Udemy (NASDAQ: UDMY) and Glean announced a partnership that will embed Udemy’s AI‑driven learning content directly into Glean’s AI agents and workflow tools, allowing employees to access Udemy Business courses, hands‑on labs, and role‑play simulations at the exact moment they need them.
The integration will surface Udemy content within Glean’s conversational agents, which pull context from an organization’s documents, meetings, and data sources to answer questions and recommend resources. By surfacing learning in the flow of work, the partnership turns Glean’s AI platform into a contextual learning engine that can deliver targeted courses, micro‑learning modules, and interactive simulations without requiring users to leave their work environment.
The deal is part of Udemy’s broader strategy to shift from content delivery to orchestrating learning that unlocks employee potential in an AI‑driven workplace. CEO Hugo Sarrazin said the partnership “represents Udemy’s shift from content delivery to orchestrating learning that helps individuals unlock their full potential in an AI‑driven workplace.” The collaboration positions Udemy as a key content provider for Glean’s enterprise customers and is expected to accelerate adoption of AI‑powered learning across large organizations.
Udemy’s Q4 2025 earnings, released on February 5 2026, provide important context for the partnership. Revenue fell 3% year‑over‑year to $194 million, reflecting a slowdown in the consumer segment and modest enterprise growth. Despite the decline, the company beat earnings expectations, reporting adjusted EPS of $0.12 versus the consensus of $0.10. The beat was driven by disciplined cost management and a shift toward higher‑margin subscription revenue, which helped offset the revenue dip. Net income for the full year 2025 rose to $3.81 million from a loss of $85.29 million in 2024, underscoring the company’s turnaround in profitability.
Udemy is also in the midst of a pending all‑stock merger with Coursera, announced earlier in the year. The merger is a major strategic pivot that could reshape Udemy’s market position and financial outlook. Because of the merger, Udemy has not issued forward guidance, and analysts are closely watching how the combined entity will balance growth, cost structure, and integration risks. The Glean partnership is therefore a key step in strengthening Udemy’s enterprise offering ahead of the merger, signaling confidence in its AI‑enabled learning platform and its ability to deliver value to large customers.
Together, the partnership and the merger signal Udemy’s commitment to becoming a dominant player in the corporate learning market. By embedding AI‑powered content into Glean’s workflow tools, Udemy is positioning itself to capture a larger share of the growing demand for contextual, on‑demand training, while the Coursera merger promises to broaden its content library and scale its global reach.
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