The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
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The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
Udemy CEO Hugo Sarrazin on AI-Powered Learning, Subscriptions & the Future of Online Education
After Earnings
29 minutes
1 month ago
Udemy CEO Hugo Sarrazin on AI-Powered Learning, Subscriptions & the Future of Online Education
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
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After Earnings
The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
