Udemy partners with HSM to deliver AI-driven corporate education across Brazil

Udemy, Inc. (NASDAQ: UDMY) has announced a multi-year partnership with HSM, one of Brazil’s largest corporate education ecosystems, to accelerate the country’s transition toward an AI-enabled workforce. The agreement brings together Udemy’s AI-powered learning technology and HSM’s deep local enterprise relationships, integrating the Udemy Business platform across HSM’s corporate training portfolio. The rollout will provide Brazilian organizations and professionals access to more than 30,000 curated courses and certifications spanning data analytics, leadership, and generative AI.

This partnership positions Udemy to deepen its presence in one of its fastest-growing global markets. Brazil already represents over six million Udemy learners and 8,500 instructors—numbers that have risen sharply amid post-pandemic digital transformation. Through the collaboration, Udemy and HSM aim to support companies undergoing automation, AI adoption, and hybrid-work transitions by offering continuous upskilling programs mapped directly to emerging job functions.

Why Brazil’s economic and workforce environment makes it a proving ground for AI-based learning transformation

Brazil’s rapid digitization has outpaced the availability of qualified technical talent. Financial services, manufacturing, healthcare, and retail are all integrating AI and data-driven tools faster than their workforce can adapt. Udemy’s internal metrics show a 170 percent year-over-year jump in AI-related course enrollments within Brazil, making it the company’s hottest growth market in Latin America.

By embedding Udemy’s adaptive platform within HSM’s network—which includes HSM Academy, Singularity Brazil, and Learning Village—the partners are targeting both enterprise clients and individual professionals seeking accreditation. The strategy unites global content with regional delivery, addressing one of Brazil’s largest structural gaps: limited access to practical AI training outside of major urban centers.

HSM’s executive director stated that the initiative would “democratize continuous learning” by allowing companies to deploy scalable digital training aligned with their strategic goals. Udemy’s AI personalization engine, which analyzes learner behavior to recommend context-specific content, will help Brazilian organizations customize development paths for technical and managerial roles alike.

How Udemy’s AI-driven personalization and HSM’s corporate network could redefine professional learning in Latin America

The integration goes beyond simply localizing course catalogs. Udemy will deploy its AI-enabled recommendation engine and analytics dashboards to optimize engagement and track skill outcomes in real time. Companies using HSM’s programs will be able to monitor employee progress through automated dashboards and align learning results with productivity metrics.

Unlike legacy e-learning models dominated by passive video modules, Udemy’s AI-centric architecture builds interactive “learning labs,” sandboxed projects, and scenario-based simulations. HSM facilitators will weave these components into live corporate workshops, ensuring that AI training feels directly tied to day-to-day workflows. This blended approach reflects the market’s shift from knowledge consumption to performance-oriented skill acquisition.

Industry observers view the partnership as a bellwether for Latin America’s corporate education landscape. As governments push digital-skills frameworks and enterprises confront automation pressure, collaborations between global edtech firms and local training institutions are becoming central to national competitiveness. The Udemy–HSM alliance, analysts note, may become the regional model for combining scale with cultural relevance.

What Udemy’s collaboration with HSM reveals about the evolution of enterprise education models worldwide

Udemy’s CEO Hugo Sarrazin emphasized that empowering human creativity through AI is now a strategic imperative rather than a technological experiment. The Brazil initiative aligns with Udemy’s global pivot toward enterprise learning infrastructure, a segment delivering higher retention and recurring revenue compared to its traditional consumer marketplace.

Through partnerships like HSM, Udemy is shifting from being a course aggregator to functioning as an integrated skills platform. The company’s enterprise business has grown consistently, driven by demand from multinationals that require localized, compliant training ecosystems. Brazil’s corporate sector—characterized by high turnover and uneven regional access to professional education—offers fertile ground for a data-rich, AI-adaptive learning engine capable of serving millions at once.

For HSM, the partnership allows a leap in technological sophistication. The platform’s advanced analytics will let HSM clients design “skills heatmaps” to identify capability gaps across departments. These insights can inform workforce planning, performance reviews, and succession pipelines, tying learning outcomes to measurable ROI—an area where many Latin American corporations still lag.

