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Duolingo Stock Plummets Despite Strong User Growth and Revenue Outlook

11/6/2025

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Summary

Story summary

On November 5, 2025, Duolingo, Inc. (DUOL.O) forecast Q4 bookings of $329.5–$335.5 million, below the $343.6 million consensus, and its stock dropped about 20%.
Luis von Ahn, Duolingo's CEO, said the company would prioritize teaching quality over monetization.
Despite the forecast, Duolingo raised its full-year revenue outlook to $1.028–$1.032 billion and reported a 34% rise in paid users to 11.5 million, aided by China growth and Luckin Coffee.

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Story summary

On November 5, 2025, Duolingo, Inc. (DUOL.O) forecast Q4 bookings of $329.5–$335.5 million, below the $343.6 million consensus, and its stock dropped about 20%.
Luis von Ahn, Duolingo's CEO, said the company would prioritize teaching quality over monetization.
Despite the forecast, Duolingo raised its full-year revenue outlook to $1.028–$1.032 billion and reported a 34% rise in paid users to 11.5 million, aided by China growth and Luckin Coffee.