{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-22-000116","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2022-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:51.390573+00:00","generated_at":"2026-06-22T14:03:11.388083+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Udemy Q3 revenue $158.4M (+22% YoY); net loss widens to $46.7M; UB segment up 67%","bullets":["Total revenue $158.4M (+22% YoY); 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."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-22-000116","json":"https://secwatch.observer/filing/0001607939-22-000116.json","markdown":"https://secwatch.observer/filing/0001607939-22-000116.md","text":"https://secwatch.observer/filing/0001607939-22-000116.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793922000116/0001607939-22-000116-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793922000116/udmy-20221102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T14:03:11.388083+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7be63f559b56c4356db10aaf543c6f5c470c9e71","claim":"Udemy, Inc. reported the quarter ended September 30, 2022 results: revenue $158.4 million, net income $ (46.7).","evidence_excerpt":"language contained in such filing. --- EX-99.1 (EX-99.1) --- Udemy Reports Third Quarter 2022 Results Third-quarter total revenue increased 22% year-over-year to $158.4 million Udemy Business delivered 67% year-over-year revenue growth and achieved Annual Recurring Revenue of $350 million San Francisco, CA / November 2, 2022 / (GLOBENEWSWIRE) / - Udemy","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1607939/000160793922000116/0001607939-22-000116-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2022"},{"label":"Revenue","value":"$158.4 million"},{"label":"Net income","value":"$ (46.7)"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}