This year, Duolingo announced a major strategic shift: from monetization to user growth, with a target of 100 million daily active users by the end of 2028. To get there, it needs to grow about 25% year over year, every quarter. In Q2 2026, daily users grew 23%, to 58.7 million, the first time growth has sped up in two years. Duolingo also disclosed a roughly $10 million bonus that pays out if Q4 growth hits 25% or more. Paid subscribers grew by about 200,000 in the quarter, the fewest since 2

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When Class Central covered the Coursera-Udemy merger completion, Hugo Sarrazin’s role was unclear. Not anymore. He’s joining Avalara, a tax and compliance company, as CEO. Here’s the thing. Neither an SEC filing nor a public post announced the departure of the 14-month CEO, which led Udemy to its first profitable year and the $2.5 billion all-stock merger. The Quiet Exit The Coursera-Udemy merger was completed on May 11, 2026. Coursera even released a completion 8-K once it was done. Sarrazin,

In Q4 2025, Duolingo announced it would let go of $50M in bookings to reach 100 million daily active users (DAUs) by 2028; a strategy Class Central covered in detail last month.  2026 is its “investment year,” and Q1 was the first quarter of execution. So far, the plan seems to be working. The Expected Results: Low Bookings, High DAUs Duolingo is running multiple tests to improve the free experience: spoken tokens for speaking practice, Speaking Adventures for real-world conversations, and fla