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Duolingo Is Evolving Beyond Language Learning—AI Tutors, Chess Lessons & A New Monetization Playbook!

Duolingo’s recent earnings highlight both the achievements and challenges faced by the company in 2025. On the positive side, the company marked significant milestones, such as achieving over 50 million daily active users and exceeding $1 billion in bookings, alongside $300 million in adjusted EBITDA. These figures underscore Duolingo’s continued growth and its capacity to scale operations profitably. The introduction of a new CFO, Gilian Munson, who brings a fresh perspective, is another positive development, as the company prepares to navigate through a strategically pivotal phase. The mention of their commitment to leveraging AI to improve the educational experience demonstrates proactive engagement with technological advancements, which could potentially redefine the way users interact with their platform. Nonetheless, there are notable concerns. A key issue is the observed deceleration in daily active user growth during 2025, which is expected to continue through 2026 with an estimated 20% year-over-year growth.