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Latest Posts
Exploring edX’s “Final” Tax Returns: Revenue Surges, Losses Mount, and Contributions Decline
Analyzing edX’s latest tax returns offers valuable insights and context for its acquisition motivations.
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Learn Something New: 100 Most Popular Courses For November
Dive into new learning adventures—from GenAI to creative design—with fresh courses by top institutions such as MIT, Johns Hopkins, Penn, and tech giants like Intel and Adobe.
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How GenAI Costs Sank Duolingo’s Stock 20% (A Non-AI Generated Analysis)
A human analysis of financial documents reveals what AI content farms missed: Duolingo’s GenAI features are undermining its own profit margins.
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Duolingo’s Q4 2025: Record Revenue, Record Stock Drop, One Massive Buyback
TL;DR
Duolingo reported Q4 2025 revenue of $282.9 million (+35% YoY), closing its first billion-dollar year, breaking estimates again.
The stock dropped 22.5% anyway. Again.
The company plans to slow down monetization to grow to 100 million DAUs until 2028, by focusing on teaching quality, giving more to free users, and growing non-language courses.
Duolingo’s Q4 2025 results confirmed something we highlighted in its 2025 review: growth is slowing.
The company crossed a billion dollars in r
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