Founded by former Thiel fellows, AI language tutoring app Speak started its journey in Seoul, South Korea. But as it enters the U.S. market, it’ll have to compete with better-known rivals like Duolingo.Read more: https://t.co/4fzpeBrQXL https://t.co/yyW95AIRqs ...

Founded by former Thiel fellows, AI language tutoring app Speak started its journey in Seoul, South Korea. But as it enters the U.S. market, it’ll have to compete with better-known rivals like Duolingo.Read more: https://t.co/4fzpeBsoNj https://t.co/FeiHaJILli ...

Sands Capital, an investment management company, released its Q3 2025 investor letter for the “Sands Capital Technology Innovators Fund.” A copy of the letter can be downloaded here. Technology Innovators focus on pioneering businesses worldwide that serve as key drivers or beneficiaries of significant, long-term technological changes. The fund returned 8.4% (net) in the third quarter compared to a 12.5% return for the benchmark, MSCI ACWI Info Tech and Communication Services Index. Despite concentrated lea ...

Core Viewpoint - Duolingo's stock experienced significant volatility, tripling in value from August 2024 to May 2025, but subsequently falling 67% from its peak, raising questions about its long-term viability and potential as a buying opportunity [1][2]. Company Growth and Performance - Duolingo's user base increased from 37.9 million to 135.3 million, and paid subscribers surged from 1.9 million to 11.5 million since its public market entry in 2021 [3]. - The company's trailing revenues rose from $207.7 million in 2021 to $964.3 million, with Q3 2025 alone generating $271.7 million [3]. Product Innovations - Duolingo launched an ultra-premium Max subscription that incorporates AI tools, such as ChatGPT, to enhance the learning experience through personalized interactions [4]. - The platform is expanding its offerings beyond language education, introducing courses in music, math, and chess, with plans for further topic growth in the future [5][6]. Strategic Focus - Management has shifted its operational goals to prioritize user growth over immediate monetization, which contributed to the stock's decline despite strong earnings [8][10]. - The company is expected to continue innovating its game-like learning model and focus on marketing strategies aimed at converting ad-supported users to premium subscriptions [9][11]. Market Position and Future Outlook - Duolingo's market cap stands at $8 billion, with a current stock price of $172.78, reflecting a significant drop from its 52-week high of $544.93 [9]. - Despite current challenges, including competition from AI-driven language learning and regulatory pressures, Duolingo is positioned to address these issues and maintain its growth trajectory [10].

Core Insights - Duolingo (NASDAQ: DUOL) shares have experienced a significant decline of 45% over the past month, which aligns with a notable drop in retail investor sentiment [1] Company Summary - The recent downturn in Duolingo's stock price reflects broader trends in retail investor behavior, indicating a potential shift in market dynamics affecting the company [1]

Founded by former Thiel fellows, AI language tutoring app Speak started its journey in Seoul, South Korea. But as it enters the U.S. market, it’ll have to compete with better-known rivals like Duolingo. https://t.co/4fzpeBsoNj (Photo: Speak) https://t.co/GenhQNh2Cx ...

Founded by former Thiel fellows, AI language tutoring app Speak started its journey in Seoul, South Korea. But as it enters the U.S. market, it’ll have to compete with better-known rivals like Duolingo. https://t.co/4fzpeBsoNj (Photo: Speak) https://t.co/fgYdP0TfxE ...

Core Insights - Companies mentioned are positioned for long-term growth despite recent stock price declines, presenting buying opportunities for investors [1][2] Duolingo - Duolingo's Q3 earnings report indicates strong growth with a significant increase in user sign-ups for its language learning app and new courses [3] - The stock has decreased by 64% from its peak due to lower-than-expected Q4 financial guidance, but management is focusing on user growth over immediate monetization [4] - Duolingo's market cap is $8 billion, with a gross margin of 71.39% and a year-over-year revenue growth of 41% [6][7] - Daily active users grew by 36% year-over-year, suggesting effective user engagement strategies [6] - The company's trailing-12-month free cash flow increased by 52% to $347 million, allowing shares to be purchased at a lower multiple of free cash flow [8] Take-Two Interactive - Take-Two Interactive is a leading video game producer with over $6 billion in trailing-12-month revenue, operating in a $200 billion industry [9] - The stock recently fell about 10% following a delay in the release of Grand Theft Auto VI, now scheduled for November 19, 2026 [10] - The delay is expected to enhance the game's quality, which is favorable for shareholders [10] - Take-Two's market cap is $43 billion, with a gross margin of 52.66% [11] - The company anticipates significant revenue growth post-release of Grand Theft Auto VI, with bookings projected to reach $10.8 billion by fiscal 2030 [12] - Take-Two's existing game lineup is already driving growth, with bookings up 33% year-over-year in fiscal Q2 [12][13]

RT Rashi Shrivastava (@RashiShrivast18)AI language learning app Speak has crossed $100 million in annualized revenue. Founded by former Thiel fellows @connorzwick and @adhsu in 2016, the company is up against better-known rival Duolingo as it enters the U.S. market.https://t.co/EzAq1eaapC ...

Core Insights - Duolingo has experienced a significant stock decline of nearly 60% from its peak, currently trading around $195, despite strong fundamentals and increasing subscriber counts [2][4][6] - The market is questioning whether Duolingo can sustain growth rates above 25-30% annually, and if the initial excitement around AI has already been priced in [5][10] Financial Performance - Duolingo is projected to generate approximately $700 million in yearly revenue with nearly 40% year-over-year growth anticipated [6] - Analysts expect operating margins to grow to around 25%, potentially resulting in about $175 million in annual profit within a few years [6][7] Market Valuation - At a current market capitalization of $9 billion, Duolingo's share price could feasibly rise to $320-$360 if growth momentum continues [6][7] - If earnings compound at an annual rate of 30-35%, profits could reach approximately $300-$350 million by 2028, suggesting a market cap of about $7-$9 billion [7] Competitive Position - Duolingo maintains a strong global presence with over 7 million paid subscribers and more than 90 million monthly active users, showcasing its scale in the education sector [8] - The company is diversifying its offerings beyond language learning into areas like music, math, and early childhood education, which could create new revenue streams [9] Investor Sentiment - Investor sentiment has shifted, with caution prevailing due to the stock's premium valuation at nearly 10x forward sales compared to peers [10] - The market is sensitive to performance, and any earnings miss could exacerbate the stock's decline, making it crucial for Duolingo to demonstrate consistent growth and margin expansion [11][14]