Udemy Is Merging, Profitable, And Somehow Still Trading Like A Pop Quiz
TL;DR
Quick Summary
- Udemy has shifted from one-off course sales to a subscription and enterprise-heavy model, hitting around $196M in Q3 2025 revenue and turning a small profit.
- In December 2025, Udemy agreed to an all-stock merger with Coursera valued at about $2.5B, creating a skills platform with $1.5B+ in combined annual revenue.
- Despite better fundamentals, UDMY trades near $5 as of mid-January 2026, reflecting broader market skepticism toward edtech rather than a lack of users or products.
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
