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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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Coursera’s $100 Million Thesis: Andrew Ng Will Think of Something
“Andrew is literally the only person that both Sam Altman and Dario Amodei have worked for. He is going to come up with things that nobody else can come up with.”
“We don’t know exactly what those inventions and innovations will look like yet, but I’m highly confident that he is uniquely positioned to come up with things that we wouldn’t have come up with on our own.”
That’s Greg Hart, Coursera’s CEO, on the July 29 earnings call, the first one since the Udemy merger, explaining why Coursera p
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