Duolingo Ramps AI Investment as User Count Soars
Duolingo (NASDAQ: DUOL) held its fourth-quarter 2024 earnings call on February 27, 2025, reporting what CEO Luis von Ahn described as "an outstanding record quarter." The company saw daily active users (DAUs) surge 51% year over year to 40 million and delivered record quarterly bookings, revenue, and adjusted EBITDA. Here are three key insights from the call for long-term investors.Max -- Duolingo's premium AI-powered subscription tier -- is showing strong early adoption, helping drive top-line growth and representing a key area of focus for 2025.Since launching Video Call, our GenAI-powered conversation feature, user engagement has grown meaningfully. Max is now available to the majority of our DAUs and represents about 5% of total subscribers. We're still very early in driving Max monetization and believe there is a lot of room to grow.Continue reading
Duolingo (NASDAQ: DUOL) held its fourth-quarter 2024 earnings call on February 27, 2025, reporting what CEO Luis von Ahn described as "an outstanding record quarter." The company saw daily active users (DAUs) surge 51% year over year to 40 million and delivered record quarterly bookings, revenue, and adjusted EBITDA. Here are three key insights from the call for long-term investors.
Max -- Duolingo's premium AI-powered subscription tier -- is showing strong early adoption, helping drive top-line growth and representing a key area of focus for 2025.
Since launching Video Call, our GenAI-powered conversation feature, user engagement has grown meaningfully. Max is now available to the majority of our DAUs and represents about 5% of total subscribers. We're still very early in driving Max monetization and believe there is a lot of room to grow.
