We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Duolingo, Inc.
Communication Services · Interactive Media & Services
8B+ daily lessons) compounds into the deepest language-learning dataset, which fine-tunes content generation at near-zero marginal cost. AI flips the cost curve: a single GPT-4-authored course replaces a year of human curriculum design, and Max tier ($30/mo) doubles ARPU vs Super while OpenAI inference is the only meaningful COGS line.
(1) DAU/MAU at multi-year highs, paid penetration still under 10% - long runway. (2) Max tier conversion from Super is the highest-margin upsell in the stack; AI features are the moat. (3) English Test is a $1B+ TAM at near-100% gross margin, growing 40%+ YoY.
(4) Math + Music apps reuse the same retention engine - optionality not in numbers. (5) Operating leverage: rev growing 40%+ with headcount near-flat post-2024.
(1) ChatGPT + $GOOGL Gemini are credible substitutes for casual learners - the moat is habit, not knowledge. (2) GPT-4 inference is a variable cost that scales with Max engagement; margin sensitivity to $OPENAI pricing is real. (3) Stock trades at premium SaaS multiples on consumer-app fundamentals - valuation rerate risk if MAU growth slows.
(4) Founder-led concentration; Luis von Ahn supervoting. (5) China + India monetization remains structurally weak.
Each weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.