Udemy: The Merger Is A Good Strategy, But I'll Wait For The New Company [Seeking Alpha]
Udemy, Inc. (UDMY)
Company Research
Source: Seeking Alpha
I see Udemy's strategic pivot to subscription revenue—now 72% of total—deliberately slowing near-term growth for long-term predictability and value. Cost synergies of $115M annually and complementary strengths in enterprise, consumer, and AI content position the merged entity for improved profitability. With the merger premium gone and regulatory risks outstanding, I prefer to wait for the new combined company before considering an investment in UDMY. narvo vexar/iStock via Getty Images Introduction I wanted to take a look at one of the companies I used quite a bit when I was still in university, which helped me quite a bit, and seeing that it went public not
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News
- Why Coursera (COUR) Stock Is Trading Up Today [Yahoo! Finance]Yahoo! Finance
- Udemy (UDMY) Stock Trades Up, Here Is Why [Yahoo! Finance]Yahoo! Finance
- 1 Internet Stock to Keep an Eye On and 2 We Brush Off [Yahoo! Finance]Yahoo! Finance
- Udemy Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Udemy, Inc. - UDMYBusiness Wire
- Udemy Previews Agentic AI Solution, Altus, Designed to Diagnose Skills Gaps and Build Workforce Capability [Yahoo! Finance]Yahoo! Finance
UDMY
Earnings
- 2/5/26 - Beat
UDMY
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/25/26 - Form 425
- 3/18/26 - Form 425
- UDMY's page on the SEC website