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

Subscriber growth and revenue are accelerating even as revenue per user declines. Udemy built its empire on a simple idea: anyone could create a course, and anyone could buy one. That marketplace model made Udemy famous and made millionaires out of its top instructors. Now the company is deliberately killing it. In Q3 2025 earnings call, Udemy’s CFO admitted they are “intentionally reducing” single course sales to push users toward subscriptions. The logic is straightforward: Udemy keeps 82.5%

Udemy instructors face sudden drops in course ratings amid speculation that the platform’s GenAI rollout may be the cause.

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