What Duolingo's FY2025 10-K says: 12 signals
Duolingo filed its latest 10-K with the SEC on Feb 26, 2026. It discusses margin pressure, platform strategy and AI investment.
Public (DUOL)Software Development1,001 to 5,000 employeesduolingo.comLinkedIn
- Filed
- Feb 26, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 1
10-K · latest 10
What Duolingo's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 12 signals
Duolingo investing heavily in AI features, driving up computing infrastructure costs
The company's expansion of AI-powered features like Roleplay and Duolingo Max is increasing the need for investment in computing infrastructure and creating pressure to actively manage these rising costs.
AIGenAImachine learning
Duolingo reports critical dependency on AWS, Google Cloud, and Apple/Google app stores
cloud computingApple App StoreGoogle Play StoreAmazon Web Services
New Math and Music courses have failed to generate material revenue since 2022-2023 launch
Despite launching Math and Music courses to diversify its offerings, Duolingo has not yet successfully monetized them, indicating a challenge in converting investment in new subjects into profitable revenue streams.
GenAI
Duolingo is increasing investment in AI, leading to higher computing infrastructure costs.
The company is leveraging AI for new features like Roleplay and Duolingo Max, but acknowledges this requires significant and growing investment in computing infrastructure.
AIGenAIdata analyticsmachine learning
Duolingo identifies high dependency on AWS and Google Cloud as a key operational risk.
The company relies heavily on a few third-party cloud providers for hosting its products, making any disruption a significant threat to operations.
cloud computingAmazon Web ServicesGoogle CloudApple App Store
Duolingo launched a new Chess course in 2025 as part of its platform diversification.
Following recent launches of Math and Music courses, the new Chess course signals a clear strategic expansion beyond language learning.
AIgamification
Duolingo expects continued headcount growth, with over 430 engineers on a 900+ person team.
The company is actively hiring to support its growth and product development, with engineers making up nearly half the workforce.
AIdata analytics
Facing disruption risk from new entrants using Generative AI technology
Duolingo acknowledges a significant risk that competitors could leverage new technologies like Generative AI to rapidly gain market share, pressuring Duolingo to innovate faster to maintain its user base.
generative artificial intelligenceGenAI
Company acknowledges rising costs and investments are reducing operating margin and profitability
Duolingo states that its ongoing expenses and investments in new products, marketing, and infrastructure are increasing, which is actively reducing its operating margin and creating pressure to ensure new investments are successful.
Processing nearly 2 billion daily exercises to power data analytics and AI systems
The company's strategy relies on creating the 'world's largest learning dataset' from user activity.
data analyticsAI
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .