Udemy, Inc. (UDMY) Q3 2025 Earnings Call Transcript
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.
Udemy (UDMY) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
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) Beats Q3 Earnings and Revenue Estimates
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.
Udemy: Cheap Valuation Amid Enterprise AI-Upskilling Push
I'm initiating Udemy at a "Buy" rating after the stock's ~20% drop this year, reflecting a tremendous value opportunity in an otherwise expensive market. UDMY is shifting focus to AI-driven course content and enterprise subscriptions, targeting stable, recurring revenue streams. The platform's innovative AI tools, such as Role Play, differentiate UDMY by enhancing real-world skill development for learners.
Udemy CEO Hugo Sarrazin on AI-Powered Learning, Subscriptions and the Future of Online Education
On the latest episode of After Earnings, Ann sits down with Udemy CEO Hugo Sarrazin to discuss the company's pivot from a traditional online course marketplace to an AI-powered platform designed to reskill the global workforce. Highlights include: - Udemy's shift from one-off course sales to a subscription model - The company's enterprise push to re-skill workforces at scale - The future of its instructor-driven marketplace - How AI can deliver mass personalization in learning After Earnings is brought to you by Stakeholder Labs and Morning Brew.
Udemy (UDMY) Upgraded to Strong Buy: Here's Why
Udemy (UDMY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Udemy: Poised For A 2026 Inflection Point
Udemy is at an inflection point in revenue growth, with likely accelerating revenue growth in 2026 supported by efforts to increase its retention rate of enterprise customers. Industry trends, such as digital transformation and workforce upskilling, provide long-term tailwinds for Udemy's business model. The stock trades attractively at less than 1x EV/sales for a subscription business, and EV/EBITDA of 7x, offering considerable valuation multiple expansion if revenue growth accelerates.
Earnings Estimates Rising for Udemy (UDMY): Will It Gain?
Udemy, Inc. (UDMY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Wall Street Analysts Think Udemy (UDMY) Could Surge 34.11%: Read This Before Placing a Bet
The consensus price target hints at a 34.1% upside potential for Udemy (UDMY). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Udemy, Inc. (UDMY) Q2 2025 Earnings Call Transcript
Udemy, Inc. (NASDAQ:UDMY ) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Dennis J. Walsh - VP, OR Hugo Sarrazin - CEO, President & Director Sarah Walter Blanchard - CFO Conference Call Participants Joshua Phillip Baer - Morgan Stanley Ryan Michael MacDonald - Needham & Company Jason Ross Tilchen - Canaccord Genuity Yi Fu Lee - Cantor Fitzgerald Patrick James McIlwee - William Blair & Company Steven Pawlak - Robert W.
Udemy (UDMY) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Udemy (UDMY) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Udemy, Inc. (UDMY) Q2 Earnings and Revenues Surpass Estimates
Udemy, Inc. (UDMY) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to a loss of $0.04 per share a year ago.
