---
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"
generated_at: "2026-05-17T01:39:41.256099+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Udemy Q3 net profit of $1.6M, subscription rev +8%; guides Q4 rev $191-194M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001607939-25-000138
- JSON: https://secwatch.observer/filing/0001607939-25-000138.json
- Plain text: https://secwatch.observer/filing/0001607939-25-000138.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.