Udemy CEO Hugo Sarrazin on AI-Powered Learning, Subscriptions & the Future of Online Education

On the latest episode of After Earnings, Ann 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 reskill the global workforce. Highlights include: - Udemy’s shift from one-off course sales to a subscription model - The company’s enterprise push to reskill 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: [e-mail] $UDMY Learn more about your ad choices. Visit megaphone.fm/adchoices