Udemy Inc. reported its fourth quarter (Q4) and full year (FY) 2025 financial results. For Q4 2025, revenue totaled USD 193.99 million. For the full year 2025, revenue reached USD 789.84 million, representing an 8% increase year-over-year. Consolidated subscription revenue for FY 2025 was USD 44.50 million, up 44% year-over-year. Udemy's net dollar retention rate stabilized at 97% for large customers and 93% in total. The company added USD 13 million in net new annual recurring revenue in Q4 2025. Segment adjusted gross margin for Q4 2025 was 56%, improving by three percentage points, while the full year segment adjusted gross margin was 57%, up by two percentage points. Monthly average buyers in Q4 2025 were 1.25 million. The company highlighted continued momentum towards positioning itself as a leading AI-powered skills acceleration platform, with enterprise solutions serving organizations such as Ericsson, Samsung SDS America, ON24, Tata Consultancy Services, The World Bank, and Volkswagen. Udemy expanded its adjusted EBITDA margin by seven percentage points for the full year 2025. Udemy also announced a pending combination with Coursera, expected to close by the second half of 2026, subject to shareholder and regulatory approvals.

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