Does Udemy’s AI Microlearning Push In Korea With LG CNS Transform The Bull Case For UDMY?

• Earlier this month, Udemy announced a new AI-powered microlearning experience and a partnership with LG CNS that brings its AI learning platform to more than 500 Korean enterprises via LG CNS’s AX Platform.
• Together, these moves highlight how Udemy is using AI to reshape course delivery while tapping Korea’s innovation-focused corporate sector to deepen its enterprise footprint across Asia-Pacific.
• We’ll now look at how Udemy’s AI-driven microlearning rollout, especially its LG CNS partnership in Korea, could reshape its investment narrative.

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Udemy Investment Narrative Recap

To own Udemy, you need to believe its pivot to AI-powered, enterprise-focused learning can offset a weak Consumer segment and churn from renewing COVID-era SMB contracts. The LG CNS partnership and AI microlearning launch both support the enterprise subscription and AI differentiation catalysts, but do not immediately remove risks around contract renewals, competitive pressure from larger tech players, or dependence on a smaller base of larger customers.

Among the recent announcements, the phased rollout of Udemy’s AI-powered microlearning experience is particularly relevant here, because it connects directly to enterprise usage via the MCP Server and underpins Udemy’s AI-centric value proposition. If this experience deepens learner engagement inside large clients and supports higher ARPU and retention over time, it could become an important counterweight to ongoing SMB churn and pressure on Consumer revenue growth.

Yet behind these AI and partnership wins, investors should also be aware of the growing concentration risk from relying more heavily on fewer large enterprise customers...

Read the full narrative on Udemy (it's free!)

Udemy's narrative projects $913.6 million revenue and $75.1 million earnings by 2028. This requires 4.7% yearly revenue growth and a $105.7 million earnings increase from $-30.6 million today.

Uncover how Udemy's forecasts yield a $10.17 fair value, a 89% upside to its current price.

Exploring Other Perspectives

Four Simply Wall St Community members currently see Udemy’s fair value between US$6.02 and US$12.19, highlighting a wide spread in expectations. Against that, the key question is whether Udemy’s AI powered enterprise push and global partnerships can sufficiently counter Consumer segment weakness and SMB churn, which could have a meaningful impact on future growth and profitability.

Explore 4 other fair value estimates on Udemy - why the stock might be worth over 2x more than the current price!

Build Your Own Udemy Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Udemy research is our analysis highlighting 5 key rewards that could impact your investment decision.
• Our free Udemy research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Udemy's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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