Udemy Reports 67.5% AI Upskilling Gap, Sets February 5 Earnings Date
Udemy's report with Indeed shows 67.5% of employee upskilling focuses on AI even though only 4% of job listings mention AI. The company will release its Q4 and FY2025 results on February 5, 2026, without a conference call due to its pending Coursera combination.
1. Research Reveals Upskilling Disconnect Between Workers and Employers
Udemy today released a joint report with Indeed titled “The Future-Proofing Instinct,” analyzing job posting data and employee learning trends across Australia, India, the UK and the US from September 2023 to September 2025. The study found that just 4% of job listings reference AI skills, yet 67.5% of learner activity on Udemy Business is devoted to AI topics. In the technology sector, 95% of upskilling time focuses on AI while only 17.5% of fastest-growing tech job postings demand AI expertise. Manufacturing employees dedicate 60% of their training to AI despite no AI skills appearing among the sector’s top job posting requirements. Soft skills such as communication, critical thinking and leadership rank highly in employer demand but account for a negligible share of learner enrollments, underscoring a persistent gap in workforce development strategies.
2. Industry Variations Highlight Different AI Adoption Timelines
The report details how professional services employers are proactively hiring for AI competencies across all four markets, whereas manufacturing companies remain centered on traditional needs such as quality control. In the US and UK technology markets, AI skills represent 30% and 20% of hiring demand respectively, reflecting strong employer appetite where upskilling is already concentrated on AI. By contrast, in Australia AI-related job postings jumped from 3.2% to 22.3% over two years and in the US from 5.8% to 21.9%, indicating faster hiring-side adoption in those regions. These divergent timelines highlight the need for organizations to align learning investments with strategic workforce objectives to attract and retain top talent.
3. Udemy Schedules Q4 and Full Year 2025 Results Announcement
Udemy has confirmed it will report fourth quarter and full year 2025 financial results after market close on Thursday, February 5, 2026, and will publish the release on its Investor Relations website. In light of the pending combination with Coursera—subject to shareholder and regulatory approvals—Udemy will forgo a traditional earnings conference call. Investors and analysts will be able to review detailed performance metrics and commentary online, as the company focuses on integrating enterprise solutions and driving growth in its AI-powered skills platform.
4. Strategic Outlook Driven by AI-Powered Growth
CEO Hugo Sarrazin emphasized that Udemy’s focus remains on empowering enterprises and individual learners to build both technical and adaptive capabilities needed for the evolving workforce. With thousands of customers including Ericsson, Tata Consultancy Services and Volkswagen relying on Udemy Business for customized learning paths, the company aims to accelerate adoption of AI fluency and complementary soft skills. As the education technology market intensifies, Udemy is positioning its platform to scale workforce development globally, anticipating sustained demand for upskilling solutions that bridge hiring priorities and future-focused learning.