{"schema_version":"secwatch.filing_event.v1","accession":"0001607939-26-000006","form_type":"8-K","ticker":"UDMY","cik":"0001607939","company_name":"Udemy, Inc.","filed_at":"2026-02-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.629890+00:00","generated_at":"2026-05-16T04:26:38.047819+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Udemy reports Q4 rev $194M, FY net income positive; subscription revenue up 8% YoY","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001607939-26-000006","json":"https://secwatch.observer/filing/0001607939-26-000006.json","markdown":"https://secwatch.observer/filing/0001607939-26-000006.md","text":"https://secwatch.observer/filing/0001607939-26-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1607939/000160793926000006/0001607939-26-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1607939/000160793926000006/udmy-20260205.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T04:26:38.047819+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"}