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Stock impact report

Did Udemy's AI Microlearning and LG CNS Deal Just Shift UDMY's Enterprise Growth Narrative? [Yahoo! Finance]

Udemy, Inc. (UDMY) 
Company Research Source: Yahoo! Finance
Together with its recent Mila collaboration on responsible AI education, these moves deepen Udemy's role in enterprise upskilling while tying its growth more closely to AI adoption and corporate learning budgets worldwide. We'll now examine how Udemy's AI-driven microlearning push and LG CNS partnership could reshape its investment narrative around enterprise growth. Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave To own Udemy, you need to believe its shift toward enterprise, subscription revenue and AI-powered learning can offset weakness in the consumer segment and SMB churn. The new AI microlearning rollout and LG CNS partnership both support the key near term catalyst of enterprise ARR growth, but they do not eliminate the competitive risk from larger tech platforms and traditional LMS providers encroaching on AI-driven, personalized learning. The LG CNS agreement looks most relevant here, because it plugs Udemy's AI-po Show less Read more
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