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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 ...
Wall Street Bulls Look Optimistic About Duolingo (DUOL): Should You Buy?
ZACKS· 2025-05-21 14:36
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Duolingo, Inc. (DUOL) .Duolingo currently has an average brokerage recommendation (ABR) of 1.94 ...
2025年LSX世界大会的启示(英)2025
PitchBook· 2025-05-19 10:30
PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Paul Condra Global Head of Private Markets Research James Ulan Director of Emerging Technology Research Institutional Research Group Analysis Aaron DeGagne, CFA Senior Research Analyst, Healthcare aaron.degagne@pitchbook.com pbinstitutionalresearch@pitchbook.com Publishing Designed by Josie Doan Published on May 8, 2025 Contents | Introduction | 1 | | --- | --- | | Key takeaways | 2 | | Momentum for European heal ...
这是啥家庭,同时请9个家教?
半佛仙人· 2025-05-19 09:03
这是半佛仙人的第1803篇原创 1 平时经常刷到一些家长在讲自己很焦虑。 幼儿园升小学不能讲一口地道伦敦腔,是不是落后了。 考试错了一道题,是不是说明没好好学习。 高中每天能睡满八小时,是不是高考已经没戏了。 以前我看到这些人,觉得他们在搞行为艺术,这不纯纯发颠么。 但自打我自己有孩子之后,我突然发现我也焦虑了。 讲道理,我不该焦虑,我家小孩还没上学呢,我焦虑啥? 但不行,太焦虑了。 太焦虑了太焦虑了太焦虑了。 娃刚满月就操心高考坐哪个考场。 喝奶急点怕未来性格暴躁。 拉粑粑过于规律又担心缺乏冒险精神。 尿不湿选错牌子能脑补出三十年后他的凄凉。 明明和现在的我根本没关系,但我现在就是浑身难受,尖叫抓挠,想要把心里的缝纫机踩 出火星子。 现在这么卷了,以后卷不过同学怎么办? 要不要换个更好的学区房,要不要上早教班? 万一在学校被欺负了怎么办?是不是还得去报个拳击班? 以前我一直觉得我父母没事儿就在那担心未来有点神经质。 但现在我觉得我爸妈当年太松弛了,他们怎么心那么大,看着我天天在厕所搞文学创作还 不掉头发? 2 焦虑到一定程度之后,我突然悟了。 焦虑的出发点不是担心孩子做的不好,而是担心自己做的不好。 而焦虑 ...
Vaso Corporation Announces Financial Results for First Quarter of 2025
Globenewswire· 2025-05-15 13:00
PLAINVIEW, N.Y., May 15, 2025 (GLOBE NEWSWIRE) -- Vaso Corporation (“Vaso”) (OTCQX: VASO), a leading MedTech company with a diversified business portfolio in network and healthcare IT services, professional sales services, and proprietary medical products, today announced its operating results for the three months ended March 31, 2025. “The Company recorded record first quarter revenue, with revenue of $19.5 million, an increase of 3.9% when compared to the same quarter of the prior year,” commented Dr. Jun ...