{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-23-000079","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2023-05-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.647165+00:00","generated_at":"2026-06-16T01:06:16.193332+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Udemy Q1 revenue $176.4M (+16% YoY) beats guidance; UB ARR $396M (+42%); SVP Mkting resigns","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-23-000079","json":"https://secwatch.observer/filing/0001607939-23-000079.json","markdown":"https://secwatch.observer/filing/0001607939-23-000079.md","text":"https://secwatch.observer/filing/0001607939-23-000079.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793923000079/0001607939-23-000079-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793923000079/udmy-20230503.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T01:06:16.193332+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":"453c49f825f8f49d46c9712d25c28494bc29f102","claim":"Udemy, Inc. reported the three-month period ended March 31, 2023 results: revenue $176.4 million.","evidence_excerpt":"priorities, including certification, AI and personalization.” First quarter 2023 financial performance highlights include: • Total revenue increased 16% year-over-year to $176.4 million and exceeded the high end of the guidance range for the quarter. Revenue growth includes a negative impact of 5 percentage points from changes in foreign exchange (FX) rates","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1607939/000160793923000079/0001607939-23-000079-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three-month period ended March 31, 2023"},{"label":"Revenue","value":"$176.4 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"1d3f85f50d","claim":"Llibert Argerich resigned as Senior Vice President, Marketing at Udemy, Inc..","evidence_excerpt":"On April 28, 2023, Llibert Argerich, the Company's Senior Vice President, Marketing, notified the Company of his resignation, effective May 31, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1607939/000160793923000079/0001607939-23-000079-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Senior Vice President, Marketing"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}