earnings
confidence high
sentiment neutral
materiality 0.75
Udemy reports Q4 rev $194M, FY net income positive; subscription revenue up 8% YoY
Udemy, Inc.
2025-FY EPS
reported $0.03
vs consensus $0.10
▼ miss
(-68.5%)
- Q4 revenue $194.0M (down 3% YoY), net loss $2.3M (improved 76%).
- FY 2025 net income $3.8M (vs loss of $85.3M); Adjusted EBITDA $95.3M (up 122%).
- Subscription revenue 72% of total; Consumer subscription up 44% YoY.
- Pending merger with Coursera: UDMY stockholders get 0.800 shares of COUR per share; expected close H2 2026.
- No earnings call or guidance provided due to pending transaction.