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Udemy Inc (DE:7WH)
FRANKFURT:7WH
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.1Last Year’s EPS
-0.04Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -2.22%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
Udemy reported strong financial performance in Q1 2025, with notable achievements in revenue growth, consumer subscriptions, and AI innovations. However, the company faces challenges in the consumer segment and geopolitical uncertainties, leading to a conservative outlook for the second half of the year.Company Guidance
During Udemy's First Quarter 2025 Conference Call, the company reported surpassing $200 million in quarterly revenue for the first time and exceeding the high end of guidance for both revenue and adjusted EBITDA. The revenue for Udemy Business reached $128 million, marking a 9% year-over-year increase, and the Annual Recurring Revenue (ARR) hit $519 million, up 8% from the previous year. The company also saw a 40% year-over-year increase in consumer subscription revenue. The gross margin for Udemy Business improved by 300 basis points to 75%, contributing to a total company gross margin of 65%, which is an improvement of 300 basis points from Q1 2024. Despite macroeconomic uncertainties, Udemy raised its full-year adjusted EBITDA expectations to between $77 and $87 million, highlighting a commitment to operational efficiency and strategic cost management.Exceeded Revenue and Adjusted EBITDA Guidance
Udemy surpassed the high end of its guidance for both revenue and adjusted EBITDA in Q1 2025, demonstrating strong financial performance.
Consumer Subscription Revenue Growth
Consumer subscription revenue rose nearly 40% year-over-year, representing 13% of the consumer segment's total revenue.
Udemy Business Annual Recurring Revenue (ARR)
Udemy Business ARR reached $519 million, up 8% from the previous year, and ARR from large customers increased by 9%.
High Margin and Cost Efficiency
Udemy Business segment achieved a gross margin of 75%, up 300 basis points from the year prior, driven by reduced content and customer success costs.
Strategic AI Developments
Udemy is focusing on AI innovation, including AI-powered capabilities that reduce program creation time by 80% and launching AI-assisted role play on its platform.
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DE:7WH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:7WH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 30, 2025 | €5.67 | €5.52 | -2.58% |
| Feb 13, 2025 | €7.30 | €7.80 | +6.86% |
| Oct 29, 2024 | €7.60 | €7.69 | +1.16% |
| Jul 31, 2024 | €8.37 | €6.63 | -20.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Udemy Inc (DE:7WH) report earnings?
Udemy Inc (DE:7WH) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Udemy Inc (DE:7WH) earnings time?
Udemy Inc (DE:7WH) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Udemy Inc stock?
The P/E ratio of Udemy Inc is N/A.
What is DE:7WH EPS forecast?
DE:7WH EPS forecast for the fiscal quarter 2025 (Q2) is 0.1.
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