Udemy, Inc. Stock Price, News & Analysis

Udemy (UDMY) has launched its Innovation Studio, marking a strategic shift from an online marketplace to an AI-powered skilling platform. The studio aims to accelerate AI capabilities development across Udemy's platform, focusing on personalized learning experiences and real-world skill applications.

The studio's first release, "AI for Business Leaders," is a reskilling program for executives led by Helen Lee Kupp, featuring adaptive learning journeys and real-time content updates. The platform is developing innovative features including AI-powered roleplay simulations and a VR public speaking simulator.

The Innovation Studio focuses on two core areas: multi-modal learning experiences and personalized AI pathways, utilizing LLMs and recommendation engines to create tailored learning experiences. This initiative represents Udemy's commitment to continuous innovation in professional skilling.

Udemy (UDMY), an AI-powered reskilling platform, announced that CEO Hugo Sarrazin will participate in a fireside chat at the 53rd Annual J.P. Morgan Global Technology, Media, and Communications Conference. The session will be held on May 14, 2025, at 8:40 a.m. ET and will be accessible via live webcast through Udemy's investor relations website. The webcast recording will remain available for approximately 30 days after the event.

Udemy (UDMY) reported strong Q1 2025 results, exceeding guidance for both revenue and Adjusted EBITDA. Total revenue grew 2% year-over-year to $200.3 million, despite a 2% negative impact from foreign exchange rates.

The Enterprise segment showed 9% growth to $127.7 million, while the Consumer segment declined 8% to $72.6 million. Net loss improved significantly to $1.8 million from $18.3 million in the previous year. Adjusted EBITDA reached $21.1 million with an 11% margin, representing an 800 basis point improvement.

Key operational highlights include:

• Addition of 2 million new learners, reaching 79 million total
• Enterprise customers increased to 17,216
• Launch of AI-powered Career Accelerators program
• Strategic partnership with Ingram Micro in India

For 2025, Udemy projects revenue between $772-794 million and Adjusted EBITDA of $77-87 million.

Udemy (NASDAQ: UDMY) has appointed Neeracha Taychakhoonavudh as its first-ever Chief Customer Experience Officer (CCO), marking a strategic move to enhance its enterprise customer services. Reporting directly to President & CEO Hugo Sarrazin, Taychakhoonavudh will lead the company's Global Customer Success and Customer Operations teams.

Key highlights of the appointment:

• Taychakhoonavudh joins from Asana where she served as Chief Customer Officer
• Prior experience includes 14 years at Salesforce in various leadership roles
• Will focus on customer adoption, expansion, and retention strategies
• Plans to leverage AI tools for personalized customer experiences

This strategic hire aligns with Udemy's focus on strengthening customer engagement and accelerating growth across Udemy Business. The appointment comes at a time when the online learning platform aims to reshape how global enterprises approach workforce planning through its AI-powered platform.

Udemy (UDMY), the online skills marketplace and learning platform, has scheduled its first quarter 2025 financial results announcement for Wednesday, April 30, 2025, after market close. The company will host a conference call and webcast at 2 p.m. PT / 5 p.m. ET on the same day to discuss the results.

Investors can access the earnings materials and live webcast through Udemy's Investor Relations website at investors.udemy.com under the 'Quarterly Results' section. The conference call can be joined toll-free at (833) 630-1963 for domestic callers and (412) 317-5702 for international participants. A replay of the webcast will remain available for approximately one year.

Udemy (UDMY) has achieved recognition as a Strategic Leader in the 2025 Fosway 9-Grid™ for Digital Learning, marking significant progress from its 2024 position as Strategic Challenger. The company's AI-enabled platform serves 77 million learners and 17,000 organizations globally, with particularly strong presence in EMEA region serving 25 million learners and 36,000 instructors.

The platform's Intelligent Skills Platform, featuring Udemy AI Assistant and Skills Mapping solutions, has attracted notable enterprise customers including London Stock Exchange, British Airways, McLaren Racing, PwC EMEA, and Uniqlo Europe. Over 2,300 learners through Udemy Business have begun utilizing AI-powered Skills Mapping for personalized learning paths.

The company has also received recognition from AWS as Rising Star Partner of the Year in North America and the Innovation Award for Learning from Aragon Research for its AI-powered solutions.

Udemy (UDMY) has appointed Hugo Sarrazin as President, CEO, and Board member, effective immediately. Sarrazin replaces Greg Brown, who will serve as a non-executive advisor through year-end after four years of leadership. The company reaffirmed its financial outlook from February 13, 2025.

Sarrazin joins from UKG, where he led international product and technology teams for nearly four years. He previously spent 26 years at McKinsey & Company, co-founding McKinsey Digital Labs and McKinsey Design. Under Brown's tenure, Udemy Business scaled from $100 million to over $500 million in Annual Recurring Revenue, building an enterprise customer base exceeding 17,000.

The new CEO brings extensive experience in scaling SaaS businesses and AI transformation. Sarrazin aims to leverage generative AI and Udemy's global instructor network to advance the company's mission of making learning accessible globally.