The merger with competitor Coursera introduces major business uncertainty and integration risk.
Filing excerpt
On December 17, 2025, we entered into an Agreement and Plan of Merger (as it may be amended, modified, supplemented or waived from time to time, the “Merger Agreement”) with Coursera, under which Coursera will combine with Udemy in an all-stock transaction (the “Merger”).
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
Competitors
sec-10kcustomerChurnGet every 10-K signal for Udemy and the companies you sell to, in the tools you already use.
Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Udemy this week?”
The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.
Sign up and spend your free credits on the companies you sell to.
This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/aa4066a9-b55c-4aa0-9f5c-7b532c12bfd0 returns this record as JSON. POST /v1/companies/enrich returns every signal for udemy.com.
{
"signal_id": "aa4066a9-b55c-4aa0-9f5c-7b532c12bfd0",
"signal_type": "sec-10k",
"signal_subtype": "customerChurn",
"detected_at": "2026-02-24T10:00:10.088+00:00",
"company": {
"name": "Udemy",
"domain": "udemy.com"
},
"data": {
"detail": "The merger with competitor Coursera introduces major business uncertainty and integration risk. The company explicitly warns that enterprise customers and partners may decide not to do business with them, creating a significant churn risk and an opportunity for competing vendors.",
"metrics": {
"timeframe": "multi_year",
"dollar_context": "Potential termination fee for the merger agreement.",
"dollar_millions": 40.5
},
"summary": "Pending all-stock merger with Coursera, expected to close H2 2026, creates significant customer uncertainty.",
"excerpts": "On December 17, 2025, we entered into an Agreement and Plan of Merger (as it may be amended, modified, supplemented or waived from time to time, the “Merger Agreement”) with Coursera, under which Coursera will combine with Udemy in an all-stock transaction (the “Merger”).",
"relevance": 0.9,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1607939/000160793926000034/udmy-20251231.htm",
"filing_date": "2026-02-19",
"filing_year": 2026,
"fiscal_year_end": "12/31",
"sales_relevance": "Customer success tools needed",
"signal_category": "revenue",
"competitors_mentioned": [
"Coursera"
],
"technologies_mentioned": [
"AI",
"generative AI"
]
}
}
curl https://signals.autobound.ai/v1/signals/aa4066a9-b55c-4aa0-9f5c-7b532c12bfd0 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"udemy.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.