{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-24-000151","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2024-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:13.755653+00:00","generated_at":"2026-05-31T14:23:39.063667+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Udemy Q2 revenue $194.4M at high-end of guidance; targets $130-150M Adjusted EBITDA for FY2026","bullets":["Q2 revenue $194.4M (+9% YoY) and Adjusted EBITDA $5.5M, exceeding guidance.","Udemy Business segment revenue $120.6M (+19% YoY); ARR $492.6M (+17% YoY).","Net loss widened to $31.8M from $25.7M YoY; non-GAAP net loss $6.5M.","Strategic shift to large enterprise customers; targeting $130-150M Adjusted EBITDA in FY2026 with $25M annual cost savings.","Spent $35M on share repurchases in Q2; $60M remaining under $150M authorization."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-24-000151","json":"https://secwatch.observer/filing/0001607939-24-000151.json","markdown":"https://secwatch.observer/filing/0001607939-24-000151.md","text":"https://secwatch.observer/filing/0001607939-24-000151.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793924000151/0001607939-24-000151-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793924000151/udmy-20240731.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T14:23:39.063667+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}