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Duolingo: Rating Upgrade As The Growth Outlook Has Improved
Seeking Alpha· 2025-06-05 17:08
I wrote about Duolingo (NASDAQ: DUOL ) previously with a hold rating. My thinking back then was that while DUOL relevance was stronger than expected, the AI question mark was significant enough to make me stay cautious. Fast-forward toI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Tec ...
Duolingo: Playing Chess While Others Play Checkers
Seeking Alpha· 2025-06-05 13:38
Duolingo (NASDAQ: DUOL ) has been a core holding of mine for some time yet I regretfully stated investors shouldn’t rush to add shares of Duolingo in my last article as I stated theAnalyst’s Disclosure:I/we have a beneficial long position in the shares of DUOL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whos ...
Kaltura's AI Learning Agent Wins “e-Learning Innovation of the Year”, Ushering in a New Era of Personalized Education
GlobeNewswire News Room· 2025-06-04 12:00
New York, June 04, 2025 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the AI Video Experience Cloud, today announced that the Kaltura Class Genie has been selected as the winner of the "e-Learning Innovation of the Year" award in the 7th annual EdTech Breakthrough Awards. The EdTech Breakthrough Awards honor startups, established companies, and innovators who have demonstrated exceptional leadership and a commitment to progress in educational technology. The Kaltura Class Genie is an AI learning agent that cr ...
第一家因为“AI first”而被用户抛弃的公司出现了
创业邦· 2025-06-03 03:21
以下文章来源于硅星人Pro ,作者周一笑 硅星人Pro . 硅(Si)是创造未来的基础,欢迎来到这个星球。 来源丨 硅星人(ID: Si-Planet ) 作者丨 周一笑 图源丨Midjourney "那只猫头鹰死了。" 2025年5月17日,当Duolingo突然清空其TikTok和Instagram上的所有内容时,1000多万粉丝面对的是一片虚无。账号简介只 剩下神秘的"gonefornow123",配着枯萎的玫瑰。 但这不是黑客入侵,而是一次精心策划的营销动作。Duolingo发言人对媒体的解释颇有禅意:"我们正在尝试'沉默',有时候,最 好的发声方式就是先消失。" 问题是,他们想让大家忘记什么? 三周前,CEO Luis von Ahn刚刚宣布公司将转向"AI-first"战略,计划用人工智能逐步取代承包商。消息一出,社交媒体炸开了 锅。"Mama, may I have real people running the company?"这条评论获得了69,000个赞。用户们开始删除app、取消订阅, 有人甚至录制视频,亲手终结了1500多天的连续学习记录。 bye!!! this is so ins ...
Is AI Duolingo's Biggest Risk or Biggest Catalyst?
The Motley Fool· 2025-06-02 09:02
Gamified mobile learning company Duolingo (DUOL 1.35%) has been a market-crushing investment. The stock closed its first day of trading in 2021 at $139 per share. As of this writing, just four years later, it's trading at over $520 per share, up 276% and trading near an all-time high. For perspective, the S&P 500 is up just 34% during this time.Duolingo is outrunning the market for at least two simple reasons. First, it's growing like a weed. Second, it's actually quite a profitable business. The end result ...
第一家因为“AI first”而被用户抛弃的公司出现了
虎嗅APP· 2025-06-02 08:54
以下文章来源于硅星人Pro ,作者周一笑 硅星人Pro . 硅(Si)是创造未来的基础,欢迎来到这个星球。 本文来自微信公众号: 硅星人Pro (ID:gh_c0bb185caa8d) ,作者:周一笑,头图来自:AI生成 "那只猫头鹰死了。" 2025年5月17日,当Duolingo突然清空其TikTok和Instagram上的所有内容时,1000多万粉丝面对的 是一片虚无。账号简介只剩下神秘的"gonefornow123",配着枯萎的玫瑰。 但这不是黑客入侵,而是一次精心策划的营销动作。Duolingo发言人对媒体的解释颇有禅意:"我们 正在尝试'沉默',有时候,最好的发声方式就是先消失。" 问题是,他们想让大家忘记什么? 三周前,CEO Luis von Ahn刚刚宣布公司将转向"AI-first"战略,计划用人工智能逐步取代承包商。 消息一出,社交媒体炸开了锅。"Mama,may I have real people running the company?"这条评论获 得了69,000个赞。用户们开始删除app、取消订阅,有人甚至录制视频,亲手终结了1500多天的连 续学习记录。 面对排山倒海的负面反 ...
