Udemy, Inc., a learning company, that operates a marketplace platform for learning skills in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates through Enterprise and Consumer segments. The company offers skill acquisition, development, and validation courses through direct-to-consumer or Udemy Business offerings in various languages. It also provides reskilling or upskilling in technology, business, soft skills, and personal development; access to interactive learning tools comprising quizzes and exercises, as well as the ability to ask questions and engage with the instructor directly; Udemy AI assistant, a natural-language chat interface to help learners discover and engage with the company’s content; AI skills mapping tool and AI-powered learning paths; and professional services, including learning architecture and content mapping services. The company serves organizations, including enterprise and government customers; and individuals. Udemy, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.
Strategic Pivot | Explore Udemy's shift towards enterprise learning solutions, driving growth and reshaping its business model in the competitive online education market |
Financial Crossroads | Udemy faces mixed financial results, with promising Enterprise segment growth offset by consumer market challenges and revised revenue guidance |
AI-Powered Future | Delve into Udemy's AI integration efforts, enhancing personalized learning experiences and potentially creating a technological moat against competitors |
Analyst Outlook | Analysts project a transitional FY25 for Udemy, with price targets ranging from $12 to $18, reflecting cautious optimism about long-term growth prospects |
Metrics to compare | UDMY | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipUDMYPeersSector | |
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P/E Ratio | −15.1x | 11.9x | 11.1x | |
PEG Ratio | −1.18 | 0.11 | 0.02 | |
Price/Book | 5.0x | 4.1x | 1.4x | |
Price / LTM Sales | 1.3x | 2.3x | 0.9x | |
Upside (Analyst Target) | 46.4% | 17.8% | 19.3% | |
Fair Value Upside | Unlock | 16.2% | 8.8% | Unlock |