Degree enrollments slowdown in the US, headwinds for Consumer and Business in Europe.

Subscriber growth and revenue are accelerating even as revenue per user declines. Udemy built its empire on a simple idea: anyone could create a course, and anyone could buy one. That marketplace model made Udemy famous and made millionaires out of its top instructors. Now the company is deliberately killing it. In Q3 2025 earnings call, Udemy’s CFO admitted they are “intentionally reducing” single course sales to push users toward subscriptions. The logic is straightforward: Udemy keeps 82.5%

In 2027, Duolingo is shutting down Duolingo for Schools, its free classroom tool that helped teachers track student progress and assign lessons. Coursera did the same thing last year, ending free course audits. It seemed sudden, but the signs were there. Class Central tracked the Duolingo for Schools shutdown too. And this time, the signs were all across social media platforms. Why the Shutdown? Duolingo for Schools was launched in 2015. Within a week, more than 10,000 teachers and 25,000 stud

BloomTech’s unraveling reveals years of systemic issues and the inevitable regulatory response.