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Upturn AI SWOT - About
Udemy Inc (UDMY)
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Upturn Advisory Summary
10/15/2025: 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 $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 PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 993.77M 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 1.76 | 52 Weeks Range 5.68 - 10.61 | Updated Date 10/17/2025 |
52 Weeks Range 5.68 - 10.61 | Updated Date 10/17/2025 | ||
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 - | When - | Estimate - | Actual - |
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 34.25 | Enterprise Value 645593743 | Price to Sales(TTM) 1.25 |
Enterprise Value 645593743 | Price to Sales(TTM) 1.25 | ||
Enterprise Value to Revenue 0.81 | Enterprise Value to EBITDA 83.93 | Shares Outstanding 150343676 | Shares Floating 94139196 |
Shares Outstanding 150343676 | Shares Floating 94139196 | ||
Percent Insiders 4.5 | Percent Institutions 85.25 |
Upturn AI SWOT
Udemy Inc
Company Overview
History and Background
Udemy, Inc. was founded in 2010 by Eren Bali, Gagan Biyani, and Oktay Caglar. Originally conceived as a platform for live instruction, it pivoted to a marketplace model for on-demand courses. It has grown significantly, becoming a leading online learning platform.
Core Business Areas
- Udemy Business: Provides online learning solutions for businesses, governments, and nonprofits, focusing on skills development and employee training. It includes subscription-based access to a curated collection of courses.
- Udemy Marketplace: A platform where individual instructors can create and sell online courses to a global audience. Course topics range from technical skills to personal development.
Leadership and Structure
Gregg Coccari serves as the CEO. Udemy operates with a functional organizational structure, with departments like engineering, marketing, sales, and content development.
Top Products and Market Share
Key Offerings
- Business Skills Courses: Courses focused on leadership, management, communication, and sales. This segment includes many users and generates high revenue, competing with LinkedIn Learning (MSFT) and Coursera (COUR). Market share data is not readily and publicly available.
- Technical Skills Courses: Courses focused on programming, data science, IT, and cybersecurity. It has a huge user base and generates significant revenue, competing with DataCamp and Pluralsight.
- Personal Development Courses: Courses on personal growth, productivity, and wellness. Its competition is Skillshare
Market Dynamics
Industry Overview
The online learning industry is experiencing significant growth, driven by increasing demand for reskilling, upskilling, and lifelong learning. It's a highly competitive market with many players.
Positioning
Udemy is positioned as a global marketplace for online learning, offering a wide range of courses at various price points. Its competitive advantage lies in its large course catalog and global reach.
Total Addressable Market (TAM)
The global online education market is expected to reach hundreds of billions of dollars. Udemy is positioned to capture a significant portion of this market, especially in professional skills and workforce development.
Upturn SWOT Analysis
Strengths
- Large course catalog
- Global reach
- Marketplace model enables diverse content creation
- Strong brand recognition
- Scalable business model
Weaknesses
- Inconsistent course quality
- Reliance on user-generated content
- Price competition
- Marketing spend needs optimization
- High instructor churn
Opportunities
- Expand Udemy Business offerings
- Increase focus on emerging markets
- Develop partnerships with universities and corporations
- Integrate AI-powered learning experiences
- Focus on micro-credentials and skill-based certifications
Threats
- Increased competition from other online learning platforms
- Economic downturn impacting consumer spending
- Changes in government regulations regarding online education
- Cybersecurity risks
- Copyright infringement and piracy
Competitors and Market Share
Key Competitors
- COUR
- LXU
- MSFT
Competitive Landscape
Udemy's competitive advantage lies in its marketplace model and diverse course catalog. Disadvantages include inconsistent course quality and intense price competition. Coursera (COUR) has a strong brand, LinkedIn Learning (MSFT) integrates with the professional network and LXU is a platform which focus on providing courses to corporate employees.
Growth Trajectory and Initiatives
Historical Growth: Udemy has experienced growth in revenue and user base, driven by the increasing demand for online learning. The rate of growth has varied over time.
Future Projections: Analyst estimates suggest continued revenue growth, with potential for improved profitability as the company scales.
Recent Initiatives: Recent initiatives include expanding Udemy Business offerings, partnerships with universities, and investment in AI-powered learning tools.
Summary
Udemy is a growing online learning platform with a large course catalog and global reach. While its marketplace model offers diversity, it also presents challenges in ensuring consistent quality. Udemy's expansion into the enterprise market and its investments in AI-powered learning could drive future growth. However, it faces competition from established players, copyright concerns, and challenges in profitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, analyst estimates, press releases.
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on available estimates and may not be precise.
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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