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Udemy Inc (UDMY)



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Upturn Advisory Summary
08/14/2025: UDMY (1-star) is a SELL. SELL since 2 days. Profits (-5.11%). Updated daily EoD!
1 Year Target Price $10.17
1 Year Target Price $10.17
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 SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.03B USD | Price to earnings Ratio - | 1Y Target Price 10.17 |
Price to earnings Ratio - | 1Y Target Price 10.17 | ||
Volume (30-day avg) 13 | Beta 1.78 | 52 Weeks Range 5.68 - 10.61 | Updated Date 08/15/2025 |
52 Weeks Range 5.68 - 10.61 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.21 |
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 2025-07-30 | When - | Estimate 0.12 | Actual 0.16 |
Profitability
Profit Margin -3.85% | Operating Margin (TTM) 2.02% |
Management Effectiveness
Return on Assets (TTM) -2.22% | Return on Equity (TTM) -12.62% |
Valuation
Trailing PE - | Forward PE 666.67 | Enterprise Value 644090307 | Price to Sales(TTM) 1.29 |
Enterprise Value 644090307 | Price to Sales(TTM) 1.29 | ||
Enterprise Value to Revenue 0.81 | Enterprise Value to EBITDA 83.74 | Shares Outstanding 150344000 | Shares Floating 94143706 |
Shares Outstanding 150344000 | Shares Floating 94143706 | ||
Percent Insiders 4.54 | Percent Institutions 84.33 |
Upturn AI SWOT
Udemy Inc
Company Overview
History and Background
Udemy, Inc. was founded in 2010 by Eren Bali, Gagan Biyani, and Oktay Caglar. Initially conceived in Turkey as a platform for live online learning, it evolved into a global marketplace for on-demand courses. The company experienced rapid growth, attracting a diverse range of instructors and students.
Core Business Areas
- Udemy Business: Provides a learning and development solution for companies, offering a curated selection of courses focused on professional skills.
- Consumer Marketplace: Offers a vast library of courses for individual learners covering various topics from personal development to technical skills.
Leadership and Structure
Gregg Coccari serves as the CEO. Udemy operates with a functional organizational structure, encompassing departments like Engineering, Marketing, Sales, Finance, and Content. The board of directors oversees strategic direction.
Top Products and Market Share
Key Offerings
- Udemy Business Pro: A subscription service tailored to enterprise learning and development needs. Provides access to a vast course catalog, learning paths, and skill analytics. Competitors include LinkedIn Learning and Coursera for Business. Market share data is difficult to pinpoint precisely, but Udemy Business is a prominent player in the corporate training market, experiencing growth.
- Consumer Courses: Individual courses covering a wide range of topics (e.g., web development, business, design). Revenue from consumer courses is significant but fragmented. Competitors include Skillshare, edX, and MasterClass. Udemy has a high number of users but market share can change rapidly as consumer course purchasing behavior is very individual driven.
Market Dynamics
Industry Overview
The online learning industry is experiencing significant growth driven by increasing demand for reskilling and upskilling, advancements in technology, and the accessibility of online education. The market is competitive, with a mix of large players and niche providers.
Positioning
Udemy is positioned as a large marketplace offering a broad range of courses, targeting both individual learners and businesses. Its competitive advantages include its extensive course catalog and focus on affordability and accessibility.
Total Addressable Market (TAM)
The global online learning market is projected to reach hundreds of billions of USD in the coming years. Udemy is positioned to capture a significant portion of this TAM, particularly in the professional skills and corporate training segments.
Upturn SWOT Analysis
Strengths
- Large course catalog
- Global reach
- Brand recognition
- Affordable pricing
- Strong focus on practical skills
Weaknesses
- Course quality variability
- Dependence on instructors
- Intense competition
- Challenges in content curation
- Marketing spending high for retention
Opportunities
- Expansion into new markets
- Partnerships with businesses and educational institutions
- Development of new learning formats (e.g., microlearning)
- Increased demand for reskilling and upskilling
- AI driven content creation.
Threats
- Increased competition from established players and new entrants
- Economic downturns impacting consumer spending
- Changes in technology disrupting the online learning landscape
- Content piracy and intellectual property issues
- Consumer saturation with online learning.
Competitors and Market Share
Key Competitors
- COUR
- LX
- SKIL
Competitive Landscape
Udemy faces competition from other large online learning platforms, as well as niche providers and traditional educational institutions. Its strengths include its broad course catalog and focus on affordability, while its weaknesses include course quality variability.
Major Acquisitions
CorpU
- Year: 2021
- Acquisition Price (USD millions): 22
- Strategic Rationale: Accelerates Udemy's offering for large enterprises by adding a cohort-based learning platform to enhance the immersive learning experience for organizations with 10,000 or more employees.
Growth Trajectory and Initiatives
Historical Growth: Udemy has experienced significant revenue growth in recent years, driven by increased demand for online learning and its expansion into new markets.
Future Projections: Analyst estimates suggest continued revenue growth for Udemy, but projections should be based on up-to-date sources.
Recent Initiatives: Recent initiatives include expanding its Udemy Business offering, launching new courses in high-demand areas, and investing in marketing to attract new users.
Summary
Udemy is a global online learning platform with a large course catalog and strong brand recognition, offering affordable access to practical skills training. Its growth trajectory is positive, driven by the increasing demand for online learning; however, intense competition, variable course quality, and profitability concerns remain key challenges. Recent initiatives and strategic acquisitions have strengthened Udemy's position, but the company must focus on improving course quality and building retention to sustain long-term success. The competition needs to watched very closely.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Udemy Investor Relations
- SEC Filings
- Industry Reports (e.g., HolonIQ, Global Market Insights)
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share estimates may vary depending on the source. Financial data may not be completely current.
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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