For the quarter ended December 2025, Udemy, Inc. (UDMY) reported revenue of $193.99 million, down 3% over the same period last year. EPS came in at $0.12, compared to $0.10 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $193.21 million, representing a surprise of +0.4%. The company delivered an EPS surprise of +27.66%, with the consensus EPS estimate being $0.09.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Udemy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Enterprise Segment - Annual Recurring Revenue: $540 million versus the three-analyst average estimate of $535.6 million.
- Consumer Segment - Monthly average buyers: 1.25 million compared to the 1.21 million average estimate based on two analysts.
- Enterprise Segment - Total Customers: 17,029 versus the two-analyst average estimate of 17,238.
- Revenue- Consumer: $59.76 million versus the three-analyst average estimate of $58.73 million. The reported number represents a year-over-year change of -14.4%.
- Revenue- Enterprise: $134.23 million compared to the $134.42 million average estimate based on three analysts. The reported number represents a change of +3.2% year over year.
- Adjusted Gross Profit- Enterprise: $101.36 million versus the three-analyst average estimate of $102.16 million.
- Adjusted Gross Profit- Consumer: $33.3 million versus the three-analyst average estimate of $32.36 million.
View all Key Company Metrics for Udemy here>>>
Shares of Udemy have returned -17.6% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Udemy, Inc. (UDMY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
