On the latest episode of After Earnings, Ann Berry sits down with Udemy CEO Hugo Sarrazin to discuss the company’s pivot from a traditional online course marketplace to an AI-powered platform designed to re-skill the global workforce.

Highlights include:

- Udemy’s shift from one-off course sales to a subscription model

- The company’s enterprise push to re-skill workforces at scale

- The future of its instructor-driven marketplace

- How AI can deliver mass personalization in learning

00:00 – Hugo Sarrazin Joins

01:12 – Why the online learning industry is under pressure

02:42 – Udemy’s consumer vs. enterprise business explained

05:56 – How AI enables personalization in learning

08:00 – Marketplace model vs. proprietary content

11:58 – Transition to subscriptions and monetization challenges

15:02 – Is Udemy becoming a digital media company?

16:48 – Enterprise clients and “just-in-time” learning

20:27 – Selling to CTOs, HR, and business leaders

23:33 – Reskilling 92 million workers in the AI era

25:39 – ROI pressure vs. growth opportunity

27:11 – Margins, cash flow, and product investment

29:03 – Hugo Sarrazin’s career journey: McKinsey to CEO

33:40 – Will AI replace consulting?

37:55 – The future of Udemy

After Earnings is brought to you by Stakeholder Labs and Morning Brew.

For more go to https://www.afterearnings.com

Follow Us

X: https://twitter.com/AfterEarnings

TikTok: https://www.tiktok.com/@AfterEarnings

Instagram: https://www.instagram.com/afterearnings_/

Reach Out

Email: afterearnings@morningbrew.com

$UDMY

Learn more about your ad choices. Visit megaphone.fm/adchoices