What Does Udemy (UDMY) Do? - Stock Outlook, Earnings, Market Cap, Related Stocks, and Headquarters Overview
The world's largest online learning marketplace, offering enterprise education (63%) and consumer courses, with a merger with Coursera currently in progress.
Subscribe🏢 What kind of company is Udemy?
Udemy is a global online learning platform headquartered in San Francisco, US, and listed on NASDAQ.
It provides more than 220,000 courses created by instructors worldwide to individual learners (B2C) and enterprises (B2B). In the consumer marketplace, it operates an individual course purchase and subscription model, while Udemy Business, its enterprise education platform, offers a curated course library to companies on a subscription basis. Coursera has announced the acquisition of Udemy, and once the merger is completed, the world's largest online learning platform will be born.
💰 How does it make money?
| Business Segment | Revenue Share | Description |
|---|---|---|
| Udemy Business (Enterprise Education) | About 63% | Curated course library based on enterprise subscriptions, learning analytics |
| Consumer Marketplace (B2C) | About 37% | Individual course purchases and subscriptions for individual learners |
Annual revenue is $781.0M, with a revenue growth rate of -1.1%. Subscription revenue accounts for the majority of total revenue, and enterprise education (Udemy Business) is the core growth driver. As the merger with Coursera is in progress, a revaluation of the company's value is underway.
📐 Market Cap and Company Size
Market cap is $675.7M, at About 0% the level of Samsung Electronics' market cap. The number of employees is 1,380 people.
As the world's largest online learning marketplace, it is a two-sided platform with an instructor-based content ecosystem and an enterprise education subscription model.
📈 Udemy Outlook and Stock Price Trends
1-Year Price Performance
Analyst Consensus
52-Week Price RangeCorporate reskilling and upskilling demand, along with the need for job transitions in the AI era, are driving structural growth in the online learning market. Udemy is shifting from consumer to enterprise-focused, strengthening predictable subscription revenue.
EPS is $-0.05, and ROE is -3.3%. The completion of the merger with Coursera and the expansion of enterprise customers are key variables.
⚔️ Core Competitive Strengths and Risks
The world's largest course ecosystem and the transition to enterprise education are strengths, but merger uncertainty and intensifying competition are risks.
💪 Core Competitive Strengths
⚠️ Core Risks
Competitors and Related Stocks (Beneficiaries)
In the online learning market, Coursera (COUR) is the most direct competitor and merger partner, having announced the acquisition. LinkedIn Learning (under Microsoft MSFT) is a strong competitor in the enterprise learning market, while Pluralsight and Skillshare also compete in specific areas.
Competitors| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
 COUR | Coursera Inc | $5.80 | -3.5% | $1.5B | - | 1.4 | -15.2% | - |
| MSFT | Microsoft Corp | $499.62 | -2.1% | $3.71T | 27.8 | 8.4 | 34.04% | 0.78% |
Related stocks (beneficiaries)| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
 LOPE | Grand Canyon Education Inc | $152.67 | +0.1% | $4.0B | 18.4 | 6.0 | 30.98% | - |
✅ Investor Checkpoints
If you are considering investing in Udemy, check the key points below.
| Checkpoint | What to Check | Current Status |
|---|---|---|
| 🔄 Coursera Merger Progress | Regulatory approval and completion schedule for the merger, and any changes in merger terms | Merger process in progress |
| 📈 Udemy Business Growth | Number of enterprise subscription customers and ARR (Annual Recurring Revenue) growth rate | Enterprise revenue share 63% |
| 💰 Profitability Trends | Revenue growth and operating income improvement path | Operating margin -1.6% |
| 📊 Course and Learner Metrics | Number of active courses, monthly active learners, changes in revenue per enterprise customer | 220,000+ courses in operation |
Coursera merger uncertainty, intensifying online learning competition, fluctuations in enterprise education budgets, and content quality risks are the main risk factors.
Udemy is pursuing stable growth by shifting to an enterprise education focus as the world's largest online learning marketplace. If the Coursera merger is completed, the world's largest learning platform will be born, and reskilling demand in the AI era will support long-term growth.
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