17 Education & Technology Group (NasdaqGS:YQ) Q4 2025 Earnings call March 24, 2026 09:00 PM ET Speaker1As a reminder, today's conference call is being recorded. I'll now turn the meeting over to your host for today's call, Ms. Lara Zhao, 17EdTech's Investor Relations Manager. Please proceed, Lara.Speaker0Thank you, operator. Hello, everyone, and thank you for joining us today. Our earnings release was distributed earlier today and is available on our ir website. Joining us today are Ms. Sishi Zhou, Chief Fi ...

Core Viewpoint - Duolingo, Inc. is facing scrutiny as its shares dropped by 22% following an announcement that its strategy to increase subscribers will lead to slower earnings growth and narrower profit margins in the short term [3][5]. Company Performance - The company plans to invest more in artificial intelligence, which will impact monetization efforts to boost user growth and engagement [3][5]. - Duolingo aims to double its daily active users to 100 million by 2028 [3][5]. - Daily active users increased by 30% year-over-year, marking the slowest growth in four years [3][5]. - The expected adjusted EBITDA for the first quarter is $73.6 million, which is below analyst estimates of $84 million [3][5].

Core Insights - Duolingo, Inc. shares experienced a significant decline of up to 22% on February 27th due to the company's announcement regarding slower earnings growth and narrower profit margins in the short term as it focuses on subscriber growth [4] Group 1: Company Performance - Duolingo plans to increase investment in artificial intelligence, which will impact monetization efforts to accelerate user growth and engagement [4] - The company aims to double its daily active users to 100 million by 2028 [4] - Daily active users grew by 30% year-over-year, marking the slowest growth in four years [4] Group 2: Financial Expectations - Duolingo expects first-quarter adjusted EBITDA to be $73.6 million, which is below analyst estimates of $84 million [4] - The short-term implications include slower bookings growth and lower profitability for the current year, as stated by CEO Luis von Ahn in a letter to shareholders [4]

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Duolingo Stock or Options To Contact Him Directly At 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, March 19, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Duolingo, Inc. (“Duolingo” or the “Company”) (NASDAQ: DUOL). Faruqi & Faruqi is a leadin ...

SANTA CLARA, CA, March 18, 2026 (GLOBE NEWSWIRE) -- Interview Kickstart Releases In-Depth Career Transitions Guide on Moving from Data Scientist to Machine Learning Engineer as Demand for Production AI Talent Accelerates. Artificial intelligence adoption is accelerating across industries, and organizations are increasingly prioritizing professionals who can move machine learning models from experimentation into scalable, production-ready systems. In response to this shift, Interview Kickstart has announced ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential securities claims against Duolingo, Inc. following a significant drop in its stock price due to concerns over slower earnings growth and narrower profit margins as the company focuses on increasing its subscriber base and investing in artificial intelligence [2][3]. Company Performance - Duolingo's shares fell by as much as 22% on February 27th after the company announced that its strategy to gain subscribers would lead to slower earnings growth and narrower profit margins in the short term [3][5]. - The company aims to double its daily active users to 100 million by 2028, which involves increased investment in artificial intelligence and a temporary sacrifice in monetization [3][5]. - Daily active users grew by 30% in the most recent quarter compared to the previous year, marking the slowest growth rate in four years [3][5]. - For the first quarter, Duolingo expects an adjusted EBITDA of $73.6 million, which is below analyst estimates of $84 million [3][5].

Everybody Loves Languages Corp. Provides Supplemental and Amending Disclosure on Proposed Acquisition by ELL Ventures Ltd. and Reschedules Meeting Everybody Loves Languages Corp. Provides Supplemental and Amending Disclosure on Proposed Acquisition by ELL Ventures Ltd. and Reschedules Meeting Share TORONTO--(BUSINESS WIRE)--Everybody Loves Languages Corp. ("ELL" or the "Company") (TSX-V: ELL; OTC: LMDCF; FSE: LIMA), www.everybodyloveslanguages.com,an edtech language learning edutainment and content developm ...

Core Viewpoint - The International Energy Agency (IEA) is set to release over 400 million barrels of oil from emergency reserves to address rising crude prices due to disruptions in global oil supply caused by the ongoing conflict in Iran [1]. Group 1: Oil Release Details - More than 400 million barrels of oil will be released, with immediate availability from Asia and Oceania, while Europe and the Americas' stocks will be available by the end of March [1]. - Governments have committed to releasing 271.7 million barrels from government stocks, 116.6 million barrels from industry stocks, and 23.6 million barrels from other sources [1]. - The majority of the pledged reserves, totaling 195.8 million barrels, will come from member countries in the Americas, with 172.2 million barrels sourced from government stocks [1]. Group 2: Regional Contributions - Asia and Oceania member countries will contribute 108.6 million barrels, with 66.8 million barrels from government stocks [1]. - Europe has pledged 107.5 million barrels, including 32.7 million barrels from government stocks [1]. Group 3: Composition of Releases - The IEA noted that 72% of the planned releases will be crude oil, while 28% will consist of oil products [1]. - This coordinated release marks the sixth since the IEA's establishment in 1974 [1]. Group 4: Context of Oil Price Spike - The release aims to counteract a spike in oil prices, which has been exacerbated by disruptions affecting approximately 20% of global oil and gas supply along the Strait of Hormuz since the conflict began on February 28 [1]. - Iran has warned that the world should prepare for oil prices reaching $200 per barrel due to ongoing attacks on merchant ships in the strait [1].

Core Viewpoint - Duolingo, Inc. is facing scrutiny after its stock price dropped significantly due to a shift in strategy that prioritizes user growth over short-term profitability [5]. Group 1: Company Performance - Duolingo's shares fell by as much as 22% on February 27th following the announcement of slower earnings growth and narrower profit margins in the short term [5]. - The company aims to double its daily active users to 100 million by 2028, which will involve increased investment in artificial intelligence and a temporary sacrifice in monetization [5]. - Daily active users grew by 30% year-over-year, marking the slowest growth rate in four years [5]. - The first-quarter adjusted EBITDA is projected to be $73.6 million, which is below analyst expectations of $84 million [5]. Group 2: Legal Investigation - Faruqi & Faruqi, LLP is investigating potential claims against Duolingo, indicating that investors who suffered significant losses may have legal options [4]. - The law firm has a history of recovering hundreds of millions of dollars for investors since its establishment in 1995 [4].

Core Insights - Duolingo's stock has decreased by 82% from its mid-2025 all-time high, primarily due to concerns over AI disruption and a shift in business strategy that may slow revenue and earnings growth [1][9] - Despite these concerns, the company believes it can nearly double its daily active users (DAUs) from 52.7 million in 2025 by 2028 [1][3] Business Model and Performance - Duolingo operates the largest digital language-education platform, monetizing through ads for free users and subscription options for those seeking enhanced features [4] - By the end of 2025, the number of paying subscribers reached a record 12.2 million, reflecting a 28% year-over-year increase [4] - The platform's mobile-first approach has led to a 30% increase in DAUs compared to the previous year, indicating strong user engagement [3] AI Integration and Features - AI has been a significant factor in attracting subscribers, with features like Video Call and Roleplay available to users of premium subscriptions [5][6] - The company plans to incorporate AI into its free learning experience to enhance user engagement, particularly by promoting spoken language practice [7]