Resultados do 3º trimestre da Udemy. A Udemy continua crescendo, e muito..

PauloAndrade
PauloAndrade Posts: 321 mentor rank
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Pessoal, para aqueles que insistem em dizer que a Udemy está indo de mal a pior, segue a divulgação dos resultados do trimestre.
Link do relatório completo no final da página.
Destaco:
- Aumento da receita de 22%;
- Udemy Business é o principal motor do negócio no momento;
- Queda de 6% no segmento Consumer;
A gente já sabe que a venda direta tem caido e o UB tem crescido. No caso do Brasil, com a nossa moeda muito desvalorizada, o problema aumenta. Mas o resultado está ai, para quem acha que a Udemy não está crescendo, ela está crescendo e os números estão ai para provar.
Obviamente, vou continuar investindo forte na Udemy pois gosto da plataforma e gosto dos meus resultados.
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Udemy 3Q Results:
Third-quarter total revenue increased 22% year-over-year to $158.4 million
Udemy Business delivered 67% year-over-year revenue growth and achieved Annual Recurring Revenue of $350 million
SAN FRANCISCO, Nov. 02, 2022 (GLOBE NEWSWIRE) -- Udemy (Nasdaq: UDMY), a leading destination for learning and teaching online, today reported results for the three-month period ended September 30, 2022.
“Udemy delivered strong Q3 results, driven by solid execution and healthy customer demand,” said Gregg Coccari, Udemy’s Chairman and CEO. “Udemy Business continues to serve as our leading growth engine and we are encouraged by the resilience of our marketplace in this economic environment. It is increasingly clear that organizations and learners around the world look to Udemy for upskilling and reskilling to help them achieve their goals. Although we expect some short-term macro-related headwinds, we remain as bullish as ever about the long-term opportunity available to Udemy.”
Third quarter 2022 financial performance highlights include:
  • Total revenue increased 22% year-over-year to $158.4 million. Revenue growth includes a negative impact of 5 percentage points from changes in foreign exchange (FX) rates year-over-year.
  • Udemy Business segment revenue increased 67% year-over-year, including the negative impact of 4 percentage points from changes in FX rates year-over-year, to $83.9 million and now accounts for more than 50% of total revenue mix.
  • Udemy Business Annual Recurring Revenue increased 69% year-over-year to $350 million and Net Dollar Retention Rate was 117%.
  • Revenue from multi-year deals accounted for over 40% of Udemy Business revenue and increased 135% year-over-year.
  • Consumer segment revenue decreased 6% year-over-year, including the negative impact of 6 percentage points from changes in FX rates year-over-year, to $74.6 million.
  • Demand for Udemy’s Consumer marketplace is stable, as Monthly Average Buyers increased 4% year-over-year to 1.32 million.
Third Quarter 2022 Financial Results and Key Operating Data Summary:
(in millions, except customers, percentages and basis points)

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