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INSIGHTS
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BloomTech’s Downfall: A Long Time Coming
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Duolingo’s Q4 2025: Record Revenue, Record Stock Drop, One Massive Buyback
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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.
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