Udemy Q2 GAAP net income $6.3M vs loss; revenue up 3% to $199.9M

Udemy, Inc.

2025-Q2 EPS reported $0.03 vs consensus $0.12 ▼ miss (-75.5%)

GAAP net income of $6.3M (3% margin) vs loss of $31.8M a year ago; adjusted EBITDA $28.4M (14% margin).
Enterprise segment revenue $129.3M (+7% YoY); UB ARR $520.0M (+6%); NDRR 95%.
Consumer segment revenue $70.6M (-4% YoY); paid subscribers surpassed 200,000.
Free cash flow positive $39.0M in Q2; cash & securities $393.1M.
First full quarter under CEO Hugo Sarrazin; secured $200M credit facility.

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