Class Central analysis shows how DeepLearning.AI is set to join the $100M club on Coursera, based on SEC disclosures of related-party transactions.

In January each year, Class Central publishes a list of the most popular online courses released by major course providers in the previous 12 months. The most popular course in the latest list turned out to be Google AI Essentials, launched by Coursera in April, 2024. More than 900,000 learners have enrolled, more than the combined total of all new courses launched on edX, FutureLearn, and Swayam in the same year. What’s even more surprising is that (unlike the vast majority of Coursera course

This year, Duolingo announced a major strategic shift: from monetization to user growth, with a target of 100 million daily active users by the end of 2028. To get there, it needs to grow about 25% year over year, every quarter. In Q2 2026, daily users grew 23%, to 58.7 million, the first time growth has sped up in two years. Duolingo also disclosed a roughly $10 million bonus that pays out if Q4 growth hits 25% or more. Paid subscribers grew by about 200,000 in the quarter, the fewest since 2

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