly average buyers 1,388K (+1%).
- Full-year 2021 revenue $518.2M (+21%); GAAP net loss $77.5M vs $77.6M in 2020.
- First Udemy Business deal with total contract value over $5M; UB customers 10,515 (+44%).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1607939/000160793922000005/0001607939-22-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1607939/000160793922000005/udmy-20220209.htm
  HTML page:      https://secwatch.observer/filing/0001607939-22-000005

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