Fourth quarter earnings season is entering its final stretch. Earnings from Nvidia (NVDA) this week marked the final company among the "Magnificent Seven" tech stocks to report quarterly results. This report offered a crucial update on how demand for its high-tech AI chips — a big part of the hundreds of billions of dollars its Big Tech peers are spending on AI investments — continues to shape up. But concerns about increased competition and the drivers underpinning Nvidia's strong forecast overshadowed t ...

Duolingo Inc (NASDAQ:DUOL) on Thursday reported upbeat fourth-quarter sales but issued sales guidance below estimates.Duolingo posted quarterly sales of $282.868 million, beating market estimates of $275.925 million.Duolingo said it sees FY2026 sales of $1.197 billion to $1.221 billion, versus expectations of $1.264 billion.“At the same time, advances in AI are fundamentally reshaping how people learn, and we believe this is a pivotal moment for our company. In 2026, we are deliberately prioritizing user gr ...

Core Viewpoint - Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Duolingo, Inc. following a significant decline in its stock price after the company announced disappointing financial results and guidance [1][3]. Group 1: Investigation Details - The investigation focuses on whether Duolingo's executive officers complied with federal securities laws, particularly in light of the company's recent disclosures [4]. - Duolingo's stock fell by over 30% in pre-market trading on February 27, 2026, after the announcement of slower bookings growth and reduced profitability expectations [3]. Group 2: Company Background - Duolingo announced its financial results for the fourth quarter and full fiscal year ended December 31, 2025, on February 26, 2026 [3]. - The company is facing scrutiny from investors due to the significant losses incurred following its financial disclosures [2][4]. Group 3: Law Firm Background - Johnson Fistel, PLLP is a nationally recognized shareholder-rights law firm that represents individual and institutional investors in securities class action lawsuits [5]. - The firm has a strong track record, having recovered approximately $90,725,000 for clients in previous cases, and has been recognized as a top plaintiffs' securities law firm multiple times [6].

The education technology company said it would sacrifice near-term revenue growth to focus on boosting its user base. ...

Core Viewpoint - Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Duolingo, Inc. following a significant decline in the company's stock price after the announcement of disappointing financial results and forward-looking guidance [1][3]. Group 1: Investigation Details - The investigation focuses on whether Duolingo's executive officers complied with federal securities laws, particularly in light of the company's recent disclosures regarding slower bookings growth and reduced profitability [3][4]. - Duolingo announced its financial results for Q4 and the full fiscal year ended December 31, 2025, on February 26, 2026, which led to a significant decline in its common stock during after-hours trading [3]. Group 2: Company Background - Johnson Fistel, PLLP is a nationally recognized shareholder-rights law firm with a strong track record in representing investors in securities class action lawsuits [5]. - The firm has been recognized as one of the Top 10 Plaintiff Law Firms in 2024, having recovered approximately $90.725 million for clients in cases where it served as lead or co-lead counsel [6].

Group 1 - Hyundai Motor Group and South Korea signed a deal to invest approximately 9 trillion won ($6.26 billion) for the development of an AI data center and a robot manufacturing factory [1] - The investment will take place in the western coastal region of South Korea, indicating a strategic focus on enhancing technological infrastructure in that area [1] - This initiative reflects Hyundai's commitment to advancing its capabilities in artificial intelligence and robotics, aligning with global trends in technology development [1]

Group 1 - The language-learning company is experiencing a slowdown in user growth, prompting a strategic shift in investment and service tier structure [1] - The company is increasing its investment to enhance user engagement and attract new customers [1] - A reevaluation of service tiers is underway to better meet user needs and improve overall satisfaction [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission file number 001-40653 Duolingo, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or ...

Duolingo (NasdaqGS:DUOL) Q4 2025 Earnings call February 26, 2026 05:30 PM ET Company ParticipantsAlexander Sklar - DirectorAndrew Boone - Managing DirectorBryan Smilek - Equity Research AssociateEric Sheridan - Managing DirectorGillian Munson - CFOLuis von Ahn - Co-Founder and CEOMark Mahaney - Senior Managing DirectorNathan Feather - Equity Research AssociateShweta Khajuria - Managing Director of Global InternetConference Call ParticipantsJustin Patterson - Managing Director and Equity Research AnalystRalp ...

Financial Data and Key Metrics Changes - In 2025, the company surpassed 50 million daily active users, more than five times the number at the time of its IPO in 2021 [5] - The company achieved over $1 billion in bookings and more than $300 million in adjusted EBITDA [5] - The guidance for 2026 includes bookings growth of 10%-12%, revenue growth of 15%-18%, and an adjusted EBITDA margin around 25% [12][14] Business Line Data and Key Metrics Changes - The company is focusing on three main initiatives: teaching languages better, improving the free user experience, and developing new subjects like math, music, and chess [8] - The company expects DAU growth to be about 20% year-over-year throughout 2026, indicating a deceleration from previous years [7][9] Market Data and Key Metrics Changes - The company holds approximately 85% of the daily active users in the language learning app market, indicating a strong market position [47] - In the U.S., only 2% of internet users engage with Duolingo daily, suggesting significant room for growth [48] Company Strategy and Development Direction - The company aims to redefine the future of learning by leveraging advances in AI, which is expected to enhance the learning experience [5][6] - The medium-term goal is to reach 100 million daily active users by 2028, with a focus on user growth over immediate profitability [9][40] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the deceleration in DAU growth and emphasizes the need for decisive actions to re-accelerate this growth [6][7] - The company is confident in its ability to scale and generate significant EBITDA and free cash flow while investing in user growth [84] Other Important Information - The board has authorized a share buyback of up to $400 million, reflecting good capital allocation discipline [16] - The company is experimenting with pricing strategies and A/B testing to optimize monetization without adding friction to the user experience [62][76] Q&A Session Summary Question: Can you elaborate on the market across AI and overall innovation? - Management believes AI will significantly enhance teaching quality and user engagement, making it an opportune time for strategic shifts [21][22] Question: How does the company view market saturation and competition? - Management is not concerned about market saturation, citing low penetration rates in various countries and a stable user base [47][48] Question: What are the expectations for user growth and monetization? - The company expects user growth to stabilize as friction points are removed, with a focus on enhancing the free user experience [36][39] Question: What is the outlook for the ad business? - The company plans to improve ad quality without increasing ad load, focusing on direct deals to enhance revenue per ad [86] Question: How will the company balance user growth and monetization? - Management aims to ramp up monetization gradually while prioritizing user growth, with expectations for increased efficiencies in marketing [82][84]