DUOL vs MNDY

Duolingo's Q4 and full-year 2025 release contains limited AI-specific product detail. Management frames AI as a strategic inflection point and says 2026 will prioritize user growth and improving the free learner experience, acknowledging that this may moderate near-term financial growth. The release notes operational milestones (50M DAU, >$1B bookings) and a $400M share repurchase authorization. No named AI products, primitives, developer tools, partnerships, or financial line items (total revenue, margins, income, or guidance) are provided in the press release.

monday.com positions itself as an "AI work platform" and announced a unified AI platform with four named AI offerings: monday sidekick, monday vibe, monday agents, and monday workflows. Management highlights strong adoption of AI products (notably monday vibe, which surpassed $1M ARR ~2.5 months after pricing launch) alongside solid financial performance: Q4 revenue $333.9M (+25% YoY), FY25 revenue $1,232.0M (+27% YoY), non-GAAP operating income of $41.9M in Q4, GAAP net income $76.7M in Q4, and adjusted free cash flow $56.7M in Q4. Guidance for Q1 FY2026 revenue is $338M–$340M and FY2026 revenue $1,452M–$1,462M; management calls out FX headwinds but emphasizes continued upmarket momentum and product-driven monetization.