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Udemy Inc (DE:7WH)
FRANKFURT:7WH
Earnings Data
Report Date
Apr 30, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.09Last Year’s EPS
0.03Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 13, 2025
|% Change Since: 22.81%
|Next Earnings Date:Apr 30, 2025
Earnings Call Sentiment|Positive
The earnings call conveys a positive sentiment overall, with strong financial performance, significant growth in enterprise customers, and successful cost savings initiatives. However, challenges remain with declining consumer revenue and negative impacts from foreign exchange rates, alongside cautious expectations for 2025.Company Guidance
In Udemy's Fourth Quarter and Full Year 2024 Conference Call, the company reported an 8% year-over-year revenue growth, reaching $787 million, despite a two-point headwind from foreign exchange (FX) effects. The adjusted EBITDA was significantly higher than expected, ending at $43 million, marking an improvement from a near $50 million loss in 2022. The company's strategy to focus on large enterprise customers resulted in annual recurring revenue (ARR) growth from large enterprises being four points higher than that from SMB customers. Over 50 deals exceeding $100,000 in ARR were closed, demonstrating strong large enterprise customer engagement and retention. Udemy Business revenue grew by 18%, while consumer revenue saw a 5% decline. The gross margin for Udemy Business improved to 75%, driven by changes in the instructor revenue share and a strategic mix shift towards more enterprise clients. The company also completed a $150 million share repurchase program. Looking forward, Udemy aims for a flat to 2% revenue growth in 2025, with plans to enhance its platform through AI innovation and strategic focus on large enterprises, while maintaining a disciplined approach to operational efficiency.Strong Full-Year Financial Performance
Udemy delivered full-year revenue growth of 8% year over year, despite a two-point headwind from FX. Adjusted EBITDA significantly exceeded the high end of guidance, highlighting operational efficiency.
Enterprise Customer Growth
ARR growth from large enterprise customers was four points higher than SMB customers. Nearly fifty deals were closed over a hundred thousand in ARR, the most for any quarter this year.
Generative AI Course Surge
Udemy experienced a nearly 10x increase in generative AI course consumption in 2024, indicating strong demand for AI-related learning.
Improved Gross Margins
Gross margin for Udemy Business segment increased by 600 basis points year-over-year due to changes in instructor revenue share, with further improvements expected in the coming years.
Successful Cost Savings Initiatives
Udemy executed a $50 million cost savings program in 2024, driving increased profitability and flexibility for targeted investments.
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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 |
|---|---|---|---|
| Feb 13, 2025 | €7.30 | €7.81 | +6.87% |
| Oct 29, 2024 | €7.60 | €7.69 | +1.16% |
| Jul 31, 2024 | €8.37 | €6.63 | -20.79% |
| May 02, 2024 | €9.16 | €10.54 | +15.07% |
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 Apr 30, 2025, TBA Not Confirmed.
What is Udemy Inc (DE:7WH) earnings time?
Udemy Inc (DE:7WH) earnings time is at Apr 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 (Q1) is 0.09.
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