Duolingo's Shift to User Growth Over Monetization May Pressure Net Revenue Growth

Tuesday, Feb 3, 2026 11:10 am ET1min read
DUOL--

Duolingo's prioritization of user growth over monetization is expected to pressure net bookings, according to Morgan Stanley. The firm's fiscal 2026 bookings guidance may reset investor expectations, as the company's focus on growth could lead to lower revenue and profitability in the short term.

Duolingo's Shift to User Growth Over Monetization May Pressure Net Revenue Growth

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