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Udemy Q4 2025: First Profitable Year Ends in a Loss
In 2025, Udemy hit its first profitable year, but its Q4 2025 ended in a loss. A few days after announcing the numbers, the stock reached an all-time low.
The company didn’t have an earnings call, nor did it release an investor presentation because of its pending merger with Coursera.
The earnings call would have been helpful to break down the numbers, since the numbers look bleak from an investor’s perspective. The overall revenue has fallen for the first time since the company went public, a
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Chinese Edtech Pivots: Well-rounded Education, Hardware, Agriculture E-commerce, Fast-Food, Garments, and More
Some companies are exploring entirely new markets: from hardware sales to TikTok e-commerce.
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Udacity’s 2021: Year in Review
In 2021, Udacity consolidated its enterprise focus, launched fewer free courses, but tripled scholarships.
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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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