Udemy, Inc. (UDMY) M&A Call Transcript
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SA Transcripts157.39K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Udemy, Inc. (UDMY) M&A Call December 17, 2025 8:00 AM EST Company Participants Cam Carey - Head of Investor RelationsGregory Hart - CEO, President & DirectorHugo Sarrazin - CEO, President & DirectorMichael Foley - Interim Chief Financial Officer Conference Call Participants Stephen Sheldon - William Blair & Company L.L.C., Research DivisionJosh Baer - Morgan Stanley, Research DivisionBryan Smilek - JPMorgan Chase & Co, Research DivisionRyan MacDonald - Needham & Company, LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to today's conference call. [Operator Instructions]. And this call is being recorded. [Operator Instructions] I would now like to turn the call over to Cam Carey, Vice President of Investor Relations. Mr. Carey, you may begin. Cam CareyHead of Investor Relations Good morning. Thank you for joining us to discuss Coursera's announced combination with Udemy. You can find more information about the transaction, including our press release and investor presentation on our microsite at courseraandudemy.com, as well as on our Investor Relations website at investor.coursera.com. Joining me today are Greg Hart, CEO of Coursera; Hugo Sarrazin, CEO of Udemy; and Mike Foley, CFO of Coursera. We have allotted 30 minutes for today's call to walk through the transaction details followed by a brief Q&A session. Before we begin, I'll remind you that today's presentation includes both GAAP and non-GAAP financial measures. A reconciliation can be found in the appendix. The discussion may also contain forward-looking statements regarding the proposed transaction, including expected timing, benefits and financial impact. Such statements are based on current expectations and assumptions that are subject to a number of risks and uncertainties. Actual results could differ materially. Please refer to the safe harbor language in our press release and both companies' SEC filings for a full discussion. We undertake no obligation to update these statements.