Udemy
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Udemy Company Growth, Stability & Outlook
Udemy Employee Perspectives
Today, I’m excited to share that we have completed the Coursera-Udemy combination, bringing together two mission-driven companies to create one of the world’s most comprehensive skills development platforms.
Today is the beginning of our next chapter. Together, we have the opportunity to reshape how the world learns and applies skills — and to help millions of people participate in the new economy. I’m excited for what we will build together.
What People Are Saying About Udemy
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Profitability: The company reported its first full year of positive net income and more than doubled adjusted EBITDA to a double‑digit margin. Gross margin expanded as the mix shifted toward subscriptions.
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Diversified Revenue Streams: Subscription revenue increased and became the majority of the mix, led by enterprise subscriptions with rising consumer subscriptions as well. The deliberate shift away from one‑off transactions toward recurring offerings is improving revenue predictability.
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Customer Loyalty & Retention: Enterprise net dollar retention stabilized at healthy levels overall and even higher among large customers. Annual recurring revenue in the enterprise segment held steady with net new additions exiting the year, indicating durable relationships.
