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Udemy Yönetim
Yönetim kriter kontrolleri 1/4
Udemy CEO'su Hugo Sarrazin, Mar2025 tarihinde atandı, in görev süresi 1.17 yıldır. in toplam yıllık tazminatı $ 11.10M olup, şirket hissesi ve opsiyonları dahil olmak üzere 4.3% maaş ve 95.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.18% ine doğrudan sahiptir ve bu hisseler $ 1.23M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.1 yıl ve 3.4 yıldır.
Anahtar bilgiler
Hugo Sarrazin
İcra Kurulu Başkanı
US$11.1m
Toplam tazminat
| CEO maaş yüzdesi | 4.35% |
| CEO görev süresi | 1.2yrs |
| CEO sahipliği | 0.2% |
| Yönetim ortalama görev süresi | 1.1yrs |
| Yönetim Kurulu ortalama görev süresi | 3.4yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$7m |
| Dec 31 2025 | US$11m | US$483k | US$4m |
Tazminat ve Piyasa: Hugo 'nin toplam tazminatı ($USD 11.10M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 3.70M ).
Tazminat ve Kazançlar: Hugo şirketinin tazminatını şirket performansıyla karşılaştırmak için yeterli veri yok.
CEO
Hugo Sarrazin (55 yo)
1.2yrs
Görev süresi
US$11,104,239
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| 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 | Veri yok | Veri yok | |
| Vice President of Investor Relations | no data | Veri yok | Veri yok | |
| General Counsel & Corporate Secretary | 8.3yrs | Veri yok | 0.071% $ 482.2k | |
| Chief People Officer | 3.3yrs | US$4.35m | Veri yok | |
| Chief Customer Experience Officer | 1.1yrs | Veri yok | Veri yok | |
| Chief Skills and Learning Officer | less than a year | Veri yok | Veri yok | |
| President of Consumer | less than a year | Veri yok | Veri yok | |
| Head of Content | less than a year | Veri yok | Veri yok |
1.1yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş
Deneyimli Yönetim: UDMY 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.1 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO, President | 1.2yrs | US$11.10m | 0.18% $ 1.2m | |
| Advisor | no data | Veri yok | Veri yok | |
| Advisor | no data | Veri yok | Veri yok | |
| 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
Ortalama Görev Süresi
55yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: UDMY 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.4 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/12 21:18 |
| Gün Sonu Hisse Fiyatı | 2026/05/08 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Udemy, Inc. 12 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Phillip Leytes | Berenberg |
| Nafeesa Gupta | BofA Global Research |
| Thomas Singlehurst | Citigroup Inc |