Consumer Defensive -
Education & Training Services - NASDAQ - US
$ 7.25
-0.285 %
$ 1.08 B
Market Cap
-15.53
P/E
1. INTRINSIC VALUE
Balance Sheet
Udemy, Inc.
| Current Assets | 506 M |
| Cash & Short-Term Investments | 354 M |
| Receivables | 88.2 M |
| Other Current Assets | 63.7 M |
| Non-Current Assets | 99.3 M |
| Long-Term Investments | 0 |
| PP&E | 15.5 M |
| Other Non-Current Assets | 83.8 M |
| Current Liabilities | 397 M |
| Accounts Payable | 6.31 M |
| Short-Term Debt | 2.5 M |
| Other Current Liabilities | 389 M |
| Non-Current Liabilities | 10.8 M |
| Long-Term Debt | 0 |
| Other Non-Current Liabilities | 10.8 M |
EFFICIENCY
Earnings Waterfall
Udemy, Inc.
| Revenue | 787 M |
| Cost Of Revenue | 295 M |
| Gross Profit | 492 M |
| Operating Expenses | 565 M |
| Operating Income | -89.3 M |
| Other Expenses | -4.04 M |
| Net Income | -85.3 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Udemy, Inc.
| Net Income | -85.3 M |
| Depreciation & Amortization | 25.4 M |
| Capital Expenditures | -2.3 M |
| Stock-Based Compensation | 90 M |
| Change in Working Capital | -47.4 M |
| Others | 10 M |
| Free Cash Flow | 50.7 M |
Wall Street Analysts Price Targets
Udemy, Inc.
Wall Street analysts predict an average 1-year price target for UDMY of $9.83 , with forecasts ranging from
a
low of
$7.5 to a high of $11 .
UDMY Lowest Price Target
Wall Street Target
7.5 USD
3.45%
UDMY Average Price Target
Wall Street Target
9.83 USD
35.63%
UDMY Highest Price Target
Wall Street Target
11 USD
51.72%
4. DIVIDEND
ANALYSIS
UDMY does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Udemy, Inc.
Sold
0-3 MONTHS
175 K USD 1
3-6 MONTHS
26 M USD 4
6-9 MONTHS
492 K USD 2
9-12 MONTHS
506 K USD 3
Bought
331 K USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Udemy Introduces New MCP Server to Bring AI-Powered Learning Directly Into the Flow of Work
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills acceleration platform, today announced the upcoming launch of its new Model Context Protocol (MCP) Server, designed to help organizations embed personalized learning directly into the flow of work for employees. Developed as part of the Udemy Innovation Studio, this new tool allows organizations to access targeted learning within AI-powered applications and systems they're already using, such as Claude or ChatGPT,.
businesswire.com
- 4 days ago
Udemy to Announce Second Quarter 2025 Results on July 30
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills development platform, today announced it will report its second quarter 2025 financial results after the close of market on Wednesday, July 30, 2025. Udemy will host a live conference call and webcast to discuss the results that afternoon at 2 p.m. PT / 5 p.m. ET. All earnings materials, including a link to the live webcast and recorded replay of the conference call, will be available on the “Quarterly Results” se.
businesswire.com
- 1 week ago
Udemy Expands Leadership Team With Three Key Appointments to Accelerate AI-Powered Transformation
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills development platform, announced the appointment of Sonya Saunder as Chief of Staff and Vice President of Strategy & Operations, Ann-Marie Darrough as Vice President of Global Partnerships and Blaine Trainor as Vice President of Partner Ecosystems. These strategic hires further strengthen Udemy's leadership team as the company accelerates its transformation into a world-class, AI-powered platform to reskill and.
businesswire.com
- 1 month ago
Udemy Expands Industry-Leading Creative Capabilities with Addition of Lummi's AI-Powered Design Tools
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills development platform, today announced the acquisition of Lummi, an innovative creative technology group known for AI-driven design tools that simplify and accelerate the creative process. The acquisition will better enable Udemy's instructors and creators to enhance course experiences with custom illustrations, visual storytelling, and AI-generated design assets. Now part of Udemy's Innovation Studio, the Lummi te.
businesswire.com
- 1 month ago
Udemy Launches New AI Fluency Packages to Accelerate Workforce Transformation
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills development platform, today announced a suite of new AI Packages designed to help organizations and professionals develop AI fluency. The new packages provide end-to-end skills development to accelerate an organization's AI transformation, underscoring Udemy's position as a trusted upskilling and reskilling partner to nearly 80 million learners and more than 17,000 organizations across the globe. “At Udemy, we bel.