Abbott Benefits From Libre & Biosimilars Amid FX, Cost Headwinds
ZACKS· 2025-05-30 15:10
Core Insights - Abbott's diversified business portfolio is positioned for continued growth into 2025 despite foreign exchange challenges [1][7] - The company has seen significant growth in its Diagnostics and Diabetes Care segments, with a strong demand for routine diagnostics and continuous glucose monitoring systems [2][3][4] Business Performance - Abbott's Diagnostics business accounted for 20% of total revenues in Q1 2025, with a 6.5% growth in core laboratory diagnostics, excluding China [2] - The Diabetes Care segment reported sales exceeding $1.7 billion in Q1 2025, growing 21.6%, driven by the success of the FreeStyle Libre system [4] - Established Pharmaceuticals Division (EPD) sales increased 8% organically in Q1 2025, supported by a focus on biosimilars and a licensing model in emerging markets [5] Market Position - Year-to-date, Abbott's shares have gained 18.6%, outperforming the industry average of 5.2%, indicating strong market momentum [6] - Abbott's FreeStyle Libre has achieved global leadership in continuous glucose monitoring systems for both Type 1 and Type 2 diabetes users [3][4] Challenges - Foreign exchange fluctuations negatively impacted Abbott's sales by 2.8% year-over-year in Q1 2025, primarily due to a significant portion of revenues coming from international markets [7] - The company faces increased expenses related to raw materials and freight due to a challenging macroeconomic environment, which may affect future performance [8][9]
BioStem Technologies to Participate in the Goldman Sachs 46th Annual Global Healthcare Conference
Globenewswire· 2025-05-29 11:00
POMPANO BEACH, Fla., May 29, 2025 (GLOBE NEWSWIRE) -- BioStem Technologies, Inc. (OTC: BSEM), a leading MedTech company focused on the development, manufacturing, and commercialization of placental-derived products for advanced wound care, announces that the company will participate in the Goldman Sachs 46th Annual Global Healthcare Conference, which is taking place in Miami. Jason Matuszewski, the Company’s CEO, will participate in a fireside chat and will be available for one-on-one meetings. For conferen ...
Leo International leaps from Lion City to Frankfurt with AI precision health listing
Globenewswire· 2025-05-27 12:45
SINGAPORE, May 27, 2025 (GLOBE NEWSWIRE) -- In a landmark announcement that bridges Asia and Europe, Leo International Group has acquired a controlling stake in SPOABG AG, a publicly listed company on the Frankfurt Stock Exchange (FSE). The company has now been officially renamed Leo International Precision Health AG (LIPH AG), with updated ticker symbols “LEOW.F” and “LEOW.DU”. This momentous move marks the first time in a century that a Taiwanese-founded enterprise has achieved mainboard listing status o ...
Duolingo(DUOL):2025Q1业绩点评:营收月活均超预期,Max订阅占总订阅7%
Tianfeng Securities· 2025-05-26 11:48
海外行业报告 | 行业动态研究 Duolingo 2025Q1 业绩点评 证券研究报告 营收月活均超预期,Max 订阅占总订阅 7% 事件: 业绩情况:Duolingo 公布 2025Q1 季报,营业收入 2.3 亿美元,同比增长 38%,超越市场预期 3.7%。一季度公司毛利率为 71.1%,较 2024 年同期 73.0% 同比下降,主要系 Duolingo Max 高级订阅层级扩展带来的生成式 AI 成本 增加,导致订阅毛利率下降。调整后 EBITDA 为 6280 万美元,较去年同期 的 4400 万美元大幅增长;调整后 EBITDA 利润率分别为 27.2%,去年同期 为 26.3%;净利润为 3510 万美元,显著高于去年同期的 2700 万美元 作者 孔蓉 分析师 SAC 执业证书编号:S1110521020002 kongrong@tfzq.com 李泽宇 分析师 SAC 执业证书编号:S1110520110002 lizeyu@tfzq.com DAU、MAU 增长迅速,Max 订阅占总订阅 7%:一季度日活跃用户(DAUs) 为 4660 万,同比增长 49%;月活跃用户(MAUs)为 1 ...