{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-25-000138","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2025-10-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.908031+00:00","generated_at":"2026-05-17T01:39:41.256099+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 Q3 net profit of $1.6M, subscription rev +8%; guides Q4 rev $191-194M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-25-000138","json":"https://secwatch.observer/filing/0001607939-25-000138.json","markdown":"https://secwatch.observer/filing/0001607939-25-000138.md","text":"https://secwatch.observer/filing/0001607939-25-000138.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793925000138/0001607939-25-000138-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793925000138/udmy-20251029.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:39:41.256099+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"}