Udemy Investor Presentation Q4 2022

Udemy Business segment Q4'22 revenue $90.6M +57% Y/Y Strong revenue growth driven by both new logo acquisition and expansion within existing customers Q4'22 ARR $372M +55% Y/Y Revenue Segment Gross Margin (in millions) $57.8 $64.9 $74.6 $83.9 $90.6 66% 67% 67% 67% 67% Customers 13.9K +32% Y/Y Annual Recurring Revenue (in millions) $239.3 $279.6 $316.1 $350.4 $371.7 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 Y/Y: +81% +77% +77% +67% +57% Y/Y: +74% +80% +74% +69% +55% 28 Note: Segment margins exclude stock-based compensation, depreciation, and amortization. Ûdemy

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