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INSIGHTS
Latest Post
FutureLearn’s 2021: Year in Review
In 2021, FutureLearn gained 2M learners, appointed a new CEO, and introduced close to 100 ExpertTracks.
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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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Coursera Q1 2022: $120.4M Revenue, $38.3M in Losses, 16K Degree Students
Coursera has published its first quarterly report of 2022. Here are the essential numbers.
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