Duolingo(US:DUOL) 投资实习所·2025-05-12 11:14User Metrics - Duolingo's daily active users (DAU) reached 46.6 million, a year-on-year increase of 49% [4] - Monthly active users (MAU) reached 130.2 million, growing by 33% year-on-year [4] - The number of paid users surpassed 10 million for the first time, reaching 10.3 million, with a year-on-year growth of 40% [4] - User engagement improved, with DAU/MAU ratio increasing to 35.8% from 32.1% in the same period last year [4] Financial Performance - Total revenue reached $230.7 million, reflecting a year-on-year growth of 38% [4] - Subscription revenue accounted for 83% of total revenue, amounting to $191 million, with a year-on-year increase of 45% [4] - Advertising and other revenue grew by 11% [4] - Net profit was $35.1 million, a year-on-year increase of 30% [4] AI Integration - Duolingo generated 148 new courses through AI in just one year, a process that would have taken 12 years previously, significantly reducing costs and enhancing efficiency [2] - The company is transitioning to an AI-first model, planning to phase out contract workers for tasks that can be handled by AI [3] - The rise of AI-driven language learning products indicates a growing demand in the language learning sector, with competitors like Speak achieving a valuation of $1 billion and an annual recurring revenue (ARR) of $50 million, growing at 100% year-on-year [3][5] New Course Offerings - Duolingo is set to launch a chess course, capitalizing on the popularity of Chess.com, which has over 200 million users [2] - The introduction of new courses, including math and music, has already attracted millions of daily active users [2]