Mar. 12 at 4:01 PM
$DUOL faces a slowdown — is it a strategic retreat or cause for concern? 🤔
📉 DAUs grew 30% YoY in Q4 2025, but it's the slowest growth since 2022 when growth was consistently above 40%.
🏢 Management shifts focus to a user-first approach, impacting short-term bookings and expected EBITDA margins.
🔍 Despite a 65.3% drop in 6 months, long-term goals aim for 100M DAUs by 2028.
Full analysis here 👉 https://www.zacks.com/stock/news/2883249/duolingos-100m-dau-blueprint-sacrificing-margins-for-scalability?cid=sm-stocktwits-2-2883249-body-37195&ADID=SYND_STOCKTWITS_TWEET_2_2883249_BODY_37195