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Udemy (UDMY) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Udemy (UDMY) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Yahoo5 days ago
Udemy, Inc. (UDMY) reported $199.88 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 2.8%. EPS of $0.16 for the same period compares to -$0.04 a year ago.
The reported revenue represents a surprise of +1.69% over the Zacks Consensus Estimate of $196.56 million. With the consensus EPS estimate being $0.12, the EPS surprise was +33.33%.
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: $520 million versus the two-analyst average estimate of $516.6 million.
Consumer Segment - Monthly average buyers: 1.24 million versus 1.25 million estimated by two analysts on average.
Enterprise Segment - Total Customers: 17,107 versus the two-analyst average estimate of 17,330.
Revenue- Enterprise: $129.3 million versus $128.18 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.2% change.
Revenue- Consumer: $70.6 million compared to the $68.44 million average estimate based on two analysts. The reported number represents a change of -4.3% year over year.
View all Key Company Metrics for Udemy here>>>
Shares of Udemy have returned +0.2% over the past month versus the Zacks S&P 500 composite's +3.4% 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.
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This article originally published on Zacks Investment Research (zacks.com).
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