UDMY · Udemy, Inc.
Market Cap
$677.28M
Shares
146.28M
Udemy, Inc. Earnings Call Transcripts
Every quarterly earnings call for Udemy, Inc. (UDMY) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲22.2%
$152.22M
−$25.65M
'22 Q1
22-05-04
▲21.4%
$153.11M
−$29.38M
'22 Q2
22-08-03
▲22.3%
$158.43M
−$46.69M
'22 Q3
22-11-02
▲22.1%
$165.33M
−$52.15M
'22 Q4
23-02-14
▲15.9%
$176.43M
−$44.54M
'23 Q1
23-05-03
▲16.4%
$178.24M
−$25.73M
'23 Q2
23-08-03
▲16.6%
$184.72M
−$16.77M
'23 Q3
23-11-02
▲14.6%
$189.54M
−$20.25M
'23 Q4
24-02-14
▲11.6%
$196.85M
−$18.34M
'24 Q1
24-05-02
▲9%
$194.36M
−$31.81M
'24 Q2
24-07-31
▲5.8%
$195.42M
−$25.27M
'24 Q3
24-10-29
▲5.5%
$199.94M
−$9.86M
'24 Q4
25-02-13
▲1.8%
$200.30M
−$1.77M
'25 Q1
25-04-30
▲2.8%
$199.88M
$6.26M
'25 Q2
25-07-30
▲0.1%
$195.68M
$1.64M
'25 Q3
25-10-29
LATEST
▼3%
$193.99M
−$2.33M
'25 Q4
26-02-05
Earnings call
FY25 · Q4
2026-02-05
Udemy, Inc. Q4 FY2025 Earnings Call
Revenue
$193.99M*
▼ 3% YoY Gross margin
66.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Udemy, Inc. Q3 FY2025 Earnings Call
Confident tone
Subscription Revenue Growth
Udemy Business Enterprise Segment
Certification and Career Journey Products
Revenue
$195.68M
▲ 0.1% YoY Diluted EPS
$0.01
Gross margin
65.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Udemy, Inc. Q2 FY2025 Earnings Call
Confident tone
Udemy Business segment performance
Subscription product growth
Operational efficiency and profitability
Revenue
$199.88M
▲ 2.8% YoY Diluted EPS
$0.04
Gross margin
66.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Udemy, Inc. Q1 FY2025 Earnings Call
Positive tone
Margin expansion and cost discipline
Consumer subscription growth
Net dollar retention / SMB drag
Revenue
$200.30M
▲ 1.8% YoY Diluted EPS
$-0.01
Gross margin
64.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-13
Udemy, Inc. Q4 FY2024 Earnings Call
Positive tone
Strategic shift to large enterprise / upmarket focus
Operational efficiency and adjusted EBITDA
ARR growth and enterprise deal momentum
Revenue
$199.94M*
▲ 5.5% YoY Gross margin
63.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Udemy, Inc. Q3 FY2024 Earnings Call
Positive tone
Operational efficiency and cost savings
Enterprise / upmarket focus
AI-powered product launches
Revenue
$195.42M
▲ 5.8% YoY Diluted EPS
$-0.17
Gross margin
63.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Udemy, Inc. Q2 FY2024 Earnings Call
Positive tone
Enterprise / large customer focus
Consumer segment weakness
SMB deemphasis
Revenue
$194.36M
▲ 9% YoY Diluted EPS
$-0.21
Gross margin
62.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Udemy, Inc. Q1 FY2024 Earnings Call
Positive tone
Generative AI demand and skills development
Macro and EMEA headwinds
Enterprise customer growth and expansion
Revenue
$196.85M
▲ 11.6% YoY Diluted EPS
$-0.12
Gross margin
61.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-14
Udemy, Inc. Q4 FY2023 Earnings Call
Positive tone
Generative AI and skills-based learning
Udemy Business growth and enterprise momentum
Sales cycle elongation and lead quality
Revenue
$189.54M*
▲ 14.6% YoY Gross margin
58.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Udemy, Inc. Q3 FY2023 Earnings Call
Revenue
$184.72M
▲ 16.6% YoY Diluted EPS
$-0.11
Gross margin
58.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Udemy, Inc. Q2 FY2023 Earnings Call
Revenue
$178.24M
▲ 16.4% YoY Diluted EPS
$-0.17
Gross margin
57.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Udemy, Inc. Q1 FY2023 Earnings Call
Revenue
$176.43M
▲ 15.9% YoY Diluted EPS
$-0.31
Gross margin
56.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-14
Udemy, Inc. Q4 FY2022 Earnings Call
Revenue
$165.33M*
▲ 22.1% YoY Gross margin
55.2%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Udemy, Inc. Q3 FY2022 Earnings Call
Revenue
$158.43M
▲ 22.3% YoY Diluted EPS
$-0.33
Gross margin
56.4%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Udemy, Inc. Q2 FY2022 Earnings Call
Revenue
$153.11M
▲ 21.4% YoY Diluted EPS
$-0.21
Gross margin
57.0%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Udemy, Inc. Q1 FY2022 Earnings Call
Revenue
$152.22M
▲ 22.2% YoY Diluted EPS
$-0.18
Gross margin
56.4%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-09
Udemy, Inc. Q4 FY2021 Earnings Call
Revenue
$135.45M*
Gross margin
52.7%
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-12-08
Udemy, Inc. Q3 FY2021 Earnings Call
Revenue
$129.56M
▲ 9.4% YoY Diluted EPS
$-0.25
▼ 1350% YoY Gross margin
55.2%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–18 of 18 earnings calls