Udemy, Inc. (NASDAQ: UDMY) saw its shares soar 5.87% in after-hours trading on Wednesday following the release of its second-quarter 2025 financial results, which exceeded analyst expectations and provided an optimistic outlook for the coming quarters.
The online learning platform reported Q2 revenue of $199.9 million, surpassing the consensus estimate of $197 million and representing a 2.8% increase year-over-year. Adjusted earnings per share came in at $0.16, significantly beating the analyst consensus of $0.12 and marking a substantial improvement from the $0.04 loss per share in the same quarter last year. The company's adjusted EBITDA reached $28.4 million, well above the estimated $23.1 million.
Udemy's Enterprise segment showed particular strength, growing 7% compared to the previous year, while the Consumer segment experienced a 4% decline. Looking ahead, the company provided a positive outlook for both the third quarter and full-year 2025. For Q3, Udemy expects revenue between $190 million and $195 million, in line with the consensus of $192.58 million. The full-year 2025 revenue guidance of $784 million to $794 million also aligns closely with analyst expectations of $787.27 million. This forward-looking guidance, coupled with the strong Q2 performance, likely contributed to the after-hours stock price surge as investors showed confidence in Udemy's growth trajectory and ability to navigate market challenges.