Duolingo
Consumer · AI language learning
- HQ
- Pittsburgh, US
- Website
- duolingo.com
What leadership said about AI on earnings calls (above the line, stacked by event type) vs how many AI roles the company actually posted (below the line). Each side scales to its own peak — read shape, not absolute height.
Trajectory events (left half, cyan) vs active AI roles posted (right half, slate), bucketed by stage. Darker cell = more activity for this company.
Management acknowledged margin pressure due to increasing internal AI costs and the expansion of AI-powered features, with gross margin expected to trend down to 69% by year-end.
“we have started to see some pretty big increases in AI costs internally”— Gilian Munson
Management acknowledges that gross margins are guided lower due to the expansion of AI features to a broader user base.
Management acknowledged regulatory delays in launching Duolingo Max in China due to requirements for local LLM approval.
Consumer · AI language learning
Currently tracking 1 active AI role, up 24% versus the prior 4 weeks. Primary focus: Post-train · Engineering. Salary range $221k–$331k (avg $276k).