UDMY
Udemy·NASDAQ
--
--(--)
Market Open: --
--
--(--)
Pre-Market: --
UDMY fundamentals
Udemy (UDMY) released its earnings on Oct 29, 2025: revenue was 195.70M (YoY +0.14%), beat estimates; EPS was 0.13 (YoY +85.71%), beat estimates.
Revenue / YoY
195.70M
+0.14%
EPS / YoY
0.13
+85.71%
Report date
Oct 29, 2025
UDMY Earnings Call Summary for Q3,2025
- Subscription Surge: Consumer subscription revenue up 43% YoY, driving 74% of total revenue.\n- AI-Driven Growth: Role Play technology and virtual coaching enhance enterprise training, with 10,000+ use cases.\n- Financial Strength: Q3 EBITDA of $24M (12% margin), up 600bps YoY, with $92M-$94M full-year target.\n- Strategic Shifts: Pivot to subscriptions reduces transactional revenue short-term, but LTV:CAC of 3x vs. 1x for transactions signals long-term value.\n- Partnership Payoff: Indeed partnerships boost subscription conversions 16x, while Pearson certifications quadruple learner revenue.\n- Enterprise Resilience: Udemy Business ARR at $527M, with large customer NDR stabilizing at 97% despite COVID-era contract pressures.\n
EPS
Revenue
Revenue & Expenses
UDMY has released its 2025 Q3 earnings report, with revenue of 195.68M, reflecting a YoY change of 0.13%, and net profit of 1.64M, showing a YoY change of 106.50%. The Sankey diagram below clearly presents UDMY's revenue sources and cost distribution.
Key Indicators
Udemy (UDMY) key financial stats and ratios, covering profitability, financial health, and leverage.
Udemy (UDMY)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown
Udemy (UDMY)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
Trend
Breakdown
Udemy (UDMY)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
Trend
Breakdown
Where does Udemy (UDMY) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Track Udemy (UDMY) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What does Udemy do and what are its main business segments?What is the revenue and EPS growth rate for Udemy year over year?What guidance did Udemy's management provide for the next earnings period?What factors drove the changes in Udemy's revenue and profit?What is Udemy's gross profit margin?Did Udemy beat or miss consensus estimates last quarter?What is the market's earnings forecast for Udemy next quarter?What is Udemy's latest dividend and current dividend yield?
