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Duolingo's Pushy Paywall Play: Smart or Risky?
The Motley Fool· 2025-08-08 11:03
Is Duolingo's premium push annoying or brilliant, and how might this strategy shape the company's future?Language-learning specialist Duolingo (DUOL 13.81%) loves its premium subscription plans. The premium-plan appreciation is honestly getting a bit too intense for some Duolingo users.Is the company pushing its subscription plans too hard in 2025?What's going on?Duolingo is always tinkering with its user interface. Co-founder and CEO Luis von Ahn wants to build an effective learning platform that works for ...
AI教育产业跟踪:多邻国2025Q2业绩超预期,国内AI教育有望迎来催化
Guoxin Securities· 2025-08-08 01:55
证券研究报告 | 2025年08月08日 AI 教育产业跟踪 多邻国 2025Q2 业绩超预期,国内 AI 教育有望迎来催化 优于大市 行业研究·行业快评 社会服务·教育 投资评级:优于大市(维持) 证券分析师: 曾光 0755-82150809 zengguang@guosen.com.cn 执证编码:S0980511040003 证券分析师: 张鲁 010-88005377 zhanglu5@guosen.com.cn 执证编码:S0980521120002 联系人: 周瑛皓 zhouyinghao@guosen.com.cn 事项: 2025 年 8 月 7 日,多邻国发布 FY2025Q2 业绩,收入及调整后 EBITDA 利润率表现超出彭博一致预期,此外 公司上修 2025 年全年收入及调整后 EBITDA 利润率指引,验证 AI 教育应用盈利能力。 国信社服观点:1)建议关注 AI 教育国际龙头强劲财报对国内 AI 教育赛道的情绪催化:二季度多邻国面 临社交平台舆论事件的短期扰动,但当季营收与调整后 EBITDA 均超出彭博一致预期,同时公司上修全年 收入及调整后 EBITDA 利润率指引,进一步 ...
Duolingo(DUOL) - 2025 Q2 - Earnings Call Transcript
2025-08-06 22:30
Duolingo (DUOL) Q2 2025 Earnings Call August 06, 2025 05:30 PM ET Speaker0Good evening, everyone, and welcome to Duolingo's second quarter twenty twenty five earnings webcast. Today, after market close, we released this quarter's shareholder letter, a copy of which you can find on our IR website at investors@duolingo.com. On today's call, we have Luis Vonon, our cofounder and CEO, and Matt Scarupa, our CFO. They'll begin with some brief remarks before opening the call to questions. Analysts will be able to ...