{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-24-000010","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2024-02-14T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.795617+00:00","generated_at":"2026-06-06T02:22:16.424499+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Udemy Q4 revenue $189.5M (+15% YoY), beats guidance; announces $100M share repurchase","bullets":["Q4 revenue $189.5M, exceeds high end of guidance by ~$3M; full-year revenue $728.9M (+16% YoY).","Q4 adjusted EBITDA $4.0M, first full year of positive adjusted EBITDA at $7.8M; net loss narrows 61% to $20.2M.","Udemy Business revenue $114.7M (+27% YoY), ARR $466M (+25%); added 1,800 net new enterprise customers in 2023.","Board approves first-ever $100M share repurchase program; CEO cites confidence in strategy.","Q1 2024 guidance: revenue $189-193M, adjusted EBITDA loss $(1-3)M; FY2024 revenue $790-800M, adjusted EBITDA $5-20M."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-24-000010","json":"https://secwatch.observer/filing/0001607939-24-000010.json","markdown":"https://secwatch.observer/filing/0001607939-24-000010.md","text":"https://secwatch.observer/filing/0001607939-24-000010.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793924000010/0001607939-24-000010-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793924000010/udmy-20240214.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T02:22:16.424499+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":"26d7c962331d503ac699f474e97d63a68d400399","claim":"Udemy, Inc. reported financial results for for the quarter and year ended December 31, 2023.","evidence_excerpt":"On February 14, 2024, Udemy, Inc. (the “Company”) issued a press release announcing its financial results for the quarter and year ended December 31, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1607939/000160793924000010/0001607939-24-000010-index.htm","confidence":0.7,"family_label":"Earnings Releases","details":[{"label":"Period","value":"for the quarter and year ended December 31, 2023"},{"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"}