Скачать или смотреть AI Wins. Investors Panic. Duolingo Drops 20%

Duolingo just released its Q3 2025 earnings — and it’s a story of AI success and investor panic.

The language-learning app reported $271.7 million in revenue, beating expectations and raising its full-year outlook. Its AI-powered “Duolingo Max” subscription is now profitable, with a 72.5% gross margin and over 11.5 million paid subscribers, up 34%.

But despite the strong numbers, Duolingo’s Q4 bookings forecast came in light — triggering a 20% after-hours stock drop.

The company says it’s focusing on teaching quality over monetization, using AI to scale new learning subjects like music and chess.

So — is this the future of profitable AI, or just another Wall Street overreaction?

📈 Sources:

Reuters – Duolingo says AI features profitable; shares plunge after forecast miss

Business Insider – Duolingo CEO on brand growth and AI strategy

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