Despite some positive user growth trends, the creator remains hesitant to buy Duolingo stock due to ongoing declines in paid subscribers and a perceived lack of pricing power, indicating a lack of a wide moat.
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Duolingo Stock Plunges After Earnings - Buy The Dip?
Aug 6, 2026
The creator discusses Duolingo's stock performance following an earnings report, noting a significant drop after hours. While daily active user growth is showing positive signs of stabilization and increasing stickiness, the number of paid subscribers continues to decline, and average revenue per paid subscriber is stagnant. The creator expresses concerns about Duolingo's monetization strategy and lack of a wide moat, leading to a decision not to buy the stock despite some positive user engagement metrics.
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