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Udemy マネジメント
マネジメント 基準チェック /14
Udemyの CEO はHugo Sarrazinで、 Mar2025年に任命され、 の在任期間は 1.17年です。 の年間総報酬は$ 11.10Mで、 4.3%給与と95.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.18%を直接所有しており、その価値は$ 1.23M 。経営陣と取締役会の平均在任期間はそれぞれ1.1年と3.4年です。
主要情報
Hugo Sarrazin
最高経営責任者
US$11.1m
報酬総額
| CEO給与比率 | 4.35% |
| CEO在任期間 | 1.2yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 1.1yrs |
| 取締役会の平均在任期間 | 3.4yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Apr 29
UDMY: Repriced Execution Risk Will Unlock AI And Certification Upside
Analysts have revised their fair value estimate for Udemy to $8.20 from $7.56. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples that also informed a recent $2 adjustment to the Street price target.ナラティブの更新 • Apr 15
UDMY: Coursera Merger Will Reprice Execution Risk And Unlock AI Upside
Analysts have trimmed their Udemy price target by $2. This reflects updated assumptions around revenue growth and profitability that slightly adjust the risk and return profile for the stock.ナラティブの更新 • Mar 31
UDMY: Coursera Merger Will Reprice Execution Risk And Unlock AI Upside
Analysts have trimmed their average price target on Udemy by $2. This reflects more cautious expectations around the pending Coursera merger while still seeing the deal as a constructive outcome for shareholders.Seeking Alpha • Mar 27
Udemy: The Merger Is A Good Strategy, But I'll Wait For The New Company
Summary Udemy, Inc. is merging with Coursera, Inc. in an all-stock deal, with 0.8 COUR shares per UDMY share, aiming for $2.5B combined equity value. 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. Read the full article on Seeking Alphaナラティブの更新 • Mar 17
UDMY: Coursera Merger Will Reprice Execution Risk And Support Higher Future P/E
Analysts have trimmed their average price target on Udemy by $2, reflecting updated assumptions around discount rates and future P/E as they reassess the stock in light of recent downgrades and the pending Coursera merger. Analyst Commentary Recent research points to a more cautious stance on Udemy as analysts work through the implications of the pending Coursera merger and refine their valuation frameworks.ナラティブの更新 • Mar 02
UDMY: Coursera Merger Will Reframe Execution Risk And Support Higher Future P/E
Narrative Update on Udemy The analyst price target for Udemy has moved modestly higher, with a slightly richer implied future P/E of about 31x and updated assumptions on growth and margins, as analysts factor in recent ratings changes and views on the pending Coursera merger as a generally positive outcome for shareholders. Analyst Commentary Recent research on Udemy centers on the pending Coursera merger and how it could reshape both execution risk and the way investors think about valuation.ナラティブの更新 • Feb 16
UDMY: Coursera Merger Will Reset Expectations And Reduce Execution Risk
Analysts have trimmed their average Udemy price target by $1.26, reflecting updated views on fair value after recent rating changes and the pending Coursera merger. Analyst Commentary Bullish Takeaways Bullish analysts view the pending Coursera merger as a potentially positive outcome for Udemy shareholders, which they fold into their assessment of fair value and risk sharing between the two platforms.ナラティブの更新 • Feb 02
UDMY: Coursera Merger Will Create A Larger Platform And Reset Expectations
Analysts have made a modest trim to their Udemy price target, reflecting a slightly lower discount rate and future P/E multiple as they factor in the pending Coursera merger and the recent shift to Sector Weight ratings. Analyst Commentary Recent research has shifted Udemy to a more neutral stance, with the pending Coursera merger now the central factor driving both optimism and caution in the stock’s setup.ナラティブの更新 • Jan 19
UDMY: Coursera Merger And AI Initiatives Will Support Future Upside Potential
Narrative Update on Udemy Analysts have nudged their fair value estimate for Udemy slightly higher to about $8.51, reflecting modest tweaks to assumptions such as discount rate and future P/E. Recent research also highlights the pending Coursera merger as a key rationale for a more neutral Sector Weight stance.ナラティブの更新 • Jan 05
