earnings
confidence high
sentiment positive
materiality 0.80
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.
item 2.02item 9.01