Udemy, Inc. ( UDMY ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Dennis Walsh - Vice President of Investor Relations Hugo Sarrazin - CEO, President & Director Sarah Blanchard - Chief Financial Officer Conference Call Participants Ryan MacDonald - Needham & Company, LLC, Research Division Yi Lee - Cantor Fitzgerald & Co., Research Division Josh Baer - Morgan Stanley, Research Division Stephen Sheldon - William Blair & Company L.L.C., Research Division Jason Tilchen - Canaccord Genuity Corp., Research Division Nafeesa Gupta - BofA Securities, Research Division Devin Au - KeyBanc Capital Markets Inc., Research Division Presentation Operator Good day, and welcome to Udemy's Third Quarter 2025 Earnings Call.
Although the revenue and EPS for Udemy (UDMY) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Udemy, Inc. (UDMY) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.07 per share a year ago.
| Diversified Consumer Services Industry | Consumer Discretionary Sector | Hugo Sarrazin CEO | NASDAQ (NGS) Exchange | 902685106 CUSIP |
| US Country | 1,246 Employees | - Last Dividend | - Last Split | 29 Oct 2021 IPO Date |
Udemy, Inc. is an eminent learning company renowned for its expansive marketplace platform that facilitates skill acquisition globally. Since its inception in 2010, Udemy has carved a niche for itself in the e-learning industry by providing a comprehensive suite of learning opportunities aimed at enhancing skill sets across a myriad of domains. With its headquarters in San Francisco, California, Udemy extends its educational reach to both individuals and organizations in the United States and beyond, leveraging its dual offerings through direct-to-consumer and Udemy Business models. The platform's multilingual courses cater to a diverse audience seeking to reskill or upskill in areas including technology, business, soft skills, and personal development.
Udemy’s direct-to-consumer courses empower individuals to engage in learning at their own pace and on their own schedule. These offerings are designed to cater to a wide array of learning objectives, from acquiring new skills in emerging technologies to enhancing personal development skills. With a focus on flexibility, learners can access a rich library of content that spans various industries and specialties.
Specifically tailored for organizations, Udemy Business enables companies to foster a culture of continuous learning and professional development within their workforces. This platform segment offers curated course collections aimed at reskilling or upskilling employees, thereby directly contributing to organizational growth and efficiency. Through Udemy Business, organizations gain access to a suite of interactive learning tools, including quizzes, exercises, and the ability to engage with instructors through questions-and-answers, optimizing the learning experience for collective advancement.
Across both its consumer and business offerings, Udemy enhances the learning process by incorporating a range of interactive tools and resources. This includes quizzes to assess understanding, exercises to apply learned concepts practically, and a questions-and-answers feature that allows learners to interact directly with instructors. These tools not only enrich the learning experience but also ensure learners can track their progress and reinforce their understanding of the course material.