Google brings hands-on AI training to 84M Udemy learners worldwide
Udemy has partnered with Google to launch the "Learn AI with Google" plan, providing Google's AI Professional Certificate to over 84 million Udemy learners. This comprehensive subscription offers Google-designed AI curriculum, expert-led instruction, three months of Google AI Pro access for hands-on practice, and industry-recognized credentials. The initiative aims to address the growing demand for AI skills in the workforce, empowering individuals with practical, job-ready capabilities.
Udemy Launches AI Training Program in Partnership with Google
Udemy has partnered with Google to launch the 'Learn AI with Google' initiative, offering AI Professional Certificates to over 84 million learners. This program provides three months of access to Google AI Pro and expert-designed courses, aiming to address the global skills gap where nearly 70% of employee upskilling focuses on AI. The collaboration leverages Udemy's global platform to provide practical, job-ready AI skills and enhance employability.
Udemy instructors hear Coursera CEO on merger vision — Udemy (NASDAQ: UDMY)
Udemy has communicated with its instructors about the planned merger with Coursera, including a video message from Coursera CEO Greg Hart. The message outlines the vision for the combined company, emphasizing the value of creator expertise, complementary learning models, and AI-enabled innovation, while assuring instructors that both companies will operate separately until the transaction closes. It also includes a cautionary note about forward-looking statements and directs stakeholders to forthcoming SEC filings for complete information.
Udemy, Inc. (NASDAQ:UDMY) Q3 2025 Earnings Call Transcript
This document is an earnings call transcript for Udemy, Inc. (NASDAQ:UDMY) for the third quarter of 2025. It details the company's financial performance and discussions during the call.
Udemy Inc Announces Integration With Openai In Chatgpt
Udemy Inc (UDMY) has announced an integration with OpenAI in ChatGPT, as reported by Reuters. The news, categorized under strategy, business, and products for US stocks, indicates a development that could impact the e-learning platform's offerings.
Udemy-Coursera Merger Clears Key FTC Regulatory Hurdle
Udemy Inc and Coursera Inc's proposed merger, announced on December 17, 2025, has cleared a significant regulatory hurdle with the U.S. Federal Trade Commission granting early termination of the waiting period on February 9, 2026. This all-stock transaction aims to combine two major online learning platforms, though it still requires other regulatory approvals and shareholder votes. Analysts currently rate Udemy (UDMY) as a Hold with a $6.00 price target, noting its improving fundamentals but challenged valuation and weak technicals.
FTC grants early termination for Udemy and Coursera merger review
The FTC has granted early termination of the Hart-Scott-Rodino waiting period for the proposed all-stock merger between Udemy and Coursera, removing a key regulatory hurdle. Udemy, despite recent share drops, shows strong financials and is considered undervalued by InvestingPro data. The merger is still conditional on additional regulatory and stockholder approvals; Coursera shareholders will own 59% and Udemy shareholders 41% of the combined entity.
Udemy-Coursera Merger Clears Key FTC Regulatory Hurdle
Udemy and Coursera's plan to merge in an all-stock transaction has cleared a significant regulatory hurdle with the U.S. Federal Trade Commission granting early termination of the Hart-Scott-Rodino waiting period on February 9, 2026. While this approval is a positive step, the merger still requires additional regulatory clearances and shareholder consent. The article also provides an analysis of Udemy (UDMY) stock by TipRanks' AI Analyst, Spark, rating it as "Neutral" due to improving fundamentals offset by weak technicals and challenged valuation metrics.
Udemy and Coursera Announce Merger Agreement
Udemy, Inc. (UDMY) announced the early termination of the HSR Act waiting period for its merger with Coursera, effective February 10, 2026. The merger will be an all-stock transaction and is subject to customary closing conditions and approvals. This business combination is expected to generate significant synergies and benefits for both companies.
Udemy (UDMY) gains U.S. antitrust clearance milestone in proposed Coursera merger process
Udemy announced that it has received early termination of the U.S. Hart-Scott-Rodino (HSR) Act waiting period for its proposed merger with Coursera, marking a significant regulatory step. While this completes the U.S. antitrust review, regulatory approvals from other countries, the filing and clearance of a joint proxy/registration statement on Form S-4, and shareholder approvals are still required before the transaction can be finalized. The company emphasized that this milestone moves the process forward, though several closing conditions and integration planning remain.
Udemy Partners with Glean to Enhance AI Learning Integration
Udemy has partnered with Glean to integrate AI-powered learning directly into enterprise workflows, improving employee learning efficiency and application capabilities. This collaboration allows organizations to leverage Udemy Business content within AI agents for accelerated skills development and just-in-time learning support. The initiative aims to reduce time to competency for employees and enhance the ROI of AI tool investments for businesses.
New Udemy–Glean tool puts 30,000 courses inside everyday work apps
Udemy announced a new integration with Glean, an AI-powered work assistant, to embed its 30,000 courses directly into workplace systems. This partnership aims to provide adaptive, AI-driven learning in the flow of work, helping organizations address skills gaps and improve workforce adoption of AI technologies. The integration facilitates real-time, context-aware learning to accelerate skills readiness and reduce reliance on traditional learning management systems.
Analysts Offer Insights on Consumer Goods Companies: Newell Brands (NWL), Udemy Inc (UDMY) and Coty (COTY)
Analysts from Canaccord Genuity and RBC Capital have provided insights on several consumer goods companies. Brian McNamara reiterated a Buy rating for Newell Brands (NWL) with an $8.00 price target, while Jason Tilchen maintained a Hold rating for Udemy Inc (UDMY) with a $5.00 price target. Nik Modi from RBC Capital also maintained a Buy rating on Coty (COTY) with an $8.00 price target.
According to the latest filing submitted to the U.S. Securities and Exchange Commission (SEC), the merger plan between the online education platform Udemy, Inc. and a certain exchange has reached a key milestone.
The merger plan between online education platform Udemy, Inc. and Coursera has reached a key milestone with the U.S. Federal Trade Commission (FTC) approving the early termination of the Hart-Scott-Rodino Antitrust Improvements Act's waiting period. This decision removes a significant regulatory hurdle, allowing the merger process to accelerate. Analysts anticipate the alliance will lead to significant synergies and reshape the global online education market.
Canaccord Genuity lowers Udemy stock price target to $5 from $7
Canaccord Genuity has lowered its price target for Udemy (NASDAQ:UDMY) to $5.00 from $7.00, while maintaining a Hold rating on the stock. This adjustment follows Udemy's Q4 results, which slightly exceeded expectations, and its pending merger with Coursera, announced in December 2025. The online education platform is trading near its 52-week low, but analysis suggests it may be undervalued.
Udemy (UDMY) TTM Profitability Supports Bullish Earnings Growth Narrative Despite Q4 EPS Loss
Udemy (UDMY) has transitioned to trailing twelve-month (TTM) profitability with a net income of US$3.8 million, despite a Q4 EPS loss of US$0.02. This shift to profitability aligns with a bullish earnings growth outlook of 42.9% annually, contrasting with slower projected revenue growth of 5.2%. However, a US$5.3 million one-off loss and inconsistent quarterly profitability raise some skepticism regarding the sustainability of these margins.
Coursera–Udemy (NASDAQ: UDMY) merger plans $115M synergies and $1.5B scale
Coursera and Udemy are proceeding with a proposed merger targeting approximately $1.5 billion in pro forma revenue, split evenly between consumer and enterprise segments. The combined entity anticipates $115 million in annual run-rate cost synergies within two years, primarily from go-to-market and G&A efficiencies. The companies emphasize complementary strengths, increased scale for investment and innovation, and a broader content offering, with regulatory and shareholder approvals expected in the second half of the year.
Canaccord Genuity lowers Udemy stock price target to $5 from $7 By Investing.com
Canaccord Genuity has reduced its price target for Udemy (NASDAQ:UDMY) to $5 from $7, while maintaining a Hold rating. This adjustment comes as Udemy's stock trades near its 52-week low, despite the company reporting better-than-expected Q4 results and making progress in its subscription-first strategy. The company is also in the process of merging with Coursera, a transaction expected to close in the second half of 2026, which aims to leverage combined strengths in enterprise and consumer learning.
Udemy, Inc. (UDMY) Tops Q4 Earnings and Revenue Estimates
Udemy, Inc. (UDMY) reported strong Q4 2025 earnings of $0.12 per share, surpassing the Zacks Consensus Estimate of $0.09, and revenues of $193.99 million, beating estimates by 0.40%. Despite these positive results, the stock has underperformed the S&P 500 year-to-date, and currently holds a Zacks Rank #3 (Hold), indicating expected in-line performance with the market. Investors are advised to watch for management's commentary and future estimate revisions.
Udemy, Inc. (UDMY) tops Q4 earnings and revenue estimates
Udemy, Inc. (UDMY) exceeded analyst expectations for both earnings and revenue in its Q4 report. This indicates a strong financial performance for the online learning platform during the last quarter.
Compared to Estimates, Udemy (UDMY) Q4 Earnings: A Look at Key Metrics
Udemy (UDMY) reported its Q4 2025 earnings, with revenue of $193.99 million and EPS of $0.12, surpassing Zacks Consensus Estimates. The reported metrics, including Enterprise Annual Recurring Revenue and Consumer Monthly Average Buyers, largely exceeded analyst expectations, though Enterprise Segment Total Customers fell slightly short. Despite these positive results, Udemy's stock has seen a -17.6% return over the past month.
Coursera’s (NYSE:COUR) Q4 CY2025 Sales Top Estimates
Coursera (NYSE:COUR) exceeded Wall Street's revenue expectations in Q4 CY2025, with sales increasing 9.9% year-on-year to $196.9 million, and offered optimistic revenue guidance for the next quarter. The company also announced a definitive merger agreement with Udemy (UDMY) in an all-stock transaction following unanimous approval from both boards. Despite cash flow turning negative in Q4, Coursera demonstrated strong execution and reiterated its commitment to long-term growth and operational efficiency.
Udemy's (NASDAQ:UDMY) Q4 CY2025 Earnings Results: Revenue In Line With Expectations
Udemy (NASDAQ:UDMY) reported Q4 CY2025 earnings, with revenue of $194 million matching Wall Street expectations despite a 3% year-on-year decline. The company's non-GAAP profit per share exceeded analyst estimates by 19%, reaching $0.12. Despite tepid long-term revenue growth and projected deceleration, Udemy demonstrated strong execution in the quarter, with analysts noting impressive EBITDA performance and improved free cash flow margins.
Compared to Estimates, Udemy (UDMY) Q4 Earnings: A Look at Key Metrics
Udemy (UDMY) reported Q4 2025 revenue of $193.99 million, a 3% decrease year-over-year, but exceeded the Zacks Consensus Estimate. EPS came in at $0.12, surpassing the consensus estimate of $0.09. Key metrics for the enterprise segment included $540 million in annual recurring revenue and 17,029 total customers, while the consumer segment had 1.25 million monthly average buyers.
Earnings To Watch: Udemy (UDMY) Reports Q4 Results Tomorrow
Udemy (NASDAQ: UDMY) is set to report its Q4 results tomorrow after the bell. Analysts expect a 3.4% year-on-year revenue decline to $193.2 million and adjusted earnings of $0.10 per share. The company has historically surpassed revenue estimates, but its stock has underperformed recently, signaling caution going into the earnings call.
Earnings Preview: Udemy, Inc. (UDMY) Q4 Earnings Expected to Decline
Udemy, Inc. (UDMY) is expected to announce a year-over-year decline in earnings and lower revenues for Q4 2025, with results anticipated on February 5. The Zacks Consensus Estimate projects earnings of $0.09 per share, a 10% decrease, on revenues of $193.21 million, down 3.4%. Analysts have become more bearish, indicated by a -36.17% Earnings ESP, making a conclusive prediction for an earnings beat difficult despite a Zacks Rank of #3.
Earnings Preview: Udemy, Inc. (UDMY) Q4 Earnings Expected to Decline
Udemy, Inc. (UDMY) is expected to report a year-over-year decline in Q4 earnings and revenues, with an estimated EPS of $0.09 per share and revenues of $193.21 million. The consensus EPS estimate has been revised significantly lower over the past 30 days. Despite beating EPS estimates in the last four quarters, a negative Earnings ESP combined with a Zacks Rank #3 makes it difficult to predict an earnings beat for Udemy's upcoming report.
Earnings Preview: Udemy, Inc. (UDMY) Q4 Earnings Expected to Decline
Udemy, Inc. (UDMY) is projected to report a year-over-year decline in Q4 earnings and revenue for the quarter ending December 2025, with an expected EPS of $0.09 per share and revenues of $193.21 million. The consensus EPS estimate has been revised significantly lower by 366.67% over the last 30 days. Despite a history of beating EPS estimates, Udemy has a negative Earnings ESP of -36.17% combined with a Zacks Rank of #3, making it difficult to confidently predict an earnings beat.
Udemy (NASDAQ:UDMY) Sets New 12-Month Low - Here's What Happened
Udemy (NASDAQ:UDMY) hit a new 52-week low of $4.83 on Tuesday, trading below its 50-day and 200-day moving averages with a market capitalization of $713.6 million. Analyst sentiment for the stock is mixed, with a consensus "Hold" rating and a $9.00 price target, following several downgrades. Despite beating revenue and EPS estimates last quarter, the company posted a negative net margin, and its CFO recently sold a significant number of shares.
Udemy, Inc. (NASDAQ:UDMY) Receives Average Rating of "Hold" from Analysts
Eleven analysts have issued a "Hold" rating for Udemy, Inc. (UDMY), with an average one-year price target of $9.00 against its current trading price of $5.10. While the company slightly beat EPS and revenue estimates last quarter, it has a negative net margin and analysts project a negative EPS for the current year. Institutional investors own a significant portion of the stock, though a recent insider sale by the CFO was noted.
Udemy Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Udemy, Inc. - UDMY
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of Udemy, Inc. (UDMY) to Coursera, Inc. (COUR). The law firm is examining whether the offered consideration of 0.800 shares of Coursera common stock for each Udemy share adequately values the company and if the sales process was appropriate. KSF urges Udemy shareholders who believe the transaction undervalues the company to contact them to discuss their legal rights.
Udemy Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Udemy, Inc. - UDMY
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of Udemy, Inc. (NasdaqGS: UDMY) to Coursera, Inc. (NYSE: COUR). Shareholders of Udemy are set to receive 0.800 shares of Coursera common stock for each share of Udemy they own. KSF is evaluating whether the terms of this transaction adequately value Udemy and encourages shareholders who believe the offer undervalues the company to contact them.
400 million Indian learners in focus as Udemy backs native-language training
Udemy has announced a strategic partnership with Entri, an Indian learning platform focusing on vernacular learners, to expand upskilling opportunities across India. This collaboration aims to provide career-ready skills in multiple Indian languages, addressing the critical need for professional development, especially in AI skills, for India's 400 million native-language learners. The partnership combines Udemy's expert-led courses with Entri's local market expertise to improve employability.
Halper Sadeh LLC Encourages ISPO, UDMY, DBRG Shareholders to Contact the Firm to Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating potential violations of federal securities laws and breaches of fiduciary duties related to the sales of Inspirato Incorporated (ISPO), Udemy, Inc. (UDMY), and DigitalBridge Group, Inc. (DBRG). The firm encourages shareholders of these companies to contact them to discuss their legal rights and options for potentially seeking increased consideration or other relief. Halper Sadeh LLC represents investors globally and operates on a contingent fee basis.
Workers race to learn AI while job ads barely mention it, Udemy finds
New research from Udemy and Indeed reveals a significant disconnect between worker upskilling efforts and employer hiring priorities regarding AI. While 67.5% of employee upskilling focuses on AI, only 4% of job listings mention AI. The report highlights that workers are proactively developing future-focused technical skills, often neglecting crucial soft skills that employers consistently seek.
Top 3 Consumer Stocks That May Rocket Higher This Month
This article identifies three consumer discretionary stocks — Coursera Inc (COUR), Udemy Inc (UDMY), and ThredUp Inc (TDUP) — as potentially undervalued, based on their Relative Strength Index (RSI) being near or below 30. It details recent corporate actions, analyst ratings, and price performance for each company, suggesting they may offer buying opportunities.
Q3 Earnings Highs And Lows: Udemy (NASDAQ:UDMY) Vs The Rest Of The Consumer Subscription Stocks
This article analyzes the Q3 earnings reports of several consumer subscription companies, highlighting Udemy (NASDAQ:UDMY), Roku (NASDAQ:ROKU), and Bumble (NASDAQ:BMBL). It discusses their revenue performance against analysts' expectations, stock price movements post-earnings, and key operational details. The report notes a mixed quarter for the industry, with Udemy showing satisfactory results but facing a stock drop, Roku delivering strong performance, and Bumble exhibiting the weakest Q3.
Udemy to Announce Fourth Quarter and Full Year 2025 Results on February 5
Udemy (Nasdaq: UDMY) announced it will release its fourth quarter and full year 2025 financial results on February 5, 2026, after the market closes. Due to its pending combination with Coursera, the company will not host an earnings conference call. The results will be available on Udemy's investor relations website.
Udemy Stock Falls on KeyBanc Downgrade Post-Merger News | Jan 13, 2026 - News and Statistics
Shares of online learning platform Udemy (NASDAQ: UDMY) fell by 4.8% after KeyBanc Capital Markets downgraded the stock to Sector Weight from Overweight, removing its price target. This downgrade followed Udemy's announcement of a merger with Coursera, indicating a more cautious outlook on the stock's future prospects. The company's stock has been volatile, and despite a recent gain due to cooling inflation, it remains significantly below its 52-week high, with investors who bought at IPO having lost considerable value.
KeyBanc downgrades Udemy stock to Sector Weight after Coursera merger By Investing.com
KeyBanc Capital Markets downgraded Udemy Inc (NASDAQ: UDMY) from Overweight to Sector Weight following the announcement of its merger with Coursera. The all-stock transaction is expected to close in the second half of 2026, with Coursera shareholders owning 59% and Udemy shareholders 41% of the combined company. Despite the downgrade, KeyBanc noted the strategic benefits of the merger, including greater market reach and integrated go-to-market strategies, and had previously reiterated an Overweight rating with a $9 price target for Udemy.
Why Udemy (UDMY) Stock Is Falling Today
Shares of Udemy (NASDAQ:UDMY) fell by 4.8% after KeyBanc Capital Markets downgraded the stock to 'Sector Weight' from 'Overweight' following the company's merger announcement with Coursera. The investment firm also removed its price target for UDMY, signaling a more cautious outlook. Despite the current drop, the article notes that market volatility surrounding Udemy is common.
KeyBanc downgrades Udemy stock to Sector Weight after Coursera merger By Investing.com
KeyBanc Capital Markets has downgraded Udemy Inc (NASDAQ:UDMY) from Overweight to Sector Weight following its merger announcement with Coursera. The all-stock transaction is expected to close in the second half of 2026, with Udemy shareholders holding 41% of the combined company. Despite the downgrade, KeyBanc recognizes the strategic benefits and complementary nature of the merger, which aims for greater market reach and integrated platforms.
Q3 Earnings Roundup: Udemy (NASDAQ:UDMY) And The Rest Of The Consumer Subscription Segment
This article provides a Q3 earnings roundup for the consumer subscription industry, focusing on Udemy (NASDAQ:UDMY) and its peers. It details the financial performance of Udemy, Roku, Bumble, Coursera, and Chegg, highlighting revenue figures, analyst expectations, and stock reactions. The report indicates a mixed quarter for the segment, with most companies experiencing stock declines despite some beating revenue estimates.
Udemy, Inc. Reports Strong Q3 2025 Results
This article reports that Udemy, Inc. has released strong results for Q3 2025. It will likely detail key financial metrics, growth drivers, and future outlook presented in their earnings report.
Udemy, Inc. (NASDAQ:UDMY) Receives Consensus Rating of "Hold" from Analysts
Udemy, Inc. (NASDAQ:UDMY) has received a consensus "Hold" rating from eleven research firms, with an average 12-month target price of $9.00. The company recently reported Q3 earnings that topped estimates and announced a $50 million share buyback program. Despite a CFO insider sale, institutions hold a significant portion of the stock.
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Alexander & Baldwin, Inc. (NYSE - ALEX), United Security Bancshares (Nasdaq - UBFO), Udemy, Inc. (Nasdaq - UDMY), Mersana Therapeutics, Inc. (Nasdaq - MRSN)
Brodsky & Smith, a litigation law firm, has launched investigations into several companies due to concerns that their respective Boards of Directors may have breached fiduciary duties to shareholders regarding recent acquisitions or mergers. The investigations cover Alexander & Baldwin, Inc. (ALEX), Udemy, Inc. (UDMY), United Security Bancshares (UBFO), and Mersana Therapeutics, Inc. (MRSN), focusing on whether the deal considerations provided fair value to shareholders and if fair processes were conducted. Shareholders are encouraged to contact Brodsky & Smith for discussions regarding these investigations.
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Alexander & Baldwin, Inc. (NYSE - ALEX), United Security Bancshares (Nasdaq - UBFO), Udemy, Inc. (Nasdaq - UDMY), Mersana Therapeutics, Inc. (Nasdaq -
Brodsky & Smith has initiated investigations into several companies due to concerns that their respective boards may have breached fiduciary duties to shareholders by failing to ensure fair value in recent merger agreements. The investigations target Alexander & Baldwin, Inc. (ALEX), Udemy, Inc. (UDMY), United Security Bancshares (UBFO), and Mersana Therapeutics, Inc. (MRSN) following their merger announcements. Shareholders affected by these transactions are encouraged to contact Brodsky & Smith to discuss the ongoing investigations.
Halper Sadeh LLC Encourages UDMY, ALEX, UBFO, MRSN Shareholders to Contact the Firm to Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating potential violations of federal securities laws and breaches of fiduciary duties concerning the sales of Udemy, Inc. (UDMY), Alexander & Baldwin, Inc. (ALEX), United Security Bancshares (UBFO), and Mersana Therapeutics, Inc. (MRSN). The firm is encouraging shareholders of these companies to contact them to discuss their legal rights and options, including seeking increased consideration or additional disclosures. These investigations pertain to specific acquisition offers for each company, highlighting concerns that shareholders might not be receiving fair value.
Udemy enters agreement to accelerate CEO bonus and stock vesting amid merger
Udemy (NASDAQ: UDMY) recently entered an acceleration agreement with CEO Hugo Sarrazin to mitigate potential tax exposure related to its pending merger with Coursera. This agreement accelerates a portion of his 2025 bonus and 354,014 restricted stock units, though both are subject to forfeiture provisions designed to ensure the economic value and vesting remain materially unchanged. The move addresses potential tax implications under IRS Sections 280G and 4999.
Coursera, Udemy agree $2.5 billion all-stock merger
Coursera and Udemy have entered into a definitive all-stock merger agreement, valuing the combined company at approximately $2.5 billion. The deal expects to create $115 million in annual run-rate cost synergies and accelerate AI-native product development, with Coursera shareholders owning 59% and Udemy shareholders 41% of the merged entity. The transaction is projected to close in the second half of 2026, pending regulatory and shareholder approvals.