businesswire.com
- 1 month ago
Udemy Bolsters Leadership Team with Appointment of New Chief Technology Officer to Accelerate Product Roadmap and Technology Innovation
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills development platform with nearly 80 million users globally, announced today that Ozzie Goldschmied has been appointed Chief Technology Officer (“CTO”), effective immediately. Simultaneously, founder Eren Bali will transition to a newly created role as Head of Innovation, where he will focus on driving forward the company's product strategy with an emphasis on innovation and artificial intelligence. In his role as.
businesswire.com
- 1 month ago
Udemy Secures $200 Million Revolving Credit Facility
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills development platform with nearly 80 million users globally, today announced the closing of a new $200 million senior secured revolving credit facility (“the Facility”). The Facility, which matures on May 30, 2030, provides Udemy with enhanced financial flexibility to support its long-term strategic growth initiatives. The credit line remains undrawn at closing. Udemy enters into the agreement with no outstanding d.
businesswire.com
- 1 month ago
Udemy Launches AI-Powered Role Play to Coach Professionals on Business and Communication Skills
Udemy (Nasdaq: UDMY), a leading AI-powered reskilling platform, today announced the launch of Role Play, a new AI-powered offering that helps learners develop real-world soft skills through immersive, instructor-designed conversation simulations. Role Play also enables organizations to design custom scenarios based on their specific business challenges, delivering personalized and contextual learning at scale. By blending expert-created content with adaptive coaching technology and personalization at the enterprise level, Role Play gives learners a realistic environment to practice and master critical workplace communication skills. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250528283452/en/ aAdsList.push('Article'); aAdsListSize.push([300, 250]); aAdsListCA.push(null); Unlike traditional publisher models that rely on lengthy production cycles, Udemy's marketplace approach proves a flexible framework that allows for continuous content innovation in real time at scale. In just four weeks, Udemy creators have published more than 3,100 Role Plays, reflecting a vibrant ecosystem of contributors and reinforcing Udemy’s position as an AI-powered platform for rapid skill development. Role Play builds on the momentum of Udemy’s recently launched Innovation Studio, a dedicated initiative designed to accelerate experimentation and breakthroughs in how learning experiences are created, delivered, and personalized. As one of the first major outputs of the Studio, Role Play exemplifies the kind of forward-thinking, AI-driven innovation the Studio was built to unlock. It reflects a shift toward more interactive, immersive, and skill-focused learning design, where learners actively practice real-world scenarios, not just passively consume content. “At Udemy, we understand that the most effective way to master soft skills is through practice and feedback,” said Eren Bali, Chief Technology Officer and founder at Udemy. “Role Play is a great example of the power of bringing together human expertise (through Udemy creators) and AI. Role Play will transform how essential skills are taught and learned, providing an immersive experience that prepares learners for real-world challenges and drives measurable business impact.” Udemy learners can practice a variety of workplace-related conversations – such as pitching new business ideas, negotiating agreements, resolving conflicts, providing feedback, coaching, goal setting, delegating tasks, managing projects, and preparing for interviews. Through the customizable interface, they can receive immediate feedback that accelerates skills development and drives both personal career advancement and organizational success. Role Play is designed for: Organizations closing skills gaps: Role Play enables teams to create customized scenarios that mirror real workplace challenges, giving employees a safe environment to practice communication, problem-solving, and leadership skills. These immersive experiences strengthen collaboration and build stronger professional relationships across teams. Developing these kinds of human skills is more critical than ever as recent research shows that capabilities like critical thinking, adaptability, and analytical reasoning are not only essential to individual success, but also to the effective adoption of emerging technologies like AI. Professionals seeking career advancement: Role Play offers an opportunity to develop and refine communication and leadership skills that are increasingly valued in today’s workplace. Udemy’s analysis reveals 83% of senior leaders identify effective leadership as essential for skills-based transformation, yet only 28% of employees believe their leaders are effectively communicating this strategic shift, highlighting a significant barrier to organizational change. By practicing in a risk-free environment with AI coaching, learners and leaders can build their confidence before applying these skills in real-world scenarios. Creators and instructors aiming to bring soft skills to life: Role Play offers an intuitive way to add