{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-23-000146","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2023-08-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:34.539960+00:00","generated_at":"2026-06-12T08:23:58.368093+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Udemy Q2 revenue $178.2M (16% YoY); Udemy Business revenue tops $100M; first positive adjusted EBITDA","bullets":["Total revenue $178.2M (+16% YoY), beating guidance high end by $4M.","Udemy Business revenue $101.6M (+36% YoY); ARR $420.4M (+33%).","First positive adjusted EBITDA of $1.9M; net loss improved to $25.7M from $29.4M.","Launched Badging and Integrated Skills Framework for identifying workforce skills gaps.","Cash, equivalents, marketable securities $469M; total enterprise customers 14,946 (+19%)."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-23-000146","json":"https://secwatch.observer/filing/0001607939-23-000146.json","markdown":"https://secwatch.observer/filing/0001607939-23-000146.md","text":"https://secwatch.observer/filing/0001607939-23-000146.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793923000146/0001607939-23-000146-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793923000146/udmy-20230803.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T08:23:58.368093+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":"978c7c2947223649469f27d99fb8a9d86e90cafb","claim":"Udemy, Inc. updated its the quarter ended June 30, 2023 guidance (reaffirmed).","evidence_excerpt":"On August 3, 2023, Udemy, Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1607939/000160793923000146/0001607939-23-000146-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended June 30, 2023"},{"label":"Guidance","value":"reaffirmed"},{"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"}