Duolingo, Inc.
"Released a new chess course, which gained a million daily active users on iOS."
Business LinesDuolingo App (Language)
Key Metrics
DAUs, MAUs, Paid Subscribers
Growth Driver
AI-Powered Learning & New Subjects (Math, Music)
Advantage
Gamified Platform, Viral Brand
Use Case Solved
Gamified Language Education
Market Position
#1 Language Learning App
Quantified Position
8M+ paid subscribers
Duolingo English Test
Key Metrics
Test takers, Revenue
Growth Driver
Adoption by universities for admissions
Advantage
Convenient and affordable alternative
Use Case Solved
High-stakes English proficiency testing
Market Position
Challenger to traditional tests (TOEFL, IELTS)
Quantified Position
Accepted by over 5,000 institutions
New Subjects (Math, Music)
Key Metrics
DAUs in new subjects
Growth Driver
Expanding the learning platform beyond language
Advantage
Leveraging existing platform and user base
Use Case Solved
Gamified education for other subjects
Market Position
Early stage expansion
Quantified Position
TBD
Fcf Yield Pct
2.8
Next Year Revenue Growth Pct
39.5
Subscription Revenue Pct
~77%
Marketing And Sales Pct
~25-30%
Capex Pct
~1%
Single Point Of Failure
Failure to adapt to AI-native tools.
Insider Ownership Pct
14%
Gross Margin Pct T T M
72.00%