UDMY: AI And Coursera Merger Will Drive Future Upside Potential
Analysts have modestly reduced their fair value estimate for Udemy to about $8.51 from roughly $9.20, tying the change to updated assumptions around revenue growth, profit margins, the discount rate, and a lower expected future P/E multiple. What's in the News Coursera entered into an Agreement and Plan of Merger to acquire Udemy in an all stock transaction valued at approximately US$1b, with Udemy shareholders set to receive 0.800 Coursera shares for each Udemy share and hold about 41% of the combined company once the deal closes, subject to regulatory and shareholder approvals (M&A Transaction Announcements).ナラティブの更新 • Dec 18
UDMY: AI-Powered Microlearning And Coursera Deal Will Drive Upside Potential
Analysts have modestly reduced their price target for Udemy, citing slightly lower revenue growth assumptions and a more conservative future earnings multiple. These factors outweigh the benefit of higher projected profit margins, resulting in an updated fair value estimate of approximately $9.20 from about $10.17 per share.分析記事 • Nov 20
Benign Growth For Udemy, Inc. (NASDAQ:UDMY) Underpins Stock's 31% Plummet
Udemy, Inc. ( NASDAQ:UDMY ) shareholders that were waiting for something to happen have been dealt a blow with a 31...分析記事 • Aug 03
Udemy, Inc. Just Beat EPS By 400%: Here's What Analysts Think Will Happen Next
Udemy, Inc. ( NASDAQ:UDMY ) shareholders are probably feeling a little disappointed, since its shares fell 2.4% to...分析記事 • Jun 12
What Is Udemy, Inc.'s (NASDAQ:UDMY) Share Price Doing?
Udemy, Inc. ( NASDAQ:UDMY ), is not the largest company out there, but it saw a significant share price rise of 27% in...新しいナラティブ • May 11
Consumer Subscriptions And AI Will Broaden Global Reach
Strategic consumer subscription growth and expanded partnerships aim to boost predictable revenue and gross margins through content sales and platform fees.分析記事 • Apr 13
Some Confidence Is Lacking In Udemy, Inc. (NASDAQ:UDMY) As Shares Slide 26%
The Udemy, Inc. ( NASDAQ:UDMY ) share price has fared very poorly over the last month, falling by a substantial 26...Seeking Alpha • Feb 23
Udemy On The Rise: Inside Its Game-Changing Strategy To Dominate EdTech
Summary Udemy, Inc. is a $1.5 billion edtech marketplace that connects learners with expert instructors for diverse skill development. The company’s strong Q4 and 2024 performance—marked by an 18% surge in enterprise revenue and a leap in adjusted EBITDA from losses to $43 million—highlights its impressive turnaround. Udemy is strategically pivoting toward its enterprise segment and integrating AI-powered tools to refine its offerings. With less than 10% penetration in its large customer base, there’s a significant opportunity for expansion that could unlock an additional $1.5 billion in value. Despite risks around balancing instructor incentives with profit margins, Udemy’s robust fundamentals and forward-looking growth prospects justify its strong buy rating. Read the full article on Seeking Alpha分析記事 • Feb 21
Subdued Growth No Barrier To Udemy, Inc. (NASDAQ:UDMY) With Shares Advancing 25%
Udemy, Inc. ( NASDAQ:UDMY ) shareholders have had their patience rewarded with a 25% share price jump in the last...分析記事 • Jan 04
What Udemy, Inc.'s (NASDAQ:UDMY) P/S Is Not Telling You
There wouldn't be many who think Udemy, Inc.'s ( NASDAQ:UDMY ) price-to-sales (or "P/S") ratio of 1.6x is worth a...Seeking Alpha • Dec 04
Udemy: Rating Downgrade As Growth Continues To Decelerate
Summary I downgraded Udemy from hold to sell due to continued growth deceleration and uncertainties surrounding the new business model. Consumer segment revenue declined by 8% in 3Q24, with further deceleration expected as resources shift upmarket. Udemy Business segment also shows deceleration, with 15.6% y/y growth and declining ARR, raising concerns about underlying demand. Valuation is unlikely to improve with growth deceleration; multiples could derate further if the new business model fails to deliver. Read the full article on Seeking Alpha分析記事 • Nov 04
