{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-25-000055","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2025-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:48.999545+00:00","generated_at":"2026-05-23T02:22:41.466177+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Udemy Q1 revenue $200.3M (+2% YoY), adjusted EBITDA $21.1M, exceeds guidance","bullets":["Revenue $200.3M (+2% YoY, 2pp FX headwind); enterprise +9% to $127.7M, consumer -8% to $72.6M.","Adjusted EBITDA $21.1M (11% margin) vs $6.5M (3%) a year ago; net loss improved to $1.8M from $18.3M.","UB ARR $519M (+8%), net dollar retention 96% vs 104% prior; added ~120 net enterprise customers.","Free cash flow positive $7.1M; cash & securities $358.1M.","Launched Career Accelerators AI-powered learning paths; partnered with Ingram Micro India."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-25-000055","json":"https://secwatch.observer/filing/0001607939-25-000055.json","markdown":"https://secwatch.observer/filing/0001607939-25-000055.md","text":"https://secwatch.observer/filing/0001607939-25-000055.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793925000055/0001607939-25-000055-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793925000055/udmy-20250430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-23T02:22:41.466177+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"}