Question 1

What percentage of Duolingo, Inc.'s revenue comes from AI?

Accepted Answer

Duolingo, Inc. derives approximately 34.06% of its revenue from AI-related products and services, representing $328.4M in annual AI revenue out of $964.3M total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Duolingo, Inc.'s AI Fair Value?

Accepted Answer

Duolingo, Inc.'s AI Fair Value is $1.4B, ranking it #83 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Duolingo, Inc.'s AI revenue changed recently?

Accepted Answer

Duolingo, Inc.'s AI revenue percentage increased from 40.0% to 42.0% (+2.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Duolingo, Inc. compare to peers in AI Apps?

Accepted Answer

Duolingo, Inc.'s AI revenue percentage of 34.06% is above the AI Apps layer average of 9.2%. Among 5 ranked peers, Duolingo, Inc. has the highest AI revenue concentration.

Question 5

Where does Duolingo, Inc. sit in the AI supply chain?

Accepted Answer

Duolingo, Inc. operates in the AI Applications & Verticals layer (Layer 9 of 9) of the AI supply chain. Companies deploying AI in specific industries — autonomous vehicles, healthcare, robotics, and more.

Question 6

How reliable is Duolingo, Inc.'s AI revenue estimate?

Accepted Answer

Duolingo, Inc.'s AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

Duolingo, Inc.

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