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INSIGHTS
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New CEO, New Structure: Greg Hart Reshapes Coursera’s Reporting
Coursera’s latest financial update under new CEO Greg Hart includes not just numbers, but a fundamental shift in how its degree business is presented.
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White-Labeling in Online Education: Whose Credential Is It Anyway?
Coursera’s flagship credentials may carry big brand names, but who’s actually creating the content?
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200K Layoffs, $100B Lost: The Tsunami of China’s Regulation on Education
Analyzing the impact of China’s regulatory crackdown on the nation’s for-profit education industry.
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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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