Duolingo is choosing vibes over vouchers (for now)
TL;DR
Quick Summary
- Duolingo’s February 26, 2026 update signaled a pivot: prioritize user growth and a better free experience, even if bookings growth and margins cool in 2026.
- 2025 was strong: $1.04B revenue, $1.16B bookings, 52.7M daily active users (Q4), and 12.2M paid subscribers.
- The company authorized a $400M buyback while funding more AI-driven features like broader access to “Video Call with Lily.”
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
