Tech
Duolingo now has more than 100 million monthly active users
Sherwood News

Duolingo notifications: persistent, annoying, and oh-so-effective

The language-learning app now has more than 100 million monthly active users

Dua Lipa. Brazilian butt lifts. Clapping back in the comments.

Not a slam poem about the digital age, but rather some of the unconventional marketing strategies employed by the world’s leading mobile learning platform… by way of a green owl mascot with a penchant for intimidation.

Owl for one...

Duolingo — the app that encourages users to learn languages by completing short daily lessons — has exploded in popularity since its founding in 2011. In that time, it’s built a uniquely offbeat online presence, as well as a reputation for persistent notifications and overt gamification.

The company’s latest earnings, released Wednesday, reported its 5th consecutive profitable quarter, with total bookings of ~$190 million and net income of over $24 million, a more than 6x increase on the same period a year prior. It also saw Duolingo hit a significant milestone: 100 million monthly active users (MAUs).

Duolingo now has more than 100 million monthly active users
Sherwood News

Although the Q2 report sent Duolingo shares up more than 10% on the news, it’s been a bumpy year for the stock, which is still down 21% year-to-date. Analysts have pointed to a deceleration in growth for its vital daily active user count in the previous quarter as a reason why investors might be tentative to go all-in on lingo.

…and one for Owl

With users as its lifeblood, retaining aspiring polyglots, and eventually converting them to paying customers, is critical. That’s a tactic that Duolingo has down to a fine art, thanks to its 'make learning fun' approach to language tuition and heavily gamified user interface.

From the perspective of a Duolingo novice, the outline of how “studying” works on the app might seem more fitting to an arcade than a learning platform: users gain XP (experience points) as they learn, they can win gems, they keep hold of hearts, and, of course, they must return to the app day-after-day if they are to maintain their all-important streak.

It’s perhaps no surprise, then, that Duolingo is beloved by video game-raised Gen Z. For all its addictive hooks, though, the company’s quirky social media page is what’s really cemented the brand’s identity in the zeitgeist.

Duolingo’s TikTok follower count is soaring
Sherwood News

Sharp-tongued

Although it’s existed as a language-learning platform for over a decade, Duolingo’s foray into “unhinged” marketing began in 2021, when a 23-year-old graduate asked if they could make videos for the brand’s inactive TikTok account.

Since then, Duolingo has developed an online presence that at once straddles being timely, suggestive, and threatening — which younger audiences seemingly can’t help but respond to, with the company stating in a 2022 blog post that ~60% of all its US learners were under 30. As such, Duolingo’s TikTok followers continue to boom with its eccentric content, growing by 76% in the past year alone.

A masterclass in the marketing power of direct audience engagement and the cringe-inducing phenomenon of “trendjacking” (see: Duolingo chiming in on “brat summer” for some reason), Duolingo uses its image to push its primary objective, which ultimately pays its bills: getting people to use the app every single day.

Remember me?

This year’s Super Bowl wasn’t short of weird ads, but none were stranger than a five-second animation of a green owl producing its own face from its backside with the adage: “do your duolingo”.

If that wasn’t enough, the commercial was accompanied by a push notification for its US app users stating, “No buts, do a lesson now.” This kind of reminder was likely met with little surprise from Duolingo veterans, who are now used to being scolded by what Kelli María Korducki at Business Insider recently described as “the world’s meanest app”.

Indeed, people who download Duolingo for the sake of learning a language are often taken aback by the blackmail-adjacent tactics used by the app to keep them on-track. If you’re completing daily lessons, you will receive encouragement (“Your health is full again!”). But, if you’re inactive for too long, Duolingo’s messages start to sour: “You’re falling behind!”; “These reminders don’t seem to be working”; “It looks like you've learned how to say 'quitter' in Portuguese."

Still, whatever anyone might think of its “evil Duolingo owl” persona and broader marketing tactics, they seem to work.

Duolingo conversion rates are rising
Sherwood News

Pushed for cash

Turns out, Duolingo’s guilt-tripping is getting results. In the company’s most recent quarter, ~33% of MAUs were reported as using the app daily, up nearly a full 10 percentage points on the same quarter 5 years ago. The proportion of MAUs that pay for the service has more than doubled over the same period.

The successful conversion of ad-tiered to paying users makes Duolingo one of the most effective freemium models in the industry. And, beyond its ad-free, $12.99-monthly Super Duolingo tier is an even more advanced service: Duolingo Max, which incorporates AI-generated features for an extra $17 a month.

Language model

Indeed, Duolingo was one of the first major customers of OpenAI’s GPT-4, and since March 2023 it has rolled out “highly-personalized language lessons” using the technology, including chatbots and an “explain my answer” feature. In January, the company cut 10% of its contractor jobs, which was blamed at least in part on the use of AI.

