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TL;DR Duolingo is targeting 100 million DAUs by 2028. It took the company 13 years to get its first 50 million DAUs. The new strategy includes more AI features for free users, deeper language courses, and growth of Chess, Math, and Music. But the strategy sacrifices short-term growth for long-term results, and von Ahn is calling 2026 its investment year without significant results.   It took Duolingo 13 years to get 50 million DAUs. CEO Luis von Ahn wants to double it in three years. For yea

TL;DR Q1 2026 revenue grew 9% YoY; Consumer segment is up double digits, but Enterprise segment is lagging. The platform fee pushed Consumer margins to a multi-year high, but Enterprise customer count slipped for the first time since IPO. Enterprise grew 7% YoY, ahead of management’s low single-digit guidance, with new GM Anthony Salcito leading execution improvements. In the last earnings report, we flagged Coursera’s struggling segments. Not much has changed, except for one thing: the plat