{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-24-000072","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2024-05-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:19.233017+00:00","generated_at":"2026-06-03T00:32:49.647824+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 Q1 revenue $196.8M beats guidance; expands buyback by $50M","bullets":["Revenue $196.8M (+12% YoY); net loss -$18.3M improved from -$44.5M; adj. EBITDA $6.5M.","Enterprise segment revenue $117.6M (+24% YoY); ARR $479.4M (+21%); total customers 16,070.","Consumer segment revenue $79.2M (-2% YoY); Monthly Average Buyers 1.44M.","Board authorized $50M increase to share repurchase program (now $150M); ~$45M remaining from prior authorization.","Cash and marketable securities $434.1M; results exceeded guidance ranges."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-24-000072","json":"https://secwatch.observer/filing/0001607939-24-000072.json","markdown":"https://secwatch.observer/filing/0001607939-24-000072.md","text":"https://secwatch.observer/filing/0001607939-24-000072.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793924000072/0001607939-24-000072-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793924000072/udmy-20240502.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T00:32:49.647824+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":"2e6d0489796d59166296b4f9ef3d1851c2b058df","claim":"Udemy, Inc. reported the quarter ended March 31, 2024 results: revenue $196.8 million, net income Net Loss $ (18.3).","evidence_excerpt":"our confidence in the long-term opportunity available to Udemy,” concluded Brown. First Quarter 2024 Financial Highlights • Total revenue increased 12% year-over-year to $196.8 million and exceeded the high end of Udemy’s guidance range for the quarter. Revenue growth includes a negative impact of 2 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/1607939/000160793924000072/0001607939-24-000072-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2024"},{"label":"Revenue","value":"$196.8 million"},{"label":"Net income","value":"Net Loss $ (18.3)"},{"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"}