It’s impossible to predict what language learning might look like in years to come, and perhaps highly gamified, AI-driven apps will be the (somewhat depressing) future. But, at least we don’t have to wonder what it would be like if the Duolingo bot becomes so advanced that it develops feelings — the owl already hates you for missing your lessons.

More Tech

See all Tech
tech

Epic scores two victories as “Fortnite” returns to Google Play and appeals court keeps injunction against Apple

“Fortnite” maker Epic Games notched two wins Thursday in its drawn-out battle against Big Tech’s app stores. “Fortnite” returned to the Google Play app store in the US, Reuters reports, as Epic continues working with Google to secure court approval for their settlement.

Meanwhile, a US appeals court partly reversed sanctions against Apple in Epic’s antitrust case, calling parts of the order overly broad, but upheld the contempt finding and left a sweeping injunction in place — keeping pressure on Apple to allow developers to steer users to outside payment options and reduce its tight control over how apps can communicate and monetize on iOS.

tech

Report: AI-powered toys tell kids where to find matches, parrot Chinese government propaganda

You may want to think twice before buying your kids a fancy AI-powered plush toy.

A new report from NBC News found that several AI-powered kids toys could easily be steered to dangerous as well as sexually explicit conversations in a shocking demonstration of the loose safety guardrails in this novel category of consumer electronics.

A report out by the Public Interest Research Group details what researchers found when they tested five AI-powered toys for kids bought from Amazon. Some of the toys offered instructions on where to find matches and how to start fires.

NBC News also bought some of these toys and found they parroted Chinese government propaganda and gave instructions for how to sharpen knives. Some of the toys also discussed inappropriate topics for kids, like sexual kinks.

The category of AI-powered kids toys is under scrutiny as major AI companies like OpenAI have announced partnerships with toy manufacturers like Mattel (which has yet to release an AI-powered toy).

A report out by the Public Interest Research Group details what researchers found when they tested five AI-powered toys for kids bought from Amazon. Some of the toys offered instructions on where to find matches and how to start fires.

NBC News also bought some of these toys and found they parroted Chinese government propaganda and gave instructions for how to sharpen knives. Some of the toys also discussed inappropriate topics for kids, like sexual kinks.

The category of AI-powered kids toys is under scrutiny as major AI companies like OpenAI have announced partnerships with toy manufacturers like Mattel (which has yet to release an AI-powered toy).

tech

OpenAI releases GPT-5.2, the “best model yet for real-world, professional use”

After feeling the heat from Google’s recent launch of its powerful Gemini 3 model, OpenAI’s response to its “code red” has been released, reportedly on an accelerated schedule to keep up with the competition.

The company’s new flagship model, GPT-5.2, is out, and the company is calling it “the most capable model series yet for professional knowledge work.”

OpenAI CEO Sam Altman called it the “smartest generally-available model in the world” and shared benchmarks that showed it achieving higher scores than Gemini 3 Pro and Anthopic’s Claude Opus 4.5 in some software engineering tests and abstract reasoning, math, and science problems.

In a press release announcing the new model, the company said: “Overall, GPT‑5.2 brings significant improvements in general intelligence, long-context understanding, agentic tool-calling, and vision — making it better at executing complex, real-world tasks end-to-end than any previous model.”

OpenAI CEO Sam Altman called it the “smartest generally-available model in the world” and shared benchmarks that showed it achieving higher scores than Gemini 3 Pro and Anthopic’s Claude Opus 4.5 in some software engineering tests and abstract reasoning, math, and science problems.

In a press release announcing the new model, the company said: “Overall, GPT‑5.2 brings significant improvements in general intelligence, long-context understanding, agentic tool-calling, and vision — making it better at executing complex, real-world tasks end-to-end than any previous model.”

tech

Google sinks on a string of bad news

Google is currently down nearly 2% amid a flurry of bad news for the tech giant:

  • OpenAI CEO Sam Altman said Google’s much-touted Gemini 3 model “had less of an impact on our metrics than maybe we feared.”

  • Disney sent Google a cease and desist letter accusing it of infringing Disney’s copyrights after announcing a $1 billion investment in competitor OpenAI.

  • Waymo recalled basically all of its vehicles — 3,067 — for a software update to fix a high-profile problem they had with driving past stopped school buses.

  • The AI trade generally is struggling today after Oracle posted underwhelming earnings results yesterday.

tech

Altman: Gemini 3 had less of an impact than we had feared

There have been a lot “code reds” flying around the AI world recently. But it turns out that the latest, declared by OpenAI CEO Sam Altman, may not be as dire as expected.

This morning Altman appeared on CNBC with Disney CEO Bob Iger to discuss Disney’s $1 billion investment in OpenAI. Altman told CNBC that Google’s Gemini 3 has “had less of an impact on our metrics than maybe we feared.”

Latest Stories

Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, or Robinhood Money, LLC.