Stock Track | Udemy Shares Surge 5% on Strong Q3 Results and Subscription Growth

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Udemy, Inc. (NASDAQ: UDMY) saw its shares soar 5.02% in Wednesday's trading session following the release of its third-quarter 2025 financial results, which exceeded analyst expectations. The online learning platform demonstrated robust growth in its subscription business and provided an optimistic outlook for the remainder of the year.

For the quarter ended September 30, Udemy reported revenue of $195.7 million, slightly surpassing the consensus estimate of $193.09 million. The company's adjusted earnings per share (EPS) came in at $0.13, significantly beating the expected $0.09. This strong performance was driven by an 8% year-over-year increase in subscription revenue, which reached $143.9 million.

Notably, Udemy's consumer segment showed impressive growth, with paid subscribers increasing to 294,000, surpassing the company's full-year target ahead of schedule. This achievement underscores the growing demand for online education and skill development. The company's enterprise segment also performed well, with Udemy Business customers growing to 17,111, a 2% increase from the previous year. Looking ahead, Udemy provided a positive outlook for the fourth quarter, projecting revenue between $191 million and $194 million, and raised its full-year 2025 revenue guidance to between $787 million and $790 million.

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