immersive, hands-on practice directly into Udemy courses. Built with flexibility in mind, Role Play makes it easy to design interactive, AI-powered learning experiences that boost engagement and deepen learner outcomes. Through a partnership with AI leaders ElevenLabs, instructors can choose from six distinct AI characters and customize their voices to reflect a range of tones and accents, creating more authentic, relatable scenarios that mirror real-world conversations. “I’ve created three Role Play exercises already, and I have to say – this borders on magic!” said Frank Kane, a top-rated Udemy tech instructor. “Learners are now able to practice what they learn through real-time conversations, receiving immediate feedback that reinforces the core concepts within my courses. This offers a whole new level of engagement, and learners can apply what they’ve learned immediately in their workplaces.” Udemy will continue to showcase new technology through the Innovation Studio, bringing the power of AI and human connection to reskilling at scale. To learn more about Role Play and Udemy’s AI reskilling platform, visit business.udemy.com/ai. About Udemy Udemy (Nasdaq: UDMY) is an AI-driven skills development platform transforming how companies and individuals across the world build the capabilities needed to thrive in a rapidly evolving workplace. By combining on-demand, multi-language content with real-time innovation, Udemy delivers personalized experiences that empower organizations to scale workforce development and help individuals build the technical, business, and soft skills most relevant to their careers. Today, thousands of companies, including Ericsson, Glassdoor, On24, The World Bank, and Volkswagen, rely on Udemy Business for its enterprise solutions to build agile, future-ready teams. Udemy is headquartered in San Francisco, with hubs across the United States, Australia, India, Ireland, India, Mexico and Türkiye. View source version on businesswire.com: https://www.businesswire.com/news/home/20250528283452/en/
https://www.marketscreener.com
- 1 month ago
Udemy Launches AI-Powered Role Play to Coach Professionals on Business and Communication Skills
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered reskilling platform, today announced the launch of Role Play, a new AI-powered offering that helps learners develop real-world soft skills through immersive, instructor-designed conversation simulations. Role Play also enables organizations to design custom scenarios based on their specific business challenges, delivering personalized and contextual learning at scale. By blending expert-created content with adaptive coac.
businesswire.com
- 1 month ago
Udemy Launches Innovation Studio to Redefine the Future of Skilling & Learning
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered reskilling platform, today announced the launch of the Udemy Innovation Studio, a major milestone in the company's evolution from an online marketplace to a skills-first platform built for the age of AI. The Innovation Studio was created to fast-track the development and deployment of new AI capabilities across Udemy's two-sided platform, connecting millions of learners with a global community of expert content creators.
businesswire.com
- 2 months ago
Why Udemy Stock Crumbled by Almost 12% in April
Many American students enjoy a break from their studies during Spring Break in April. Investors, it seems, decided to take a hiatus from Udemy (UDMY -2.77%) then, too, as they traded out of the stock to leave it with an almost 12% loss in price over the month.
fool.com
- 2 months ago
5 Stock Picks Last Week From Wall Street's Most Accurate Analysts
U.S. stocks settled higher on Friday following the release of jobs data, with the S&P 500 recording gains for the ninth consecutive day to notch its longest winning streak since Nov. 2004.
benzinga.com
- 2 months ago
8. Profile
Summary
Udemy, Inc. UDMY
COUNTRY
US
INDUSTRY
Education & Training Services
MARKET CAP
$ 1.08 B
Dividend Yield
0.00%
Description
Udemy, Inc. operates a marketplace platform for teaching and learning skills in the United States and internationally. The company offers technical and business skills, and personal development courses for individual learners and enterprise customers. Its platform provides 49 million learners with access to approximately 180,000 courses through direct-to-consumer or Udemy Business offerings in approximately 75 languages. The company's courses offer learning objectives, such as reskilling or upskilling in technology and business, and soft skills, as well as learners receive access to interactive learning tools comprising quizzes, exercises, and instructor questions-and-answers. Udemy, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.
Contact
600 Harrison Street, San Francisco, CA, 94107
https://www.udemy.com
IPO
Date
Oct. 29, 2021
Employees
1246
Officers
Mr. Gregory Scott Brown
Non-Executive Advisor
Mr. Scott Rogers
Senior Vice President of Supply Strategy
Mr. Dennis J. Walsh
Vice President of Investor Relations
Ms. Karen Fascenda
Chief People Officer
Ms. Genefa Murphy Ph.D.
Chief Marketing Officer
Ms. Sarah Walter Blanchard
Chief Financial Officer
Mr. Eren Bali
Chief Technology Officer
Mr. Hugo Sarrazin
Chief Executive Officer, President & Director
Mr. Kenneth Hirschman
General Counsel & Corporate Secretary
Mr. Rob Rosenthal
President of Udemy Business