Udemy Reports Q4 Revenue of $194M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy UDMY?
Reports Q4 revenue $194M vs $199.9M last year. "Udemy demonstrated strong execution in Q4 and throughout 2025, creating tangible momentum toward becoming the system of record for helping companies upskill their workforce in an increasingly AI-driven world," said Udemy President & CEO Hugo Sarrazin. "Revenue came in at the high end of our guidance range for both the quarter and year. Importantly, we drove 8% growth in full-year consolidated subscription revenue, which now represents 72% of our total revenue. These results highlight the resilience of our subscription-first approach and validates our strategic transformation toward higher value, recurring revenue streams.
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Analyst Views on UDMY
Wall Street analysts forecast UDMY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UDMY is 8.90 USD with a low forecast of 7.00 USD and a high forecast of 11.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
3 Buy
4 Hold
0 Sell
Moderate Buy
Current: 4.690
Low
7.00
Averages
8.90
High
11.00
Current: 4.690
Low
7.00
Averages
8.90
High
11.00
About UDMY
Udemy, Inc. is a global learning company. The Company’s online platform empowers organizations and individuals with professional skill acquisition, development and validation. Its learning marketplace enables instructors to develop, distribute and enhance content. It leverages technology, including artificial intelligence (AI), and data and insights, to deliver personalized learning experiences. Its segments include Enterprise and Consumer. The Enterprise segment is engaged in selling subscription licenses to a variety of enterprise and government customers. The Consumer segment is focused on selling access to course content directly to individual learners. Through its Intelligent Skills Platform and a global community of diverse and knowledgeable instructors, millions of learners gain expertise in a wide range of technical and professional skills from generative AI to leadership. Its product offerings are Per Course, Subscriptions and Professional Services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Shifts in Market Demand: In Australia and the US, the proportion of AI skills in job postings surged from 3.2% to 22.3% and from 5.8% to 21.9%, respectively, reflecting rapid changes in market demand for technical skills, necessitating timely adjustments in hiring strategies to attract the right talent.
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