Udemy: Udemy (UDMY) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

In This Article: Udemy, Inc. (UDMY) reported $200.3 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 1.8%. EPS of $0.12 for the same period compares to $0.03 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $197.04 million, representing a surprise of +1.66%. The company delivered an EPS surprise of +20.00%, with the consensus EPS estimate being $0.10. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. 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 : $519 million versus $512.99 million estimated by two analysts on average. Consumer Segment - Monthly average buyers : 1.41 million versus the two-analyst average estimate of 1.4 million. Enterprise Segment - Total Customers : 17,216 compared to the 17,111 average estimate based on two analysts. Revenue- Enterprise : $127.70 million versus the three-analyst average estimate of $125.84 million. The reported number represents a year-over-year change of +8.6%. Revenue- Consumer : $72.60 million compared to the $70.79 million average estimate based on three analysts. The reported number represents a change of -8.3% year over year. View all Key Company Metrics for Udemy here>>> Shares of Udemy have returned -12.2% over the past month versus the Zacks S&P 500 composite's -0.2% 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. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Udemy, Inc. (UDMY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research