earnings
confidence high
sentiment positive
materiality 0.75
Udemy Q3 net profit of $1.6M, subscription rev +8%; guides Q4 rev $191-194M
Udemy, Inc.
2025-Q3 EPS
reported $0.04
vs consensus $0.10
▼ miss
(-58.4%)
- Net income of $1.6M vs $(25.3M) loss in prior year; adjusted EBITDA $24.3M (+110% YoY).
- Total revenue flat at $195.7M; subscription revenue grew 8% to $143.9M, now 73% of total.
- Consumer paid subscribers hit 294,000 (+88% YoY), surpassing full-year target; consumer subscription rev +43%.
- Guidance: Q4 rev $191-194M, adj. EBITDA $18-20M; FY2025 rev $787-790M, adj. EBITDA $92-94M.
- Repurchased 4.1M shares under $50M buyback program; free cash flow positive $12.1M in Q3.