Analysis Archives - The Report by Class Central

New CEO, New Structure: Greg Hart Reshapes Coursera’s Reporting

Coursera’s latest financial update under new CEO Greg Hart includes not just numbers, but a fundamental shift in how its degree business is presented.

Dhawal Shah Apr 28th, 2025

Scaler Academy’s Big Lie: How India’s EdTech Darling Inflated Revenue by 15x

Scaler Academy projected $200M in revenue but delivered only a fraction. Class Central’s exclusive analysis reveals another major EdTech deception in India

Dhawal Shah Apr 7th, 2025

Duolingo’s Restaurant Side Business Tops $1.3M

Duolingo’s side business, Duo’s Taquería, has doubled its revenue to $1.3M in 2024

Dhawal Shah Mar 25th, 2025

DeepLearning.AI to Cross $100M in Sales on Coursera

Class Central analysis shows how DeepLearning.AI is set to join the $100M club on Coursera, based on SEC disclosures of related-party transactions.

Dhawal Shah Mar 18th, 2025

A chart showing Duolingo’s quarterly revenue growth from 2020 to 2024. Revenue steadily increased, reaching $209.6M in Q4 2024. Annual revenue milestones: $250.8M in 2021, $369.5M in 2022, $531M in 2023, and $748M in 2024. The trend reflects consistent growth alongside rising user numbers

How GenAI Costs Sank Duolingo’s Stock 20% (A Non-AI Generated Analysis)

A human analysis of financial documents reveals what AI content farms missed: Duolingo’s GenAI features are undermining its own profit margins.

Dhawal Shah Mar 10th, 2025

Udemy Earns More, Pays Instructors Less: Class Central Exclusive

Despite assurances of sustained instructor earnings, Udemy’s policy changes delivered a $30 million pay cut, sacrificing creator income to bolster its stock value.

Dhawal Shah Feb 17th, 2025

Coursera’s 2025 Strategy: Focusing on Campus, Scaling Back Degrees

As revealed in a recent earnings call, Coursera’s strategy is to integrate into existing university curricula, prioritizing ‘Coursera for Campus’ over its own online degree programs.

Dhawal Shah Feb 10th, 2025