Udemy, Inc. (NASDAQ:UDMY) Just Reported, And Analysts Assigned A US$11.18 Price Target
Last week, you might have seen that Udemy, Inc. ( NASDAQ:UDMY ) released its quarterly result to the market. The early...Seeking Alpha • Sep 26
Udemy: Rating Downgrade On Poor Operating Trends, Change In Business Strategy
Summary I downgraded Udemy from buy to hold due to a weakening business outlook and uncertainty from a pivot in the business direction. Consumer segment recovery is slower than expected, with worsening metrics and declining revenue, impacting Udemy's growth flywheel. Despite efforts to improve margins, poor revenue guidance and deteriorating trends make me uncomfortable. Read the full article on Seeking AlphaSeeking Alpha • Aug 09
Udemy: Focusing On Margin Improvement Over Growth
Summary Shares have fallen nearly 25% after Q2 earnings, where management lowered its full-year revenue guidance by $21 million. Margin guidance for this year remains unchanged, with management anticipating substantial margin improvements in the mid-term and aiming to achieve an adjusted EBITDA margin of 20% in 2027. Though I see limited downside given the company’s large net cash position and its expectation to reach profitability this year, the outlook for growth remains weak. Read the full article on Seeking Alpha分析記事 • Aug 02
US$12.66: That's What Analysts Think Udemy, Inc. (NASDAQ:UDMY) Is Worth After Its Latest Results
There's been a notable change in appetite for Udemy, Inc. ( NASDAQ:UDMY ) shares in the week since its quarterly...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$7m |
| Dec 31 2025 | US$11m | US$483k | US$4m |
報酬と市場: Hugoの 総報酬 ($USD 11.10M ) は、 US市場 ($USD 3.70M ) の同規模の企業の平均を上回っています。
報酬と収益: Hugoの報酬と会社の業績を比較するにはデータが不十分です。
CEO
Hugo Sarrazin (55 yo)
1.2yrs
在職期間
US$11,104,239
報酬
Mr. Hugo Sarrazin serves as CEO, President, Chief Operating Decision Maker & Director of Udemy, Inc. from March 12, 2025. Mr. Sarrazin is a seasoned technology executive with the proven operational ability...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President | 1.2yrs | US$11.10m | 0.18% $ 1.2m | |
| Chief Financial Officer | 5.1yrs | US$5.83m | 0.49% $ 3.3m | |
| Chief Technology Officer | less than a year | US$5.07m | 0.076% $ 514.3k | |
| President of Udemy Business | 1.3yrs | US$1.99m | 0.066% $ 446.3k | |
| Chief of Staff and VP of Strategy & Operations | less than a year | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| General Counsel & Corporate Secretary | 8.3yrs | データなし | 0.071% $ 482.2k | |
| Chief People Officer | 3.3yrs | US$4.35m | データなし | |
| Chief Customer Experience Officer | 1.1yrs | データなし | データなし | |
| Chief Skills and Learning Officer | less than a year | データなし | データなし | |
| President of Consumer | less than a year | データなし | データなし | |
| Head of Content | less than a year | データなし | データなし |
1.1yrs
平均在職期間
54yo
平均年齢
経験豊富な経営陣: UDMYの経営陣は 経験豊富 とはみなされません ( 1.1年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President | 1.2yrs | US$11.10m | 0.18% $ 1.2m | |
| Advisor | no data | データなし | データなし | |
| Advisor | no data | データなし | データなし | |
| Independent Director | 11.3yrs | US$47.00k | 0.10% $ 684.9k | |
| Independent Chair of the Board | 2.8yrs | US$291.20k | 0.0076% $ 51.8k | |
| Independent Director | 1.4yrs | US$153.02k | 0.010% $ 68.3k | |
| Independent Director | 5.8yrs | US$245.23k | 0.029% $ 198.2k | |
| Independent Director | 4yrs | US$248.50k | 0.045% $ 307.4k | |
| Independent Director | 1.4yrs | US$159.79k | 0.011% $ 75.7k | |
| Independent Director | 6.4yrs | US$250.00k | 0.023% $ 158.3k |
3.4yrs
平均在職期間
55yo
平均年齢
経験豊富なボード: UDMYの 取締役会 は 経験豊富 であると考えられます ( 3.4年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/12 13:29 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Udemy, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| Phillip Leytes | Berenberg |
| Nafeesa Gupta | BofA Global Research |
| Thomas Singlehurst | Citigroup Inc |