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Udemy10-K: Acquisition announced

Udemy warns of potential customer and partner churn due to merger uncertainty.

What happened

The company explicitly states that enterprise customers, instructors, and business partners may terminate their relationships due to the pending Coursera merger.

Source

SEC EDGARFeb 19, 2026

Annual report (Form 10-K)

Udemy 10-K for FY2025

Filing excerpt

As a result of the pending Merger, certain learners, instructors, UB customers and other business partners may decide not to do business with us or change their relationship with us.

sec.gov/Archives/edgar/data/1607939/000160793926000034/udmy-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Acquisition announced

What this signalsIntegration work after a deal often opens needs for new systems and services.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 19, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1607939
Accession number
0001607939-26-000034
Timeframe
Current year
Filing year
2026
Why it matters
Integration needs coming
Signal category
Strategic

Topics and mentions

Competitors

  • Coursera

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
acquisitionAnnounced

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The API returns more than this page shows

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 API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/3e16ad53-f2a6-4695-b533-94b9f484584b returns this record as JSON. POST /v1/companies/enrich returns every signal for udemy.com.

{
  "signal_id": "3e16ad53-f2a6-4695-b533-94b9f484584b",
  "signal_type": "sec-10k",
  "signal_subtype": "acquisitionAnnounced",
  "detected_at": "2026-02-24T10:00:10.088+00:00",
  "company": {
    "name": "Udemy",
    "domain": "udemy.com"
  },
  "data": {
    "detail": "The company explicitly states that enterprise customers, instructors, and business partners may terminate their relationships due to the pending Coursera merger. This creates a critical pain point and an immediate need for customer relationship management (CRM) and customer success platforms to mitigate revenue loss.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Udemy warns of potential customer and partner churn due to merger uncertainty.",
    "excerpts": "As a result of the pending Merger, certain learners, instructors, UB customers and other business partners may decide not to do business with us or change their relationship with us.",
    "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": "Integration needs coming",
    "signal_category": "strategic",
    "competitors_mentioned": [
      "Coursera"
    ]
  }
}

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