secwatch.observer — SEC 8-K summary
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Issuer:     Udemy, Inc. (UDMY)
CIK:        0001607939
Form:       8-K
Filed at:   2025-10-29T23:59:59+00:00
Accession:  0001607939-25-000138
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1607939/000160793925000138/0001607939-25-000138-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1607939/000160793925000138/udmy-20251029.htm
  HTML page:      https://secwatch.observer/filing/0001607939-25-000138

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer