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

This afternoon, Coursera reports its first quarterly earnings since the Udemy deal closed. Yesterday, it announced a $100 million investment in LearnVector, a new AI learning company founded by Andrew Ng. LearnVector’s domain was registered exactly one month ago and somehow it’s worth $300M? It’s a single page website with five open roles in Mountain View, and a promise of a first product in early 2027. Its founder is the co-founder of Coursera and the chairman of its board. If my reading of t

Two years after its first major layoff round, Coursera announces another, impacting 10% of its workforce.

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