{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-25-000123","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2025-07-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.477147+00:00","generated_at":"2026-05-17T23:02:50.165506+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Udemy Q2 GAAP net income $6.3M vs loss; revenue up 3% to $199.9M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-25-000123","json":"https://secwatch.observer/filing/0001607939-25-000123.json","markdown":"https://secwatch.observer/filing/0001607939-25-000123.md","text":"https://secwatch.observer/filing/0001607939-25-000123.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793925000123/0001607939-25-000123-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793925000123/udmy-20250730.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T23:02:50.165506+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"}