secwatch.observer — SEC 8-K summary ====================================== Issuer: Udemy, Inc. (UDMY) CIK: 0001607939 Form: 8-K Filed at: 2025-11-21T23:59:59+00:00 Accession: 0001607939-25-000141 Event type: other_material Sentiment: neutral Materiality: 0.55 Item codes: 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Udemy provides supplemental historical revenue and subscriber data through Q3 2025 -------------------------------------------------------------------------------- - Enterprise subscription revenue grew from $117.0M (Q1 2024) to $132.3M (Q3 2025), up 13%. - Paid Consumer subscribers rose from 136k (Q1 2024) to 294k (Q3 2025), a 116% increase. - Consumer transactional revenue declined from $72.4M (Q1 2024) to $51.2M (Q3 2025), down 29%. - Total revenue roughly flat: $196.8M (Q1 2024) to $195.7M (Q3 2025). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1607939/000160793925000141/0001607939-25-000141-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1607939/000160793925000141/udmy-20251121.htm HTML page: https://secwatch.observer/filing/0001607939-25-000141 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer