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Udemy Inc (UDMY)
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Upturn Advisory Summary
12/05/2025: UDMY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $9.67
1 Year Target Price $9.67
| 5 | Strong Buy |
| 2 | Buy |
| 5 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -51.25% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 787.80M USD | Price to earnings Ratio - | 1Y Target Price 9.67 |
Price to earnings Ratio - | 1Y Target Price 9.67 | ||
Volume (30-day avg) 13 | Beta 1.74 | 52 Weeks Range 4.86 - 10.61 | Updated Date 12/7/2025 |
52 Weeks Range 4.86 - 10.61 | Updated Date 12/7/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.47% | Operating Margin (TTM) -0.08% |
Management Effectiveness
Return on Assets (TTM) -0.54% | Return on Equity (TTM) -1.78% |
Valuation
Trailing PE - | Forward PE 34.25 | Enterprise Value 407761248 | Price to Sales(TTM) 0.99 |
Enterprise Value 407761248 | Price to Sales(TTM) 0.99 | ||
Enterprise Value to Revenue 0.51 | Enterprise Value to EBITDA 14.16 | Shares Outstanding 146376765 | Shares Floating 90121247 |
Shares Outstanding 146376765 | Shares Floating 90121247 | ||
Percent Insiders 4.61 | Percent Institutions 89.66 |
Upturn AI SWOT
Udemy Inc
Company Overview
History and Background
Udemy, Inc. was founded in 2010 by Eren Bali, Oktay Caglar, and Gagan Biyani with the mission to help students learn anything, anywhere. The company experienced rapid growth in its early years, fueled by its marketplace model connecting instructors with learners. Key milestones include significant funding rounds, expansion of its course catalog, and the introduction of Udemy Business in 2015. It went public in October 2021.
Core Business Areas
- Udemy Marketplace: Udemy's core offering is a global online learning marketplace. It provides a vast array of courses on a wide range of topics, created and taught by individual instructors. Learners can purchase courses individually. This segment caters to individual consumers seeking personal or professional development.
- Udemy Business: Udemy Business offers a subscription-based learning solution for organizations. It provides curated course content and analytics to help companies upskill their employees, manage talent development, and foster a culture of continuous learning. This segment targets enterprise clients and their learning and development needs.
Leadership and Structure
Udemy is led by a management team with individuals like Greg Brown (CEO). The company operates with a hierarchical structure, typical of a publicly traded technology company, with departments for engineering, product, marketing, sales, and operations, serving both its consumer marketplace and B2B subscription offerings.
Top Products and Market Share
Key Offerings
- Udemy Online Courses (Marketplace): A comprehensive catalog of over 200,000 courses spanning technology, business, personal development, and more. The platform hosts millions of learners globally. Competitors include Coursera, edX, LinkedIn Learning, Skillshare, and individual niche online course providers.
- Udemy Business Subscription: A B2B solution offering access to a curated library of courses for employees, along with tools for administrators to track learning progress and measure impact. This segment competes with platforms like LinkedIn Learning, Coursera for Business, Pluralsight, and specialized corporate training providers. Specific market share data for this segment is not publicly detailed, but it represents a significant growth area for Udemy.
Market Dynamics
Industry Overview
The online learning industry, particularly the e-learning and corporate training sectors, is experiencing robust growth. Driven by the increasing demand for upskilling and reskilling, the digitalization of education, and the flexibility offered by online platforms, the market is competitive and dynamic. Factors like AI integration, microlearning, and personalized learning paths are shaping the future.
Positioning
Udemy is positioned as a broad-access online learning marketplace for consumers and a flexible, scalable solution for businesses. Its competitive advantages lie in its vast course catalog, affordability, and the creator-driven model that allows for a wide variety of specialized content. Udemy Business offers a strong value proposition for organizations seeking to democratize learning and provide diverse skill development opportunities.
Total Addressable Market (TAM)
The global e-learning market is projected to reach hundreds of billions of dollars in the coming years. Udemy is positioned to capture a significant portion of this TAM by serving both individual learners and the corporate sector, which represents a substantial and growing segment of the overall market.
Upturn SWOT Analysis
Strengths
- Vast and diverse course catalog with over 200,000 courses.
- Creator-driven model enabling a wide range of specialized content.
- Strong brand recognition in the online learning space.
- Scalable Udemy Business platform for corporate clients.
- Global reach and a large user base.
Weaknesses
- Quality control and course accreditation can vary significantly.
- Intense competition from established players and new entrants.
- Dependence on instructor engagement and content creation.
- Profitability challenges due to high marketing and platform costs.
- Potential for commoditization of certain course categories.
Opportunities
- Continued growth of the corporate e-learning market.
- Expansion into emerging markets and new language offerings.
- Integration of AI for personalized learning experiences and course recommendations.
- Development of more specialized certification programs.
- Partnerships with educational institutions and industry bodies.
Threats
- Increasing competition and price wars.
- Rapid technological advancements requiring constant platform updates.
- Potential for learner fatigue or declining engagement.
- Economic downturns impacting consumer and corporate spending on education.
- Regulatory changes affecting online education providers.
Competitors and Market Share
Key Competitors
- Coursera (COUR)
- 2U, Inc. (TWOU)
- Pluralsight, Inc. (PS)
Competitive Landscape
Udemy's advantage lies in its vast, diverse catalog and its creator-centric marketplace model, appealing to a broad range of individual learners. However, competitors like Coursera and 2U are often seen as having stronger ties to academic institutions and offering more formally accredited programs, which can be advantageous for certain professional development pathways. Pluralsight focuses heavily on tech skills. Udemy Business competes by offering a flexible and cost-effective solution for corporate training.
Major Acquisitions
Lingvist
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition of Lingvist, an AI-powered language learning platform, aimed to enhance Udemy's language course offerings and leverage its AI technology for personalized learning experiences.
TalentCards
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition of TalentCards, a microlearning platform, aimed to bolster Udemy Business's capabilities in providing bite-sized learning modules for corporate employees.
Growth Trajectory and Initiatives
Historical Growth: Udemy has demonstrated consistent historical revenue growth, driven by both its consumer marketplace and the rapidly expanding Udemy Business segment. The company has also seen substantial growth in its user base and instructor community over the years.
Future Projections: Analyst projections typically indicate continued revenue growth for Udemy, with a strong emphasis on the expansion of Udemy Business. The focus is on achieving profitability through increased efficiency and continued market penetration.
Recent Initiatives: Udemy has been investing in AI-powered features for personalized learning, expanding its content partnerships, and enhancing the Udemy Business platform to offer more robust analytics and customization for enterprise clients. Initiatives also include improving the creator experience and expanding language support.
Summary
Udemy Inc. operates in the thriving online education sector with a dual-pronged strategy targeting both individual consumers and corporate clients. The company's vast course catalog and creator-driven model are significant strengths, allowing for broad appeal. However, challenges include maintaining consistent quality and achieving profitability amidst fierce competition. Strategic investments in AI and the expansion of Udemy Business are key to its future growth and market position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Udemy Inc. Investor Relations Filings (e.g., 10-K, 10-Q)
- Financial News Outlets (e.g., Reuters, Bloomberg)
- Market Research Reports on E-learning Industry
Disclaimers:
This JSON output is generated for informational purposes and based on publicly available data. It is not financial advice, and users should conduct their own due diligence before making any investment decisions. Market share data is an estimation based on industry reports and may not be precise. Financial metrics are based on reported figures and are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Udemy Inc
Exchange NASDAQ | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2021-10-29 | CEO, President & Director Mr. Hugo Sarrazin | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees 1246 | Website https://www.udemy.com |
Full time employees 1246 | Website https://www.udemy.com | ||
Udemy, Inc., a learning company, that operates a marketplace platform for learning skills in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates through Enterprise and Consumer segments. The company offers skill acquisition, development, and validation courses through direct-to-consumer or Udemy Business offerings in various languages. It also provides reskilling or upskilling in technology, business, soft skills, and personal development; access to interactive learning tools comprising quizzes and exercises, as well as the ability to ask questions and engage with the instructor directly; Udemy AI assistant, a natural-language chat interface to help learners discover and engage with the company's content; AI skills mapping tool and AI-powered learning paths; and professional services, including learning architecture and content mapping services. The company serves organizations, including enterprise and government customers; and individuals. Udemy, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.
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