Duolingo to Announce Major Product Updates at Duocon 2025

Duolingo Inc. is preparing to announce significant product updates at its annual Duocon conference on September 16. The updates will include new video call features, an expanded Energy System, and non-language learning offerings, aimed at enhancing user engagement amid slowing daily active user growth and increasing AI competition.

Analysts at JP Morgan, Bryan Smilek and Doug Anmuth, have reiterated an Overweight rating on Duolingo shares with a price forecast of $515, indicating nearly 90% upside from Friday’s close at $271.18.

The analysts noted that the 21% drop in stock price since the second-quarter earnings reflects investor concerns over daily active user (DAU) growth, softer third-party data, and reduced U.S. marketing spend in the second half of the year.

At Duocon 2025, Duolingo is expected to highlight enhancements to its Video Call feature, including bilingual conversation tools, gamification elements, interactive backgrounds, and longer session formats.

The company is also likely to emphasize the broader rollout of its Energy System, a usage-based model replacing “Hearts” that has already improved engagement, time spent, and conversion rates across iOS users, with Android expansion underway.

Analysts noted that content expansion remains a focus at Duocon, with over 148 new language course pairs, deeper CEFR-aligned English learning offerings, and the Duolingo Score to benchmark proficiency.

Beyond languages, Duolingo will showcase progress in non-language verticals like Chess, Math, and Music, which collectively engage millions of DAUs and extend platform stickiness, though they are not expected to materially contribute to 2025 revenue.