Udemy announced a strategic partnership with HSM, a leading corporate education provider in Brazil, that will give HSM clients immediate access to the Udemy Learning Platform and integrate more than 30,000 Udemy Business courses into HSM’s portfolio. The collaboration is designed to broaden upskilling opportunities for organizations and professionals across the country and to embed AI‑powered learning tools into the training experience.
In the most recent quarter, Udemy reported revenue growth driven by its Enterprise segment, which saw a 12% increase to $1.45 billion, while the Consumer segment declined 4% to $1.02 billion. The company’s first profitable quarter since its IPO was marked by disciplined cost management, allowing it to maintain an operating margin of 9.8% despite higher marketing spend. The partnership with HSM aligns with this trajectory by targeting a high‑growth market that has already shown strong demand for Udemy’s AI‑enhanced courses.
The deal fits into Udemy’s broader strategy to accelerate enterprise adoption of AI‑powered learning. HSM’s brands—HSM Academy, Singularity Brazil, and Learning Village—provide a ready distribution channel for Udemy’s content, while the integration of AI tools such as personalized learning paths and skill‑gap analytics will enhance the value proposition for Brazilian corporates. By embedding its platform into HSM’s ecosystem, Udemy can capture new subscription revenue and deepen its presence in Latin America, a region where the company has identified significant growth potential.
CEO Hugo Sarrazin emphasized the partnership’s importance, noting that “AI has become the fastest‑growing skill in Brazil, with course consumption on Udemy spiking 170% over the past year.” He added that equipping workers with AI skills will multiply productivity and enable teams to drive innovation with confidence, underscoring Udemy’s commitment to AI as a core differentiator in the corporate learning market.
The partnership is expected to strengthen Udemy’s competitive moat by expanding its enterprise footprint and reinforcing its AI‑centric product suite. With Brazil’s corporate education market projected to grow at a 9% CAGR, the deal positions Udemy to capture a larger share of the region’s spend on professional development. The added course library and AI capabilities also support Udemy’s goal of scaling its platform monetization while maintaining profitability through disciplined cost management and high‑margin enterprise contracts.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.