Udemy Reports Fourth Quarter and Full Year 2025 Results

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[{"type":"text","content":"\nFull year 2025 consolidated subscription revenue increased 8% year-over-year\n\n\nAdded $13 million in Net New Annual Recurring Revenue in Q4\n\n\nNet Dollar Retention Rate stabilized at 97% for Large Customers and 93% total\n\n\nExpanded full year 2025 Adjusted EBITDA Margin by 700 basis points\n\n\n SAN FRANCISCO--(BUSINESS WIRE)--\nUdemy (Nasdaq: UDMY), a leading AI-powered skills acceleration platform, today reported results for the three- and twelve-month periods ended December 31, 2025.\n\n\nIn light of the pending combination with Coursera (NYSE: COUR), which remains subject to shareholder and regulatory approvals and other customary closing conditions, Udemy will not host a conference call to discuss the results and will not provide financial guidance.\n\n\nFinancial Results and Key Operating Data Summary\n\n\n(in millions, except enterprise customers, consumer paid subscribers, percentages, and basis points; unaudited)\n\n\n\n\n \n\n\n\n\n\n\nThree Months Ended\nDecember 31,\n\n\n\n\n\n\n \n\n\n\n\n\n\nChange\n\n\n\n\n\n\nFiscal Year Ended\nDecember 31,\n\n\n\n\n\n\n \n\n\n\n\n\n\nChange\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n2025\n\n\n\n\n\n\n \n\n\n\n\n\n\n2024\n\n\n\n\n\n\n \n\n\n\n\n\n\nYoY\n\n\n\n\n\n\n2025\n\n\n\n\n\n\n \n\n\n\n\n\n\n2024\n\n\n\n\n\n\n \n\n\n\n\n\n\nYoY\n\n\n\n\n\n\n\n\nRevenue\n\n\n\n\n\n\n$\n\n\n\n\n\n\n194.0\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n$\n\n\n\n\n\n\n199.9\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n(3\n\n\n\n\n\n\n)\n\n\n\n\n\n\n%\n\n\n\n\n\n\n$\n\n\n\n\n\n\n789.8\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n$\n\n\n\n\n\n\n786.6\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n0\n\n\n\n\n\n\n \n\n\n\n\n\n\n%\n\n\n\n\n\n\n\n\nSubscription Revenue\n\n\n\n\n\n\n$\n\n\n\n\n\n\n146.8\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n$\n\n\n\n\n\n\n137.4\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n7\n\n\n\n\n\n\n \n\n\n\n\n\n\n%\n\n\n\n\n\n\n$\n\n\n\n\n\n\n566.0\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n$\n\n\n\n\n\n\n522.5\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n8\n\n\n\n\n\n\n \n\n\n\n\n\n\n%\n\n\n\n\n\n\n\n\nGross Profit\n\n\n\n\n\n\n$\n\n\n\n\n\n\n128.0\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n$\n\n\n\n\n\n\n127.2\n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n \n\n\n\n\n\n\n1\n\n\n\n\n\n\n \n\n\n...

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