How the market and investor community interpret Udemy’s Latin American expansion strategy

From a capital-markets perspective, the collaboration underscores Udemy’s intent to leverage emerging markets as growth catalysts while enterprise budgets in developed economies remain tight. As of November 12 2025, Udemy’s stock traded near US $5.31, with modest intraday gains of about 0.9 percent and volume exceeding 240,000 shares. The company’s valuation still reflects the broader edtech sector’s post-pandemic correction, but analysts view geographic diversification as an important hedge against saturation in North America and Europe.

Investor sentiment has gradually turned positive since the firm began emphasizing enterprise partnerships over direct-to-consumer sales. Market analysts note that institutional clients in regions like Brazil offer predictable contract renewals, driving stronger recurring revenue metrics and margin stability. The HSM agreement, while not immediately accretive, signals structural strength—especially as AI-enabled learning tools become table stakes in corporate HR strategies.

At a strategic level, the partnership aligns with Brazil’s governmental emphasis on digital inclusion and reskilling. If executed effectively, the initiative could draw support from public–private innovation funds, opening potential revenue streams tied to national workforce programs.

Why AI-enabled learning partnerships like Udemy and HSM’s could redefine competitiveness in emerging economies

Beyond the corporate outcomes, the Udemy–HSM partnership reflects a deeper macroeconomic shift. Nations such as Brazil, India, and Mexico are increasingly framing digital skills as national infrastructure. AI literacy, once a niche competence, is now fundamental to industrial policy, export competitiveness, and social mobility.

By embedding AI analytics, automated feedback, and simulation-based testing into training modules, the collaboration effectively introduces “learning as a continuous data loop.” Employees learn, perform, and are reassessed in real time—reducing the lag between technological change and workforce adaptation. HSM’s local credibility ensures that this transformation happens within the contours of Brazilian business culture, where trust and mentorship remain central to learning engagement.

Edtech analysts argue that this model—pairing global AI platforms with regional education powerhouses—could scale across Latin America’s largest economies. If Udemy and HSM demonstrate measurable gains in productivity and retention among enterprise clients, similar ventures may emerge in Mexico, Chile, and Colombia, reshaping how multinationals manage upskilling across the continent.

How Udemy and HSM’s collaboration illustrates the global shift toward measurable, AI-powered learning outcomes in corporate training

In practical terms, this collaboration is a microcosm of how artificial intelligence is rewriting the rules of professional education worldwide. Organizations increasingly see learning not as a peripheral HR function but as a predictive performance system—a live data ecosystem capable of identifying, developing, and retaining top talent before skill gaps impact productivity. Udemy’s partnership with HSM demonstrates how this model can be localized successfully, using AI to personalize learning at scale while preserving the human mentorship and trust central to Brazilian corporate culture.

For Udemy, the initiative represents a strategic validation of its enterprise-first business model. If adoption rates remain strong, Brazil could become a blueprint for its broader Latin American expansion strategy, reinforcing its brand as a technology-driven partner to governments and enterprises focused on workforce modernization. HSM, meanwhile, gains access to advanced analytics that convert learning engagement into quantifiable business outcomes, enhancing its reputation as Brazil’s most innovative corporate education network.

At a macro level, the collaboration carries wider implications for global competitiveness. As nations and companies contend with generative AI’s impact on employment, scalable reskilling platforms will become as critical as physical infrastructure. The Udemy-HSM model shows that combining local expertise with AI-driven learning technology can close structural skill divides faster than traditional education pipelines. This framework could influence not only future edtech partnerships across Latin America but also how policymakers design national digital-talent programs.

By bridging global technology and regional context, Udemy and HSM have effectively reframed what workforce development means in the AI era: it is no longer about static course libraries but dynamic ecosystems that evolve alongside the very technologies they teach. In that sense, Brazil’s workforce transformation may prove to be both a national milestone and a global signal of where corporate learning is headed next.