Udemy’s 10K recaps the company’s year, from its finances to the latest developments on an ongoing lawsuit.

The future of Coursera’s only credible alternative for universities rests in the hands of 2U’s creditors.

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TL;DR Q1 2026 revenue grew 9% YoY; Consumer segment is up double digits, but Enterprise segment is lagging. The platform fee pushed Consumer margins to a multi-year high, but Enterprise customer count slipped for the first time since IPO. Enterprise grew 7% YoY, ahead of management’s low single-digit guidance, with new GM Anthony Salcito leading execution improvements. In the last earnings report, we flagged Coursera’s struggling segments. Not much has changed, except for one thing: the plat